SEC filings · customer concentration · WMT

Who depends on Walmart

26 listed suppliers report Walmart as a customer worth 10% or more of their revenue, led by Crown Crafts at 40%.

0major customers now
—of revenue from them
26listed suppliers depending on it
2011–2026years 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 Walmart

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Crown CraftsCRWS40%▼ from 47%FY 2013: 38%FY 2014: 41%FY 2015: 36%FY 2016: 42%FY 2017: 42%FY 2018: 39%FY 2019: 41%FY 2020: 42%FY 2021: 43%FY 2022: 52%FY 2023: 51%FY 2024: 42%FY 2025: 47%FY 2026: 40%14 yearsFY 2026 · filed 24 Jun 2026
B&G FoodsBGS31%from 30%FY 2011: 18%FY 2012: 20%FY 2013: 19%FY 2015: 17%FY 2016: 24%FY 2017: 24%FY 2018: 23%FY 2019: 26%FY 2021: 27%FY 2022: 27%FY 2023: 29%FY 2024: 30%FY 2026: 31%15 yearsFY 2026 · filed 3 Mar 2026
Cal-Maine FoodsCALM30%from 34%FY 2020: 32%FY 2021: 30%FY 2022: 30%FY 2023: 34%FY 2024: 34%FY 2025: 34%FY 2026: 30%7 yearsFY 2026 · filed 22 Jul 2026
Conagra BrandsCAG29%from 28%FY 2015: 20%FY 2016: 23%FY 2017: 24%FY 2018: 24%FY 2019: 24%FY 2020: 26%FY 2021: 26%FY 2022: 27%FY 2023: 28%FY 2024: 28%FY 2025: 29%11 yearsFY 2025 · filed 15 Jul 2026
Hamilton Beach Brands HoldingHBB29%from 29%FY 2015: 32%FY 2016: 32%FY 2017: 32%FY 2018: 33%FY 2019: 33%FY 2020: 35%FY 2021: 28%FY 2022: 26%FY 2023: 27%FY 2024: 29%FY 2025: 29%11 yearsFY 2025 · filed 25 Feb 2026
Jakks PacificJAKK26%from 26%FY 2018: 25%FY 2019: 30%FY 2020: 29%FY 2021: 27%FY 2022: 28%FY 2023: 23%FY 2024: 26%FY 2025: 26%8 yearsFY 2025 · filed 2 Mar 2026
Plug PowerPLUG24%newFY 2014: 24%FY 2015: 57%FY 2016: 34%FY 2025: 24%4 yearsFY 2025 · filed 2 Mar 2026
Church & Dwight CoCHD23%from 23%FY 2011: 23%FY 2012: 24%FY 2013: 24%FY 2014: 25%FY 2015: 24%FY 2016: 24%FY 2017: 24%FY 2018: 23%FY 2019: 24%FY 2020: 23%FY 2021: 24%FY 2022: 24%FY 2023: 23%FY 2024: 23%FY 2025: 23%15 yearsFY 2025 · filed 12 Feb 2026
CAMPBELL'SCPB22%from 21%FY 2017: 24%FY 2018: 22%FY 2019: 20%FY 2020: 21%FY 2021: 21%FY 2022: 22%FY 2023: 22%FY 2024: 22%FY 2025: 21%FY 2026: 22%10 yearsFY 2026 · filed 24 Sept 2026
General MillsGIS22%from 22%FY 2021: 20%FY 2022: 20%FY 2023: 21%FY 2024: 22%FY 2025: 22%FY 2026: 22%6 yearsFY 2026 · filed 1 Jul 2026
Flowers FoodsFLO22%from 22%FY 2015: 17%FY 2016: 17%FY 2017: 20%FY 2018: 20%FY 2019: 21%FY 2021: 21%FY 2022: 22%FY 2023: 22%FY 2024: 22%FY 2026: 22%12 yearsFY 2026 · filed 25 Feb 2026
Kraft HeinzKHC21%from 21%FY 2019: 21%FY 2020: 22%FY 2021: 22%FY 2022: 21%FY 2023: 21%FY 2024: 21%6 yearsFY 2024 · filed 12 Feb 2026
Marten TransportMRTN20%from 20%FY 2014: 9%FY 2015: 13%FY 2016: 17%FY 2017: 19%FY 2018: 15%FY 2019: 17%FY 2020: 24%FY 2021: 23%FY 2022: 21%FY 2023: 19%FY 2024: 20%FY 2025: 20%12 yearsFY 2025 · filed 27 Feb 2026
MarzettiMZTI18%from 19%FY 2019: 17%FY 2020: 18%FY 2021: 18%FY 2022: 18%FY 2023: 18%FY 2024: 18%FY 2025: 19%FY 2026: 18%8 yearsFY 2026 · filed 25 Aug 2026
EDGEWELL PERSONAL CAREEPC17%from 17%FY 2021: 21%FY 2022: 22%FY 2023: 19%FY 2024: 17%FY 2025: 17%5 yearsFY 2025 · filed 18 Nov 2025
Coca-Cola ConsolidatedCOKE17%from 17%FY 2014: 15%FY 2016: 15%FY 2017: 13%FY 2018: 14%FY 2019: 13%FY 2020: 14%FY 2021: 14%FY 2022: 16%FY 2023: 17%FY 2024: 17%FY 2025: 17%12 yearsFY 2025 · filed 18 Feb 2026
Lifetime BrandsLCUT17%from 19%FY 2019: 16%FY 2020: 20%FY 2021: 18%FY 2022: 19%FY 2023: 21%FY 2024: 19%FY 2025: 17%7 yearsFY 2025 · filed 12 Mar 2026
Kimberly ClarkKMB16%from 15%FY 2019: 14%FY 2020: 15%FY 2021: 14%FY 2022: 13%FY 2023: 15%FY 2024: 16%6 yearsFY 2024 · filed 12 Feb 2026
PROCTER & GAMBLEPG16%newFY 2022: 15%FY 2023: 15%FY 2024: 16%FY 2026: 16%4 yearsFY 2026 · filed 4 Aug 2026
Hormel FoodsHRL16%from 16%FY 2013: 14%FY 2014: 14%FY 2015: 14%FY 2016: 14%FY 2017: 14%FY 2018: 14%FY 2019: 14%FY 2020: 15%FY 2021: 15%FY 2022: 16%FY 2023: 16%FY 2024: 16%FY 2025: 16%13 yearsFY 2025 · filed 5 Dec 2025
Smithfield FoodsSFD15%from 16%FY 2023: 15%FY 2024: 16%FY 2025: 15%4 yearsFY 2025 · filed 24 Mar 2026
Newell BrandsNWL13%from 14%FY 2016: 14%FY 2017: 15%FY 2018: 15%FY 2019: 15%FY 2021: 15%FY 2022: 14%FY 2023: 15%FY 2024: 14%FY 2025: 13%9 yearsFY 2025 · filed 13 Feb 2026
PERRIGO CoPRGO13%from 12%FY 2015: 13%FY 2016: 13%FY 2017: 13%FY 2018: 13%FY 2019: 16%FY 2020: 15%FY 2021: 14%FY 2022: 13%FY 2023: 12%FY 2024: 12%FY 2025: 13%12 yearsFY 2025 · filed 26 Feb 2026
Energizer HoldingsENR13%from 13%FY 2013: 13%FY 2014: 9%FY 2015: 10%FY 2016: 10%FY 2017: 12%FY 2018: 12%FY 2019: 14%FY 2020: 14%FY 2021: 14%FY 2022: 13%FY 2023: 14%FY 2024: 13%FY 2025: 13%13 yearsFY 2025 · filed 18 Nov 2025
Colgate PalmoliveCL11%from 11%FY 2019: 11%FY 2020: 12%FY 2021: 12%FY 2022: 11%FY 2023: 11%FY 2024: 11%FY 2025: 11%7 yearsFY 2025 · filed 23 Feb 2026
CricutCRCT10%newFY 2021: 10%1 yearFY 2021 · filed 6 Mar 2024

