GAF

GAF Market Overview

GAF, a Standard Industries company, generated the vast majority of its tracked in-store sales through Lowe's, which accounted for 91.4% of year-to-date revenue versus just 8.2% at Home Depot, according to Grips Intelligence offline retail data covering January 1 to July 31, 2026 across Lowe's and Home Depot. The brand's average product price sat at $50.78 over the period, with monthly pricing climbing 5.2% overall and rising 6.2% in the most recent month to $53.51. That pricing strength did not translate into topline growth, as revenue fell 16.0% month over month and declined 10.6% across the May through July timeseries window. The gap between the two channels is also visible in assortment mix, with Lowe's demand concentrated in Timberline HDZ architectural shingle bundles priced in the $43 to $46 range. At Home Depot, the top-selling items skew toward higher-ticket rolls and siding shingle bundles between roughly $117 and $158, suggesting the two retailers serve distinctly different buyer needs for the brand.