23 SUPPLY CHAINS TO ADMIRE | 2023
23
Broadline Retail
While Dollar General placed for five years and Dollar General for four years in the Winners Circle, there is no Supply Chains to Admire winner for 2023 in the Broadline Retail Sector. Of note, Walmart and Target, winners in 2016 and 2015, no longer lead this peer group. Each fails due to the focus on singular metrics. When comparing 2022 to 2013, we see that margins declined by 1% while inventory turns decreased by 10%.
Table 10. Broadline Retail Sector Averages for 2013-2022
INDUSTRY: Retail Broadline
IMPROVE- MENT
COMPANY INFORMATION
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
2022 REVENUE (MS)
SUPPLY CHAIN INDEX
GROWTH (Year Over Year Revenue)
FUNDAMENTAL AVERAGE SCORE
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAP
NAME
2013 - 2022
Bed Bath & Beyond Inc
$7,867.8
15
-1.4%
2.96
7%
6.7%
7
2.09
5,597
Best Buy Co
$51,761.0
5
1.6%
6.05
4%
22.1%
8
4.69
17,631
Big Lots
$6,150.6
61
1.9%
3.50
5%
21.0%
9
2.31
1,621
Burlinton Stores Inc
$9,322.3
1
10.6%
3.66
5%
15.1%
6
20.36
9,960
Costco Wholesale
$226,954.0 7
8.7%
11.53
3%
16.1%
10
7.88
117,862
Dillard's Inc
$6,624.3
2
1.9%
3.05
6%
11.2%
9
1.82
3,074
Dollar General Corp
$34,220.4
13
8.8%
4.48
9%
16.8%
9
5.55
33,675
Dollar Tree Stores
$26,321.2
13
16.6%
4.73
9%
13.8%
8
5.17
22,007
Kohl's
$19,433.0
6
0.8%
3.39
7%
8.8%
9
1.62
8,636
Macy's
$25,292.0
10
0.7%
3.06
6%
5.2%
8
2.36
10,333
Office Depot Inc
$8,491.0
4
-2.0%
6.90
3%
0.6%
5
1.33
2,335
Pricesmart Inc
$4,066.1
9
7.2%
8.41
5%
11.4%
10
3.60
2,485
Target
$106,005.0 7
4.5%
5.99
7%
11.6%
9
4.53
57,647
Tractor Supply Co
$14,204.7
12
11.9%
3.43
10%
29.4%
9
8.72
14,179
WalMart
$572,754.0 10
2.5%
8.37
5%
10.5%
9
3.97
303,203
Williams-Sonoma Inc
$8,245.9
3
9.3%
3.47
11%
29.6%
10
4.88
7,066
MEAN WITH OUTLIERS
$70,482.1
5.2%
5.19
6%
14.4%
8.3
5.06
38,582
MEAN WITHOUT OUTLIERS
5.2%
5.19
6%
14.4%
8.3
4.04
14,017
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