US Restaurants by Category and Revenue and Store metrics

• names in bold are parent companies.
• Categories are according to use case and target markets
• generally, corporate heavy groups have a greater degree of operational leverage, i.e. 1% increase in sales means >1% increase in profits because fixed costs don't change and therefore efficiency focused moves are relevant as are minimum wage laws. These can be seen as 'operators' or actual restaurants. They will be more volatile since everything from raw material costs to minimum wage laws have an amplified impact on their profitability.
• Franchise heavy groups have an operational leverage closer to 1, i.e. 1% increase in sales is a 1% increase in profits. These could also be seen as purely a marketing, distribution and branding operations since their ability to make money depends on ads, supply chains and reputation.
• What I would like to know but am unable to get a number on are the number of mall locations for each group. If malls are losing traffic, then groups with more mall locations have a higher risk than those without.
• downloadable file: https://app.box.com/s/6rewnndqkdm8gbj1rti64sh6j33wqdd9

Brand	Parent	Sector	% Corporate	% Franchised	Total Units	% Growth (y/y)	SqFt/Unit	TL SqFt(M)	Sales/Unit ($M)	Sales/Unit Chg	Sales/SqFt	Sales/Sqft Chg
Biglari Holdings	Biglari Holdings	Casual Dinner	63.9%	36.1%	657	3.80%	4,600	3.022	1,878	-1.5%	477	-1.3%
Steak n Shake	Biglari Holdings	Casual Dinner	70.7%	29.3%	590	5.20%	3,800	2.242	1,863	-0.6%	486	0.2%
Bloomin' Brands	Bloomin' Brands	Casual Dinner	84.2%	15.8%	1516	-1.10%	6,300	9.551	3,183	-0.8%	505	-0.9%
Outback Steakhouse	Bloomin' Brands	Casual Dinner	76.7%	23.3%	994	1.50%	6,300	6.262	3,234	-0.6%	511	-0.7%
Carrabba's Italian Grill	Bloomin' Brands	Casual Dinner	99.2%	0.8%	244	-1.20%	6,500	1.586	2,853	-3.1%	439	-3.1%
Bonefish Grill	Bloomin' Brands	Casual Dinner	97.1%	2.9%	210	-2.30%	5,500	1.155	2,983	0.0%	542	0.0%
Fleming's Prime Steakhouse	Bloomin' Brands	Higher End	100.0%	0.0%	68	3.00%	7,100	0.483	4,262	0.1%	600	0.1%
Roy's	Bloomin' Brands	Higher End	100.0%	0.0%	20	-4.80%	7,100	0.142	3,528	-0.9%	497	-0.9%
Bravo Brio Restaurant Group	Bravo Brio	Casual Dinner	100.0%	0.0%	116	0.00%	7,780	0.902	3,523	-4.9%	453	-4.9%
Brio Tuscan Grille	Bravo Brio	Casual Dinner	100.0%	0.0%	65	0.00%	8,000	0.520	3,998	-4.3%	500	-4.3%
Bravo! Cucina Italiana	Bravo Brio	Casual Dinner	100.0%	0.0%	51	0.00%	7,500	0.383	2,893	-6.5%	386	-6.5%
Brinker International	Brinker International	Casual Dinner	60.3%	39.7%	1660	1.90%	6,300	10.458	2,689	-1.8%	425	-2.2%
Chili's Grill & Bar	Brinker International	Casual Dinner	59.0%	41.0%	1609	1.80%	6,000	9.654	2,517	-2.1%	421	-1.9%
Maggiano's Little Italy	Brinker International	Casual Dinner	100.0%	0.0%	51	4.10%	16,800	0.857	8,067	-0.6%	476	-5.0%
Darden Restaurants	Darden	Casual Dinner	100.0%	0.0%	1536	0.10%	7,700	11.827	4,565	-0.3%	590	-0.4%
Olive Garden	Darden	Casual Dinner	100.0%	0.0%	837	1.10%	8,300	6.947	4,619	0.2%	555	0.1%
LongHorn Steakhouse	Darden	Casual Dinner	100.0%	0.0%	464	7.90%	5,900	2.738	3,309	-1.5%	561	-1.5%
The Capital Grille	Darden	Higher End	100.0%	0.0%	54	10.20%	10,800	0.583	7,567	-2.5%	706	-2.2%
Yard House	Darden	Casual Dinner	100.0%	0.0%	52	18.20%	10,500	0.546	7,933	-5.3%	713	-5.6%
Seasons 52	Darden	Higher End	100.0%	0.0%	38	22.60%	9,400	0.357	6,371	8.2%	680	8.2%
Bahama Breeze	Darden	Casual Dinner	100.0%	0.0%	37	12.10%	7,100	0.263	5,960	-2.5%	844	-2.0%
Eddie V's	Darden	Higher End	100.0%	0.0%	15	25.00%	9,000	0.135	6,718	-0.3%	746	-0.3%
Del Frisco's Restaurant Group	Del Frisco's	Higher End	100.0%	0.0%	53	6.00%	10,400	0.551	5,118	-4.2%	629	-7.3%
