olivLaw · US equity research
Hour Loop, Inc. HOUR
Retail-Catalog & Mail-Order Houses · SIC 5961 · Vertical: Retail-Catalog & Mail-Order Houses (SIC 5961)
Hour Loop is a U.S. online retailer that sells mostly through Amazon as a third-party seller, managing more than 100,000 SKUs. Revenue grew 25% in the second quarter of 2026, but gross margin narrowed and the company faces new import costs after the Supreme Court tariff ruling.
At the close of 04 Nov 2026, Hour Loop, Inc. (HOUR) stock was 1.53 USD (+1.93% on the day), with market capitalisation 53.9 m USD, P/E 37.0 on diluted EPS of 0.04 USD over the last 12 months, beta 1.38, 52-week range 1.50–2.66 USD. Latest reported quarter (Q2 2026): revenue of 33.9 m USD (+25.2% YoY), net income of 1.1 m USD (−10.6% YoY), diluted EPS 0.03 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 38.5
- weak (30–45)
- Bollinger (20, 2)
- 1.45 – 1.83
- in the lower half of the band · %B 0.21 · band width 22.7%
- SMA 50 / 200
- 1.76 / 1.89
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.07 / -0.06
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −15.9% | −1.1% | −14.8 pp | — |
| 3 months | −16.3% | −0.5% | −15.8 pp | — |
| 6 months | −33.5% | +4.4% | −37.9 pp | — |
| Year to date | −15.0% | +12.3% | −27.3 pp | — |
| 1 year | −18.6% | +13.5% | −32.2 pp | +6.8% |
| 3 years | +7.0% | +76.4% | −69.4 pp | +16.0% |
| 5 years | unavailable | +63.7% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 31.1 m | 54.4 m | 25.8 m | 27.1 m | 33.4 m | 56.1 m | 29.9 m | 33.9 m |
| Cost of revenue | 14.0 m | 29.5 m | 11.7 m | 11.6 m | 16.2 m | 28.3 m | 13.9 m | 16.0 m |
| Gross profit | 17.0 m | 24.9 m | 14.1 m | 15.5 m | 17.2 m | 27.8 m | 16.0 m | 18.0 m |
| Operating income | 721.8 k | -2.5 m | 920.9 k | 1.6 m | 742.0 k | -822.8 k | 1.1 m | 1.3 m |
| Depreciation & amortisation | 27.7 k ≈ | 20.4 k | 14.1 k | 9.4 k ≈ | 7.6 k ≈ | 10.3 k | 12.2 k | 12.5 k ≈ |
| Interest expense | 62.9 k | 62.6 k | 47.1 k | 43.8 k | 42.5 k | 50.9 k | 33.9 k | 46.3 k |
| Pre-tax income | 687.4 k | -2.2 m | 935.9 k | 1.6 m | 713.9 k | -835.0 k | 1.1 m | 1.3 m |
| Income tax | 217.8 k | -633.5 k | 281.4 k | 405.7 k | 183.3 k | -177.7 k | 309.7 k | 206.0 k |
| Net income | 469.6 k | -1.5 m | 654.5 k | 1.2 m | 530.6 k | -657.3 k | 823.5 k | 1.1 m |
| Diluted EPS | 0.01 | -0.04 ≈ | 0.02 | 0.04 | 0.01 | -0.02 ≈ | 0.02 | 0.03 |
| Operating cash flow | -2.2 m ≈ | 1.5 m | -23.9 k | -901.5 k ≈ | 500.4 k ≈ | 3.0 m | -2.2 m | -1.4 m ≈ |
| Capex | 438 ≈ | 965 | 720 | 81 ≈ | 51.2 k ≈ | 26.1 k | 5.7 k | 43 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 44 percentile of its own 9-quarter history (min 24.4, median 44.5, max 224.6; quarters with earnings only).
