Key Retail Benchmarks

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

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 retail or 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.
  • For more information about calculating these ratios, what they mean, and how to apply them, see the Benchmarks Resources here on The ROI site. Free!


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


  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.