Pattern Group Inc.

NasdaqGS:PTRN Stock Report

Market Cap: US$3.7b

Pattern Group Management

Management criteria checks 2/4

Pattern Group's CEO is Dave Wright, appointed in Nov 2018, has a tenure of 7.75 years. total yearly compensation is $44.35M, comprised of 1.9% salary and 98.1% bonuses, including company stock and options. directly owns 7.4% of the company’s shares, worth $271.42M. The average tenure of the management team and the board of directors is 5.6 years and 4.3 years respectively.

Key information

Dave Wright

Chief executive officer

US$44.4m

Total compensation

CEO salary percentage1.88%
CEO tenure7.8yrs
CEO ownership7.4%
Management average tenure5.6yrs
Board average tenure4.3yrs

Recent management updates

Recent updates

Seeking Alpha 3h

Pattern Group Is A Solid GARP Play

Summary Pattern Group is a global e-commerce acceleration platform showing rapid revenue and cash flow growth, with a strong technology-driven niche. PTRN delivered 45% revenue growth in H1 2026, with net revenue retention rising to 129% and significant expansion outside Amazon channels. The company maintains a robust balance sheet, holding $345.8 million in cash and no debt, supporting operational flexibility and reducing risk. I rate PTRN a soft ‘buy’ for its GARP profile, strong growth, reasonable valuation on EV/EBITDA, and decreasing Amazon concentration. Read the full article on Seeking Alpha
Narrative Update Aug 12

PTRN: Raised Outlook And AI Platform Will Support Future Upside Potential

The analyst fair value estimate for Pattern Group is updated from $19.00 to $25.00. This reflects higher Street price targets in the $26 to $31 range as analysts refresh their models following recent results and valuation commentary.
Narrative Update Jul 29

PTRN: Future Upside Will Hinge On Sustained 30% Revenue Momentum

The analyst price target for Pattern Group has been reduced by $3 to reflect a lower fair value estimate of $27.00. Analysts highlight that recent stock gains already capture much of the company’s growth profile, and they point to a recalibration in future P/E assumptions as a contributing factor.
Narrative Update Jul 14

PTRN: Future Returns Will Depend On Sustained 30% Revenue Momentum

Analysts have lifted their blended price target on Pattern Group to $30 from $27, reflecting updated assumptions for revenue growth and profit margins, along with recent research that points to premium valuation expectations at current levels. Analyst Commentary Recent Street research on Pattern Group points to a more mixed but still constructive setup, with valuation now front and center after a sharp share price move.
New Narrative Jul 13

AI Reliance And Social Commerce Exposure Will Eventually Challenge Long-Term Prospects

Catalysts About Pattern Group Pattern Group is an e-commerce accelerator that uses data, logistics and AI tools to manage and grow brands across global marketplaces and social commerce platforms. What are the underlying business or industry changes driving this perspective?
New Narrative Jun 29

AI-Driven Commerce And Expanded Marketplaces Will Reshape Long-Term Earnings Power

Catalysts About Pattern Group Pattern Group is an e-commerce platform that uses data, logistics and AI to help brands grow sales across online marketplaces, social commerce channels and geographies. What are the underlying business or industry changes driving this perspective?
Narrative Update Jun 29

PTRN: Index Entry And Secondary Offering Will Shape Execution Test

Analysts have lifted their price target on Pattern Group by $1.22 to $22.89, reflecting updated views on fair value, discount rate assumptions, revenue growth, profit margin expectations, and a lower future P/E. This change is supported by recent target increases of $2 from both Stifel and Needham.

CEO Compensation Analysis

How has Dave Wright's remuneration changed compared to Pattern Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

-US$132m

Mar 31 2026n/an/a

-US$143m

Dec 31 2025US$44mUS$835k

-US$157m

Sep 30 2025n/an/a

-US$179m

Jun 30 2025n/an/a

US$52m

Mar 31 2025n/an/a

US$47m

Dec 31 2024US$5mUS$654k

US$42m

Dec 31 2023US$592kUS$580k

US$20m

Compensation vs Market: Dave's total compensation ($USD44.35M) is above average for companies of similar size in the US market ($USD6.92M).

Compensation vs Earnings: Dave's compensation has increased whilst the company is unprofitable.


CEO

Dave Wright (50 yo)

7.8yrs
Tenure
US$44,352,948
Compensation

Mr. David Wright, also known as Dave, is Co-Founder, President, CEO of Pattern Group Inc. and serves as its Director since November 2018 and serves as its Chairman. He is Director of Pattern Inc. since Jan...


Leadership Team

NamePositionTenureCompensationOwnership
David Wright
Co-Founder7.8yrsUS$44.35m7.4%
$ 271.4m
Melanie Alder
Co-Founder & Directorno dataUS$312.00k4.91%
$ 180.1m
Jason Beesley
Chief Financial Officer5.6yrsUS$13.51m0.39%
$ 14.2m
Rob Hahn
Chief Operations Officerno datano datano data
Benjamin Craven
General Counselno datano datano data
Chris Baird
Chief Marketing Officerless than a yearno datano data
Missy Johnson
Chief People Officerno datano datano data
Brett Bardsley
Chief International Officerno datano datano data
Victoria Bowers
Chief Transformation Officer & Chief of Staff to the CEOno datano datano data
Arthur Cheung
Managing Director of Asiano datano datano data
Hugh Hinkson
Chief Commercial Officerno datano datano data
Merline McGregor
Managing Director of Australia & New Zealandno datano datano data
5.6yrs
Average Tenure
50yo
Average Age

Experienced Management: PTRN's management team is seasoned and experienced (5.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
David Wright
Co-Founder7.8yrsUS$44.35m7.4%
$ 271.4m
Melanie Alder
Co-Founder & Director7.8yrsUS$312.00k4.91%
$ 180.1m
Ann Mather
Independent Non-Employee Director1.2yrsUS$684.19k0.0015%
$ 56.5k
Scott Hilton
Independent Non-Employee Director3.6yrsUS$58.75k0.035%
$ 1.3m
Susan Jannifer Taylor
Independent Non-Employee Director1.3yrsUS$702.91k0.027%
$ 995.5k
John Bailey
Lead Independent Director4.9yrsUS$22.00kno data
4.3yrs
Average Tenure
53.5yo
Average Age

Experienced Board: PTRN's board of directors are considered experienced (4.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/18 23:36
End of Day Share Price 2026/08/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pattern Group Inc. is covered by 10 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Colin SebastianBaird
Brian PitzBMO Capital Markets Equity Research
Mark Stephen MahaneyEvercore ISI