Fiscal years
| Fiscal year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue | 38.7 m | 62.8 m | 95.9 m | 132.1 m | 138.3 m | 142.4 m |
| Revenue YoY | unavailable | +62.4% | +52.8% | +37.7% | +4.6% | +3.0% |
| Net income | 3.8 m | 4.8 m | -1.5 m | -2.4 m | 657.4 k | 1.7 m |
| Net income YoY | unavailable | +25.1% | −130.9% | unavailable | unavailable | +159.3% |
| Diluted EPS | unavailable | 0.14 | -0.04 | -0.07 | 0.02 | 0.05 |
| Diluted EPS YoY | unavailable | unavailable | −128.6% | unavailable | unavailable | +150.0% |
| net % | 9.9% | 7.6% | -1.5% | -1.8% | 0.5% | 1.2% |
| Free cash flow | unavailable | 7.7 m | -11.9 m | -2.1 m | 277.1 k | 2.5 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- unavailable USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 7.0 m USD
- Total assets
- 23.8 m USD
- Debt / equity
- unavailable
- Current ratio
- 1.37x
- ROE
- 28.1%
- ROA
- 7.8%
- FCF margin
- 1.8%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 38.7 m | 62.8 m | 95.9 m | 132.1 m | 138.3 m | 142.4 m | SEC (XBRL)· 24 Mar 2026verified |
| Cost of revenue | 16.5 m | 28.0 m | 46.9 m | 65.6 m | 66.2 m | 67.8 m | SEC (XBRL)· 24 Mar 2026verified |
| Gross profit | 22.2 m | 34.8 m | 49.0 m | 66.5 m | 72.0 m | 74.6 m | SEC (XBRL)· 24 Mar 2026verified |
| Operating income | 3.8 m | 5.5 m | -1.9 m | -3.0 m | 730.9 k | 2.5 m | SEC (XBRL)· 24 Mar 2026verified |
| Depreciation & amortisation | — | — | 79.1 k | 138.0 k | 119.1 k | 41.4 k | SEC (XBRL)· 24 Mar 2026verified |
| EBITDA | — | — | -1.8 m ≈ | -2.9 m ≈ | 850.0 k ≈ | 2.5 m ≈ | SEC (XBRL)· 24 Mar 2026derived |
| Interest expense | 43.3 k | 56.5 k | 144.5 k | 248.8 k | 249.6 k | 184.3 k | SEC (XBRL)· 24 Mar 2026verified |
| Pre-tax income | 3.8 m | 5.5 m | -1.9 m | -3.2 m | 959.6 k | 2.4 m | SEC (XBRL)· 24 Mar 2026verified |
| Income tax | — | 709.2 k | -462.2 k | -730.8 k | 302.1 k | 692.7 k | SEC (XBRL)· 24 Mar 2026verified |
| Net income | 3.8 m | 4.8 m | -1.5 m | -2.4 m | 657.4 k | 1.7 m | SEC (XBRL)· 24 Mar 2026verified |
| Diluted EPS | — | 0.14 | -0.04 | -0.07 | 0.02 | 0.05 | SEC (XBRL)· 24 Mar 2026verified |
| Weighted average diluted shares | — | — | 35.0 m | 35.1 m | 35.1 m | 35.2 m | SEC (XBRL)· 24 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 5.0 m | 10.6 m | 4.6 m | 2.5 m | — | — | SEC (XBRL)· 26 Mar 2024verified |
| Receivables | 216.7 k | 126.0 k | 352.4 k | 747.7 k | 1.7 m | 236.0 k | SEC (XBRL)· 24 Mar 2026verified |
| Inventories | 4.4 m | 7.0 m | 18.8 m | 14.3 m | 14.6 m | 18.3 m | SEC (XBRL)· 24 Mar 2026verified |
| Current assets | 9.7 m | 18.7 m | 24.5 m | 18.0 m | 18.7 m | 22.9 m | SEC (XBRL)· 24 Mar 2026verified |
| Property, plant & equipment, net | — | 15.7 k | 274.2 k | 148.8 k | 56.8 k | 95.9 k | SEC (XBRL)· 24 Mar 2026verified |
