JMF Company

JMF Company Market Overview

Grips Intelligence in-store data tracked across Ace Hardware and Menards from January 1 to August 31, 2026 shows JMF Company operating with a highly concentrated retail footprint. Ace Hardware accounts for 98.3% of year-to-date revenue, leaving Menards with just 1.7%, a split that leaves the brand heavily dependent on a single retail partner. The average product price sits at $7.64 across the tracked period, with pricing holding remarkably steady at a 0.3% overall decline, though the most recent month saw the average dip 7.7% to $10.24. Momentum turned positive late in the window, with revenue climbing 28.1% month over month, even as overall revenue remains 2.9% below its earlier level. The brand, a wholly owned subsidiary of Zhejiang Hailiang Co., Ltd. (SZSE: 002203), therefore enters the back half of 2026 with improving sell-through but an unusually narrow channel base.