Key Retail Benchmarks

Six Key Metrics • Five-Year Trend Charts • Available only from The ROI

Whether you are a retailer, or you work with retailers, The Retail Owners Institute makes it easy for you to get a quick financial health assessment of any retail business. 

  • Choose any one of the 53 retail segments and 4 restaurant segments listed on this page, and click the link. 
     
  • Once on that "Retail Segment" page, see Retail Benchmark Trend Charts for the past 5 years.
     

See below for more information about these benchmark numbers and how to use them.

 

About the Retail Segments

The segments featured at The ROI reflect the definitions and designations of the North American Industrial Classification System (NAICS).

The top of each Retail Segment Page on The ROI site includes the NAICS code and the NAICS definition for that industry segment.
 

About the Key Retail Ratios

The ROI has selected six key ratios (from the abundance of ratios available) that are particularly important for retailers to regularly monitor and manage. See The ROI's Benchmarks Resource Center to learn more about these key ratios for retailers.

The ROI's exclusive Retail Benchmark Trend Charts show the median value reported by Risk Management Association's Annual Statement Studies for each of these key ratios each year.

Remember, there also is a Top Quartile – and Bottom Quartile – of results for every segment. See your local library for those details.



Reminders

  1. The segments featured at The ROI reflect the definitions and designations of the North American Industrial Classification System (NAICS). The top of each Retail Segment Page on The ROI site includes the NAICS code and the NAICS definition for that industry segment.

  2. The ROI's exclusive Retail Benchmark Trend Charts show the median value reported by Risk Management Association's Annual Statement Studies for each of these key ratios each year.

  3. Retailers may need to examine the benchmark numbers in more than one segment to get perspective on their own store's performance, particularly if their store does not exactly fit the NAICS category.

Since 1999, empowering retailers and store owners to "Turn on your financial headlights!"