| Stage | WMT | % of rev | COST | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $188B | 100.00% | $95.7B | 100.00% | WMT ×1.96 |
| Gross profit | $49.1B | 26.14% | $12.2B | 12.74% | WMT +13.4pp |
| Operating income | $9.4B | 4.99% | $3.8B | 3.97% | WMT +1.0pp |
| Pre-tax income | $8.0B | 4.26% | $4.0B | 4.19% | WMT +0.1pp |
| Net income | $6.5B | 3.47% | $3.0B | 3.13% | WMT +0.3pp |
| Stage | WMT | COST | Gap · A − B |
|---|---|---|---|
| Revenue | $188B100.00% | $95.7B100.00% | WMT ×1.96 |
| Gross profit | 26.14%$49.1B | 12.74%$12.2B | WMT +13.4pp |
| Operating income | 4.99%$9.4B | 3.97%$3.8B | WMT +1.0pp |
| Pre-tax income | 4.26%$8.0B | 4.19%$4.0B | WMT +0.1pp |
| Net income |
| 3.47%$6.5B |
| 3.13%$3.0B |
| WMT +0.3pp |
WMT · SN 10-KMar 2 '26
“Our largest retailers include Amazon, Costco and Walmart, each of which accounted for more than 10% of our net sales, and together made up 45.7% of our net sales for the year ended December 31, 2025.”
COST · SN 10-KMar 2 '26
“Our largest retailers include Amazon, Costco and Walmart, each of which accounted for more than 10% of our net sales, and together made up 45.7% of our net sales for the year ended December 31, 2025.”
WMT · GFF 10-KNov 19 '25
“CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor Supply Corporation, Wal-Mart Stores Inc., Target Corporation, Canadian Tire Corporation, Limited, Costco Wholesale Corporation, Ace, Do-It-Best and True Value Company; (3) industrial distributors, such as W.W. Grainger, Inc. and ORS Nasco; (4) homebuilders, such as D.R. Horton, KB Home, Lennar and NVR, Inc.; and (5) E-commerce platforms, such as Amazon Inc., Wayfair Inc. ("Wayfair"), Hayneedle Inc. ("Hayneedle"), Beyond, Inc. ("Beyond"), and Spreetail LLC.”
COST · GFF 10-KNov 13 '24
“CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor Supply Corporation ("Tractor Supply"), Wal-Mart Stores Inc. ("Walmart"), Target Corporation ("Target"), Canadian Tire Corporation, Limited ("Canadian Tire"), Costco Wholesale Corporation ("Costco"), Ace, Do-It-Best and True Value Company; (3) industrial distributors, such as W.W. Grainger, Inc. and ORS Nasco; (4) homebuilders, such as D.R. Horton, KB Home, Lennar and NVR, Inc.; and (5) E-commerce platforms, such as Amazon Inc. ("Amazon"), Wayfair Inc., ("Wayfair), Hayneedle Inc., "(Hayneedle"), Beyond, Inc. ("Beyond"), and Spreetail LLC. ("Spreetail").”
WMT · NWL 10-KFeb 13 '26
“Walmart Inc. and subsidiaries ("Walmart"), the Company's second largest customer in 2025, accounted for approximately 13%, 14% and 15% of net sales in 2025, 2024 and 2023, respectively.”
COST · NWL 10-KFeb 13 '26
“The Company's top-ten customers in 2025 included (in alphabetical order): Amazon.com Inc., Costco Wholesale Corporation, Grainger Inc., Office Depot Inc., Staples Inc., Target Corporation, The Home Depot Inc., The Kroger Co., Uline Inc. and Walmart Inc. and subsidiaries.”
WMT · CENT 10-KNov 27 '24
“Walmart, our second largest customer, represented approximately 16% of our total company net sales in fiscal 2024 and 2023, and 17% in fiscal 2022.”
COST · CENT 10-KNov 27 '24
“Costco, our third largest customer, represented approximately 8%, 7% and 6% of our total company net sales in fiscal 2024, 2023 and 2022, respectively.”
WMT · BRBR 10-KNov 18 '25
“Our largest customers, Walmart and its affiliates (which includes Sam's Club), Costco and Amazon, accounted for approximately 74.0% of our net sales in our year ended September 30, 2025.”
