Lincoln Electric

Lincoln Electric Market Overview

Grips Intelligence in-store data covering January 1 through July 31, 2026 across Lowe's, Home Depot, and Amazon shows Lincoln Electric — a brand of Lincoln Electric Holdings (NASDAQ: LECO) — concentrating the majority of its retail revenue at a single account, with lowes.com accounting for 61.5% of year-to-date sales. Home Depot follows at 31.9%, while Amazon contributes just 6.6%, underscoring how heavily the brand's performance depends on big-box home improvement channels. Average selling price across the tracked period sits at $46.77, though the most recent month reached $73.05, a 45.3% month-over-month jump and a 65.4% increase over the timeseries window that began May 1, 2026. That premiumization coincided with softer demand, as revenue fell 17.1% month over month and 15.5% across the three-month trend period. The combination of rising prices and declining revenue suggests mix shift toward higher-ticket items rather than broad-based volume growth.