Filing Flows › Industries › Consumer Discretionary › Retail-Miscellaneous Retail
Retail-Miscellaneous Retail SIC 5900
12 companies filing with the SEC under SIC 5900. Median revenue growth +18% year on year in Q3 2026 (middle half +9% to +19%, 5 companies). The growth model expects the industry's combined revenue to grow +18% 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.
- ET → SPH 30% 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 | +17.9% | $2.7B | $2.4B – $2.9B |
| Q4 2026 | +17.0% | $3.1B | $2.7B – $3.5B |
| Q1 2027 | +16.1% | $3.3B | $2.8B – $3.7B |
| Q2 2027 | +15.2% | $2.9B | $2.6B – $3.3B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| FCFS FirstCash Holdings | $1.1B | +18% | deceleration |
| SVV Savers Value Village | $463M | +8% | mature |
| EZPW Ezcorp | $419M | — | deceleration |
| SPH Suburban Propane Partners LP | $261M | — | mature |
| REAL TheRealReal | $206M | +19% | transition |
| TMS Teamshares | $149M | — | expansion |
| LIVE Live Ventures | $109M | — | mature |
| PLBY Playboy | $31.7M | +9% | mature |
| WINA Winmark | $27.9M | +23% | reacceleration |
| CIMG Cimg | $2.2M | — | deceleration |
| VIPZ VIP Play | $6K | — | expansion |
| ESSI ECO Science Solutions | $2K | — | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.