Pattern Group reports record Q3 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 4, 2026, Pattern Group Inc. (the "Company") issued a press release announcing its financial results for the quarter ended September 30, 2026.¹ A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K² and is incorporated herein by reference.

The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934³, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filings, unless expressly incorporated by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No. Description

99.1⁴

Press Release issued on November 4, 2026⁴

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).⁴

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: November 4, 2026

Pattern Group Inc.

By: /s/ Jason Beesley⁵

Name: Jason Beesley⁵

Title: Chief Financial Officer⁵

Pattern Reports Record Third Quarter 2026 Financial Results

Q3 Revenue Growth of 38%, for a Record $886 million

NRR of 127%, up from 122% in the Prior Year Period

LEHI, UT — November 4, 2026 — Pattern Group Inc. (NASDAQ: PTRN), a leader in accelerating brands on global ecommerce marketplaces, today announced financial results for the third quarter ended September 30, 2026 .

"We delivered another record quarter, with revenue of $886 million, up 38% year over year with net revenue retention of 127%," said Dave Wright, Co-Founder and CEO of Pattern. "We're helping existing brand partners grow while more brands choose Pattern to expand their businesses across marketplaces and geographies. This strong momentum underpins our increased full-year outlook."

"As AI creates new ways for consumers to discover and buy products, brands need technology and infrastructure that turn those opportunities into growth," said Wright. "Pattern Intelligence brings together our technology to optimize the four levers of the ecommerce equation: traffic, conversion, price and availability. Our advantage comes from combining that intelligence with 13 years of execution, more than 100 trillion data points, and the global logistics infrastructure to help brands grow wherever consumers shop."

Third Quarter 2026 Financial Highlights

• Record Revenues of $886 million, up 38% year over year.⁶ As a reminder, the timing of marketplace promotional events shifted approximately 4 percentage points of revenue growth from Q3 into Q2.¹⁰ Excluding this shift, revenue growth would have been approximately 42% year over year in both Q3 and Q2.

• Net Revenue Retention Rate ("NRR") of 127%, up from 122% in the prior year.⁶

• Record Revenue, not attributable to Amazon, of $88 million, up 86% year over year.⁹

• International Revenue of $106 million, up 56% year over year.⁹

• Net income of $32 million, up $91 million year over year, and diluted earnings per share of $0.18.⁷

• Adjusted EBITDA (non-GAAP) of $57 million, up 40% year over year.⁸

• Net cash provided by operating activities for the trailing twelve months ("TTM") ended September 30, 2026 of $142 million, up 54% year over year.

• Free Cash Flow (non-GAAP) for the TTM ended September 30, 2026 of $106 million, up 50% year over year.

See "Non-GAAP Financial Measures" for additional information on non-GAAP financial measures and a reconciliation to the most comparable GAAP measures.

Financial Outlook

"Our record top line performance translated to strong bottom line delivery and meaningful free cash flow generation," said Jason Beesley, Chief Financial Officer of Pattern. "On a trailing twelve month basis, the business generated $106 million of free cash flow, enabling us to invest for growth and return value to shareholders. We are raising our full year outlook, underscoring the power of Pattern's model and our commitment to driving durable growth and long-term shareholder value."

For the fourth quarter 2026, Pattern anticipates:

Revenues in the range of $965 million to $985 million, representing approximately 34% to 36% growth year over year.¹¹

Adjusted EBITDA (non-GAAP) in the range of $54 million to $55 million, representing approximately 27% to 29%% growth year over year.

For the full year 2026, Pattern anticipates:

Revenues in the range of $3.50 billion to $3.52 billion, representing approximately 40% to 41% growth year over year.¹²

Adjusted EBITDA (non-GAAP) in the range of $219 million to $220 million, representing approximately 44% growth year over year.¹²

See "Non-GAAP Financial Measures" for additional information on non-GAAP financial measures.

Conference Call, Webcast, and Other Information

Pattern will host a conference call and live webcast to discuss its third quarter 2026 financial results at 2:30 p.m. Mountain Time today, November 4, 2026. A live webcast of the call can be accessed from Pattern's investor relations website at https://investors.pattern.com/. An archived version of the webcast will be available from the same website after the call.

About Pattern

Pattern accelerates brands on global ecommerce marketplaces leveraging proprietary technology and AI. Utilizing more than 100 trillion data points, sophisticated machine learning and AI models, Pattern optimizes and automates key levers of ecommerce growth for global brands, including advertising, content management, logistics and fulfillment, pricing, forecasting and customer service. Hundreds of global brands depend on Pattern's ecommerce acceleration platform every day to drive profitable revenue growth across more than 80 global marketplaces—including Amazon, TikTok Shop, Walmart.com, Target.com, eBay, Tmall, JD, and Mercado Libre.

Forward-Looking Statements

This press release and corresponding presentation contain "forward-looking statements" within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include all statements other than statements of historical fact, including but not limited to statements regarding the Company's future performance, growth, opportunities, profitability, cash flows, offerings, momentum, growth of new and existing brand partners, expectations regarding our share repurchase program, growth of our non-Amazon and international business, strategies, market position, macro environment, geopolitical