According to Grips Intelligence data tracking Amazon and Lowes.com from January to February 2026, A.O. Smith demonstrates a heavily concentrated retail strategy, with Lowes.com commanding a dominant 94.1% of the brand's total revenue share compared to just 5.6% on Amazon. The brand's average product price sits at $362.70, though this figure saw a notable 24.9% month-over-month increase in the most recent period tracked. A.O. Smith experienced strong momentum with a 73.5% revenue surge in one month, despite an overall 14.4% decline across the full reporting window. The pricing gap between retailers is significant, with top-selling products on Lowes.com ranging from approximately $429 to $691, while Amazon's best-sellers are largely priced under $400. This data suggests A.O. Smith's online revenue engine is almost entirely reliant on its Lowes.com partnership, presenting both a strength in channel focus and a potential vulnerability in retail diversification.
OVER TIME
Over the last three months, revenue on tracked retailers has declined by 14% from Dec to Feb.
OVER TIME
Over the last three months, average selling price on tracked retailers has increased by 2% from Dec to Feb.
REVENUE SHARE
Revenue distribution across product categories for A.O. Smith on Amazon.
REVENUE SHARE
Revenue distribution across tracked retailers for A.O. Smith.
BY REVENUE
$399.99
Price
$171K
Revenue
$399.99
Price
$118K
Revenue
$374.99
Price
$90K
Revenue