18 Companies That Are Probably Freaking Out About Those Leaked Wal-Mart Emails

walmart

Photo: Robert Stinnett / Flickr

Last week, Bloomberg reported that emails exchanged by Wal-Mart executives suggested that February sales so far were a “total disaster.”  Blaming the recent payroll tax hike, among other things, at least one exec reportedly wrote that this was the “worst start to a month I have seen in my ~7 years with the company.”A spokesperson for Walmart told Bloomberg that the emails “lack the proper context.”

Regardless, anything short of an outright denial could be a troubling sign for the U.S. consumer, Wal-Mart’s business, and furthermore the businesses of Wal-Mart’s suppliers.

The International Securities Exchange offers an index that consists of 30 major suppliers that are heavily exposed to Wal-Mart.

We pulled 18 big publicly-traded companies that get at least 20 per cent of their revenue from Wal-Mart.

These are the companies that are probably most worried about the content of those leaked emails.

Eric Platt helped compile the research for this feature.

Helen of Troy

Annual Sales To Walmart:

$236.3 million

per cent of Helen of Troy's Sales:

20.00 per cent

per cent of Walmart's Costs:

0.07 per cent

Products: Helen of Troy designs and distributes consumer products across three main segments: personal care, housewares, and health care. Goods sold include appliances, hair dryers, a skin care line, combs, and other accessories. Helen of Troy also owns the OXO brand name.

Source: Helen of Troy 2012 Annual Filing

Hasbro Inc.

Annual Sales To Walmart:

$857.1 million

per cent of Hasbro's Sales:

20.00 per cent

per cent of Walmart's Costs:

0.26 per cent

Products: Hasbro sells children and family leisure products. Brands under the Hasbro name include Transformers, G.I. Joe, Parker Brothers, Milton Bradley, and Nerf among others.

Source: Hasbro 2011 Annual Filing

Jarden Corp.

Annual Sales To Walmart:

$1.34 billion

per cent of Jarden's Sales:

20.00 per cent

per cent of Walmart's Costs:

0.40 per cent

Products: Jarden sells a variety of outdoor and indoor goods. Its outdoor solutions segment sells air beds, camping stoves, coolers, gas grills, lanterns, and sleeping bags. Jarden's consumer focused group sells Mr. Coffee coffee products, as well as indoor heaters, toasters, irons, and fans.

Source: Jarden 2011 Annual Filing

Kellogg Co.

Annual Sales To Walmart:

$2.64 billion

per cent of Kellogg's Sales:

20.00 per cent

per cent of Walmart's Costs:

0.79 per cent

Products: Kellogg manufactures and markets cereal and other convenience food products. Products under the Kellogg name include Cheez-it, Corn Flakes, Coco Pops, Mini-Wheats, Pringles, Rice Krispies, and Special K.

Source: Kellogg 2011 Annual Filing

Flowers Foods

Annual Sales To Walmart:

$599.0 million

per cent of Flowers Food's Sales:

21.60 per cent

per cent of Walmart's Costs:

0.18 per cent

Products: Flowers Foods produces and markets breads, buns, tortillas, and other such products. Brands under the Flowers Food name include Natures Own, Cobblestone Mill, and Natural Grain among others.

Source: Flowers Foods 2011 Annual Filing

Lancaster Colony

Annual Sales To Walmart:

$239.8 million

per cent of Lancaster's Sales:

22.00 per cent

per cent of Walmart's Costs:

0.08 per cent

Products: Lancaster Colony operates under two segments: Specialty Foods and Glassware and Candles. The food segment sells products such as Parker House Style and The Original Texas Toast. The glassware and Candles segment produces candles, candle accessories, and other fragrance products.

Source: Lancaster 2011 Annual Filing

Perrigo Co.

Annual Sales To Walmart:

$606.1 million

per cent of Perrigo's Sales:

22.00 per cent

per cent of Walmart's Costs:

0.19 per cent

Products: Perrigo offers many over-the-counter pharmaceutical products including Allergy Buster, Equate Nasal Decongestant, and Mucus Relief Sinus.

Source: Perrigo 2011 Annual Filing

General Mills

Annual Sales To Walmart:

$3.35 billion

per cent of General Mill's Sales:

22.52 per cent

per cent of Walmart's Costs:

1.00 per cent

Products: General Mills manufactures and markets branded consumer foods including cereal, yogurt, soup, dry dinners, frozen vegetables, snacks, and grains. General Mills brands include Cheerios, Wheaties, Green Giant, and Totinos.