| Total assets | 9.8 m | 18.8 m | 25.7 m | 19.6 m | 20.0 m | 23.8 m | SEC (XBRL)· 24 Mar 2026verified |
| Accounts payable | 3.2 m | 9.5 m | 6.7 m | 3.8 m | 4.2 m | 6.2 m | SEC (XBRL)· 24 Mar 2026verified |
| Short-term debt | 21.0 k | — | — | — | — | — | SEC (XBRL)· 01 Apr 2022verified |
| Long-term debt | 6.1 k | — | — | — | — | — | SEC (XBRL)· 01 Apr 2022verified |
| Current liabilities | 5.7 m | 16.2 m | 14.7 m | 10.9 m | 14.8 m | 16.7 m | SEC (XBRL)· 24 Mar 2026verified |
| Total liabilities | 5.7 m | 16.2 m | 18.9 m | 15.1 m | 14.8 m | 16.8 m | SEC (XBRL)· 24 Mar 2026verified |
| Equity | 4.2 m † | 2.7 m † | 6.8 m † | 4.5 m † | 5.2 m † | 7.0 m † | SEC (XBRL)· 24 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 3.8 m | 7.8 m | -11.6 m | -2.1 m | 313.1 k | 2.6 m | SEC (XBRL)· 24 Mar 2026verified |
| Capex | — | 16.1 k | 339.5 k | 14.8 k | 36.0 k | 78.1 k | SEC (XBRL)· 24 Mar 2026verified |
| Free cash flow | — | 7.7 m ≈ | -11.9 m ≈ | -2.1 m ≈ | 277.1 k ≈ | 2.5 m ≈ | SEC (XBRL)· 24 Mar 2026derived |
| Investing cash flow | — | -16.1 k | -339.5 k | -14.8 k | -36.0 k | -75.1 k | SEC (XBRL)· 24 Mar 2026verified |
| Financing cash flow | 299.3 k | -2.1 m | 5.9 m | — | -671.0 k | -839.0 k | SEC (XBRL)· 24 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- score weight coverage: 50.0% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 53.9 m USD
Key indicators
Coverage and freshness
Score by group
50% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 0.83 – 1.02 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/E0.83 – 1.02 (Mid 0.89)6 companies used · median multiple 21.6x · quartiles 20.1x – 24.7xAMZN, CDW, CHWY, GCT, NSIT, RVLV
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 50.0% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 1.1% | 64 (vs peers) | 13% |
| FCF conversion · Quality | -7.6% | 0 (on a fixed band) | 13% |
| Revenue CAGR 3Y · Growth | 14.1% | 100 (on a fixed band) | 17% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | 13.5x | 100 (on a fixed band) | 13% |
| Current ratio · Balance sheet | 1.5x | 57 (on a fixed band) | 8% |
| P/E (TTM) · Valuation | 37.0x | 13 (vs peers) | 21% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | -0.2% | 0 (on a fixed band) | 17% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet83/100 · 2/3 factors with a value
- Growth· partial100/100 · 1/2 factors with a value
- Quality32/100 · 2/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation7/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Hour Loop, Inc. (HOUR). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 142.4 m USD in 2025; YoY growth 3.0%; net margin 1.1%; ROE 21.8%.
