Filing Flows › Industries › Consumer Discretionary › Retail-Auto & Home Supply Stores
Retail-Auto & Home Supply Stores SIC 5531
8 companies filing with the SEC under SIC 5531. Median revenue growth +3% year on year in Q3 2026 (middle half +1% to +6%, 4 companies). The growth model expects the industry's combined revenue to grow +5% in Q3 2026. 4 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.
- ONEW → MBUU 14% of the supplier's revenue, $260M
- MBUU → ONEW 24% of the supplier's revenue, $217M
- BC → HZO
- GOOGL → PRTS
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 | +5.4% | $14.9B | $13.7B – $16.0B |
| Q4 2026 | +6.5% | $12.4B | $11.3B – $13.5B |
| Q1 2027 | +7.0% | $11.2B | $10.2B – $12.3B |
| Q2 2027 | +7.3% | $8.8B | $7.9B – $9.6B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| AZO AutoZone | $6.6B | +6% | mature |
| ORLY O'Reilly Automotive | $5.1B | +9% | mature |
| AAP Advance Auto Parts | $2.0B | -1% | mature |
| HZO Marinemax | $611M | — | mature |
| ONEW OneWater Marine | $531M | — | mature |
| PRTS CarParts.com | $129M | +1% | mature |
| ALDS APPlife Digital Solutions | $222K | — | contraction |
| FFLO Free Flow USA | $4K | — | deceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.