Consumer stocks
Peer comparison of the 14 Consumer stocks tracked by R40, ordered by market cap.
Ordered by market cap, largest first — not by Rule of 40 score.
| Company | R40 | Market cap | Price | Revenue growth | FCF margin | P/E |
|---|---|---|---|---|---|---|
WMT
Walmart Inc.
|
R40102027 Q2 | $855.49B | $106.79 | +5.9% | +4.0% | 40.1 |
COST
Costco Wholesale Corporation
|
R40142026 Q3 | $397.37B | $893.93 | +11.6% | +2.9% | 50.7 |
KO
The Coca-Cola Company
|
R40452026 Q2 | $380.42B | $88.06 | +6.7% | +38.1% | 25.3 |
PG
The Procter & Gamble Company
|
R40212026 Q2 | $357.66B | $147.55 | +1.5% | +19.4% | 22.1 |
NFLX
Netflix, Inc.
|
R40262026 Q2 | $327.14B | $75.31 | +13.4% | +12.1% | 22.4 |
HD
The Home Depot, Inc.
|
R40152026 Q3 | $301.00B | $302.51 | +5.7% | +9.4% | 23.2 |
UBER
Uber Technologies, Inc.
|
R40322026 Q2 | $146.77B | $70.87 | +12.2% | +19.7% | 15.9 |
XIACY
Xiaomi Corporation
|
R4002026 Q2 | $88.12B | $16.62 | −0.1% | +0.2% | 16.0 |
DASH
DoorDash, Inc.
|
R40552026 Q2 | $85.48B | $194.56 | +35.6% | +19.8% | 96.6 |
BIDU
Baidu, Inc.
|
R40-242026 Q2 | $31.11B | $90.03 | +1.1% | −25.4% | n/m |
CVNA
Carvana Co.
|
R40552026 Q2 | $14.42B | $65.84 | +52.4% | +2.5% | 58.0 |
GRAB
Grab Holdings Limited
|
R40262026 Q2 | $11.49B | $2.81 | +21.7% | +3.9% | 37.7 |
XPEV
XPeng Inc.
|
R40n/m | $10.14B | $10.60 | - | - | n/m |
NIO
NIO Inc.
|
R40n/m | $9.04B | $3.62 | - | - | n/m |
Latest Consumer news
News
· XIACY
Xiaomi Is Training Its Next Model in Public. Its AI Revenue Sits in a RMB1.0bn Line.
Mid-run, MiMo-V2.6-Pro scores 65.97% on DeepSWE against 19% for the shipped model. Xiaomi's AI revenue still sits inside a RMB1.0bn residual, 0.9% of sales.
R40
News
· GRAB
Grab's New 2028 Target Adds $1.58bn of Revenue. Atome's Own Figures Cover $470m to $800m of It Before Growing.
Grab's 30%+ CAGR puts 2028 revenue $1.58bn above its February path. Atome's own figures, $470m revenue and an $800m run-rate, cover 30% to 51% before growth.
R40
News
· GRAB
Grab Will Add 40 Robotaxis Over Six Months. It Added 212 Ordinary Taxis in the Six Months to July.
Grab takes its Punggol fleet from 10 cars to 50. At 20 trips a day that is 0.16% of Singapore's 634,000 daily rides, and 5.3x slower than GrabCab grew.
R40