The estimated value range is 0.83–1.02 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 0.89 USD, the price of 1.53 USD leaves a potential of -41.5% (value / price − 1) and a margin of safety of -71.1% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 50.0% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Revenue CAGR 3Y: 14.1%
- Interest coverage: 13.5x
What contradicts it
- FCF conversion: -7.6%
- P/E (TTM): 37.0x
- FCF yield: -0.2%
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): ROIC, EPS CAGR 3Y, Net debt / EBITDA, EV/EBITDA, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Retail-Catalog & Mail-Order Houses (SIC 5961) · same industry (4-digit SIC) · compared with 28 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. | 2,876.6 bn | 21.5 | 27.4% | 16.9% | +12.4% | +14% / +82% |
| CDWCdw Corp | 21.1 bn | 19.7 | 42.5% | 4.5% | +6.8% | +17% / −20% |
| NSITInsight Enterprises, Inc. | 5.2 bn | 25.7 | 13.1% | 2.5% | −5.2% | +103% / +16% |
| JMIAJumia Technologies AG | 1.3 bn | — | -108.9% | -32.6% | +12.8% | −57% / +60% |
| BZUNBaozun Inc. | 597.0 m | — | -6.6% | -2.4% | +10.2% | +21% / +16% |
| LITBLightInTheBox Holding Co., Ltd. | 590.4 m | 68.0 | — | 3.7% | −12.1% | +42% / −63% |
| GCTGigacloud Technology Inc | 539.8 m | 13.7 | 32.3% | 10.6% | +11.1% | +56% / +495% |
| HNSTThe Honest Company, Inc. | 476.3 m | — | -6.9% | -3.6% | −1.9% | +65% / +86% |
| TDUPThredUp Inc. | 290.9 m | — | -39.2% | -6.9% | +19.5% | −71% / +12% |
| DIBS1stdibs.com, Inc. | 186.9 m | — | -9.2% | -8.5% | +1.5% | −3% / +30% |
| NXHNeighborhood Intelligence, Inc. | 163.0 m | — | -47.0% | -7.1% | −25.1% | −72% / −91% |
| AKAa.k.a. Brands Holding Corp. | 116.0 m | — | -29.5% | -4.8% | +4.4% | −26% / +9% |
| SFIXStitch Fix, Inc. | 79.5 m | — | -6.3% | -0.9% | +6.4% | −31% / −21% |
| HOURHour Loop, Inc. | 53.9 m | 37.0 | 21.8% | 1.1% | +3.0% | −19% / +7% |
| GROVGrove Collaborative Holdings, Inc. | 47.4 m | — | — | -4.1% | −14.6% | −19% / −44% |
| LVLULulu’s Fashion Lounge Holdings, Inc. | 31.0 m | — | -602.9% | -3.2% | −10.6% | +107% / −74% |
| UZXLinkage Global Inc | 21.7 m | — | -63.1% | -144.5% | −50.5% | −98% / unavailable |
| GIFTGiftify, Inc. | 21.1 m | — | -36.2% | -8.8% | −6.5% | −47% / −85% |
| CHWYChewy, Inc. | 2.3 k | 35.3 | 72.0% | 2.1% | +6.2% | −33% / +34% |
| QVCGQVC Group, Inc. | 8 | — | -6.3% | -0.2% | −7.8% | unavailable / unavailable |
| PTRNPattern Group Inc. | — | — | 6.6% | 0.9% | +39.3% | +22% / unavailable |
| HEPSD-MARKET Electronic Services & Trading | — | — | -39.7% | -2.8% | +11.1% | +19% / +100% |
| LUXELuxExperience B.V. | — | — | 63.3% | 45.2% | +50.1% | +7% / +224% |
| VIPSVipshop Holdings Limited | — | 1.4 | 18.3% | 6.8% | +2.0% | −30% / −14% |
| WWayfair Inc. | — | — | — | -1.2% | +5.1% | +12% / +121% |
1- and 3-year price returns: for HOUR from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 1.19 Total return -22% · Per year -22% | 2.10 Total return 37% · Per year 37% | 3.15 Total return 106% · Per year 106% |
| 3 years | 1.39 Total return -9% · Per year -3% | 2.73 Total return 79% · Per year 21% | 4.47 Total return 192% · Per year 43% |
| 5 years | 1.62 Total return 6% · Per year 1% | 3.55 Total return 132% · Per year 18% | 6.33 Total return 314% · Per year 33% |
- Exit P/E± 0.68
- Net margin± 0.48
- Annual revenue growth± 0.36
- Annual dilution± 0.04
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Hour Loop is a U.S. online retailer that sells mostly through Amazon as a third-party seller, managing more than 100,000 SKUs. Revenue grew 25% in the second quarter of 2026 3, but gross margin narrowed and the company faces new import costs after the Supreme Court tariff ruling.
