Filing Flows › Industries › Consumer Staples › Retail-Drug Stores and Proprietary Stores
Retail-Drug Stores and Proprietary Stores SIC 5912
3 companies filing with the SEC under SIC 5912. Median revenue growth +2% year on year in Q3 2026 (2 companies). The growth model expects the industry's combined revenue to grow +9% in Q3 2026. 7 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.
- CVS → U.S. government 25% of the supplier's revenue, $100.5B
- MCK → CVS 24% of the supplier's revenue, $96.8B
- CAH → CVS 30% of the supplier's revenue, $66.8B
- GRDN → Medicare & Medicaid 71% of the supplier's revenue, $1.0B
- HRMY → CVS 38% of the supplier's revenue, $330M
- CVS → CAH
- AMRX → CVS
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 | +9.2% | $112.7B | $105.2B – $120.3B |
| Q4 2026 | +10.4% | $117.1B | $107.6B – $126.6B |
| Q1 2027 | +11.0% | $111.9B | $102.2B – $121.7B |
| Q2 2027 | +11.3% | $118.6B | $107.9B – $129.3B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| CVS CVS Health | $108.4B | +5% | mature |
| GRDN Guardian Pharmacy Services | $371M | -2% | mature |
| PETS Petmed Express | $41.0M | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.