Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of HNST revenue | Skew |
|---|---|---|---|
| AMZNAmazon | 0.02% | 39.00% | 1,931× |
| TGTTarget | 0.10% | 28.00% | 282× |
| WMTWalmart | <0.01% | 8.00% | 1,921× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“In 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.”
$145M relationship1,931× more of HNST’s book than AMZN’s
basisHNST fy2025 · closed 2025-12 $371MAMZN fy2025 · closed 2025-12 $717B
FILING10-K0001628280-26-011634cik 0001530979
“In 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.”
$104M relationship282× more of HNST’s book than TGT’s
basisHNST fy2025 · closed 2025-12 $371MTGT fy2025 · closed 2026-01 $105B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“In 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.”
$30M relationship1,921× more of HNST’s book than WMT’s
basisHNST fy2025 · closed 2025-12 $371MWMT fy2026 · closed 2026-01 $713B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“In August 2022, we entered into a supplier services agreement with Butterblu, LLC ("Butterblu") pursuant to which Butterblu provided certain design, manufacturing, sales and marketing services to us (the "Supplier Services Agreement").”
FILING10-K0001628280-26-011634cik 0001530979
“Our distribution network includes two warehouses in Nevada and Pennsylvania, respectively, with retail fulfillment capabilities and value-added services operated by National Distribution Centers, LLC, or NFI, and GEODIS Logistics LLC, or GEODIS, respectively.”
FILING10-K0001628280-26-011634cik 0001530979
“Our distribution network includes two warehouses in Nevada and Pennsylvania, respectively, with retail fulfillment capabilities and value-added services operated by National Distribution Centers, LLC, or NFI, and GEODIS Logistics LLC, or GEODIS, respectively.”
FILING10-K0001628280-26-011634cik 0001530979
“We do have a long-term supply agreement with Ontex for the manufacture and supply of certain diaper products that ends on January 1, 2027, which either party may terminate if the other party materially breaches the agreement and does not cure the breach within a specified notice period, or upon the other party's insolvency.”
FILING10-K0001628280-26-011634cik 0001530979
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001628280-26-011634cik 0001530979
FILING10-K0001628280-26-011634cik 0001530979
Honest Company, Inc. has 4 disclosed suppliers and 3 disclosed customers. Each one is named in an SEC filing, either Honest Company, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Prev close 5.44 · gapped above the open, never looked back. High/low 5.67 at 7:15 am ET, 5.44 at 3:45 pm ET.
Honest Company, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Retail-Catalog & Mail-Order Houses
HNST (Honest Company, Inc.) has 4 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: TGT −2.50%, in consumer.