Source: General Mills 2012 Annual Filing

Leapfrog Enterprises

Annual Sales To Walmart:

$104.7 million

per cent of Leapfrog's Sales:

23.00 per cent

per cent of Walmart's Costs:

0.03 per cent

Products: LeapFrog sells learning products and toys for children. Products sold by LeapFrog include LeapPad, a learning product for children similar to the Apple iPad, and Tag Junior, a reading system designed to introduce young children to books.

Source: Leapfrog 2011 Annual Filing

Church & Dwight

Annual Sales To Walmart:

$632.3 million

per cent of Church's Sales:

23.00 per cent

per cent of Walmart's Costs:

0.19 per cent

Products: Church & Dwight develops and markets household, personal care, and specialty products under various brand names. Most notably, Church & Dwight is known for Arm & Hammer products, Trojan condoms, and Nair.

Source: Church & Dwight 2011 Annual Filing

Tootsie Roll Industries

Annual Sales To Walmart:

$124.1 million

per cent of Tootsie Roll's Sales:

23.30 per cent

per cent of Walmart's Costs:

0.04 per cent

Products: Tootsie Roll manufactures and sells candy products. Brands under the Tootsie Roll name include Charms, Blow-Pop, Tootsie Roll, Dubble Bubble, and Charleston Chews.

Source: Tootsie Roll 2011 Annual Filing

Jakks Pacific

Annual Sales To Walmart:

$166.9 million

per cent of Jakks' Sales:

24.63 per cent

per cent of Walmart's Costs:

0.05 per cent

Products: JAKKS Pacific designs and sells traditional toys and electronic products for children. Action figures sold include those based on the Ultimate Fighting Championship, Total Non-Stop Action wrestling, and the Pokemon franchise, as well dolls such as Cabbage Patch Kids label.

Source: Jakks 2011 Annual Filing

Hanesbrands Inc.

Annual Sales To Walmart:

$1.16 billion

per cent of Hanes' Sales:

25.00 per cent

per cent of Walmart's Costs:

0.35 per cent

Products: Hanesbrands designs and sells a range of basic apparel products. The company offers T-shirts, underwear, casualwear, socks, and activewear. Brands owned by Hanesbrands include Hanes, Champion, Wonderbra, and Just My Size among others.

Source: Hanes 2011 Annual Filing

Clorox Co.

Annual Sales To Walmart:

$317.5 million

per cent of Clorox's Sales:

26.00 per cent

per cent of Walmart's Costs:

0.34 per cent

Products: Clorox manufactures and markets consumer and institutional products. The company operates under four segments, Cleaning, Lifestyle, Household, and International. Clorox products include Clorox bleach and Kingsford charcoal.

Source: Clorox 2012 Q2 Filing

J.M. Smucker Co.

Annual Sales To Walmart:

$1.25 billion

per cent of Smucker's Sales:

26.00 per cent

per cent of Walmart's Costs:

0.39 per cent

Products: J.M Smucker manufactures and markets branded food products. The company's main products include coffee, peanut butter, fruit spreads, baking mixes, canned milk, and beverages. Brands licensed by Smuckers include Folgers, Dunkin doughnuts, Smuckers, and Millstone.

Source: Smuckers 2011 Annual Filing

Moneygram International

Annual Sales To Walmart:

$361.9 million

per cent of Moneygram's Sales:

29.00 per cent

per cent of Walmart's Costs:

0.11 per cent

Products: Moneygram provides payment services worldwide. It operates in two segments: Global Funds Transfers (GFT) and Financial Paper Products. The GFT segment provides money transfer and bill payment services while the Paper Products segment provides money orders to consumers through retail and financial institution agents.

Source: Moneygram 2011 Annual Filing

Cott Corp.

Annual Sales To Walmart:

$737.7 million

per cent of Cott's Sales:

31.60 per cent

per cent of Walmart's Costs:

0.22 per cent

Products: Cott Corp. sells private-label beverages including carbonated soft drinks, flavored waters, juice, and ready-to-drink teas. Cott operates under the Cott, Red Rain, and Orient Emporium Tea Co. brand names.

Source: Cott Corp. 2011 Annual Filing

Cal-Maine Foods

Annual Sales To Walmart:

$307.1 million

per cent of Cal-Maine's Sales:

32.60 per cent

per cent of Walmart's Costs:

0.10 per cent

Products: Cal-Maine produces and distributes shell eggs. CALM markets shell eggs through its Egglands Best, Farmhouse, and 4-Grain brand names. It sells products in approximately 29 states.

Source: Cal-Maine 2011 Annual Filing

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