Blink

Blink Market Overview

According to Grips Intelligence in-store data tracked from January 1 to September 30, 2026 across Amazon, Lowe's, Best Buy and Home Depot, Blink — owned by Amazon (NASDAQ: AMZN) — remains heavily concentrated on a single channel, with Amazon accounting for 82.4% of year-to-date revenue. Lowe's is the clear secondary outlet at 12.3%, while Best Buy (4.1%) and Home Depot (1.2%) together contribute just over 5% of the total. Pricing has softened considerably, with the average price settling at $31.43 for the period and falling 28.9% across the tracked window to $25.41 in the most recent month, a 13.3% month-over-month decline. That discounting has not offset volume pressure: revenue fell 46.8% over the period and dropped a further 27.1% versus the prior month. The combination of steep price erosion and a channel mix dependent on one retailer suggests Blink's near-term performance will hinge on how quickly its smaller brick-and-mortar partners can scale.