Del Frisco's Grille	Del Frisco's	Higher End	100.0%	0.0%	23	15.00%	8,100	0.186	14,324	-0.7%	880	-1.0%
Sullivan's Steakhouse	Del Frisco's	Higher End	100.0%	0.0%	18	0.00%	9,300	0.167	4,260	-1.1%	460	-1.1%
Double Eagle Steakhouse	Del Frisco's	Higher End	100.0%	0.0%	12	0.00%	16,300	0.196	839	1.7%	638	1.0%
DineEquity	DineEquity	Casual Dinner	0.3%	99.7%	3749	0.90%	4,800	17.995	1,625	-1.0%	365	-1.0%
Applebee's	DineEquity	Casual Dinner	0.0%	89.8%	1733	3.00%	5,000	8.665	2,180	-7.1%	436	-7.1%
IHOP	DineEquity	Family	0.6%	89.8%	1733	3.00%	4,500	7.799	1,907	-2.8%	424	-2.8%
Dunkin' Brands Group	Dunkin' Brands	Drinks/Snacks	0.0%	100.0%	20080	3.70%	1,400	28.112	552	3.3%	406	3.1%
Dunkin' Donuts	Dunkin' Brands	Drinks/Snacks	0.0%	100.0%	12258	4.30%	1,600	19.613	749	3.1%	470	3.1%
Baskin Robbins	Dunkin' Brands	Drinks/Snacks	0.0%	100.0%	7822	3.00%	1,000	7.822	248	1.7%	248	1.7%
Fiesta Restaurant Group	Fiesta	Fast Casual	89.1%	10.9%	385	7.50%	3,100	1.194	2,084	-7.6%	659	-7.9%
Pollo Tropical	Fiesta	Fast Casual	83.5%	16.5%	212	11.60%	3,100	0.657	2,285	-11.2%	734	-11.9%
Taco Cabana	Fiesta	Fast Casual	96.0%	4.0%	173	3.00%	3,200	0.554	1,870	-5.2%	583	-5.3%
Romano's Macaroni Grill	Ignite	Casual Dinner	85.5%	14.5%	179	-11.80%	7,000	1.253	1,932	-0.5%	276	-0.5%
Ignite Restaurant Group	Ignite	Casual Dinner	100.0%	0.0%	153	-4.40%	8,100	1.239	3,065	-2.6%	379	-2.7%
Joe's Crab Shack	Ignite	Casual Dinner	100.0%	0.0%	130	-6.50%	8,000	1.040	3,004	-3.0%	376	-3.0%
Brick House Tavern + Tap	Ignite	Casual Dinner	100.0%	0.0%	23	9.50%	8,500	0.196	3,393	-2.0%	399	-2.0%
Jack In The Box	Jack In The Box	Fast Food	26.5%	73.5%	2954	1.50%	2,600	7.680	1,577	4.0%	604	4.0%
Jack In The Box	Jack In The Box	Fast Food	18.5%	81.5%	2255	0.30%	2,600	5.863	1,489	3.2%	582	3.3%
Qdoba Mexican Grill	Jack In The Box	Fast Casual	52.5%	47.5%	699	5.70%	2,400	1.678	1,201	1.2%	501	1.2%
Luby's, Inc.	Luby's	Family	60.8%	39.2%	288	1.80%	7,000	2.016	2,098	-8.3%	261	-8.1%
Fuddrucker's	Luby's	Fast Casual	39.2%	58.2%	194	3.70%	5,200	1.009	1,534	-10.2%	295	-11.5%
Luby's Cafeteria	Luby's	Family	100.0%	0.0%	91	-2.20%	10,500	0.956	2,456	-6.8%	235	-7.0%
P.F. Chang’s China Bistro, Inc.	PF Chang’s	Casual Dinner	84.8%	15.2%	505	4.30%	5,200	2.626	3,040	0.0%	601	0.7%
P.F. Chang’s	PF Chang’s	Casual Dinner	77.1%	155.6%	275	3.80%	6,900	1.898	4,167	1.6%	604	1.6%
Pei Wei Asian Diner	PF Chang’s	Fast Casual	93.6%	6.4%	218	4.80%	3,100	0.676	1,669	-1.7%	538	1.6%
Burger King	QSR	Fast Food	0.3%	99.7%	19043	39.30%	2,700	51.416	1,213	-1.9%	409	-0.6%
Tim Hortons	QSR	Drinks/Snacks	0.4%	99.6%	4132	5.00%	2,000	8.264	1,561	1.0%	780	1.6%
Ruby Tuesday	Ruby Tuesday	Casual Dinner	89.3%	10.7%	726	-4.70%	5,900	4.283	4,796	-0.2%	515	0.0%
Ruby Tuesday	Ruby Tuesday	Fast Food	89.2%	10.8%	724	-1.60%	6,000	4.344	1,667	-1.8%	284	-2.3%
Lime Fresh Mexican Grill	Ruby Tuesday	Fast Casual	100.0%	0.0%	2	-92.30%	2,300	0.005	1,625	25.0%	707	25.0%
Ruth's Chris Steak House	Ruth's Hospitality	Higher End	45.6%	54.4%	149	1.40%	9,300	1.386	4,796	-0.2%	515	0.0%
The Cheesecake Factory	The Cheesecake Factory	Casual Dinner	100.0%	0.0%	194	3.20%	10,500	2.037	10,941	2.6%	1036	3.1%
Grand Lux Cafe	The Cheesecake Factory	Casual Dinner	100.0%	0.0%	14	0.00%	12,200	0.171	10,222	-0.2%	838	0.0%
Yum! Brands	Yum! Brands	Fast Food	20.9%	79.1%	42692	2.80%	2,100	89.653	1,055	-1.9%	503	-1.7%
KFC	Yum! Brands	Fast Food	26.7%	73.3%	19952	2.70%	2,300	45.890	1,165	-3.6%	523	-3.7%
Pizza Hut	Yum! Brands	Fast Food	16.5%	83.5%	16063	2.90%	1,800	28.913	718	-3.1%	397	-3.0%
Taco Bell	Yum! Brands	Fast Food	14.0%	86.0%	6407	3.20%	2,100	13.455	1,452	1.1%	682	1.2%
