Filing Flows › Industries › Consumer Discretionary › Retail-Miscellaneous Shopping Goods Stores
Retail-Miscellaneous Shopping Goods Stores SIC 5940
6 companies filing with the SEC under SIC 5940. Median revenue growth +2% year on year in Q2 2026 (middle half +1% to +8%, 6 companies). The growth model expects the industry's combined revenue to grow +26% in Q3 2026. 9 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.
- PEW → GOOGL 67% of the supplier's revenue, $64.6M
- PEW → RGR 10% of the supplier's revenue, $9.6M
- PEW → SWBI 8% of the supplier's revenue, $7.7M
- PINE → DKS 11% of the supplier's revenue, $6.7M
- AMZN → BNED
- MH → BNED
- UPS → PEW
- FDX → PEW
- BNED → IMMR 56% 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 | +25.9% | $8.2B | $7.0B – $9.5B |
| Q4 2026 | +20.7% | $10.7B | $8.6B – $12.7B |
| Q1 2027 | +17.3% | $8.4B | $6.7B – $10.1B |
| Q2 2027 | +15.0% | $9.0B | $7.1B – $10.9B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| DKS Dick's Sporting Goods | $5.6B | +53% | deceleration |
| ASO Academy Sports & Outdoors | $1.6B | +3% | mature |
| SPWH Sportsman's Warehouse Holdings | $296M | +0.6% | mature |
| BNED Barnes & Noble Education | $291M | +0.8% | mature |
| PEW GrabAGun Digital Holdings | $23.2M | +9% | mature |
| KCRD Kindcard | $73K | -20% | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.