Hydrofarm Holdings Group, Inc.

HYFM

$1.02

+0.99%

N/A+$0.01

Industrials

Agricultural - Machinery

NASDAQ

활발히 거래 중

Hydrofarm Holdings Group, Inc. is a leading manufacturer and distributor of specialized equipment and supplies for controlled environment agriculture (CEA) across the ...

HYFM 공급망

상류

파운드리, 패키징, 메모리, 웨이퍼, 부품 등 투입 공급업체.

상류

Ushio Inc.

Fluence (Signify N.V.)

TrolMaster (MangoTech Group)

Sun Gro Horticulture

ThinkGrow LED (TrolMaster sister brand)

FoxFarm Soil & Fertilizer Company

Mean Well Enterprises Co., Ltd.

ams OSRAM AG

Ushio Inc.

TSE:6925

Preferred brand partner supplying HID/horticultural lamps and lighting components distributed through Hydrofarm's network

Fluence (Signify N.V.)

AMS:LIGHT

LED horticultural lighting technology partner; Fluence distributes SPYDR Fang LED solutions through Hydrofarm's retail network

TrolMaster (MangoTech Group)

Strategic 'Preferred Brand' partner supplying environmental control systems (Hydro-X), sensors, and automation equipment

Sun Gro Horticulture

North America's largest producer of horticultural-grade peat moss; key raw material supplier for Hydrofarm's grow media manufacturing

ThinkGrow LED (TrolMaster sister brand)

LED grow light manufacturer; sister brand of TrolMaster distributed through Hydrofarm's platform

하류

생산물을 소화하는 고객, 유통사, OEM 및 판매 채널.

하류

Quality Horticulture

Eddi's Wholesale Garden Supply (Canada)

Independent Hydroponic Retail Shops (~2,000+ accounts)

Garden Centers & Nursery Retailers

Multi-State Operators (MSOs) - Commercial Cannabis Cultivators

E-Commerce Retailers (Amazon, HTG Supply, Hydrobuilder.com)

Commercial Greenhouse Operations (Food & Floral)

Quality Horticulture

Exclusive Canadian distributor (2026 strategic alliance); acquired distribution of Hydrofarm Canada and Eddi's Wholesale Garden Supply

Eddi's Wholesale Garden Supply (Canada)

Canadian wholesale garden supply distributor; distribution being transferred to Quality Horticulture under 2026 deal

Independent Hydroponic Retail Shops (~2,000+ accounts)

Largest customer channel; independent 'hydro shops' across US and Canada that stock Hydrofarm's full product portfolio

Garden Centers & Nursery Retailers

Traditional garden centers stocking grow media, nutrients, and starter lighting products for hobbyist and professional growers

Multi-State Operators (MSOs) - Commercial Cannabis Cultivators

Commercial-scale cannabis growers purchasing lighting, environmental control, and commercial greenhouse systems (via IGE division)

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

United States

Canada

Europe (Spain)

Independent Hydroponic Retail Shops (~2,000+ accounts)

Multi-State Operators (MSOs) - Commercial Cannabis Cultivators

Quality Horticulture

Eddi's Wholesale Garden Supply

proxies

metadata

United States

Primary market & regulatory risk

Independent Hydroponic Retail Shops (~2,000+ accounts)Core wholesale channel across all 50 states

Multi-State Operators (MSOs) - Commercial Cannabis CultivatorsLarge-scale commercial customers in legal cannabis states

Canada

Secondary market transitioning to third-party distribution

Quality HorticultureExclusive Canadian distributor from 2026 onward

Eddi's Wholesale Garden SupplyLegacy Canadian wholesale channel being transitioned

Europe (Spain)

Minor international distribution

proxies

metadata

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Customer

Critical

Heavy reliance on North American cannabis industry; cannabis-related demand estimated to drive majority of revenue. Cannabis market downturn (oversupply, regulatory delays, price compression) has driven 29%+ YoY revenue declines.

Other

Critical

Going concern risk flagged in FY2025 annual filing. Net sales declined from $190.3M (FY2024) to $134.3M (FY2025). Gross margin compressed from ~17% to ~7%. Term loan covenant stress and $232.2M in impairment charges recorded.

Foundry

Medium

Reliance on select preferred brand partners (Ushio, TrolMaster, Fluence/Signify) for key product categories. Disruption in any partnership could impact product availability in lighting and climate control categories.

Equipment

Medium

Concentration of grow media raw material sourcing; reliance on peat moss, perlite, and coir supply chains which face environmental/regulatory pressures in North America and Europe.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Nutrients & Additives (consumable)

40.0%

$0.1B

Drives upstream demand for raw chemical inputs (potassium, phosphorus, nitrogen compounds, organic extracts). Key proprietary brands include Grotek, HEAVY 16, House & Garden, Gaia Green, Soul, Mad Farmer, Roots Organics. Manufacturing facilities in Oregon, New York, and Canada.

Grow Media & Other Consumables (consumable)

35.0%

$0.1B

Drives upstream demand for peat moss, perlite, coir fiber, pumice, compost, worm castings, and bark. Manufacturing relies on bulk raw material suppliers like Sun Gro Horticulture. Includes soils, coco products, and propagation media.

Lighting (durable equipment)

17.5%

$0.0B

Drives demand for LED chips/drivers, HID lamps, ballasts, reflectors. Proprietary brands (PHOTOBIO, Phantom, SunBlaster) sourced through OEM/ODM partnerships. Key upstream partners include Ushio (HID lamps) and Fluence/Signify (LED technology).

Climate Control, Systems & Other Equipment (durable)

7.5%

$0.0B

Drives demand for environmental controllers, HVAC components, irrigation systems, pumps, tubing. Strategic partnership with TrolMaster for environmental control systems. IGE (Innovative Growers Equipment) subsidiary provides commercial greenhouse benches and integrated systems.

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