Stability Benchmarks for Wholesale Trade Businesses

In February 2026, Rightworks surveyed 733 decision-makers from small and medium-sized businesses to find out what it really takes to build stable, resilient infrastructure. Here’s how wholesale trade companies stack up against the broader SMB landscape.

Here’s what stands out:

Strength: Cloud comfort

Strength: Cloud comfort

77% are fully in the cloud or comfortable moving there—above the 65% SMB average.

Strength: Electronic payments

Strength: Electronic payments

85% accept the majority of payments electronically—significantly higher than the 73% SMB average.

At risk: Security

At risk: Security

Only 25% have mobile device management compared to 46% of SMBs overall.

Where wholesale trade businesses would like to level up

When asked what would have the biggest impact, three themes emerged.

  • Growing revenue without adding headcount (45% vs. 36% for SMBs overall)
  • Attracting better clients who value our work (30% vs. 23% for SMBs overall)
  • Consolidating software, tools, and subscriptions (29% vs. 17% for SMBs overall)
<h3>Where wholesale trade businesses would like to level up </h3>

What’s keeping them up at night?

We asked wholesale trade businesses to share their top concerns over the past year. The top three selected include:

63% of wholesale SMBs ranked “growing revenue and/or their customer base” as a top concern—compared to SMBs overall, where it ranks third (40%).

34% flagged profitability as a top concern, slightly below the SMB average of 41%.

31% are concerned about the overall economy, compared to 41% of total SMBs surveyed.

What's keeping them up at night?

Cloud migration: Remote access is king

Top cloud challenge: Lack of technical expertise (37%). Top benefit: Remote access from anywhere (63%—significantly higher than the 46% SMB average).

Security: The biggest gap in the industry

Twenty-six percent of wholesale trade businesses have suffered a cybersecurity breach, which is a jump from the 18% SMB average.

In terms of confidence levels, 63% feel “very” or “moderately” confident in their current security measures, below the 70% SMB average.

<h3>Security: The biggest gap in the industry </h3>

Only 8% of wholesale trade businesses feel “very confident” in their current security measures.

Rightworks’ 2026 Business Stability Report

AI adoption: Wholesale trade lags significantly

Top concerns: Lack of knowledge/training (51%) and data privacy (47%). Top benefits: Time savings (57%) and automation of tasks (42%).

Business management: Prioritize planning ASAP

Wholesale trade businesses lag significantly behind SMBs overall in business planning. In fact, only 26% have plans in place—significantly lower than the 42% SMB average.

  • Data security plan: Just 23% have one—significantly lower than the 44% SMB average.
  • Succession plan: 26% have a documented succession plan, compared to the 39% SMB average.
  • Growth plan: Only 29% of wholesale trade businesses have a growth plan in place, lower than the 43% average for all SMBs.
<h3>Business management: Prioritize planning ASAP</h3>

Resources for Wholesale Trade Businesses

Find out if you’ve got everything you need to keep your business going strong.

Explore the full findings from Rightworks’ 2026 SMB Technology Survey.

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