Pattern Group Aims to Broaden Reach Beyond Amazon as Growth Accelerates

At the Goldman Sachs Communacopia + Technology Conference 2026, Pattern Group (PTRN) presented itself as a fast-growing e-commerce infrastructure company with a widening reach and a heavier technology push. CEO David Wright emphasized that despite strong growth, the company is still investing aggressively.

The company has reduced its reliance on Amazon, which still dominates the business but now accounts for 90.65% of revenue, down from 94% at the IPO. Pattern has expanded on Walmart and overseas platforms, with non-Amazon revenue rising to 9.35%. The company generated $346 million in cash by the end of the last quarter, while maintaining a zero-debt policy.

Pattern's focus is on providing brands with a thin operating layer for managing traffic, conversion, pricing, and fulfillment across digital commerce channels. The company boasts four consecutive quarters of 40% revenue growth and about 50% EBITDA growth, with an annual revenue run rate of approximately $3.5 billion.