NDS

NDS Market Overview

NDS, a subsidiary brand of Advanced Drainage Systems (NYSE: WMS), generated 9.1% revenue growth across tracked in-store retail channels between January 1 and July 31, 2026, according to Grips Intelligence data. Lowe's dominates the brand's footprint with 49.3% of year-to-date revenue share, followed by Menards at 18.7% and Home Depot at 16.4%, while Ace Hardware and Amazon contribute 10.2% and 5.4% respectively. Pricing has trended notably higher, with the average selling price climbing 15.1% over the period to reach $16.98 in the most recent month, a 6.6% month-over-month increase. That said, revenue slipped 3.8% versus the prior month, suggesting the price gains may be testing demand at the margin. With an average product price of $15.55 across the full period, NDS spans a wide range from sub-$10 fittings at Ace Hardware to channel drain assemblies exceeding $200 at Lowe's.