Timberline

Timberline Market Overview

According to Grips Intelligence in-store data tracked across Lowe's, Ace Hardware, and Home Depot from January 1 to September 30, 2026, Timberline — a brand of GAF, a subsidiary of Standard Industries — shows a heavily concentrated retail footprint. Lowe's accounts for 61.1% of year-to-date revenue, with Ace Hardware contributing 34.5% and Home Depot trailing at just 3.8%. The average product price sits at $4.32 year-to-date, though pricing has trended upward, climbing 16.0% over the tracked period to $4.98 in the most recent month, a 9.7% month-over-month increase. That pricing strength has not translated into top-line growth, as revenue fell 21.2% month-over-month and is down 40.8% across the Q3 timeseries window. The combination of rising prices and contracting revenue suggests softening unit velocity, particularly concentrated in the two dominant retail channels.