Arnold

Arnold Market Overview

Grips Intelligence in-store data spanning January 1 to September 30, 2026 across four tracked retail channels — acehardware.com, homedepot.com, lowes.com and Amazon — shows Arnold, a brand held by Bimbo Bakeries USA under listed parent Grupo Bimbo (BMV: BIMBOA), leaning heavily on a single account. Ace Hardware alone accounts for 54.4% of year-to-date revenue share, with Home Depot adding 27.7%, leaving Lowe's (9.1%) and Amazon (8.8%) as comparatively minor contributors. Momentum has softened in the most recent quarter, with revenue down 16.7% month over month and 18.4% overall across the July–September timeseries window. Pricing has drifted lower alongside volume, with the average selling price falling 4.6% month over month to $11.53 and 3.7% over the period, against a year-to-date average of $12.81. The combination of concentrated channel exposure and simultaneous price and revenue declines suggests Arnold's near-term performance is closely tied to shelf outcomes at its two largest hardware partners.