Grips Intelligence in-store data tracked Campbell from January 1 to September 30, 2026 across three retail channels: Ace Hardware, Lowe's, and Home Depot. Ace Hardware dominates the brand's measured footprint with 77.2% of year-to-date revenue share, followed by Lowe's at 19.7% and Home Depot at a marginal 2.2%. The brand's average product price sits at $14.96, though pricing has softened meaningfully, declining 12.2% over the tracked period and 6.2% in the most recent month to $15.13. Revenue momentum has weakened alongside it, falling 23.0% month-over-month and 30.2% overall during the period. Campbell, owned by The Campbell's Company (NASDAQ: CPB), therefore faces the dual challenge of heavy single-retailer concentration and compressing price realization heading into the next cycle.
OVER TIME
Over the last three months, revenue on tracked channels has declined by 30% from Jul to Sep.
OVER TIME
Over the last three months, average selling price on tracked channels has decreased by 12% from Jul to Sep.
REVENUE SHARE
Revenue distribution across product categories for Campbell on Ace Hardware.
REVENUE SHARE
Revenue distribution across tracked channels for Campbell.
BY REVENUE
Campbell sells 23% online and 77% offline. Online runs through 3 channels; offline through 1. Online share has moved from 20% in May to 18% in Sep.
Online
23%
77%
Offline
Online channels
23%
Offline channels
77%
BY REVENUE
$50.26
Price
$36K
Revenue
$149.99
Price
Revenue
$329.99
Price
Revenue
$89.99
Price
Revenue
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