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Borealis FoodsBRLSW57%last FY 2023FY 2023: 57%1 yearFY 2023 · filed 15 Apr 2025
Simply Good FoodsSMPL34%last FY 2020FY 2014: 40%FY 2018: 43%FY 2019: 44%FY 2020: 34%4 yearsFY 2020 · filed 28 Oct 2020
Nacco IndustriesNC32%last FY 2016FY 2011: 30%FY 2012: 31%FY 2013: 31%FY 2014: 33%FY 2015: 32%FY 2016: 32%6 yearsFY 2016 · filed 1 Mar 2017
Emerson RadioMSN31%last FY 2025FY 2014: 22%FY 2015: 28%FY 2016: 31%FY 2017: 53%FY 2018: 62%FY 2019: 50%FY 2020: 44%FY 2021: 37%FY 2022: 45%FY 2023: 42%FY 2024: 53%FY 2025: 31%12 yearsFY 2025 · filed 26 Jun 2026
FreshpetFRPT25%last FY 2024FY 2022: 8%FY 2023: 9%FY 2024: 25%3 yearsFY 2024 · filed 23 Feb 2026
Central Garden & PetCENT16%last FY 2023FY 2016: 15%FY 2017: 16%FY 2018: 16%FY 2019: 16%FY 2020: 17%FY 2021: 16%FY 2023: 16%7 yearsFY 2023 · filed 26 Nov 2025
Lifecore Biomedical, Inc. \De\LFCR16%last FY 2021FY 2013: 13%FY 2014: 11%FY 2015: 11%FY 2016: 12%FY 2017: 16%FY 2018: 18%FY 2019: 16%FY 2020: 18%FY 2021: 16%9 yearsFY 2021 · filed 29 Jul 2021
Mccormick & CoMKC12%last FY 2024FY 2019: 11%FY 2020: 12%FY 2021: 11%FY 2022: 12%FY 2023: 12%FY 2024: 12%6 yearsFY 2024 · filed 22 Jan 2026
KossKOSS10%last FY 2022FY 2017: 14%FY 2020: 18%FY 2021: 18%FY 2022: 10%4 yearsFY 2022 · filed 26 Aug 2022
Turtle BeachTBCH10%last FY 2023FY 2021: 10%FY 2022: 10%FY 2023: 10%3 yearsFY 2023 · filed 13 Mar 2024
National Vision HoldingsEYE9%last FY 2019FY 2019: 9%1 yearFY 2019 · filed 26 Feb 2020
Scotts Miracle-GroSMG8%last FY 2019FY 2017: 9%FY 2018: 9%FY 2019: 8%3 yearsFY 2019 · filed 27 Nov 2019

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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