According to in-store retail data from Grips Intelligence covering January 1 to August 31, 2026 across Ace Hardware and Lowe's, Alpha Fry — a brand under Element Solutions Inc (NYSE: ESI) — maintains a highly concentrated retail footprint. Ace Hardware accounts for 80.7% of year-to-date revenue, while Lowe's contributes the remaining 19.0%, leaving the brand heavily dependent on a single retail partner. Revenue momentum has softened notably, falling 17.8% month over month and 26.6% across the tracked summer period. Pricing, by contrast, has held firm, with the average selling price reaching $22.52 in the latest month, up 1.8% sequentially and 1.4% overall against a period average of $22.16. The combination of rising average prices and declining revenue suggests unit volume, rather than price realization, is the primary drag on performance.
OVER TIME
Over the last three months, revenue on tracked channels has declined by 27% from Jun to Aug.
OVER TIME
Over the last three months, average selling price on tracked channels has increased by 1% from Jun to Aug.
REVENUE SHARE
Revenue distribution across product categories for Alpha Fry on Ace Hardware.
REVENUE SHARE
Revenue distribution across tracked channels for Alpha Fry.
BY REVENUE
Alpha Fry sells 19% online and 81% offline. Online runs through 2 channels; offline through 1. Online share has moved from 14% in Apr to 8% in Aug.
Online
19%
81%
Offline
Online channels
19%
Offline channels
81%
BY REVENUE
$31.54
Price
$247K
Revenue
$48.63
Price
$68K
Revenue
$149.99
Price
Revenue
$329.99
Price
Revenue
$89.99
Price
Revenue
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