Ralph Lauren leads all large-cap consumer discretionary stocks in YoY CapEx growth

[Balancing savings and spending]
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A rising capital expenditure figure often signals that a company is betting heavily on its own future growth. Below is a list of U.S. large-cap consumer discretionary stocks ranked by their year-over-year CapEx growth percentage, spanning multiple sectors and market capitalizations.

The list spans multiple sub-sectors, including Apparel, Accessories and Luxury Goods, Restaurants, Home Furnishings, Automotive Retail, Hotels, Resorts and Cruise Lines, Broadline Retail, Casinos and Gaming, and Automobile Manufacturers.

Ralph Lauren (RL [https://seekingalpha.com/symbol/RL]) tops the list with a CapEx growth rate of 147.79% year-over-year, driven by continued investment in retail store expansion and brand elevation, with total capital expenditures rising to $216 million in Fiscal 2025 from $165 million in the prior year.

DoorDash (DASH [https://seekingalpha.com/symbol/DASH]) and Somnigroup International (SGI [https://seekingalpha.com/symbol/SGI]) follow in second and third place with growth rates of 147.12% and 71.53% respectively, while Carvana (CVNA [https://seekingalpha.com/symbol/CVNA]) and Royal Caribbean Cruises (RCL [https://seekingalpha.com/symbol/RCL]) round out the top five at 61.54% and 60.01%.

Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]) and Wynn Resorts (WYNN [https://seekingalpha.com/symbol/WYNN]) occupy the sixth and seventh positions with CapEx growth of 58.82% and 57.27%, while DraftKings (DKNG [https://seekingalpha.com/symbol/DKNG]) and Rivian Automotive (RIVN [https://seekingalpha.com/symbol/RIVN]) follow at 50.86% and 49.87%.

CAVA Group (CAVA [https://seekingalpha.com/symbol/CAVA]) rounds out the list at 46.77%, reflecting the Mediterranean fast-casual chain's ongoing restaurant expansion, with 72 net new locations opened in fiscal 2025.

Somnigroup International (SGI [https://seekingalpha.com/symbol/SGI]) is the only stock on the list with a Sell rating at 2.02, while the remaining names all carry Hold ratings ranging from 2.64 to 3.44 under Seeking Alpha Quant Ratings, making this one of the few cross-sector CapEx growth lists without a single Buy or Strong Buy recommendation.

Here is the list:

*
Ralph Lauren Corporation (RL [https://seekingalpha.com/symbol/RL]), CapEx growth YoY: 147.79%

*
DoorDash, Inc. (DASH [https://seekingalpha.com/symbol/DASH]), CapEx growth YoY: 147.12%

*
Somnigroup International Inc. (SGI [https://seekingalpha.com/symbol/SGI]), CapEx growth YoY: 71.53%

*
Carvana Co. (CVNA [https://seekingalpha.com/symbol/CVNA]), CapEx growth YoY: 61.54%

*
Royal Caribbean Cruises Ltd. (RCL [https://seekingalpha.com/symbol/RCL]), CapEx growth YoY: 60.01%

*
Amazon.com, Inc. (AMZN [https://seekingalpha.com/symbol/AMZN]), CapEx growth YoY: 58.82%

*
Wynn Resorts, Limited (WYNN [https://seekingalpha.com/symbol/WYNN]), CapEx growth YoY: 57.27%

*
DraftKings Inc. (DKNG [https://seekingalpha.com/symbol/DKNG]), CapEx growth YoY: 50.86%

*
Rivian Automotive, Inc. (RIVN [https://seekingalpha.com/symbol/RIVN]), CapEx growth YoY: 49.87%

*
CAVA Group, Inc. (CAVA [https://seekingalpha.com/symbol/CAVA]), CapEx growth YoY: 46.77%

Consumer Discretionary ETFs: (XLY [https://seekingalpha.com/symbol/XLY]), (VCR [https://seekingalpha.com/symbol/VCR]), (FXD [https://seekingalpha.com/symbol/FXD]), (FDIS [https://seekingalpha.com/symbol/FDIS]), (RSPD [https://seekingalpha.com/symbol/RSPD]), and (RXI [https://seekingalpha.com/symbol/RXI])

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