Filing Flows › Industries › Consumer Discretionary › Retail-Eating & Drinking Places
Retail-Eating & Drinking Places SIC 5810
7 companies filing with the SEC under SIC 5810. Median revenue growth +7% year on year in Q3 2026 (middle half -1% to +19%, 4 companies). The growth model expects the industry's combined revenue to grow +8% in Q3 2026. 1 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.
- SYY → BRCB 89% of the supplier's revenue
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 | +7.8% | $11.9B | $10.6B – $13.2B |
| Q4 2026 | +11.5% | $12.8B | $11.2B – $14.3B |
| Q1 2027 | +13.0% | $12.5B | $11.0B – $14.0B |
| Q2 2027 | +13.2% | $12.5B | $11.0B – $14.0B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| SBUX Starbucks | $9.1B | -4% | mature |
| BROS Dutch Bros | $550M | +30% | transition |
| WEN Wendy's | $547M | -0.5% | mature |
| SHAK Shake Shack | $423M | +15% | transition |
| SDOT Sadot Group | $114M | — | reacceleration |
| CNNE Cannae Holdings | $102M | — | contraction |
| BRCB Black Rock Coffee Bar | $63.0M | — | expansion |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.