SECTOR SYSTEM / 15 COVERED ISSUERS
Retailers, consumer brands and service platforms balance demand, price, unit volume and operating costs.
Unit volumes, comparable sales, inventory, pricing and operating leverage.
Consumer affordability, input inflation, competitive promotions and discretionary demand.
Sector medians are descriptive, not fair-value estimates. Dated company ratios use annual denominators and differ in fiscal year end. Historical-multiple series are unavailable. Sources and exclusions are visible on company profiles.
Across 11 eligible consumer companies, the equal-weight median capital expenditure as a share of revenue was 3.53% for the prior selected annual periods.
Across 10 eligible consumer companies, the equal-weight median capital expenditure as a share of revenue was 3.55% for the latest selected annual periods.
Across 15 eligible consumer companies, the equal-weight median operating cash-flow margin was 13.62% for the prior selected annual periods.
Across 15 eligible consumer companies, the equal-weight median operating cash-flow margin was 12.77% for the latest selected annual periods.
Across 15 eligible consumer companies, the equal-weight median equity as a share of assets was 24.72% for the prior selected annual periods.
Across 15 eligible consumer companies, the equal-weight median equity as a share of assets was 28.49% for the latest selected annual periods.
Across 15 eligible consumer companies, the equal-weight median net margin was 9.46% for the prior selected annual periods.
Across 15 eligible consumer companies, the equal-weight median net margin was 8.77% for the latest selected annual periods.
Across 15 eligible consumer companies, the equal-weight median revenue growth was 3.95% for the prior selected annual periods.
Across 15 eligible consumer companies, the equal-weight median revenue growth was 4.33% for the latest selected annual periods.
Airbnb, Inc.
Annual revenue of USD 12.241 billion and net income of USD 2.511 billion for the period ended 2025-12-31.
AMAZON COM INC
A two-period review of AMZN revenue, profitability and cash conversion; reported revenue growth was 12.38%.
AMAZON COM INC
Annual revenue of USD 716.924 billion and net income of USD 77.670 billion for the period ended 2025-12-31.
Booking Holdings Inc.
Annual revenue of USD 26.917 billion and net income of USD 5.404 billion for the period ended 2025-12-31.
Sector research
A research framework for 15 covered consumer issuers, with explicit attention to financial comparability.
COSTCO WHOLESALE CORP /NEW
A two-period review of COST revenue, profitability and cash conversion; reported revenue growth was 8.17%.