MSM · CIK 1003078
What MSC Industrial Direct Co., Inc. told the SEC could break it.
2 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.
A limited set so far, we surface every cited disclosure we’ve extracted for MSM. More may follow as additional filings are processed.
In its own words
What could break it.
Regulatory & policy
- new and expanded U.S. tariffs (peaked Q4 FY2025, rising into FY2026)medium
New and expanded tariffs raised macroeconomic uncertainty and pressured results; the impact was most significant in Q4 FY2025 and the company expects increased tariff pressure in FY2026.
“The impact from tariffs was most significant in the Company's fourth fiscal quarter of 2025, and the Company anticipates increased pressure from tariffs in fiscal year 2026 as the impact from such tariffs continues.”
Other disclosures
- manufacturing-sector cyclicality (~67% of revenue; tracks IP Index)low
About 67% of MSC's revenue comes from the manufacturing sector and its activity correlates with the Industrial Production Index, exposing it to industrial-cycle downturns.
“Approximately 67% of our revenues came from sales in the manufacturing sector during the quarter and year ended August 30, 2025.”
SEC filing →As of 2025
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