COST · BRBR 10-KNov 18 '25
“Our largest customers, Walmart and its affiliates (which includes Sam's Club), Costco and Amazon, accounted for approximately 74.0% of our net sales in our year ended September 30, 2025.”
WMT · CRI 10-KFeb 27 '26
“For fiscal 2025, we derived approximately 35% of our consolidated net sales from our U.S. Wholesale segment, approximately 34% of our consolidated net sales from our top ten wholesale customers, and approximately 30% of consolidated net sales from our top five wholesale customers, which includes net sales from our exclusive brands sold, in alphabetical order, at Amazon, Target, and Walmart.”
COST · CRI 10-KFeb 27 '26
“Our Carter's brand wholesale customers in the United States include major retailers, such as Costco, JCPenney, Kohl's, Macy's, Marshalls, Ross Stores, Sam's Club, and T.J. Maxx.”
WMT · ARLO 10-KFeb 27 '26
“We sell a substantial portion of our products through traditional and online retailers, including Amazon, Best Buy, Walmart, Sam's Club, Home Depot, Lowe's and Costco; and to security solutions providers, including Verisure and its affiliates.”
COST · ARLO 10-KFeb 27 '26
“We sell a substantial portion of our products through traditional and online retailers, including Amazon, Best Buy, Walmart, Sam's Club, Home Depot, Lowe's and Costco; and to security solutions providers, including Verisure and its affiliates.”
WMT · PPC 10-KFeb 12 '26
“Our sales efforts are largely targeted towards the foodservice industry, principally chain restaurants and food processors, such as Chick-fil-A® and retail customers, including grocery store chains and wholesale clubs, such as Kroger ® , Costco ® , Publix ® and H-E-B ® in the U.S., chain restaurants such as McDonald's ® and grocery store chains such as Sainsbury's, Tesco and Waitrose in the U.K. and Europe, and grocery store chains such as Wal-Mart ® in Mexico.”
COST · PPC 10-KFeb 12 '26
“Our sales efforts are largely targeted towards the foodservice industry, principally chain restaurants and food processors, such as Chick-fil-A® and retail customers, including grocery store chains and wholesale clubs, such as Kroger ® , Costco ® , Publix ® and H-E-B ® in the U.S., chain restaurants such as McDonald's ® and grocery store chains such as Sainsbury's, Tesco and Waitrose in the U.K. and Europe, and grocery store chains such as Wal-Mart ® in Mexico.”
WMT · NATH 10-KJun 9 '26
“As of March 29, 2026, packaged Nathan's World Famous Beef Hot Dogs continued to be sold in supermarkets, mass merchandisers and club stores including Walmart, Kroger, Ahold, Publix, Albertsons, Safeway, ShopRite, Target, Costco and BJ's Wholesale Club located in all 50 states.”
COST · NATH 10-KJun 9 '26
“As of March 29, 2026, packaged Nathan's World Famous Beef Hot Dogs continued to be sold in supermarkets, mass merchandisers and club stores including Walmart, Kroger, Ahold, Publix, Albertsons, Safeway, ShopRite, Target, Costco and BJ's Wholesale Club located in all 50 states.”
WMT · LCUT 10-KMar 12 '26
“During the years ended December 31, 2025, 2024 and 2023, Walmart accounted for 17%, 19% and 21% of consolidated net sales, respectively.”
COST · LCUT 10-KMar 12 '26
“During the years ended December 31, 2025, 2024 and 2023, sales to Costco accounted for 11% of consolidated net sales, respectively.”
WMT · FTLF 10-KMar 31 '26
“Irwin's largest mass market customers are CVS, Walmart, Walgreens, and Costco Canada.”
COST · FTLF 10-KMar 31 '26
“Irwin's largest mass market customers are CVS, Walmart, Walgreens, and Costco Canada.”
WMT · BARK 10-KJun 10 '26
“Our products are available through Amazon.com, Chewy and TikTok as well as in retail locations including Target, PetSmart, Costco, Walmart, Tractor Supply Company and CVS, and many others.”
COST · BARK 10-KJun 10 '26
“Our products are available through Amazon.com, Chewy and TikTok as well as in retail locations including Target, PetSmart, Costco, Walmart, Tractor Supply Company and CVS, and many others.”