McDonald's		Fast Food	15.4%	84.6%	36899	1.00%	4000	148	2,339.000	2.3%	585	2.3%
Starbucks		Drinks/Snacks	50.7%	49.3%	25085	8.90%	1700	43	1,367.000	4.8%	786	4.0%
Domino's Pizza		Fast Food	2.8%	97.2%	13811	10.20%	1300	18	2,298.000	3.6%	414	4.6%
Wendy's		Fast Food	5.0%	95.0%	6537	0.90%	3000	20	1,536.000	2.9%	512	2.9%
Papa John's		Fast Food	14.6%	85.4%	5097	4.20%	1300	7	741.000	1.0%	568	1.4%
Sonic		Fast Food	9.7%	90.3%	3557	0.90%	1500	5	1,247.000	-3.1%	831	-3.1%
Popeyes Louisiana Kitchen		Fast Food	2.8%	97.2%	2539	6.70%	2600	7	1,249.000	4.1%	478	4.1%
Chipotle Mexican Grill		Fast Casual	100.0%	0.0%	2250	11.90%	2500	6	1,896.000	-13.3%	756	-12.4%
Panera Bread Co.		Fast Casual	44.3%	55.7%	2036	3.20%	4500	9	2,597.000	2.1%	577	2.1%
Denny's		Family	9.8%	90.2%	1733	1.30%	4500	8	6,932.000	-2.8%	666	-2.7%
Papa Murphy's		Fast Food	10.7%	89.3%	1577	2.70%	1400	2	564.000	-4.8%	403	-4.8%
Buffalo Wild Wings		Casual Dinner	50.9%	49.1%	1240	5.50%	5800	7	3,137.000	-2.8%	535	-3.0%
Krispy Kreme Doughnuts		Drinks/Snacks	10.3%	89.7%	1121	13.60%	2594	3	894.000	-10.7%	343	-8.7%
Jamba Juice		Drinks/Snacks	7.8%	92.2%	893	2.90%	1200	1	731.000	1.7%	581	5.5%
Einstein Noah Restaurant Group		Fast Casual	53.8%	46.2%	852	4.40%	1700	1	706.000	0.9%	410	1.8%
Chuck E. Cheese's		Entertainment	74.8%	25.2%	747	2.00%	12400	9	1,607.000	-2.1%	128	-1.8%
Red Lobster Seafood		Casual Dinner	100.0%	0.0%	706	0.10%	7500	5	3,492.000	-6.2%	463	-6.2%
Cracker Barrel		Family	100.0%	0.0%	641	0.60%	9900	6	4,562.000	0.4%	459	0.5%
Red Robin Gourmet Burgers		Casual Dinner	84.4%	15.6%	551	2.40%	6200	3	2,859.000	-3.1%	464	-2.5%
Noodles & Company		Fast Casual	85.9%	14.1%	532	8.10%	2700	1	1,092.000	-0.3%	412	-0.3%
Bob Evans Farms		Family	100.0%	0.0%	527	-7.10%	5100	3	1,721.000	0.9%	337	0.9%
Texas Roadhouse		Casual Dinner	83.4%	16.6%	517	7.00%	6900	4	4,821.000	1.4%	702	1.0%
El Pollo Loco		Fast Food	43.7%	56.3%	460	6.20%	2700	1	1,854.000	-1.2%	690	-0.9%
Potbelly Sandwich Works		Fast Casual	90.5%	9.5%	454	11.30%	2300	1	1,042.000	-1.7%	453	-1.7%
Rave Restaurant Group		Fast Food	10.3%	89.7%	312	2.60%	2000	1	487.000	5.4%	238	3.9%
Logan's Roadhouse		Casual Dinner	90.0%	10.0%	260	0.40%	7800	2	2,696.000	-0.4%	346	-0.3%
The Cheesecake Factory Inc.		Casual Dinner	100.0%	0.0%	208	3.50%	10600	2	10,894.000	2.4%	1021	2.9%
Zoes Kitchen		Fast Casual	98.6%	1.4%	207	24.70%	2800	1	1,479.000	-5.0%	538	-5.0%
BJ's Restaurants		Casual Dinner	100.0%	0.0%	189	10.50%	8100	2	5,520.000	-1.7%	679	-0.9%
Famous Dave's		Casual Dinner	21.0%	79.0%	176	-1.70%	5900	1	2,379.000	-3.3%	405	-4.1%
Diversified Restaurant Holdings		Casual Dinner	100.0%	0.0%	172	2.40%	2700	0	2,025.000	-6.1%	424	-6.1%
The Habit Burger Grill		Fast Casual	94.2%	5.8%	172	21.10%	2300	0	1,948.000	1.3%	846	0.9%
Frisch's Restaurants		Casual Dinner	78.5%	21.5%	121	0.00%	5600	1	2,098.000	1.5%	373	1.5%
Shake Shack		Fast Food	56.1%	43.9%	114	35.70%	3200	0	4,851.000	-1.1%	1572	0.0%
Cosi		Fast Casual	71.8%	28.2%	110	-0.90%	2900	0	1,136.000	-1.7%	399	-1.7%
Dave & Buster's		Entertainment	100.0%	0.0%	92	13.60%	42600	4	11,768.000	1.6%	275	3.8%
Chuy's		Casual Dinner	100.0%	0.0%	80	14.30%	8800	1	4,401.000	-2.4%	500	-2.8%
Good Times Restaurants		Fast Food	75.4%	24.6%	57	9.60%	2600	0	1,609.000	6.8%	547	3.5%
Kona Grill		Casual Dinner	100.0%	0.0%	45	21.60%	7300	0	4,178.000	-4.3%	574	-5.5%
J. Alexander’s		Casual Dinner	100.0%	0.0%	44	7.30%	7700	0	5,205.000	-2.1%	688	-2.0%
Granite City Food & Brewery		Casual Dinner	100.0%	0.0%	41	5.10%	9800	0	3,708.000	-6.3%	377	-6.3%

Retailers' Credit Ratings

• Retail is a capital intensive business and credit worthiness more than anything else tends to decide survival.
