SEC filings · customer concentration · AMZN

Who depends on Amazon

16 listed suppliers report Amazon as a customer worth 10% or more of their revenue, led by Hour Loop at 98%.

0major customers now
—of revenue from them
16listed suppliers depending on it
2014–2026years covered
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When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Suppliers that depend on Amazon

Listed companies whose annual report names Amazon as a customer worth 10% or more of their revenue. If Amazon cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Hour LoopHOUR98%from 99%FY 2023: 99%FY 2024: 99%FY 2025: 98%3 yearsFY 2025 · filed 24 Mar 2026
AterianATER86%▼ from 92%FY 2018: 95%FY 2019: 95%FY 2020: 88%FY 2021: 93%FY 2022: 89%FY 2023: 88%FY 2024: 92%FY 2025: 86%8 yearsFY 2025 · filed 23 Mar 2026
Emerson RadioMSN42%from 39%FY 2018: 11%FY 2019: 16%FY 2020: 25%FY 2021: 33%FY 2022: 32%FY 2023: 23%FY 2024: 20%FY 2025: 39%FY 2026: 42%9 yearsFY 2026 · filed 26 Jun 2026
NextPlatNXPL31%from 33%FY 2020: 73%FY 2021: 64%FY 2022: 54%FY 2023: 52%FY 2024: 33%FY 2025: 31%6 yearsFY 2025 · filed 31 Mar 2026
Kornit DigitalKRNT31%from 30%FY 2021: 27%FY 2022: 27%FY 2023: 20%FY 2024: 30%FY 2025: 31%5 yearsFY 2025 · filed 26 Mar 2026
BuzzFeedBZFDW28%from 30%FY 2023: 11%FY 2024: 30%FY 2025: 28%3 yearsFY 2025 · filed 16 Mar 2026
KossKOSS22%from 19%FY 2020: 11%FY 2021: 10%FY 2023: 20%FY 2024: 17%FY 2025: 19%FY 2026: 22%6 yearsFY 2026 · filed 28 Aug 2026
Hamilton Beach Brands HoldingHBB19%from 24%FY 2015: 8%FY 2016: 10%FY 2017: 12%FY 2018: 10%FY 2019: 14%FY 2020: 16%FY 2021: 22%FY 2022: 23%FY 2023: 24%FY 2024: 24%FY 2025: 19%11 yearsFY 2025 · filed 25 Feb 2026
Simply Good FoodsSMPL18%from 18%FY 2020: 10%FY 2021: 12%FY 2023: 16%FY 2024: 18%FY 2025: 18%5 yearsFY 2025 · filed 28 Oct 2025
Crown CraftsCRWS17%from 19%FY 2018: 11%FY 2019: 16%FY 2020: 20%FY 2021: 25%FY 2022: 21%FY 2023: 20%FY 2024: 19%FY 2025: 19%FY 2026: 17%9 yearsFY 2026 · filed 24 Jun 2026
Newell BrandsNWL17%from 15%FY 2018: 8%FY 2019: 9%FY 2020: 12%FY 2021: 13%FY 2022: 13%FY 2023: 13%FY 2024: 15%FY 2025: 17%8 yearsFY 2025 · filed 13 Feb 2026
Lifetime BrandsLCUT12%from 13%FY 2020: 10%FY 2021: 12%FY 2022: 11%FY 2023: 11%FY 2024: 13%FY 2025: 12%6 yearsFY 2025 · filed 12 Mar 2026
United Parcel ServiceUPS11%from 12%FY 2019: 12%FY 2020: 13%FY 2021: 12%FY 2022: 11%FY 2023: 12%FY 2024: 12%FY 2025: 11%7 yearsFY 2025 · filed 17 Feb 2026
FabrinetFN11%newFY 2026: 11%1 yearFY 2026 · filed 18 Aug 2026
Jakks PacificJAKK10%from 11%FY 2021: 10%FY 2022: 8%FY 2023: 11%FY 2024: 11%FY 2025: 10%5 yearsFY 2025 · filed 2 Mar 2026
CricutCRCT10%newFY 2021: 10%1 yearFY 2021 · filed 9 Mar 2022

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Corsair GamingCRSR31%last FY 2024FY 2023: 10%FY 2024: 31%2 yearsFY 2024 · filed 26 Feb 2025
EscaladeESCA21%last FY 2021FY 2018: 19%FY 2019: 21%FY 2020: 23%FY 2021: 21%4 yearsFY 2021 · filed 22 Feb 2022
GoProGPRO17%last FY 2016FY 2014: 20%FY 2015: 14%FY 2016: 17%3 yearsFY 2016 · filed 16 Feb 2017
YETI HoldingsYETI14%last FY 2021FY 2018: 10%FY 2019: 13%FY 2021: 14%3 yearsFY 2021 · filed 1 Mar 2021
Life360LIF13%last FY 2022FY 2022: 13%1 yearFY 2022 · filed 27 Feb 2025
Arlo TechnologiesARLO12%last FY 2020FY 2018: 17%FY 2020: 12%2 yearsFY 2020 · filed 26 Feb 2021
Applied OptoelectronicsAAOI12%last FY 2020FY 2017: 35%FY 2018: 12%FY 2019: 24%FY 2020: 12%4 yearsFY 2020 · filed 24 Feb 2022
JabilJBL11%last FY 2022FY 2020: 11%FY 2022: 11%2 yearsFY 2022 · filed 25 Oct 2022
Nacco IndustriesNC10%last FY 2016FY 2016: 10%1 yearFY 2016 · filed 1 Mar 2017
Turtle BeachTBCH10%last FY 2024FY 2024: 10%1 yearFY 2024 · filed 17 Mar 2025
TrueBlueTBI8%last FY 2016FY 2015: 13%FY 2016: 8%3 yearsFY 2016 · filed 24 Feb 2017

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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