SITE · CIK 1650729
What SiteOne Landscape Supply, Inc. told the SEC could break it.
SiteOne's disclosures gather around the cost and demand swings of running a physical landscape-supply distribution business. U.S. import tariffs are the most pointed: they amplified price volatility and pushed supplier prices up — notably on lighting and irrigation products in fiscal 2025 — forcing early inventory buys and higher carrying costs. Around that sit the operational exposures of a delivery-heavy outdoor business: severe weather can dent demand, as Hurricanes Helene and Milton did in its southeastern market, its truck fleet leaves it exposed to diesel prices, and it depends on a small group of key executives including CEO Doug Black.
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.
Regulatory & policy
- U.S. import tariffs (lighting & irrigation price increases)medium
U.S. tariffs amplified price volatility and drove supplier price increases — specifically lighting and irrigation products in FY2025 — forcing early inventory buys and elevated carrying costs to mitigate.
“Additionally, trade policies and related government actions, including the imposition, increase, or extension of tariffs on goods imported into the United States, can further amplify price volatility and result in supplier price increases (such as the lighting and irrigation product price increases we experienced during the 2025 Fiscal Year).”
Climate & physical
- severe weather / hurricanes affecting demandlow
Natural disasters and adverse weather can hurt product demand, availability and delivery timing; e.g., Hurricanes Helene and Milton dented demand in SiteOne's southeastern market in late FY2024.
“For example, during the third and fourth quarters of the 2024 Fiscal Year, demand for our products was negatively impacted by Hurricanes Helene and Milton in our southeastern market.”
SEC filing →As of 2026
Commodity & input dependence
- diesel/petroleum fuel for truck delivery fleetlow
A substantial volume of products is delivered by truck, exposing SiteOne to petroleum price and availability risk.
“We also deliver a substantial volume of products to our customers by truck, and our fuel needs expose us to petroleum price and availability risk.”
Key person
- dependence on CEO Doug Black and key executiveslow
SiteOne depends on a limited number of key personnel, including Chairman/President/CEO Doug Black.
“We depend upon the ability and experience of a number of our executive management and other key personnel who have substantial experience with our operations and within our industry, including Doug Black, our Chairman, President, and Chief Executive Officer.”
SEC filing →As of 2026
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