• data also has cinemas because why not
• ratings explained: s&p (pdf), moody's (pdf), fitch 

Company	S&P Rating	S&P Outlook	Moody's Rating	Moody's Outlook	Fitch Rating	Fitch Outlook
99 Cents Only Stores	CCC+	Negative	Caa1	Stable	-	-
Abercrombie & Fitch Co.	BB-	Negative	B1	Positive	-	-
Advance Auto Parts	BBB-	Stable	Baa2	Stable	-	-
Amazon.com	AA-	Watch Negative	Baa1	Stable	-	-
AMC Theatres	B+	Watch Negative	B2	Under Review	B	Stable
American Apparel	-	Ratings Withdrawn	-	Ratings Withdrawn	-	-
Apple	AA+	Stable	Aa1	Stable	-	-
AutoZone	BBB	Stable	Baa1	Stable	BBB	Stable
Bed Bath & Beyond	BBB+	Negative	Baa1	Stable	-	-
Best Buy	BBB-	Stable	Baa1	Stable	BBB-	Stable
Big Lots	BBB	Stable	-	-	-	-
Bon-Ton Stores	CCC+	Negative	Caa1	Stable	-	-
Burlington Stores	BB-	Stable	Ba3	Positive	-	-
Caleres	BB	Stable	Ba3	Stable	-	-
Canadian Tire	BBB+	Stable	-	-	-	-
Carmike Cinemas	B+	Watch Negative	B2	Under Review	-	-
Carter's, Inc.	BB+	Stable	Ba1	Stable	-	-
Cinemark Theatres	BB	Stable	B1	Stable	-	-
Claire’s Stores	CC	Negative	Ca	Negative	-	-
Coach	BBB-	Stable	Baa2	Negative	BBB	Watch Negative
Conn's	B	Negative	B1	Stable	-	-
Costco Wholesale	A+	Stable	A1	Positive	A+	Positive
CST Brands	BB	Watch Positive	Ba2	Watch Positive	-	-
CVS	BBB+	Stable	Baa1	Stable	-	-
Delhaize America	-	-	Baa2	Positive	-	-
Dillard's	BBB-	Negative	Baa3	Stable	BBB-	Stable
Dollar General	BBB	Stable	Baa2	Stable	-	-
Ethan Allen	-	Ratings Withdrawn	Ba2	Stable	-	-
Express	-	Ratings Withdrawn	Ba3	Stable	-	-
Fairway Market	-	Ratings Withdrawn	Caa1	Stable	-	-
Family Dollar	-	Ratings Withdrawn	Ba1	-	-	-
Foot Locker	BB+	Stable	Ba1	Stable	-	-
GameStop	BB	Stable	Ba1	Stable	-	-
Gap Inc.	BB+	Stable	Baa2	Stable	BB+	Stable
Genesco	BB	Stable	-	-	-	-
GNC	BB	Watch Negative	B1	Stable	-	-
Hanesbrands	BB	Stable	Ba1	Stable	-	-
Hudson's Bay Co.	B+	Stable	B2	Negative	-	-
Ingles Markets	BB-	Stable	Ba3	Positive	-	-
J.Crew	CCC-	Negative	Caa1	-	-	-
JC Penney	B	Positive	B1	Stable	B+	Stable
Kate Spade & Co.	BB-	Watch Positive	Ba3	Watch Positive	-	-
Kohl's	BBB-	Negative	Baa2	Stable	BBB	Negative
Kroger	BBB	Stable	Baa1	Stable	BBB	Stable
L Brands	BB+	Stable	Ba1	Stable	BB+	Stable
Lands' End	B-	Negative	B3	Negative	-	-
Levi Strauss & Co.	BB+	Stable	Ba1	Stable	BB	Stable
Loblaw	BBB	Stable	-	-	-	-
Lowe's	A-	Stable	A3	Stable	-	-
Macy's	BBB-	Negative	Baa3	Stable	BBB	Negative
Mattress Firm	-	Ratings Withdrawn	B1	Watch Positive	-	-
Michaels Stores	B+	Positive	Ba2	Stable	-	-
Murphy USA	BB+	Stable	Ba1	Stable	-	-
NBTY	B	Stable	B2	Stable	-	-
Neiman Marcus	CCC+	Negative	Caa2	Negative	-	-
Nike	AA-	Stable	A1	Stable	-	-
Nordstrom	BBB+	Negative	Baa1	Stable	BBB+	Stable
Office Depot	-	Ratings Withdrawn	B2	Stable	-	-
O'Reilly Auto Parts	BBB+	Stable	Baa2	Stable	-	-
Party City	B+	Stable	B1	Positive	-	-
Pep Boys	B	Watch Negative	-	Ratings Withdrawn	-	-
Perry Ellis	B+	Stable	B1	Stable	-	-
PetSmart	B+	Negative	-	-	-	-
Pier 1 Imports	B	Stable	B1	Stable	-	-
Quiksilver	B-	Negative	Caa1	Stable	-	-
QVC	BB	Negative	Ba2	Stable	BB	Stable
RadioShack	-	Ratings Withdrawn	-	Ratings Withdrawn	-	Ratings Withdrawn
Ralph Lauren	A	Negative	A2	Stable	-	-
Regal Cinemas	B+	Stable	B1	Stable	B+	Stable
Rent-A-Center	B-	Negative	B2	Negative	-	-
Rite Aid	B	Watch Positive	B2	Stable	B	Watch Positive
Ross Stores	A-	Stable	A3	Stable	-	-
Roundy's	-	Ratings Withdrawn	B3	Watch Positive	-	-
Safeway	B+	Positive	B3	Stable	-	-
Sally Beauty	BB+	Stable	Ba3	-	-	-
Sears Holdings	CCC+	Negative	Caa2	Stable	CC	-
Sherwin-Williams	BBB	Stable	Baa3	Stable	BBB	Stable
