iDEAL

iDEAL Market Overview

According to in-store data from Grips Intelligence covering 1 January to 31 August 2026 across lowes.com, Amazon, menards.com and homedepot.com, iDEAL's sales remain concentrated in a small set of large retail channels. Lowe's is the clear leader at 40.8% of year-to-date revenue, followed by Amazon at 30.0%, while Menards (17.9%) and Home Depot (11.2%) together account for under a third of the total. Momentum has softened recently, with revenue down 14.7% month over month in the most recent period and 12.4% lower across the tracked timeseries window of June to August 2026. Pricing tells a more resilient story: the average price of $16.26 in the latest month was down 11.6% sequentially but still 5.4% higher than at the start of the period, against a blended average product price of $15.62. The combination of a widening channel gap and an upward price trajectory suggests mix shifts between retailers are doing as much to shape performance as underlying demand.