Filing Flows › Industries › Consumer Discretionary › Retail-Lumber & Other Building Materials Dealers
Retail-Lumber & Other Building Materials Dealers SIC 5211
5 companies filing with the SEC under SIC 5211. Median revenue growth +3% year on year in Q2 2026 (middle half -9% to +6%, 5 companies). The growth model expects the industry's combined revenue to grow +5% in Q3 2026. 22 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- WHR → LOW 15% of the supplier's revenue, $2.3B
- SWK → HD 15% of the supplier's revenue, $2.3B
- SWK → LOW 14% of the supplier's revenue, $2.1B
- SMG → LOW 52% of the supplier's revenue, $1.8B
- SMG → HD 34% of the supplier's revenue, $1.2B
- UFPI → LOW 17% of the supplier's revenue, $1.1B
- FBIN → LOW 16% of the supplier's revenue, $714M
- UFPI → HD 11% of the supplier's revenue, $695M
- MBC → LOW 20% of the supplier's revenue, $547M
- JELD → HD 17% of the supplier's revenue, $546M
- CENT → HD 16% of the supplier's revenue, $501M
- FBIN → HD 11% of the supplier's revenue, $491M
- JELD → LOW 13% of the supplier's revenue, $417M
- MBC → HD 13% of the supplier's revenue, $356M
- HLMN → HD 22% of the supplier's revenue, $349M
- HLMN → LOW 21% of the supplier's revenue, $324M
- GFF → HD 12% of the supplier's revenue, $302M
- PINE → LOW 10% of the supplier's revenue, $6.1M
- CENT → LOW
- LOW → WHR
- SPB → HD
- SPB → LOW
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +5.2% | $70.8B | $65.9B – $75.7B |
| Q4 2026 | +4.9% | $66.4B | $60.5B – $72.2B |
| Q1 2027 | +4.7% | $72.5B | $65.4B – $79.6B |
| Q2 2027 | +4.5% | $82.5B | $74.0B – $91.0B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| HD Home Depot | $47.9B | +6% | mature |
| LOW Lowe's Companies | $26.0B | +8% | mature |
| BLDR Builders FirstSource | $3.9B | -9% | mature |
| FND Floor & Decor Holdings | $1.2B | +3% | mature |
| JCTC Jewett Cameron Trading | $9.9M | -22% | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.