Signet Jewelers	BBB-	Negative	Baa3	Stable	BB	Stable
Smart & Final Stores	B+	Negative	B2	Stable	-	-
Sportsman's Warehouse	-	-	-	Ratings withdrawn	-	-
Sprouts Farmers Market	-	Stable	-	Ratings Withdrawn	-	-
Staples	BBB-	Negative	Baa2	Stable	BB+	Stable
Stater Bros. Markets	-	Ratings Withdrawn	B2	Stable	-	-
Supervalu	B+	Stable	B1	Stable	B	Stable
Tailored Brands, Inc.	B	Negative	B1	Stable	-	-
Target	A	Stable	A2	Stable	A-	Negative
The Container Store	B	Stable	B2	Stable	-	-
The Gymboree Corp.	D	-	Caa3	Negative	-	-
The Home Depot	A	Stable	A2	Stable	A	Stable
The Jones Group	-	-	Caa3	Stable	-	-
The Pantry	-	Ratings Withdrawn	-	Ratings Withdrawn	-	-
The TJX Companies	A+	Stable	A2	Stable	-	-
Tiffany & Co.	BBB+	Stable	Baa2	Stable	BBB+	Negative
Tops Markets	CCC+	Negative	Caa1	Stable	-	-
Town Sports International	CCC+	Negative	Caa2	Stable	-	-
Toys "R" Us	B-	Negative	B3	Stable	CCC	-
VF Corp.	A	Stable	A3	Stable	-	-
Vince	CCC-	Watch Positive	Caa1	Stable	-	-
Vitamin Shoppe	-	Ratings Withdrawn	-	-	-	-
Walgreens Boots Alliance	BBB	Negative	Baa2	Watch Negative	BBB	Stable
Wal-Mart Stores, Inc.	AA	Stable	Aa2	Stable	AA	Stable
Weight Watchers	B-	Stable	B3	Positive	-	-
Whole Foods Market	BBB-	Watch Positive	Baa3	Watch Positive	-	-

Retailer Data: E-Commerce Sales as % of Total Sales

- The data is on a trailing 12 month basis compiled from the 10 k/q filed with the SEC.

- The name in brackets (where seen) is the parent company and the data represents only the subsidiary sales

- Where the chain offers e-comm sales but the entry is blank, it's because the retailer doesn't divulge that information or does not have an online offering.

- The difference (if there is one) between the total, retail and the e-comm source comes from 'other revenues' which are normal membership (costco) or rental income or finance income (retailers with credit cards)

As of 25/07/2017

Company	TL Rev ($MN)	E-Comm % of Revenue	TL Rev Growth	Store Sales Growth	E-Comm Growth
Wal-Mart Stores, Inc.	485,873	3.10%	0.80%	0.40%	11.00%
Walmart (Wal-Mart Stores, Inc.)	423,952	3.20%	0.50%	0.20%	9.30%
Apple	220,457	8.30%	-3.10%	4.30%	40.80%
CVS	178,825	11.60%	6.90%
Amazon.com	142,573	68.60%	25.70%	18.20%
Costco Wholesale	123,285	3.50%	4.50%	5.00%	10.80%
Walgreens Boots Alliance	116,629	1.70%	0.10%	0.70%	2.90%
Kroger	115,337	5.00%	6.10%
The Home Depot	95,720	6.20%	5.90%	5.10%	19.70%
Target	69,317	4.60%	-4.90%	-5.90%	23.20%
Lowe's	66,643	3.30%	10.70%	10.40%	22.30%
Sam's Club (Wal-Mart Stores, Inc.)	57,365	2.70%	0.90%	1.20%	28.70%
Loblaw	41,603	18.30%	18.50%
Best Buy	39,488	12.70%	0.20%	-2.20%	20.60%
Safeway	35,468	1.20%	2.30%
Publix Super Markets	34,169	3.60%	3.50%
Nike	33,917	6.60%	6.30%	12.30%	39.90%
The TJX Companies	33,425	5.70%	5.70%
Rite Aid	32,845	6.90%	-0.20%
Ahold U.S.A.	25,791	-0.70%	0.20%
Macy's	25,345	18.70%	-4.80%	-8.00%	12.50%
Dollar General	22,331	7.80%	7.80%
TJ Maxx/Marshalls (The TJX Companies)	21,348	5.10%	5.10%
Sears Holdings	21,045	9.70%	-14.70%	-15.90%	-3.10%
Dollar Tree	20,920	13.70%	13.70%
Kohl's	18,557	15.80%	-2.60%	-5.10%	13.40%
Delhaize America	18,018	6.00%	6.00%
Staples	17,084	13.70%	-3.90%	-7.40%	-1.00%
Whole Foods Market	15,855	1.70%	1.70%
Gap Inc.	15,518	16.90%	-0.40%	-1.50%	5.00%
Nordstrom	14,863	22.20%	2.70%	-1.40%	14.10%
Ross Stores	13,084	8.20%	8.20%
Sears (Sears Holdings Corp.)	13,041	10.60%	-11.20%	-11.80%	-1.70%
Supervalu	12,479	-3.30%	-3.40%
JC Penney	12,442	12.60%	-1.10%	-2.60%	10.90%
L Brands	12,397	16.00%	1.20%	0.60%	1.00%
