Pattern Group
Buys brand inventory and uses technology and specialists to operate marketplace sales worldwide.
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Profile
Buys inventory from consumer brands and resells it through online marketplaces, using data, AI, and specialists to manage advertising, content, pricing, forecasting, and customer service. Its inventory model gives it direct control over the customer-facing marketplace sale.
Buys inventory from consumer brands and sells it to consumers through global online marketplaces. Its ecommerce acceleration platform combines proprietary technology, data, AI, machine learning, and on-demand experts to run advertising, content management, pricing, forecasting, and customer service. The platform turns marketplace data into operating decisions.
That first-party inventory model gives direct control over marketplace content, pricing, logistics, and customer service rather than operating only as an advisory software provider.
Sales reach consumers through a global marketplace network. The business depends on acquiring inventory from brand partners and executing marketplace operations across that network.
Company facts
Categories
Key statistics
Year to date +84.2% · Average volume (30d) 1.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Robert W. Baird | Target | $18 | $26 | ||
| Aug 6, 2026 | Goldman Sachs | Reiterate | Buy | $27 | $31 | |
| Aug 6, 2026 | Evercore ISI | Reiterate | Outperform | $23 | $29 | |
| Aug 6, 2026 | BMO Capital | Reiterate | Outperform | $19 | $28 | |
| Aug 6, 2026 | Needham | Reiterate | Buy | $24 | $29 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.12 | $0.15 | +26.5% | $817.1M | $876.8M | +7.3% | −6.52% |
| May 6, 2026Q1 FY26 | $0.10 | $0.16 | +60.0% | $716.7M | $773.7M | +7.9% | +18.95% |
| Mar 5, 2026Q4 FY25 | $0.11 | $0.16 | +45.5% | $691.5M | $723.1M | +4.6% | −7.22% |
| Nov 5, 2025Q3 FY25 | −$2.71 | −$2.19 | +19.2% | $691.6M | $639.7M | −7.5% | +0.83% |
Financial highlights
| 11 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $540.4M | $598.2M | $639.7M | $723.1M | $773.7M | $876.8M | |
| Gross profit | $235.8M | $256.8M | $279.3M | $310.0M | $334.8M | $384.4M | |
| Operating income | $29.4M | $30.1M | −$60.2M | $26.0M | $39.6M | $35.5M | |
| Net income | $22.8M | $23.8M | −$223.0M | $28.7M | $29.2M | $27.5M | |
| Diluted EPS | $0.09 | $0.09 | −$1.27 | $0.16 | $0.16 | $0.15 | |
| Gross margin | 43.6% | 42.9% | 43.7% | 42.9% | 43.3% | 43.8% | |
| Operating margin | 5.4% | 5.0% | -9.4% | 3.6% | 5.1% | 4.1% |
Fiscal years (4-quarter sums)FY24 $1.80B · FY25 $2.50B
Balance sheet, Jun 30, 2026Cash & short-term investments $345.8M · Total debt $51.3M · Total assets $1.07B · Shareholders' equity $645.6M
Dividends
No dividends on record.
Ownership
Shares outstanding 155.16M · Float 36.38M · 23.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Knox Lane LP | 18.98M | 12.23% | 13F | Aug 14, 2026 |
| Wasatch Advisors LP | 3.14M | 2.02% | 13F | Jul 10, 2026 |
| BlackRock, Inc. | 2.44M | 1.57% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.04M | 1.31% | 13F | Aug 13, 2026 |
| Loomis Sayles & Co L P | 1.98M | 1.27% | 13F | Aug 14, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Amazon
Marketplace selling, fulfillment, and brand-growth services
- Shopify
Commerce platform alternative for merchant-led selling
- Baozun (ADR)
Managed brand ecommerce operations in China
- Global-e Online
Cross-border ecommerce enablement for brands and retailers
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Pattern Group | $21.02 | −0.76% | $3.28B | — | 29.8 | 1.1 | +46.6% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Shopify | $152.40 | −0.33% | $198.41B | 102.6 | 72.8 | 15.0 | +32.0% |
| Baozun (ADR) | $3.12 | +2.97% | $175.6M | — | — | 0.1 | +13.4% |
| Global-e Online | $39.95 | +0.03% | $6.71B | 46.2 | 26.8 | 6.1 | +39.2% |
| Median | 46.2 | 28.5 | 4.9 | +25.8% |






