Filing Flows › Industries › Consumer Discretionary › Retail-Retail Stores, NEC
Retail-Retail Stores, NEC SIC 5990
12 companies filing with the SEC under SIC 5990. Median revenue growth +0% year on year in Q2 2026 (middle half -9% to +18%, 12 companies). The growth model expects the industry's combined revenue to grow +5% in Q3 2026. 2 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.
- ELF → ULTA 12% of the supplier's revenue, $196M
- NDAQ → RENT
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 | +4.9% | $9.0B | $7.9B – $10.1B |
| Q4 2026 | +6.7% | $12.1B | $10.4B – $13.7B |
| Q1 2027 | +7.4% | $9.5B | $8.2B – $10.9B |
| Q2 2027 | +7.3% | $9.4B | $8.1B – $10.7B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| ULTA Ulta Beauty | $3.0B | +9% | mature |
| BBWI Bath & Body Works | $1.5B | -2% | mature |
| WOOF Petco Health & Wellness Company | $1.5B | 0% | mature |
| SBH Sally Beauty Holdings | $935M | +0.2% | mature |
| TITN Titan Machinery | $496M | -9% | mature |
| LESL Leslie's | $458M | -8% | contraction |
| SGU Star Group, L.P. | $358M | +17% | transition |
| FLWS 1 800 Flowers | $171M | -13% | contraction |
| RENT Rent the Runway | $97.7M | +21% | deceleration |
| BARK Bark | $87.6M | -23% | transition |
| RMTG Regenerative Medical Technology Group | $4.0M | +309% | expansion |
| INHD Inno Holdings | $2.1M | +90% | deceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.