Bed Bath & Beyond	12,216	6.60%	0.90%	-0.30%	22.70%
Murphy USA	12,104	-1.30%	1.30%
Sherwin-Williams	12,043	5.10%	8.50%
VF Corp.	11,836	5.50%	-0.70%	6.20%	23.10%
Toys "R" Us	11,427	13.20%	-3.10%	-4.80%	9.90%
Hudson's Bay Co.	11,212	13.90%	54.10%	51.10%	75.60%
Office Depot	10,820	-5.70%	-6.90%
AutoZone	10,775	2.40%	2.50%
Family Dollar	10,697	3.10%	3.10%
CST Brands	9,725	5.80%	13.30%
Canadian Tire	9,600	-1.50%	1.20%
Advance Auto Parts	9,479	-2.10%	-2.10%
GameStop	8,682	12.40%	-6.40%	-7.10%	-1.40%
O'Reilly Auto Parts	8,653	6.00%	6.00%
QVC	8,634	47.40%	-2.10%	4.10%
Dick's Sporting Goods	8,087	11.90%	9.80%	8.00%	24.90%
Kmart (Sears Holdings Corp.)	8,004	8.20%	-19.70%	-20.90%	-5.80%
Foot Locker	7,780	13.50%	4.00%	3.20%	9.20%
SpartanNash	7,735	1.10%	-2.20%
Victoria's Secret (L Brands)	7,573	19.90%	-2.00%	-1.40%	-4.60%
The Pantry	7,418	-3.80%	1.90%
PetSmart	7,112	1.30%	2.80%	2.60%	16.80%
Casey's General Stores	7,039	-3.60%	8.50%
Ascena Retail Group	6,908	18.70%	18.40%	13.70%	50.20%
Tractor Supply Co.	6,876	8.10%	8.10%
Old Navy (Gap Inc.)	6,874	17.30%	4.20%	3.00%	9.90%
Susser Holdings	6,682	11.60%	11.70%
Ralph Lauren	6,652	8.80%	-10.20%	-6.40%	-10.10%
Dillard's	6,332	5.30%	-5.20%	-5.30%	2.40%
Signet Jewelers	6,233	5.80%	-5.50%	-5.90%	0.30%
Hanesbrands	6,028	0.80%	5.20%	-9.30%	3.50%
TravelCenters of America	5,738	2.30%	7.20%
Burlington Stores	5,654	8.20%	8.30%
Delek US Holdings	5,451	-21.30%	3.50%
Gap (Gap Inc.)	5,390	13.40%	-4.90%	-6.30%	1.50%
Michaels Stores	5,197	5.80%	5.80%
Big Lots	5,185	-0.70%	-0.70%
Williams-Sonoma	5,098	51.70%	1.10%	-0.70%	2.80%
Ulta Beauty	5,096	7.60%	23.40%	21.00%	63.20%
Under Armour	4,895	13.00%	16.40%	18.30%	32.00%
Neiman Marcus	4,714	30.60%	-5.50%	-7.90%	0.60%
Michael Kors	4,628	3.90%	0.70%	9.80%	55.70%
Levi Strauss & Co.	4,553	3.90%	1.30%	7.70%	17.80%
HomeGoods (The TJX Companies)	4,515	11.60%	11.60%
Coach	4,509	4.00%	3.90%	4.20%	-2.80%
Smart & Final Stores	4,400	8.50%	8.50%
Sprouts Farmers Market	4,184	12.20%	12.20%
Belk	4,150	7.60%	2.60%	0.40%	40.10%
Cabela's	4,100	18.40%	1.60%	2.40%	-6.60%
Roundy's	4,030	10.90%	11.00%
Tiffany & Co.	4,010	6.30%	-0.60%	-1.30%	-0.90%
Sally Beauty	3,941	0.80%	1.30%
Barnes & Noble	3,895	22.10%	-6.50%	-8.50%	1.50%
Stater Bros. Markets	3,877	-0.70%	-0.70%
Bath & Body Works (L Brands)	3,870	12.10%	6.50%	4.40%	24.60%
Ingles Markets	3,849	2.00%	1.80%
The Jones Group	3,765	3.50%	-0.90%	-1.60%	19.90%
AMC Theatres	3,753	22.70%	22.20%
Skechers	3,673	0.80%	9.00%	14.50%	17.10%
Saks (Hudson's Bay Co.)	3,661	21.70%	7.60%	3.40%	26.10%
American Eagle Outfitters	3,622	23.60%	1.40%	-4.40%	26.50%
Wayfair	3,594	100.00%	39.70%	39.70%
HSN	3,568	53.10%	-3.30%	2.70%
Urban Outfitters, Inc.	3,544	37.20%	2.20%	-4.40%	11.50%
Tailored Brands, Inc.	3,333	5.20%	-3.10%	-4.60%	-0.40%
Abercrombie & Fitch Co.	3,302	26.30%	-5.50%	-8.60%	4.40%
Weis Markets	3,251	12.00%	12.20%
Regal Cinemas	3,231	0.30%	-0.40%
NBTY	3,226	9.60%	0.60%	1.40%	0.80%
Carter's, Inc.	3,199	13.20%	6.10%	7.10%	23.60%
Aaron's	3,198	-0.50%	-8.70%
Groupon	3,143	58.50%	0.80%	5.30%
Mattress Firm	3,143	37.20%	37.10%
RadioShack	2,996	-18.40%	-18.90%
Cinemark Theatres	2,994	2.80%	3.20%
Genesco	2,981	7.60%	1.60%	0.50%	11.20%
Fossil	2,964	3.10%	-6.30%	-11.00%	-7.30%
PriceSmart	2,948	2.10%	2.00%
Rent-A-Center	2,870	-11.30%	-15.20%
DSW	2,721	16.20%	2.80%	-2.10%	37.90%
Bon-Ton Stores	2,619	10.30%	-5.50%	-7.80%	17.60%
The Jean Coutu Group	2,569	3.50%	3.70%
Caleres	2,549	4.90%	-1.40%	-1.70%	47.00%
Ann Inc.	2,541	16.30%	1.20%	-0.40%	10.90%
