David Wright, Chief Executive Officer

Mr. Wright is a co-founder of Pattern and has served as its Chief Executive Officer and as a member of its board of directors since the company's inception. From 2004 to 2015, he held various roles within a large non-profit organization, including director of enterprise information management and database team manager.

Jason Beesley, Chief Financial Officer

Mr. Beesley has served as Pattern's Chief Financial Officer since January 2021. From July 2007 to August 2020, he held various senior financial leadership roles at NBCUniversal, Inc., a multinational media and entertainment company, including most recently as chief financial officer of NBCUniversal International. Prior to that, Mr. Beesley held various finance roles at General Electric.

Melanie Alder, Co-Founder and Chief Strategy Officer

Ms. Alder is a co-founder of Pattern and has served as its Secretary and as a member of its board of directors since its inception. She served as Chief Operating Officer from January 2013 to May 2018, Chief Investment Officer from May 2018 to February 2024, and Chief Strategy Officer since February 2024.

Victoria Henderson Bowers, Chief Growth Officer and Chief of Staff to the CEO

Ms. Bowers drives global growth initiatives and partners with executive leadership to align strategy and execution. She brings over 20 years of experience leading e-commerce and omnichannel transformation at Fortune 500 and private equity–backed companies. Prior to joining Pattern, Ms. Bowers held senior leadership roles at Newell Brands and NBG Home, where she built and scaled digital sales strategies and teams across leading retail and marketplace channels.

Hugh Hinkson, Chief Commercial Officer

Mr. Hinkson leads global revenue growth as Chief Commercial Officer at Pattern. He brings extensive experience in e-commerce strategy, analytics, and consulting, having most recently served as VP of E-commerce for the Americas & Europe at Pattern. Before joining Pattern, he held strategic roles at One Click Retail (now Flywheel Digital), Groupon, and Sears Holdings.

The key risks to Pattern Group Inc. (PTRN) primarily stem from its significant reliance on a single major e-commerce platform and its concentrated brand partnerships, alongside the inherent regulatory and data challenges of its technology-driven model.

1. High Dependence on Amazon and Concentrated Brand Partnerships: Pattern Group Inc. faces substantial risk due to its high dependence on Amazon, which contributed 93% of its revenue for the year ended December 31, 2025. The company's inventory purchases are also heavily concentrated within the health and wellness sector, accounting for 69% of total inventory purchases, with two brand partners each representing 17% of these purchases. This concentration makes Pattern highly vulnerable to any adverse changes in Amazon's policies, operational disruptions on the platform, or a deterioration in its relationships with these key brand partners.
2. Regulatory and Data Risks: As a technology company that accelerates brands on global e-commerce marketplaces using proprietary technology, artificial intelligence, and extensive commerce data, Pattern Group Inc. is exposed to evolving regulatory and data risks. The company's annual report highlights "key regulatory, data and control risks." These risks could include changes in data privacy laws, new regulations concerning artificial intelligence, or shifts in marketplace policies regarding data access and utilization, all of which could impact Pattern's operations and profitability.

Here are 3-5 expected drivers of future revenue growth for Pattern (symbol: PTRN) over the next 2-3 years:

1. Growth with Existing Brand Partners (Net Revenue Retention - NRR): Pattern Group consistently achieves high Net Revenue Retention (NRR), which was 124% in 2025. This indicates a strong ability to grow revenue from its current client base through increased sales and deeper engagement with its e-commerce acceleration platform. The company's guidance for 2026 implies continued success with existing brand partners.
2. Expansion to New Brand Partners: The company has demonstrated growth from acquiring new brand partners, with new brand partner revenue increasing 22% year-over-year in 2025. Pattern's future outlook includes continued traction in adding new brand partners to its platform.
3. International Expansion: Pattern is experiencing significant growth in its international operations, with international revenue increasing by 63% for the full year 2025 and 69% in the fourth quarter of 2025. The company currently operates across more than 60 marketplaces in over 100 countries, indicating a continued focus on broadening its global reach.
4. Marketplace Diversification and Social Commerce Growth: Pattern is actively reducing its dependency on Amazon by expanding its presence and revenue generation across other e-commerce marketplaces. Non-Amazon revenue grew 60% in 2025 and 94% in Q4 2025. The company's platform supports various marketplaces including Walmart.com, Target.com, eBay, Tmall, JD, and TikTok Shop. The recent acquisition of a TikTok commerce agency, NextWave, further highlights Pattern's strategy to capture the high-growth social commerce trend.
5. Leveraging Proprietary Technology and AI: Pattern emphasizes the ongoing impact of its proprietary technology, artificial intelligence, and large-scale commerce data in accelerating brands. The company's financial outlook attributes past revenue growth to "technology optimizations" and "new product expansions," suggesting continued investment and innovation in its platform to enhance brand performance and drive sales.

Capital Expenditures

• Pattern Group Inc. focuses on significant investment in research and development for growth, with $24.6 million invested in R&D during Q3 2025.