Arnold

Arnold Market Overview

Grips Intelligence in-store data tracked Arnold across Ace Hardware, Home Depot, Lowe's and Amazon from January 1 to August 31, 2026, showing a brand with a highly concentrated retail footprint. Ace Hardware alone accounted for 55.5% of year-to-date revenue, with Home Depot adding 27.5%, leaving Lowe's (9.0%) and Amazon (7.9%) as comparatively minor contributors. The average product price sat at $13.45 across the period, though pricing softened 6.3% over the tracked months to $12.38 by the most recent reading. Revenue declined 12.4% across the timeseries window of June through August 2026, with the latest month slipping a further 0.4% sequentially. The brand — held by Bimbo Bakeries USA under Mexico-listed Grupo Bimbo (BMV: BIMBOA) — therefore faces the dual pressure of falling realized prices and a revenue base dependent on two retailers for roughly 83% of its sales.