Filing Flows › Industries › Consumer Discretionary › Retail-Family Clothing Stores
Retail-Family Clothing Stores SIC 5651
10 companies filing with the SEC under SIC 5651. Median revenue growth +5% year on year in Q2 2026 (middle half 0% to +7%, 10 companies). The growth model expects the industry's combined revenue to grow +10% 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 → TJX 11% of the supplier's revenue, $337M
- GIII → ROST 11% of the supplier's revenue, $325M
- LCUT → TJX 11% of the supplier's revenue, $71.3M
- Urban Edge Properties LP → TJX 6% of the supplier's revenue, $26.4M
- UE → TJX 6% of the supplier's revenue, $26.4M
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 | +10.1% | $32.9B | $24.8B – $41.1B |
| Q4 2026 | +12.5% | $39.5B | $28.5B – $50.5B |
| Q1 2027 | +13.4% | $32.2B | $23.0B – $41.4B |
| Q2 2027 | +13.5% | $34.4B | $24.5B – $44.4B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| TJX TJX Companies | $15.2B | +5% | mature |
| ROST Ross Stores | $6.3B | +13% | deceleration |
| GAP Gap | $3.7B | -2% | mature |
| URBN Urban Outfitters | $1.7B | +10% | transition |
| AEO American Eagle Outfitters | $1.4B | +8% | mature |
| ANF Abercrombie & Fitch | $1.3B | +5% | mature |
| BKE Buckle | $320M | +5% | mature |
| LE Lands'' End | $269M | +5% | reacceleration |
| PLCE Childrens Place | $242M | -19% | contraction |
| DXLG Destination XL Group | $112M | -3% | mature |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.