GRIPS CUSTOMERS & RESEARCH PARTNERS
According to Grips Intelligence data tracking Amazon, acehardware.com, lowes.com, and menards.com from January to February 2026, Stem maintains a strong retail presence with Amazon commanding a dominant 82.6% share of the brand's total revenue. The brand's average product price sits at $11.71, though this figure has declined 13.5% over the trailing period, signaling potential promotional activity or a shift in product mix. Stem's overall revenue has dropped 40.0% over the same trailing window, suggesting notable seasonal or competitive headwinds. Beyond Amazon, the brand's revenue is fairly evenly split between acehardware.com (7.8%) and lowes.com (7.7%), with menards.com contributing a smaller 1.8% share. These trends indicate that while Stem's retail distribution is diversified across key home improvement channels, its heavy reliance on Amazon and recent revenue softness are critical areas to monitor.
OVER TIME
Over the last three months, revenue on tracked retailers has declined by 41% from Dec to Feb.
OVER TIME
Over the last three months, average selling price on tracked retailers has decreased by 12% from Dec to Feb.
REVENUE SHARE
Revenue distribution across product categories for Stem on Ace Hardware.
REVENUE SHARE
Revenue distribution across tracked retailers for Stem.