GNC	2,516	7.20%	-6.20%	-5.70%	-21.70%
Hudson's Bay (Hudson's Bay Co.)	2,491	6.60%	9.80%	8.20%	38.80%
Tops Markets	2,475	1.20%	2.90%
G-III Apparel Group	2,458	3.80%	-5.50%
Banana Republic (Gap Inc.)	2,438	13.10%	-5.70%	-6.90%	0.60%
Chico’s FAS, Inc.	2,417	14.40%	-6.70%	-6.50%	-8.10%
J.Crew	2,390	38.50%	-4.10%	-9.80%	4.80%
Carter's (Carter's, Inc.)	2,383	12.40%	5.50%	5.80%	20.60%
Party City	2,316	6.40%	-0.10%	1.40%	1.70%
lululemon athletica	2,259	19.30%	15.30%	12.30%	17.70%
Restoration Hardware	2,242	44.70%	4.60%	7.20%	-1.50%
Dollarama	2,238	11.80%	11.80%
Guess	2,219	4.10%	2.10%	-7.60%	0.30%
Express	2,157	20.10%	-8.30%	-12.30%	10.70%
Fred's	2,108	-3.80%	-3.50%
99 Cents Only Stores	2,097	4.30%	4.60%
Pep Boys	2,089	5.90%	1.00%	-0.90%	45.60%
Sears Hometown and Outlet Stores	1,981	14.80%	-11.60%	-14.20%	7.00%
Zale Corp.	1,867	5.80%	-0.60%	-1.20%	10.20%
The Fresh Market	1,857	5.90%	5.90%
Hollister (Abercrombie & Fitch Co.)	1,852	24.00%	-1.00%	-4.20%	10.90%
Finish Line	1,844	17.70%	2.50%	-4.90%	11.40%
Pier 1 Imports	1,828	19.80%	-3.40%	-7.40%	18.50%
Overstock.com	1,819	100.00%	8.70%	8.70%
The Children's Place	1,803	20.50%	3.60%	-0.80%	20.30%
Deckers Outdoor	1,799	15.80%	-2.10%	0.00%	10.90%
Leon's Furniture	1,794	1.50%	1.70%
hhgregg	1,770	8.20%	-11.80%	-13.70%	16.00%
Men's Wearhouse (Tailored Brands, Inc.)	1,749	3.00%	-1.50%	-1.70%	5.40%
Regis Corp.	1,715	-5.00%	-5.10%
Village Super Market	1,627	1.50%	1.50%
Loft (Ann Inc.)	1,596	13.00%	3.10%	1.70%	12.80%
Chico's/Soma Intimates (Chico’s FAS, Inc.)	1,593	17.10%	-4.80%	-7.40%	10.60%
Famous Footwear (Brown Shoe Company)	1,581	5.50%	0.80%	-1.30%	57.90%
Conn's	1,564	-4.50%	-5.00%
The North West Company	1,548	9.10%	9.60%
La-Z-Boy	1,520	-0.30%	10.10%
Aeropostale	1,507	11.40%	-18.00%	-19.70%	-5.60%
Abercrombie & Fitch (Abercrombie & Fitch Co.)	1,450	29.30%	-10.70%	-14.00%	-1.60%
Anthropologie (Urban Outfitters, Inc.)	1,444	38.50%	-0.10%	-5.10%	9.00%
Stage Stores	1,443	3.30%	-10.10%	-10.60%	7.10%
Steve Madden	1,437	4.50%	1.80%	6.60%	6.30%
Urban Outfitters (Urban Outfitters, Inc.)	1,401	37.50%	0.30%	-5.10%	10.90%
Kate Spade & Co.	1,378	24.50%	9.20%	8.20%	21.50%
Quiksilver	1,346	6.10%	-14.40%	-6.90%	6.50%
Stein Mart	1,342	2.30%	-1.50%	-2.00%	28.50%
Lands' End	1,331	86.10%	-4.50%	-7.30%	-4.10%
Lord & Taylor (Hudson's Bay Co.)	1,323	11.30%	1.40%	-0.70%	21.20%
Claire’s Stores	1,311	-5.20%	-4.60%
Select Comfort	1,311	6.70%	8.00%	7.10%	24.80%
Life Time Fitness	1,310	6.70%	6.80%
zulily	1,281	100.00%	35.40%	35.40%
Journeys (Genesco)	1,272	3.50%	5.50%	5.20%	13.60%
Vitamin Shoppe	1,269	10.00%	0.20%	1.20%	-2.30%
The Gymboree Corp.	1,231	12.10%	2.20%	1.40%	-0.80%
1-800-Flowers	1,189	75.10%	2.10%	2.30%
Weight Watchers	1,157	29.60%	-6.20%	-6.40%
FTD	1,155	88.00%	13.70%	15.60%
Cineplex Entertainment	1,147	3.40%	1.30%
Lane Bryant (Ascena Retail Group)	1,107	21.80%	-0.20%	-2.90%	10.70%
maurices (Ascena Retail Group)	1,074	11.20%	-2.70%	-4.30%	12.60%
Justice (Ascena Retail Group)	1,062	10.50%	-6.80%	-7.90%	7.20%
Jos. A. Bank	1,054	13.10%	0.90%	-1.40%	12.60%
Five Below	1,041	19.50%	19.50%
Big 5 Sporting Goods	1,039	1.90%	1.90%
Crocs	1,025	12.80%	-7.50%	-5.90%	3.70%
Oxford Industries	1,023	18.20%	5.50%	1.60%	16.40%
Shoe Carnival	994	0.20%	0.20%
Lumber Liquidators	976	2.40%	2.40%
Hibbett Sports	967	1.20%	1.20%
Tuesday Morning	966	2.00%	2.00%
dressbarn (Ascena Retail Group)	963	5.40%	-3.90%	-4.60%	9.70%
Ann Taylor (Ann Inc.)	944	21.80%	-1.70%	-4.30%	9.00%
The Buckle	944	10.40%	-13.60%	-14.30%	-6.40%
