GRIPS CUSTOMERS & RESEARCH PARTNERS
According to in-store data from Grips Intelligence for Q1 2026 (January–March), USG Ceilings generated the vast majority of its revenue through Home Depot, which accounted for 84.5% of total revenue share across the three tracked retailers—Home Depot, Ace Hardware, and Lowe's. Ace Hardware captured 14.5% of revenue share, while Lowe's trailed significantly at just 1.0%, indicating a highly concentrated retail distribution strategy. The brand's average product price during the period stood at $47.42, though its premium pallet offerings at Home Depot ranged from approximately $919 to over $2,245, showcasing a wide pricing spectrum across its ceiling tile portfolio. USG Ceilings experienced notable revenue pressure during the quarter, with revenue declining 24.8% over the period alongside a 28.0% drop in average price, suggesting increased promotional activity or a shift in product mix. These trends point to a brand heavily reliant on a single retail partner while navigating a challenging pricing environment in early 2026.
OVER TIME
Over the last three months, revenue on tracked retailers has declined by 25% from Jan to Mar.
OVER TIME
Over the last three months, average selling price on tracked retailers has decreased by 28% from Jan to Mar.
REVENUE SHARE
Revenue distribution across product categories for USG Ceilings on Ace Hardware.
REVENUE SHARE
Revenue distribution across tracked retailers for USG Ceilings.