GRIPS CUSTOMERS & RESEARCH PARTNERS
According to Grips Intelligence data tracking Amazon and Best Buy from January to February 2026, Ledger experienced a significant revenue decline of 51.8% over the observed period, signaling a challenging start to the year. Amazon dominates as Ledger's primary sales channel, commanding 78.2% of total revenue share, while Best Buy accounts for the remaining 21.8%. The brand's average product price held relatively steady at $121.86, with only a modest 0.3% month-over-month increase, suggesting pricing stability despite the revenue downturn. However, the longer-term average price trend shows a 14.3% decrease, which may indicate strategic discounting or a shift in product mix toward more affordable offerings. The steep 37.9% month-over-month revenue drop further underscores the need for Ledger to reassess its retail and demand-generation strategies heading into Q2 2026.
OVER TIME
Over the last three months, revenue on tracked retailers has declined by 51% from Dec to Feb.
OVER TIME
Over the last three months, average selling price on tracked retailers has decreased by 15% from Dec to Feb.
REVENUE SHARE
Revenue distribution across product categories for Ledger on Best Buy.
REVENUE SHARE
Revenue distribution across tracked retailers for Ledger.
