STRATA:G® Financial Toolkits
A Difference-Maker For CPAs

Quick Reference KPIs for Professional Firms

Quick Reference KPIs for Service Businesses

KPI Benchmark Charts, Retail Operations and Restaurants


Choose any one of the retail or restaurant verticals listed on this page, and click the link. 

Once on that vertical's page, see Retail Benchmark Trend Charts for the past 5 years for 6 key ratios.

See below for more information about these benchmark numbers.


About the Benchmarks

We have identified six key ratios as particularly important for retailers to monitor, project, and manage:

  • Current Ratio
  • Debt-to-Worth Ratio
  • Gross Margin Percent
  • Pre-Tax Profit Percent
  • Inventory Turnover
  • GMROI (Gross Margin Return on Inventory Investment)

We publish the six key ratio performance metrics in chart form to illustrate the trends over time. We also include key financial ratios for four major restaurant verticals. Use the links in the menu to the left to go directly to a particular vertical's page of KPI Benchmarks.

The retail and restaurant verticals featured at the Retail STRATA:G® site reflect the definitions and designations of the North American Industrial Classification System (NAICS). The top of each Retail Vertical Page includes the NAICS code and the NAICS definition for that industry segment.

The source data is Risk Management Association's Annual Statement Studies. As you may know, RMA collects financial statements from banks, and aggregates the findings for all industries, not just retailing. RMA presents their data in 3 sections: the Top Quartile, the Middle Quartiles, the Bottom Quartile, for five different ranges of annual sales volume. Our Five Year Charts are based on the Middle Quartiles results.