Filing Flows › Industries › Consumer Discretionary › Retail-Department Stores
Retail-Department Stores SIC 5311
4 companies filing with the SEC under SIC 5311. Median revenue growth +0% year on year in Q2 2026 (middle half 0% to +4%, 4 companies). The growth model expects the industry's combined revenue to grow +7% in Q3 2026. 5 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.
- GIII → M 21% of the supplier's revenue, $609M
- IPAR → M 10% of the supplier's revenue, $149M
- GIPR → KSS 10% of the supplier's revenue, $974K
- SITC → BURL
- WFC → DDS
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 | +6.6% | $13.5B | $11.2B – $15.9B |
| Q4 2026 | +9.0% | $20.4B | $16.4B – $24.4B |
| Q1 2027 | +10.1% | $13.8B | $11.0B – $16.6B |
| Q2 2027 | +10.2% | $14.4B | $11.5B – $17.4B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| M Macy's | $5.1B | +1% | mature |
| KSS Kohl's | $3.5B | -0.9% | mature |
| BURL Burlington Stores | $3.0B | +11% | transition |
| DDS Dillard's | $1.5B | -0.4% | mature |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.