SWOT
Strengths
- The company has proprietary software for pricing, inventory and operations, which reduces manual work and supports data-driven decisions 1.
- Dependence on one channel is high, but the relationship with Amazon is stable and operations are well established 1.
- Revenue growth in the second quarter of 2026 shows solid demand for the company's products 3.
Weaknesses
Opportunities
Risks
- Dependence on Amazonhigh
Almost all revenue comes from a single platform, and restrictions or loss of access could seriously affect the business 1.
- Import dutieshigh
New import taxes and Section 301 investigations could raise landed costs and affect margins 2.
- Liquiditymedium
Cash declined in the first half of 2026, and the company depends on access to financing for its capital needs 3.
- Supplier and vendor concentrationmedium
Relationships with suppliers, or changes in their policies, could affect operating results 1.
- Governance and controllow
The founders control the company, which may limit minority shareholders' influence over decisions 1.
Investment thesis
What would need to be true (bull case)
- Revenue growth in the second quarter of 2026 and the reaffirmed annual guidance point to solid demand and confidence in the plan 3.
- If AI-driven automation lowers costs and stabilizes margins, the company could turn growth into more consistent profit 3.
- A possible recovery of duties paid in 2025 could improve results if the process succeeds 1.
What would break the thesis
What to watch
- Achievement of 2026 revenue guidance of $143.0 million to $163.0 millionnext 10-K
- Trend in gross margin and operating cash flowQ3 2026
- Outcome of the Section 301 investigations and expiry of the 10% surcharge2026
- Process for recovering 2025 duties and its effect on resultsnext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Hour Loop, Inc. is an online retailer doing e-commerce in the U.S. market. It has sold as a third-party seller on www.amazon.com since 2013 and on Walmart since 2020, managing more than 100,000 SKUs across categories such as home and garden decor, toys, kitchenware, apparel and electronics 1. Its model is wholesale: it buys products in bulk from brands or manufacturers and resells them on Amazon, which fulfills the orders for a fee 1. Revenue of $142.4 million in 2025 1 came almost entirely through Amazon, which accounted for 98% of revenue 1.
The company was founded in 2013 by a husband-and-wife team that leads operations, and its strategy relies on proprietary software that identifies product gaps and keeps stock available year-round, including the holiday season 1. Prices are set by an internal automated system that syncs competing Amazon offers and adjusts prices based on sales, stock, fees and seasonality 1.
Segments
Market context
Trends
- Tariffs and Section 122headwind
After the Supreme Court ruling of February 20, 2026 invalidated the IEEPA tariffs, a new global import surcharge of 10% took effect on February 24, 2026 2. Landed costs could rise, and the outcome of future tariffs remains uncertain 1. The company could recover duties paid in 2025, but the process is uncertain 1.
- End of the de minimis exemptionheadwind
Suspending the exemption for low-value parcels (up to $800) has increased compliance costs and per-parcel fees 1. The company says the impact on its per-unit landed costs is not material, but this cost should be watched 1.
- Growth of e-commercetailwind
U.S. online retail kept growing, and its share of retail sales stayed near 16.4% 1. This trend supports demand for the sales channels the company operates in 1.
- Automation and AImixed
Management describes automation as central, with a proprietary AI system coordinating more than one hundred agents 3. If these investments lower operating costs, margins could benefit, but the results have yet to be shown 3.
Competitive position
The online market is intensely competitive, and larger rivals have greater resources, better vendor terms and more aggressive pricing 1. The company says it avoids matching competitor prices when those are below cost, which protects margin but can cost volume 1.
Amazon has about 1.9 million active third-party sellers, and competition for the Buy Box is fierce 1. Competition is also fueled by well-funded new entrants and new business models 1.
- AmazonAMZN
The platform on which Hour Loop sells almost all its products and also the largest U.S. online retailer, with about 40% of e-commerce 1.
- WalmartWMT
A marketplace the company joined in 2020, though with negligible revenue so far 1.
