LOWOutside partyCustomer
19%
Walmart
“10-K Item 1: 'Sales to Walmart and its affiliates accounted for approximately 19% and 20% of our total net sales for fiscal years 2025 and 2024, respectively.'”
ODC · Concentration risk · 10-K extracted
Oil-Dri Corporation Of America (ODC) concentration risks
Updated
The most significant concentration Oil-Dri Corporation Of America discloses is Walmart at 19%, classified LOW 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.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Oil-Dri Corporation Of America’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH0
MEDIUM0
LOW1
Disclosed concentrations
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).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Oil-Dri's customer base shows a single point of concentration: sales to Walmart and its affiliates accounted for approximately 19% of total net sales in fiscal 2025, down slightly from 20% the prior year. This is disclosed as a low share of revenue, meaning that while Walmart is clearly an important retail partner, no single customer relationship is large enough to be characterized as a dominant dependency for the business as a whole. The modest year-over-year decline also suggests the concentration is not deepening. With only this one disclosed exposure, Oil-Dri's concentration profile reads as relatively contained: there is no additional geographic, supplier, or product-line concentration flagged at a comparable scale. The Walmart relationship is best understood as a customer dependency worth monitoring rather than a structural risk capable of moving the investment thesis on its own, given its low disclosed share and stability over the two years shown.
For the engine’s reasoning on ODC’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Specialty Chemicals
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| APD | Air Products and Chemicals, Inc | 2 | 0 | 0 | 2 |
| ALB | Albemarle Corporation | 1 | 1 | 0 | 2 |
| ALTO | Alto Ingredients, Inc. | 1 | 0 | 0 | 1 |
| AVNT | Avient Corporation | 1 | 0 | 0 | 1 |
| ODC● | Oil-Dri Corporation Of America | 0 | 0 | 1 | 1 |
| ASH | Ashland 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.