Filing Flows › Industries › Consumer Staples › Retail-Grocery Stores
Retail-Grocery Stores SIC 5411
11 companies filing with the SEC under SIC 5411. Median revenue growth +2% year on year in Q3 2026 (middle half +1% to +3%, 5 companies). The growth model expects the industry's combined revenue to grow +4% 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.
- COKE → KR 36% of the supplier's revenue, $2.6B
- VITL → KR 11% of the supplier's revenue, $83.5M
- UNFI → NGVC 69% of the supplier's revenue
- UNFI → SFM 3% of the supplier's revenue
- SITC → KR
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 | +3.5% | $77.8B | $73.9B – $81.7B |
| Q4 2026 | +4.6% | $80.5B | $75.7B – $85.2B |
| Q1 2027 | +5.2% | $45.7B | $42.9B – $48.6B |
| Q2 2027 | +5.5% | $24.3B | $22.7B – $25.8B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| KR Kroger | $34.6B | +2% | mature |
| ACI Albertsons Companies | $18.9B | -0.1% | mature |
| Publix Super Markets | $15.7B | +1% | mature |
| SFM Sprouts Farmers Market | $2.3B | +5% | mature |
| IMKTA Ingles Markets | $1.4B | — | mature |
| WMK Weis Markets | $1.3B | +3% | mature |
| GO Grocery Outlet Holding | $1.2B | — | mature |
| YSWY Yesway | $921M | — | expansion |
| VLGEA Village Super Market | $610M | — | mature |
| NGVC Natural Grocers by Vitamin Cottage | $335M | — | mature |
| HOST Host Digital | $16.6M | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.