HAIN · CIK 910406
What Hain Celestial Group, Inc. told the SEC could break it.
Hain Celestial's disclosures cluster on inputs, customers and its international footprint. Its food and beverage products depend on agricultural commodities — vegetables, fruits, oils, grains, nuts, tea, spices and dairy sourced from global suppliers — exposing it to input-price and availability swings, while its sales are concentrated among a small number of customers, with Walmart and affiliates alone about 18% of consolidated sales. Roughly 50% of fiscal 2025 sales came from outside the U.S., primarily in British pounds, euros and Canadian dollars, so it carries significant foreign-currency exposure along with the tariffs, quotas and trade barriers that come with operating abroad.
4 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
In its own words
What could break it.
Commodity & input dependence
- agricultural commodities (vegetables, fruits, oils, grains, nuts, tea, dairy)medium
Hain's food and beverage products depend on agricultural commodities — vegetables, fruits, oils, grains, beans, nuts, tea, herbs, spices and dairy — sourced from various global suppliers, exposing it to input price and availability swings.
“Agricultural commodities and ingredients, including vegetables, fruits, oils, grains, beans, nuts, tea and herbs, spices, and dairy products, are the principal inputs used in our food and beverage products.”
Customer concentration
- Walmart ~18% of sales; concentration among few customersmedium
A significant percentage of Hain's sales is concentrated among a small number of customers, with Walmart and affiliates alone ~18% of consolidated sales — loss or reduced demand from a major customer would materially affect results.
“A significant percentage of our sales is concentrated among a small number of customers.”
SEC filing →As of 2025
Currency (FX)
- British pound / euro / Canadian dollar exposuremedium
With ~50% of fiscal 2025 sales outside the US (primarily GBP, EUR and CAD), Hain has significant foreign-currency exposure; FX moves materially affect sales and operating income.
“During fiscal 2025, approximately 50% of our consolidated net sales were generated from sales outside the U.S., while such sales outside the U.S. were 46% of net sales in fiscal 2024 and 43% of net sales in fiscal 2023. These revenues, along with related expenses and capital purchases, were conducted primarily in British Pounds Sterling, Euros and Canadian Dollars.”
SEC filing →As of 2025
Regulatory & policy
- international tariffs / trade barriers (50% of sales non-US)medium
About 50% of Hain's sales are outside the US; its non-US operations face tariffs, quotas, trade barriers, sanctions and import/export licensing risk.
“Our non-U.S. sales and operations are subject to risks inherent in conducting business abroad, many of which are outside our control, including: tariffs, quotas, trade barriers or sanctions, other trade protection measures and import or export licensing requirements imposed by governments that might negatively affect our”
SEC filing →As of 2025
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“Walmart Inc. and its affiliates together accounted for approximately 18%, 18% and 16% of our consolidated sales for the fiscal years ended June 30, 2025, 2024 and 2023, respectively, which was related to both of our reportable segments, North America and International.”
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