Helen of Troy Limited

Chinese contract manufacturers (stainless steel bottles, kitchen tools, beauty appliances)Produce majority of Hydro Flask, OXO, and beauty/wellness products; subject to US tariffs of up to 145%

Vietnam

Manufacturing concentration for Osprey backpacks and diversifying sourcing destination

Osprey Vietnam factory networkOsprey's primary production base; being expanded as a China-alternative sourcing hub for HELE's broader portfolio

Mexico

Manufacturing location for certain beauty and wellness products; nearshore alternative to Asia

Mexican contract manufacturersProduce select beauty appliances and healthcare products; lower tariff exposure vs. China

United States

Retail customer concentration; domestic manufacturing (minor)

Amazon, Walmart, Target, and other US retailersNASDAQ:AMZNPrimary end-market for all HELE products; highly concentrated retail landscape

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

Critical

Heavy reliance on Amazon (~20% of net sales) plus Walmart and Target collectively representing a very large share. Loss of any top retail account would materially impact revenue.

Foundry

Critical

83% of finished goods sourced from Asia, with 57% from China (FY2026). Extreme geographic concentration creates severe exposure to geopolitical disruptions, tariff shocks, and logistics bottlenecks.

Other

High

Dependence on licensed brand IP (Vicks, Braun, Honeywell, Revlon) from third parties. While most licenses are long-term, any disruption in licensor relationships could impact brand rights.

Other

Medium

Asset-light model with unaffiliated contract manufacturers means limited direct control over factory labor conditions, quality, and capacity allocation.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Beauty & Wellness

52.5%

$1.0B

Drives demand for small appliance/electronics contract manufacturing, plastic injection molding, and hair care product formulation. Relies on licensed IP from Procter & Gamble (Vicks, Braun) and Revlon. High sensitivity to China tariff exposure.

Home & Outdoor

47.5%

$0.9B

Drives demand for stainless steel manufacturing (Hydro Flask), textile/backpack manufacturing (Osprey), and silicone/plastic kitchen tools (OXO). Vietnam-sourced production for Osprey; China-dominated for Hydro Flask and OXO. Dual-sourcing initiatives focused here.

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Helen of Troy Limited

Cadena de suministro de HELE

Aguas arriba

EcoWay Drinkware / Chinese stainless steel vacuum bottle OEMs

Osprey Vietnam Factory Network (multiple contract factories in Vietnam)

Chinese kitchen/houseware OEMs (OXO production)

Chinese & Mexican beauty appliance OEMs

U.S. kitchenware manufacturers (OXO Pro Bakeware line)

Stainless steel suppliers (18/8 grade) – China mills

Plastic resin & polymer suppliers (e.g., Tritan Renew, polypropylene, silicone)

Fabric, webbing, and hardware suppliers (Osprey Vietnam supply base)

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Aguas abajo

Amazon.com, Inc.

Walmart Inc.

Target Corporation

Costco Wholesale Corporation

The Home Depot, Inc.

Lowe's Companies, Inc.

Dick's Sporting Goods, Inc.

REI (Recreational Equipment, Inc.)

View More

Comparables

Newell Brands Inc.

Lifetime Brands, Inc.

Hamilton Beach Brands Holding Company

Geografía

China

Vietnam

Mexico

View More

Cadena de suministro de HELE

Aguas arriba

EcoWay Drinkware / Chinese stainless steel vacuum bottle OEMs

Osprey Vietnam Factory Network (multiple contract factories in Vietnam)

Chinese kitchen/houseware OEMs (OXO production)

Chinese & Mexican beauty appliance OEMs

U.S. kitchenware manufacturers (OXO Pro Bakeware line)

Stainless steel suppliers (18/8 grade) – China mills

Plastic resin & polymer suppliers (e.g., Tritan Renew, polypropylene, silicone)

Fabric, webbing, and hardware suppliers (Osprey Vietnam supply base)

View More

Aguas abajo

Amazon.com, Inc.

Walmart Inc.

Target Corporation

Costco Wholesale Corporation

The Home Depot, Inc.

Lowe's Companies, Inc.

Dick's Sporting Goods, Inc.

REI (Recreational Equipment, Inc.)

View More

Comparables

Newell Brands Inc.

Lifetime Brands, Inc.

Hamilton Beach Brands Holding Company

Geografía

China

Vietnam

Mexico

View More