Updated
The most significant concentration Monro discloses is top ten vendors (stocking purchases) at 88%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Monro’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1: 'Our ten largest vendors accounted for approximately 88 percent of our total stocking purchases, with the largest vendor accounting for approximately 35 percent of total stocking purchases in 2026.'”
“10-K Item 1: 'Our ten largest vendors accounted for approximately 88 percent of our total stocking purchases, with the largest vendor accounting for approximately 35 percent of total stocking purchases in 2026.'”
Monro's supply chain is concentrated at the vendor level: the ten largest vendors accounted for approximately 88% of total stocking purchases in 2026, with the single largest vendor alone representing approximately 35% of that total. This is a dependency-type exposure rather than a structural, industry-wide feature — it reflects reliance on a small group of suppliers, and within that group, one vendor in particular, for the bulk of inventory sourcing. Because both figures come from the same disclosure, they describe layered concentration: not only is purchasing concentrated among ten vendors overall, but within that group a single vendor represents more than a third of that total spend. There is no disclosed customer, geographic, or product-line concentration to weigh against this, so vendor dependency is effectively the sole disclosed concentration risk for Monro. An interruption, pricing change, or relationship breakdown with the largest vendor would be the more idiosyncratic and immediate risk, given its 35% share, while the broader 88% top-ten concentration means Monro also has limited near-term ability to shift purchasing broadly away from its existing vendor base if conditions changed across several of those relationships at once.
For the engine’s reasoning on MNRO’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALSN | Allison Transmission Holdings, | 3 | 0 | 1 | 4 |
| APTV | Aptiv PLC | 1 | 2 | 1 | 4 |
| ALV | Autoliv, Inc. | 1 | 2 | 0 | 3 |
| MNRO● | Monro, Inc. | 1 | 1 | 0 | 2 |
| ADNT | Adient plc | 0 | 1 | 0 | 1 |
| AAP | Advance Auto Parts Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.