Sylvania

Sylvania Market Overview

According to Grips Intelligence in-store data tracked across Menards, Amazon, Lowe's and Ace Hardware from January 1 to September 30, 2026, Sylvania — a brand operated by Ledvance, wholly owned by Shenzhen-listed MLS Co. (SZSE: 002745) — shows a heavily concentrated retail footprint. Menards alone accounts for 64.5% of year-to-date revenue, with Amazon a distant second at 27.1%, leaving Lowe's (5.7%) and Ace Hardware (2.4%) as marginal contributors. Momentum has been positive through the third quarter, with revenue up 18.0% over the July–September window and a 7.7% month-over-month gain in the most recent period. Pricing has drifted upward more modestly, with the average product price reaching $12.14, a 1.7% increase across the quarter against a year-to-date average of $12.02. The combination of rising volume and firmer pricing suggests Sylvania is growing without discounting, though its dependence on a single retailer remains the key structural risk.