Filing Flows › Industries › Consumer Discretionary › Retail-Auto Dealers & Gasoline Stations
Retail-Auto Dealers & Gasoline Stations SIC 5500
16 companies filing with the SEC under SIC 5500. Median revenue growth +6% year on year in Q3 2026 (middle half -2% to +14%, 12 companies). The growth model expects the industry's combined revenue to grow +15% in Q3 2026. 6 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.
- SAH → BMW 19% of the supplier's revenue, $2.9B
- F → RUSHA
- F → AN
- THO → CWH 34% of the supplier's revenue
- BLBD → RUSHA
- GM → AN
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 | +14.6% | $76.2B | $69.0B – $83.4B |
| Q4 2026 | +16.9% | $73.6B | $65.9B – $81.3B |
| Q1 2027 | +17.5% | $74.9B | $66.9B – $83.0B |
| Q2 2027 | +17.1% | $84.9B | $75.7B – $94.1B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| LAD Lithia Motors | $9.9B | +3% | mature |
| PAG Penske Automotive Group | $8.4B | +9% | mature |
| CVNA Carvana | $8.0B | +42% | deceleration |
| KMX CarMax | $7.9B | +19% | expansion |
| AN Autonation | $7.0B | -0.4% | mature |
| MUSA Murphy USA | $6.9B | +35% | transition |
| CASY Caseys General Stores | $5.7B | — | expansion |
| GPI Group 1 Automotive | $5.4B | -7% | contraction |
| ABG Asbury Automotive Group | $4.4B | -8% | contraction |
| SAH Sonic Automotive | $3.9B | +0.4% | deceleration |
| RUSHA Rush Enterprises | $2.1B | +12% | reacceleration |
| CWH Camping World Holdings | $1.6B | -12% | contraction |
| CPRT Copart | $1.2B | — | mature |
| OPLN Openlane | $561M | +13% | transition |
| CRMT Americas Carmart | $146M | — | contraction |
| NXXT Nextnrg | $27.7M | — | expansion |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.