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Pattern Group . Series A Common Stock Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.100 |
| EPS actual | $0.160 |
| EPS Surprise | 60.00% |
| Revenue estimate | 716.746M |
| Revenue actual | 773.727M |
| Revenue Surprise | 7.95% |
| Release date | Mar 05, 2026 |
| EPS estimate | $0.110 |
| EPS actual | $0.160 |
| EPS Surprise | 45.45% |
| Revenue estimate | 691.519M |
| Revenue actual | 723.104M |
| Revenue Surprise | 4.57% |
| Release date | Nov 05, 2025 |
| EPS estimate | -$2.71 |
| EPS actual | -$2.19 |
| EPS Surprise | 19.19% |
| Revenue estimate | 691.583M |
| Revenue actual | 639.655M |
| Revenue Surprise | -7.51% |
| Release date | Jun 30, 2025 |
| EPS estimate | - |
| EPS actual | $0.134 |
| Revenue estimate | - |
| Revenue actual | 598.15M |
Last 4 Quarters for Pattern Group . Series A Common Stock
Below you can see how PTRN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jun 30, 2025 |
| Price on release | $ |
| EPS estimate | - |
| EPS actual | $0.134 |
| Date | Price |
|---|---|
| Sep 19, 2025 | $15.60 |
| Sep 22, 2025 | $14.00 |
| Sep 23, 2025 | $14.01 |
| Sep 24, 2025 | $13.46 |
| 4 days before | -100.00% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | -13.72% |
| Release date | Nov 05, 2025 |
| Price on release | $17.95 |
| EPS estimate | -$2.71 |
| EPS actual | -$2.19 |
| EPS surprise | 19.19% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $16.52 |
| Oct 31, 2025 | $17.63 |
| Nov 03, 2025 | $17.26 |
| Nov 04, 2025 | $16.81 |
| Nov 05, 2025 | $17.95 |
| Nov 06, 2025 | $18.19 |
| Nov 07, 2025 | $17.09 |
| Nov 10, 2025 | $17.70 |
| Nov 11, 2025 | $18.40 |
| 4 days before | 8.66% |
| 4 days after | 2.51% |
| On release day | 1.34% |
| Change in period | 11.38% |
| Release date | Mar 05, 2026 |
| Price on release | $11.64 |
| EPS estimate | $0.110 |
| EPS actual | $0.160 |
| EPS surprise | 45.45% |
| Date | Price |
|---|---|
| Feb 27, 2026 | $10.53 |
| Mar 02, 2026 | $10.85 |
| Mar 03, 2026 | $11.31 |
| Mar 04, 2026 | $11.48 |
| Mar 05, 2026 | $11.64 |
| Mar 06, 2026 | $10.80 |
| Mar 09, 2026 | $10.13 |
| Mar 10, 2026 | $11.11 |
| Mar 11, 2026 | $12.42 |
| 4 days before | 10.54% |
| 4 days after | 6.70% |
| On release day | -7.22% |
| Change in period | 17.95% |
| Release date | May 06, 2026 |
| Price on release | $14.25 |
| EPS estimate | $0.100 |
| EPS actual | $0.160 |
| EPS surprise | 60.00% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $13.47 |
| May 01, 2026 | $13.79 |
| May 04, 2026 | $13.62 |
| May 05, 2026 | $14.01 |
| May 06, 2026 | $14.25 |
| May 07, 2026 | $16.95 |
| May 08, 2026 | $15.92 |
| May 11, 2026 | $16.04 |
| May 12, 2026 | $16.53 |
| 4 days before | 5.79% |
| 4 days after | 16.00% |
| On release day | 18.95% |
| Change in period | 22.72% |
Pattern Group . Series A Common Stock Earnings Call Transcript Summary of Q1 2026
Pattern reported a strong start to 2026 with Q1 revenue of $774M, up 43% year-over-year, and adjusted EBITDA of $54M, up 59% year-over-year. Net revenue retention (NRR) hit a record 127%, driven by platform optimization, marketplace expansion, and deeper brand relationships. International revenue doubled (+101% YoY) and non-Amazon revenue grew 119% YoY, with notable strength on TikTok Shop, Walmart and Coupang. Other monetization strategies grew 173% YoY. Management emphasized the company’s scale, data and AI-enabled platform as competitive advantages that improve traffic, conversion, price and availability for brand partners. Pattern is expanding investments in R&D (R&D ex-SBC $10.1M in Q1, +77% YoY), AI/image-generation capabilities, social commerce, and logistics (East Coast facility), while remaining cash-strong ($344M cash, no debt, $150M revolver capacity). Guidance was raised: full-year revenue now ~ $3.3B (≈+32% YoY) and adjusted EBITDA ~ $200M (≈+31% YoY). Management cautioned about tougher comps in H2, continuing investment-related quarter-to-quarter variability, and geopolitical/logistics cost volatility (with contractual passthroughs mitigating cost pressure). Overall, the quarter highlights durable unit economics, broadening marketplace diversification, and continued emphasis on AI-driven product discovery and creative/fulfillment innovations.