- eBayEBAY
Another marketplace mentioned in recent reporting as an expansion of the company's channels 3.
- SHEIN
An e-commerce platform mentioned as a new sales destination, not identified as a listed issuer in the sources reviewed 3.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- OpenAI AI Pipeline Generates 948 Linux Root Escalation Exploits in 30-Hour RunThe Hacker News · 05 Nov 2026 · EN
- S. Korea's stock markets to open 1 hour later Nov. 19Yonhap News (KR, EN) · 05 Nov 2026 · EN
- Air Transat Cancels This 9-Hour Transatlantic A321LR Route: See Map NowSimple Flying · 04 Nov 2026 · EN
- Qatar Airways Launches Massive New 21-Hour Route Today: See Map NowSimple Flying · 04 Nov 2026 · EN
- EU issues guidelines urging citizens to pack emergency bags, prepare for 72 hour…Telegram — Insider Paper (EN, defense leaks) · 04 Nov 2026 · EN
- Seven Luck casino introduces 24-hour AI phone service in 4 languagesKorea Times — Business · 04 Nov 2026 · EN
- David Jones expected to fall into administration after failed 11th hour talks with biggest landlordThe Guardian World · 04 Nov 2026 · EN
- Ticket sellers, Virgin flight credits and a 25-hour laundry cycle: meet Choice’s 2026 Shonky award winnersThe Guardian World · 03 Nov 2026 · EN
- Your hour-by-hour guide to 2026 midterm electionsThe Hill · 03 Nov 2026 · EN
- Delta Air Lines' 18-Hour Meal Pre-Order Window Is The Closest To Departure Of Any US CarrierSimple Flying · 03 Nov 2026 · EN
- 'Preventable lapse' by service provider caused 9.5-hour public healthcare IT outage on Oct 13CNA (Channel NewsAsia) · 03 Nov 2026 · EN
- United Airlines Launches 2 New 6-Hour Boeing 737 MAX Nonstop Routes: See Map NowSimple Flying · 02 Nov 2026 · EN
- Alaska Airlines Unveils Surprising New 6-Hour Nonstop Route: See Map NowSimple Flying · 02 Nov 2026 · EN
- Deep-sea mussels trade tidal rhythms for a 24-hour cycle in the labPhys.org · 02 Nov 2026 · EN
- Emirates Airbus A380s Finally Return To 17-Hour Route: See Map NowSimple Flying · 02 Nov 2026 · EN
- 🇮🇷 ⚡️ — Iran says its seven-point peace plan could be implemented within 48 hour…Telegram — Intel Slava Z (pro-RU OSINT EN) · 02 Nov 2026 · EN
- 10-Hour Domestic Flights: The 6 Longest Nonstop Flights Within North AmericaSimple Flying · 01 Nov 2026 · EN
- Here's how to watch election night as the polls close, hour-by-hourNPR News · 01 Nov 2026 · EN
- Why Ultra-Long-Haul Pilots Prefer An Uneven 4/6/2 Rest Pattern Over An Even Split On A 14.5-Hour FlightSimple Flying · 31 Oct 2026 · EN
- Singapore Airlines Launches New 4-Hour Shortest A380 Route: But There's A CatchSimple Flying · 30 Oct 2026 · EN
SEC filings
- Quarterly report11 Aug 2026
- Current report11 Aug 2026Results of operations · Financial statements and exhibits
- Current report07 Aug 2026Shareholder vote · Financial statements and exhibits
- Proxy statement25 Jun 2026
- Current report18 May 2026Departure or appointment of officers · Financial statements and exhibits
- Quarterly report12 May 2026
- Current report12 May 2026Results of operations · Financial statements and exhibits
- Annual report24 Mar 2026
- Current report24 Mar 2026Results of operations · Financial statements and exhibits
- Current report17 Mar 2026Amendments to articles or bylaws · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Hour Loop, Inc. · 24 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Hour Loop, Inc. · 11 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Hour Loop, Inc. · 11 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.