Key Highlights

  • Marriott International posted $7.005 billion of third-quarter 2026 Revenue and $794 million of net income, while global RevPAR rose 6.5%.
  • Estee Lauder's net sales for the fiscal first quarter grew 7%, reaching $3.715 billion, and its fiscal 2027 outlook for diluted EPS now stands at $3.20 to $3.45.
  • Clorox's fiscal first-quarter net sales surged 33%, reaching $1.905 billion, and the GOJO deal supplied 15 points of that growth.
  • Camping World Holdings' net loss reached $320.1 million on $1.58 billion of revenue, and a $286.7 million Goodwill Impairment was part of it.
  • Herbalife's net sales were up 6.0% at $1,350.2 million; Net Income advanced 36.1%, landing at $58.8 million.

Ranking the Five Consumer Businesses by Latest-Quarter Revenue

Results released around Nov 2, 2026 place these five consumer businesses in order of quarterly revenue. Marriott International (NASDAQ:MAR) sits first at $7.005 billion. Estee Lauder (NYSE:EL) follows at $3.715 billion, while Clorox (NYSE:CLX) stands third on $1.905 billion, and the fourth spot goes to Camping World Holdings (NYSE:CWH) at $1.58 billion. Herbalife (NYSE:HLF) closes the group at $1,350.2 million.

The reporting periods vary. Marriott, Camping World and Herbalife closed the third quarter on Sep 30, 2026, whereas Estee Lauder and Clorox each reported a fiscal first quarter ending on that same date. Their activities span hotels, cosmetics, household staples, recreational vehicle sales and nutritional products.

Four of the five grew revenue, with growth running from Herbalife's 6.0% up to Clorox's 33%, the latter helped by an Acquisition and a soft year-earlier base. The one decliner was Camping World, with sales off 12.4% and a loss weighed down by a non-cash impairment of goodwill.

1. Marriott International: Global RevPAR Gains and a Higher Full-Year Outlook

Marriott's revenue rose to $7.005 billion from $6.49 billion, an increase near 8% (calculated). Net income came in at $794 million, $3.04 a diluted share, against $728 million and $2.67 a share previously. Worldwide RevPAR climbed 6.5%. In the U.S. and Canada the figure was 7.4%, falling to 6.2% without World Cup markets; luxury segments grew 12%.

Incentive fees from management rose 22%, reaching $181 million. Adjusted EBITDA came to $1.51 billion, a 12% gain. A record pipeline of more than 634,000 rooms was reported, and the count of net rooms was up 4.6% across twelve months.

Global RevPAR growth for full-year 2026 is now seen at 4.5% to 5%, compared with 1.5% to 2.5% when the year began. Returns to Capital holders are projected at no less than $4.8 billion this year.

2. Estee Lauder: Fragrance Leads a Fiscal First Quarter in Which Every Region Grew

Net sales came to $3.715 billion, up 7% (6% organically). Three of four categories grew, and all regions expanded. Fragrance sales jumped 19%, reaching $861 million; skin care grew to $1.651 billion, up 5%; and makeup gained 2%, arriving at $1.048 billion. Hair care declined 1%, a result of logistics issues linked to Supply chains at a single brand.

Net Earnings reached $233 million versus $47 million, and GAAP diluted EPS was $0.64. Adjusted for restructuring and other charges, the per-share figure was $0.72, and the Operating Margin reached 12.1% against 7.3%. China mainland revenue advanced 15%, reaching $614 million.

The fiscal 2027 range for diluted EPS moved up to $3.20 through $3.45, previously $3.10 through $3.35. Operations consumed $166 million of cash, a seasonal pattern according to management.

3. Clorox: Splitting the 33% Sales Surge Between GOJO and a Soft Prior Period

Fiscal first-quarter net sales reached $1.905 billion, compared with $1.429 billion. Organic growth came in at 18%, GOJO contributed 15 points, and the earlier-year period had been held back by shipment declines following an ERP system transition. Net earnings stood at $170 million, and diluted EPS climbed 114%, ending at $1.39.

Gross margin dropped 130 basis points, landing at 40.4%, as commodity, Manufacturing and freight costs climbed. Interest expense more than doubled, reaching $52 million. Health and Wellness revenue grew 62%, arriving at $918 million.

Fiscal 2027 input cost Inflation is now pegged near $240 million, which is $40 million higher than the starting view. Organic Sales for the full year are forecast within a 3.5% to 4.5% span.

4. Camping World Holdings: Goodwill Charge and Weak RV Demand Behind a $320.1 Million Deficit

Revenue at Camping World fell 12.4% to $1.58 billion, and the company posted a loss that translates to $3.09 for each Class A share on a diluted basis. Within that loss sits a non-cash charge: a $286.7 million goodwill impairment inside the reporting unit that covers RV and Outdoor Retail. Management pointed to sluggish RV purchases, discounting, costlier consumer Credit and high fuel prices.

Unit sales of new vehicles declined 25.4%, totaling 15,126, while the average selling price advanced 11.7%. Adjusted EBITDA shrank 62.4% to $36.0 million, reflecting a finance and insurance chargeback adjustment of $12.7 million.

Efficiency program savings now exceed $150 million on an annualized basis. Management now sees 2026 adjusted EBITDA landing beneath the lower boundary of its previous window of $230 million to $270 million.

5. Herbalife: India Momentum Set Against a Softer EMEA Region

Herbalife's net sales totaled $1,350.2 million; reported growth was 6.0%, or 7.6% in constant currency, its fifth straight period of sales gains. Volume increased 8.6%. India net sales climbed $87 million, a 39% gain, while EMEA sales declined 4.9%, with volume down 10.2%.

Profit attributable to shareholders went up 36.1%, reaching $58.8 million, which equals $0.55 on a diluted basis. Adjusted EBITDA reached $182 million, surpassing the projected window spanning $160 million through $180 million. Net interest outlay dropped $19.1 million in the wake of an April 2026 refinancing.

The company now expects full-year net sales to grow between 4.9% and 5.9% as reported. For the fourth quarter, adjusted EBITDA is projected at $145 million to $165 million, under the third-quarter level.

Five-Company Totals and Dispersion: Hotels, Beauty and Household Items Compared

Combined revenue for the five totals $15,555.2 million (calculated), with each company averaging $3,111.0 million (calculated). Marriott's sales are roughly 5.2 times Herbalife's (calculated), while Estee Lauder and Clorox together come to $5,620 million (calculated).

Averaging the reported growth figures produces 8.3% (calculated), though that blend mixes Clorox's 33% (helped by an acquisition) with Camping World's 12.4% contraction. Profit runs from Marriott's $794 million to Camping World's $320.1 million loss, and fiscal calendars and Business models vary too, so direct comparison is limited.

What to Watch Next: Estee Lauder's Investor Session, Payout Timing and Camping World's 2027 Plan

A $0.35 payout is scheduled for Dec 15, 2026, with the Record Date falling on Nov 30, 2026. The company also appears to have placed a Capital Markets session on Wednesday, Nov 4, 2026, based on the call remarks. Clorox welcomes a new CEO in January; its second-quarter organic sales outlook spans flat to a 2% decline.

Camping World intends to unveil a 2027 framework alongside its fourth-quarter results, and Herbalife anticipates a $250 million buyback to begin in the fourth quarter. Marriott offers no date-specific item other than its fourth-quarter adjusted EBITDA projection, implying growth in the 12% to 14% band.