Pattern Group (PTRN), explained in plain English

📱 Tech & Apps

Pattern Group

(PTRN ↗)

pattern.com ↗

They help brands sell on Amazon, Walmart, TikTok Shop, and ~150 other marketplaces — and take a cut of every sale. Just IPO'd in 2025. Growing fast. The profit picture is still maturing.

Updated · Q1 FY26 · March 2026

Chapters

~18

Min read

$2.6B / yr revenue · ~2K employees · public since 2025

🌶️🌶️🌶️

Spice: Serrano (4/5)

More filled = spicier (more aggressive), not "better." Tap a row to see what it means.

What is spice?

Your progress

0 of 6

Growth

~4 min

The Marketplace Skim

Pattern doesn't make products. They make other brands' products sell better — and skim a percentage off the top.

Revenue grew 38%. Operating profit dropped 70%. Both are true. Which one matters more?

›

Moat

~3 min

The Tech + Data Advantage

Anyone can list on Amazon. Why do brands hire Pattern to do it for them?

›

Management

~2 min

The Married Co-Founders

Pattern's CEO and Chief Strategy Officer co-founded the company. They're also married to each other. That's both a feature and a flag.

›

Behind the Numbers

~2 min

The Story Behind the Numbers

Revenue accelerating, profit recovering after the IPO-year squeeze — and a lockup about to lift.

›

Risk

~3 min

The Concentration Cliff

Pattern's biggest customer? Amazon. Pattern's biggest dependency? The two married co-founders. Both are concentration risks.

↻ Next update · Aug 6

est. Aug 6, 2026 · Q2 FY26 · Pattern IR ↗

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You're reading the 6 opening chapters. After that, every time Pattern files a new report, the chapters get updated here.