US Hardware

US Hardware Market Overview

According to in-store data from Grips Intelligence, US Hardware generated balanced retail revenue between January 1 and September 30, 2026, across the two channels tracked, Lowes.com and AceHardware.com. The split was nearly even, with Lowe's accounting for 50.7% of year-to-date revenue and Ace Hardware close behind at 49.3%, leaving the brand without meaningful dependence on a single retail partner. Momentum, however, has weakened: revenue fell 37.3% over the measured period and declined a further 7.4% month over month in the most recent reading. Pricing has moved in the opposite direction, with the average selling price rising 1.8% overall to $24.44 in the latest month, against a year-to-date average of $23.27. Taken together, the figures point to a brand holding price while losing unit momentum at shelf, making channel-level recovery at Lowe's and Ace Hardware the key metric to watch heading into the next quarter.