New York & Company	923	25.90%	-2.10%	-10.30%	32.30%
Lids (Genesco)	915	8.50%	-2.90%	-5.80%	17.50%
The Cato Corp.	906	-10.70%	-10.70%
Nacco Industries	856	-6.50%	-4.40%
Reitmans	846	-1.60%	-1.60%
Zumiez	845	15.50%	5.60%	4.70%	11.00%
Carmike Cinemas	844	9.80%	9.80%
Perry Ellis	842	3.60%	-5.90%	-14.70%	16.30%
Havertys	828	1.90%	2.40%	2.40%	38.70%
White House Black Market (Chico’s FAS, Inc.)	824	9.20%	-4.40%	-4.80%	0.40%
Indigo Books & Music	815	13.10%	2.60%	1.70%	12.60%
Ethan Allen	812	3.80%	-0.10%
The Container Store	809	11.90%	-0.30%	-0.40%	-6.40%
Pacific Sunwear	801	7.80%	-3.10%	-3.50%	1.50%
Sportsman's Warehouse	785	1.20%	8.50%	8.40%	24.40%
Fairway Market	764	-4.30%	-4.30%
Natural Grocers	736	10.50%	10.50%
West Marine	702	11.70%	-0.90%	-2.60%	14.80%
Citi Trends	702	2.80%	2.80%
Free People (Urban Outfitters, Inc.)	678	30.70%	8.90%	3.80%	10.90%
Tommy Bahama (Oxford Industries)	659	16.00%	0.10%	0.10%	6.70%
Evine Live	656	50.00%	-6.60%	-2.20%
Gordmans Stores	632	-3.70%	-3.60%
Liquor Stores N.A.	618	8.60%	8.40%
Boot Barn	616	18.70%	17.90%	9.60%	74.70%
Kirkland's	597	8.40%	4.20%	2.60%	23.80%
Tilly's	570	13.60%	3.40%	2.50%	9.20%
Tumi	565	6.90%	4.00%	13.90%	-4.20%
American Apparel	538	10.60%	0.00%	-18.10%	-6.90%
Movado	538	-8.60%	3.30%
SmartStyle Family Hair Salons (Regis Corp.)	522	0.80%	0.80%
francesca's	489	5.30%	8.50%	7.20%	39.60%
Brookstone	481	22.60%	-7.40%	-9.90%	3.30%
Vera Bradley	477	21.80%	-5.90%	3.40%	-8.60%
Blue Nile	477	100.00%	-1.40%	-1.40%
Books-A-Million	472	4.30%	0.20%	0.10%	-4.90%
Perfumania	462	-11.00%	-9.70%
OshKosh B'gosh (Carter's, Inc.)	452	20.40%	5.40%	7.10%	25.40%
Destination XL Group	450	15.40%	1.00%	1.20%	-0.20%
Bassett Furniture	431	-3.10%	0.30%
Hastings Entertainment	431	8.60%	-5.60%	-7.50%	19.30%
The Wet Seal, Inc.	428	6.40%	-13.70%	-14.70%	5.30%
Wet Seal (The Wet Seal, Inc.)	428	6.40%	-13.70%	-14.70%	5.30%
Destination Maternity	416	15.50%	-13.70%	-9.50%	17.20%
Vitacost.com	397	100.00%	9.60%	9.60%
Town Sports International	395	-4.70%	-4.80%
Harry & David	387	80.70%	1.70%	-10.60%	3.80%
Christopher & Banks	370	19.10%	-5.60%	-9.00%	12.00%
bebe stores	364	23.30%	-12.40%	-16.20%	8.60%
Build-A-Bear Workshop	360	5.00%	-5.10%	-6.90%	6.20%
Sport Chalet	343	2.70%	-4.40%	-4.50%	19.50%
Supercuts (Regis Corp.)	342	-1.10%	-1.30%
Trans World Entertainment	324	6.10%	-4.60%	-5.60%	12.80%
The Tile Shop	324	10.60%	10.60%
Catherines (Ascena Retail Group)	323	18.30%	-5.40%	-8.00%	8.50%
U.S. Auto Parts	304	90.80%	2.70%	2.50%
Johnston & Murphy (Genesco)	287	11.00%	6.80%	4.90%	9.40%
Birks Group	286	-5.20%	-3.80%
Hancock Fabrics	280	2.50%	1.60%	1.10%	26.50%
Medifast	273	12.20%	0.40%	-26.60%
Vince	268	5.70%	-11.30%	0.00%	-16.90%
Regis Salons (Regis Corp.)	253	-13.10%	-13.10%
PetMed Express	249	100.00%	6.20%	6.20%
Lilly Pulitzer (Oxford Industries)	233	32.00%	14.00%	8.00%	21.60%
Body Central	226	8.10%	-24.30%	-22.80%	-37.90%
Moores (Tailored Brands, Inc.)	212	-2.90%	-2.90%
Vitamin World (NBTY)	208	9.70%	-7.60%	-8.20%	-1.90%
Cache	203	9.90%	-8.20%	-7.40%	-15.20%
dELiA's	120	29.10%	-28.80%	-27.50%	-31.80%
Danier Leather	115	-12.60%	-12.60%
Dover Saddlery	105	49.60%	9.90%	17.30%	3.20%
MasterCuts (Regis Corp.)	98	-10.60%	-10.60%
Frederick's of Hollywood	83	34.00%	-14.60%	-16.10%	-7.10%
Tandy Leather Factory	83	-1.50%	-1.50%
Ben Sherman (Oxford Industries)	78	5.10%	15.30%	12.30%	17.60%
Joe's Jeans	43	2.90%	4.60%	-3.30%	30.60%
K&G Stores (Tailored Brands, Inc.)	0	0.00%	32387.80%	-3.90%	14.80%