GAF

GAF Market Overview

According to in-store data from Grips Intelligence covering January 1 to August 31, 2026 across Lowe's and Home Depot, GAF — a brand under privately held Standard Industries — shows a heavily concentrated retail footprint. Lowe's accounts for 90.7% of year-to-date revenue, while Home Depot contributes just 8.7%, leaving the brand's performance almost entirely tied to a single retail partner. Revenue momentum has weakened notably through the summer, falling 35.8% across the June-to-August window, including a 23.5% month-over-month decline in the most recent period tracked. Pricing, by contrast, has moved the other way, with the average price climbing 6.9% over the same stretch to $53.79, above the year-to-date average of $51.14. That divergence between rising prices and contracting revenue suggests softening unit velocity rather than a pricing problem, a dynamic worth monitoring into the back half of the year.