Filing Flows › Industries › Consumer Discretionary › Retail-Eating Places
Retail-Eating Places SIC 5812
41 companies filing with the SEC under SIC 5812. Median revenue growth +8% year on year in Q3 2026 (middle half +3% to +11%, 25 companies). The growth model expects the industry's combined revenue to grow +10% in Q3 2026. 13 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.
- PAR → YUM 8% of the supplier's revenue, $36.4M
- NATH → SFD 21% of the supplier's revenue, $34.0M
- ARKR → PRCH 17% of the supplier's revenue, $28.8M
- LVO → TSLA 7% of the supplier's revenue, $5.4M
- HSDT → LVO
- AMZN → SG
- AMZN → LVO
- SFD → NATH
- TSLA → LVO
- GOOGL → LVO
- LVO → PODC
- BRK-B → YUM 13% of the supplier's revenue
- KO → BABB
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% | $41.7B | $38.6B – $44.8B |
| Q4 2026 | +11.9% | $42.1B | $38.6B – $45.7B |
| Q1 2027 | +12.4% | $42.0B | $38.3B – $45.6B |
| Q2 2027 | +12.1% | $45.0B | $41.1B – $49.0B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| MCD McDonald's | $7.2B | +1% | mature |
| ARMK Aramark | $5.1B | — | deceleration |
| YUMC Yum China Holdings | $3.5B | +8% | deceleration |
| CMG Chipotle Mexican Grill | $3.3B | +10% | mature |
| DRI Darden Restaurants | $3.2B | +5% | deceleration |
| QSR Restaurant Brands International | $2.5B | +3% | mature |
| QSP Restaurant Brands International Limited Partnership | $2.5B | +3% | mature |
| YUM Yum Brands | $2.1B | +4% | deceleration |
| TXRH Texas Roadhouse | $1.6B | +10% | mature |
| EAT Brinker International | $1.5B | +9% | mature |
| CAKE Cheesecake Factory | $1.0B | +14% | transition |
| BLMN Bloomin' Brands | $944M | +2% | mature |
| CBRL Cracker Barrel Old Country Store | $849M | — | mature |
| PLAY Dave & Buster's Entertainment | $544M | — | mature |
| PZZA Papa Johns International | $455M | -10% | contraction |
| BJRI BJs Restaurants | $359M | +9% | mature |
| CAVA Cava Group | $356M | +22% | deceleration |
| FWRG First Watch Restaurant Group | $350M | +11% | deceleration |
| RRGB Red Robin Gourmet Burgers | $278M | — | mature |
| JACK Jack In the Box | $258M | — | transition |
| DIN Dine Brands Global | $249M | +15% | reacceleration |
| JMKE Jersey Mike's Subs | $209M | +10% | mature |
| PTLO Portillo's | $194M | +7% | mature |
| WING Wingstop | $185M | +5% | mature |
| STKS ONE Group Hospitality | $177M | -2% | mature |
| SG Sweetgreen | $176M | +2% | mature |
| NDLS Noodles | $127M | — | mature |
| LOCO El Pollo Loco Holdings | $126M | +4% | mature |
| BH-A Biglari Holdings | $112M | +12% | transition |
| KRUS Kura Sushi USA | $88.9M | +12% | deceleration |
| RICK RCI Hospitality Holdings | $73.9M | — | mature |
| BDL Flanigans Enterprises | $56.2M | — | mature |
| GENK GEN Restaurant Group | $55.7M | — | mature |
| NATH Nathans Famous | $54.1M | — | expansion |
| ARKR ARK Restaurants | $40.9M | — | mature |
| GTIM Good Times Restaurants | $35.2M | — | contraction |
| LVO LiveOne | $19.4M | — | mature |
| REBN Reborn Coffee | $6.3M | — | expansion |
| NROM Noble Romans | $4.1M | — | mature |
| BTBD BT Brands | $3.6M | — | mature |
| BABB BAB | $908K | +18% | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.