Filing Flows › Industries › Retail-Catalog & Mail-Order Houses › Capital spending and supply chain
Retail-Catalog & Mail-Order Houses: capital spending and supply chain
SIC 5961 · 17 companies with filed cash-flow statements
Analysis
17 companies in Retail-Catalog & Mail-Order Houses (SIC 5961) spent $217.1B on capital projects over their latest twelve months, 126% of the $172.4B their operations generated; the three largest spenders — AMZN, CPNG, Old QVC Group — account for 100%.
Capital spending is 23.6% of the industry's $921.2B of annual revenue.
By the industry's asset mix most of it goes to equipment (37%); about $44.9B is imported.
The largest supplier of that spending is office and commercial structures ($43.2B).
Its largest supplying industries, by the input-output tables: other real estate ($43.7B), warehousing and storage ($36.0B), advertising, public relations, and related services ($24.7B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| AMZN Amazon.com | $215.2B | $168.3B | 128% | TTM to Q3 2026 |
| CPNG Coupang | $1.3B | $845M | 149% | TTM to Q3 2026 |
| Old QVC Group | $157M | $191M | 82% | TTM to Q2 2026 |
| CHWY Chewy | $149M | $717M | 21% | TTM to Q2 FY27 |
| CDW CDW | $119M | $1.1B | 11% | TTM to Q3 2026 |
| W Wayfair | $106M | $708M | 15% | TTM to Q3 2026 |
| PTRN Pattern Group | $36.3M | $142M | 26% | TTM to Q3 2026 |
| NSIT Insight Enterprises | $28.0M | $302M | 9% | TTM to Q3 2026 |
| AKA A.K.A. Brands Holding | $16.5M | $17.9M | 92% | TTM to Q3 2026 |
| NXH Neighborhood Intelligence | $14.1M | −$125M | — | TTM to Q3 2026 |
| RVLV Revolve Group | $14.0M | $6.7M | 209% | TTM to Q3 2026 |
| GCT GigaCloud Technology | $11.0M | $147M | 7% | TTM to Q3 2026 |
| HNST Honest Company | $4.0M | $52.6M | 8% | TTM to Q3 2026 |
| DIBS 1stdibs.com | $954K | $3.8M | 25% | TTM to Q3 2026 |
| GROV Grove Collaborative Holdings | $645K | −$477K | — | TTM to Q2 2026 |
| LVLU Lulu's Fashion Lounge Holdings | $206K | $1.9M | 11% | TTM to Q2 2026 |
| HOUR Hour Loop | $83K | −$50K | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| UPS | AMZN | 11% | Stated in 10-K (sentence) | filing |
| PTRN | AMZN | 93% | Stated in 10-K (sentence) | filing |
| NWL | AMZN | 17% | Stated in 10-K (sentence) | filing |
| LOGI | AMZN | 18% | Stated in 10-K (sentence) | filing |
| MAT | AMZN | — | Stated in 10-K (named, share not stated) | filing |
| HAS | AMZN | 11% | Stated in 10-K (sentence) | filing |
| FN | AMZN | 10% | Stated in 10-K (customer table) | filing |
| LION | AMZN | 18% | Stated in 10-K (sentence) | filing |
| CRSR | AMZN | 31% | Stated in 10-K (sentence) | filing |
| STRZ | AMZN | 30% | Stated in 10-K (sentence) | filing |
| HELE | AMZN | 20% | Stated in 10-K (sentence) | filing |
| SMPL | AMZN | 20% | Stated in 10-K (sentence) | filing |
| PAYO | AMZN | 21% | Stated in 10-K (sentence) | filing |
| ELF | AMZN | 11% | Stated in 10-K (XBRL) | filing |
| PBH | AMZN | 15% | Stated in 10-K (sentence) | filing |
| HNST | AMZN | 39% | Stated in 10-K (sentence) | filing |
| HBB | AMZN | 19% | Stated in 10-K (sentence) | filing |
| HNST | TGT | 28% | Stated in 10-K (sentence) | filing |
| LCUT | AMZN | 12% | Stated in 10-K (sentence) | filing |
| JAKK | AMZN | 10% | Stated in 10-K (customer table) | filing |
| BZFD | AMZN | 28% | Stated in 10-K (sentence) | filing |
| LIF | AMZN | 10% | Stated in 10-K (sentence) | filing |
| Ares Industrial Real Estate Income Trust Inc. | AMZN | 8% | Stated in 10-K (customer table) | filing |
| HNST | WMT | 8% | Stated in 10-K (sentence) | filing |
| KPLT | W | 10% | Stated in 10-K (XBRL) | filing |
| RNGR | AMZN | 5% | Stated in 10-K (sentence) | filing |
| ATER | AMZN | 31% | Stated in 10-K (sentence) | filing |
| NXPL | AMZN | 31% | Stated in 10-K (sentence) | filing |
| CRWS | AMZN | 17% | Stated in 10-K (XBRL) | filing |
| LUVU | AMZN | 36% | Stated in 10-K (sentence) | filing |
| IPW | AMZN | 38% | Stated in 10-K (sentence) | filing |
| MYSZ | AMZN | 81% | Stated in 10-K (sentence) | filing |
| SDEV | AMZN | 73% | Stated in 10-K (sentence) | filing |
| KOSS | AMZN | 22% | Stated in 10-K (sentence) | filing |
| MSN | AMZN | 13% | Stated in 10-K (sentence) | filing |
| BWMG | AMZN | 7% | Stated in 10-K (sentence) | filing |
| LUCYW | AMZN | 1% | Stated in 10-K (sentence) | filing |
| MSFT | NSIT | 32% | Stated in 10-K (sentence) | filing |
| CENT | AMZN | — | Stated in 10-K (named, share not stated) | filing |
| INGM | CDW | — | Stated in 10-K (named, share not stated) | filing |
The interactive money flow: switch views, follow each dollar →
Evidence grades: A filed figure · B computed from filed figures · C industry average (BEA input-output and fixed-asset tables) applied to filed figures. Estimates are not the companies’ own records. Not investment advice.