Twelve South

Twelve South Market Overview

Grips Intelligence in-store data tracked across the January 1–September 30, 2026 period shows Twelve South, a privately held brand backed by RedCloud Capital, concentrating virtually all of its measured sales in a single channel. Amazon accounted for 99.4% of year-to-date revenue, leaving the brand highly exposed to performance shifts on one platform. Revenue has declined 19.4% over the tracked timeseries window of July through September 2026, including a 6.4% month-over-month drop in the most recent period. Pricing moved in the opposite direction, with the average product price rising 6.0% month-over-month to $46.96 and climbing 3.8% across the quarter against a year-to-date average of $45.51. That combination of softening revenue alongside firming average prices suggests unit volume, rather than price positioning, is the primary pressure point for the brand.