Comfortable leader
12 companies value 113 bn revenue 93 bn margin 7.9% free cash flow 7.2 bn avg. score 5.9
NKE holds 48.8% of the group's value, 3.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NKE | NIKE United States · score 6.2 | 49% | 55 bn | 46 bn | 6.7% | 2.1 bn | 3.8% | 4.4% | World's largest seller of athletic footwear and apparel · World's largest sports brand | |
| 2 | AS | Amer Sports, Inc. Cayman Islands · score 5.8 | 15% | 17 bn | 7.4 bn | 7.6% | 0.7 bn | 4.1% | — | Sports brands: Arc'teryx, Salomon, Wilson, Atomic and Peak Performance · Cayman Islands — revenue of $7.4bn | |
| 3 | DECK | Deckers Outdoor United States · score 7.0 | 11% | 12 bn | 5.5 bn | 18.4% | 1.1 bn | 9.4% | — | UGG, Hoka and Teva footwear · Owner of UGG and HOKA, the fastest-growing footwear brands of the decade | |
| 4 | LULU | Lululemon Athletica Canada · score 7.7 | 9% | 10 bn | 11 bn | 12.8% | 1.4 bn | 13.1% | — | lululemon athletic and yoga apparel · Highest margin in athletic apparel; an established premium brand | |
| 5 | CROX | Crocs, Inc. United States · score 7.0 | 5% | 5.8 bn | 4.0 bn | 14.6% | 0.7 bn | 12.2% | — | Casual footwear and accessories · Colorado — revenue of $4.1bn | |
| 6 | BIRK | Birkenstock Germany · score 5.8 | 5% | 5.4 bn | 2.5 bn | 14.8% | 0.3 bn | 6.1% | — | Birkenstock sandals and footwear · Centuries-old brand with pricing power and luxury margins | |
| 7 | SHOO | STEVEN MADDEN, LTD. United States · score 7.1 | 3% | 3.3 bn | 2.7 bn | 5.2% | 0.2 bn | 6.8% | 1.9% | Fashion footwear, accessories and apparel · New York — revenue of $2.7bn | |
| 8 | UAA | Under Armour, Inc. United States · score 0.2 | 2% | 2.0 bn | 4.9 bn | -10.0% | -0.1 bn | -4.0% | — | Athletic apparel, footwear and accessories · Maryland — revenue of $4.9bn | |
| 9 | WWW | WOLVERINE WORLD WIDE INC /DE/ United States · score 6.7 | 1% | 1.6 bn | 1.9 bn | 5.8% | 0.2 bn | 11.0% | 2.1% | Casual, outdoor, athletic and work footwear and apparel · Michigan — revenue of $1.9bn | |
| 10 | CAL | CALERES INC United States · score 6.4 | 0% | 0.4 bn | 2.9 bn | 1.8% | 0.1 bn | 15.3% | 2.2% | Branded footwear and retail, with in-house design and sourcing · Missouri — revenue of $2.8bn | |
| 11 | RCKY | ROCKY BRANDS, INC. United States · score 5.4 | 0% | 0.3 bn | 0.5 bn | 5.7% | 0.0 bn | 4.8% | 1.4% | Muck, XTRATUF, Rocky, Durango and Georgia Boot footwear and apparel · Ohio — revenue of $505m | |
| 12 | ONON | On Holding Switzerland · score 6.0 | — | — | 3.9 bn | 12.3% | 0.5 bn | — | — | On Running shoes and sportswear, from Switzerland · The world's fastest-growing running brand |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Hotels and cruises 16 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Auto parts retail 7 companies
- Homebuilders 16 companies
- Branded apparel and accessories 30 companies
and 36 industries more
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Resale and handmade marketplaces 7 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Home and decor retail 9 companies
- Beauty retail 7 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Recreational vehicles and boating 16 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.