25 SUPPLY CHAINS TO ADMIRE | 2025
25
Broadline Retail While previous winners Dollar General placed for five years and Dollar General for four years in the Winners Circle, there has been no Supply Chains to Admire winner for the past three years for the Broadline Retail Sector. Managing inventory in volatile times is a challenge. Of note is that 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 2024 to 2015, margins declined by 1% while inventory turns decreased by 10%.
Table 10. Broadline Retail Sector Averages for 2015-2024
INDUSTRY: Retail Broadline
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
MARKET CAPITALIZIATION PER EMPLOYEE
RETURN ON CAPITAL EMPLOYED
GROWTH (Year Over Year Revenue)
SUPPLY CHAIN FUNDAMENTAL SCORE
PRICE TO BOOK
INVENTORY TURNS
OPERATING MARGIN
SUPPLY CHAIN INDEX
2024 REVENUE
NAME
2015 - 2024
Best Buy Co
$ 43,452
3
10
0.9%
6.42
4.6%
29.0% 5.21
164,373
Big Lots
$ 4,722
5
2
-0.5%
3.45
1.9%
15.2% 1.85
43,267
Burlinton Stores Inc
$ 9,727
2
11
9.7%
3.86
5.5%
15.7% 23.41 215,068
Costco Wholesale
$ 254,453 5
7
8.6%
11.67
3.3%
23.5% 9.69
595,483
Dillard's Inc
$ 6,874
4
4
1.8%
3.13
7.6%
20.1% 2.03
101,520
Dollar General Corp
$ 38,692
5
1
8.4%
4.32
8.8%
18.2% 5.47
238,114
Dollar Tree Stores
$ 30,604
2
14
16.4%
4.53
7.3%
11.5% 3.58
133,142
Kohl's
$ 17,476
3
6
-0.4%
3.47
5.7%
9.3% 1.33
62,651
Macy's
$ 23,866
4
3
-0.4%
3.13
5.6%
7.1% 1.82
69,602
Office Depot Inc
$ 6,990
4
9
-5.7%
7.34
3.6%
8.8% 1.17
54,732
Pricesmart Inc
$ 4,914
5
12
7.0%
8.13
4.4%
15.8% 2.88
258,395
Target
$ 107,412 3
15
4.4%
6.01
6.1%
18.2% 4.94
155,515
Tractor Supply Co
$ 14,883
5
4
10.3%
3.43
9.8%
28.5% 9.37
440,936
WalMart
$ 648,125 6
8
3.2%
8.48
4.4%
14.9% 4.63
144,960
Williams-Sonoma Inc
$ 7,751
4
13
6.2%
3.43
11.8%
35.1% 4.72
312,268
MEAN WITH OUTLIERS
$ 81,329
4
4.7%
5.39
6.0%
18.1% 5.47
199,335
MEAN WITHOUT OUTLIERS
4.7%
5.39
6.0%
18.1% 4.19
199,335
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