Northlight

Northlight Market Overview

According to in-store data from Grips Intelligence tracking Lowe's and Home Depot between January 1 and August 31, 2026, Northlight — a division of the privately held Gordon Companies Inc. — generates the overwhelming majority of its measured revenue through a single retail partner. Lowe's accounts for 81.4% of year-to-date revenue share, with Home Depot contributing the remaining 18.2%, leaving the brand heavily concentrated in one account. The average product price across tracked assortments sits at $47.22, though pricing has softened to $45.05, a 6.6% decline over the observed period. Revenue momentum has also weakened, falling 17.2% month over month and 25.1% across the June–August timeseries window. That combination of price erosion and declining revenue, set against an 81/18 channel split, points to both seasonal timing effects and a notable dependency risk worth monitoring.