Filing Flows › Industries › Consumer Discretionary › Retail-Variety Stores
Retail-Variety Stores SIC 5331
9 companies filing with the SEC under SIC 5331. Median revenue growth +8% year on year in Q2 2026 (middle half +6% to +13%, 8 companies). The growth model expects the industry's combined revenue to grow +6% in Q3 2026. 75 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.
- PG → WMT 16% of the supplier's revenue, $13.9B
- PEP → WMT 14% of the supplier's revenue, $13.1B
- TSN → WMT 19% of the supplier's revenue, $10.2B
- KHC → WMT 21% of the supplier's revenue, $5.2B
- GIS → WMT 22% of the supplier's revenue, $4.1B
- CAG → WMT 29% of the supplier's revenue, $3.3B
- SJM → WMT 34% of the supplier's revenue, $3.1B
- KDP → WMT 16% of the supplier's revenue, $2.7B
- KMB → WMT 16% of the supplier's revenue, $2.6B
- SFD → WMT 15% of the supplier's revenue, $2.3B
- CL → WMT 11% of the supplier's revenue, $2.2B
- CPB → WMT 22% of the supplier's revenue, $2.1B
- COKE → WMT 29% of the supplier's revenue, $2.1B
- CLX → WMT 27% of the supplier's revenue, $1.9B
- HRL → WMT 16% of the supplier's revenue, $1.9B
- CHD → WMT 23% of the supplier's revenue, $1.4B
- POST → WMT 17% of the supplier's revenue, $1.4B
- FLO → WMT 22% of the supplier's revenue, $1.1B
- MAT → WMT
- KTB → WMT 30% of the supplier's revenue, $946M
- NWL → WMT 13% of the supplier's revenue, $937M
- CALM → WMT 30% of the supplier's revenue, $873M
- MKC → WMT 12% of the supplier's revenue, $821M
- MAT → TGT
- BGS → WMT 31% of the supplier's revenue, $567M
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 | +5.9% | $333.3B | $324.8B – $341.8B |
| Q4 2026 | +5.7% | $332.2B | $322.0B – $342.4B |
| Q1 2027 | +5.6% | $315.3B | $305.0B – $325.6B |
| Q2 2027 | +5.5% | $253.7B | $245.1B – $262.2B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| WMT Walmart | $187.9B | +6% | mature |
| COST Costco Wholesale | $95.7B | — | transition |
| TGT Target | $26.5B | +5% | mature |
| DG Dollar General | $11.3B | +5% | mature |
| BJ BJ's Wholesale Club Holdings | $6.2B | +16% | expansion |
| DLTR Dollar Tree | $4.9B | +7% | mature |
| PSMT Pricesmart | $1.5B | +12% | transition |
| FIVE Five Below | $1.3B | +23% | deceleration |
| OLLI Ollie's Bargain Outlet Holdings | $741M | +9% | deceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.