Eastman

Eastman Market Overview

Grips Intelligence in-store data tracked across Lowe's, Amazon, Ace Hardware and Home Depot from January 1 to August 31, 2026 shows Eastman, a brand of Eastman Chemical Company (NYSE: EMN), generating 84.2% of its year-to-date revenue through Lowe's alone. The remaining demand is thinly spread, with Amazon at 6.3%, Ace Hardware at 6.2% and Home Depot at just 2.8%, leaving the brand heavily reliant on a single retail relationship. Revenue slipped 3.6% over the measured period, including a marginal 0.1% month-over-month decline in the most recent month. Pricing moved in the opposite direction, with the average selling price rising 5.7% to $21.73 against a period average of $21.15. That combination of firmer prices and softer revenue points to volume pressure rather than trade-down, a dynamic worth watching as channel concentration remains high.