Carlon

Carlon Market Overview

Carlon experienced strong in-store sales momentum during the first half of 2026, with revenue growth accelerating to 18.9% year-to-date compared to the previous period, according to Grips Intelligence data spanning January through June 2026 across tracked retail channels. Home Depot (NASDAQ: HD) represents the dominant distribution channel for Carlon's offline inventory, commanding 66.9% of total revenue share, followed by Lowe's at 29.5%, highlighting the brand's heavy concentration in major home improvement retailers. Average product pricing increased significantly by 28.4% during the period, reaching $9.24, which indicates successful price elasticity in the in-store market as retailers expanded inventory depth with higher-margin SKUs. The broader retail momentum is evidenced by a 14.8% month-over-month revenue growth trajectory in the final months, positioning Carlon for continued strength in the competitive electrical supply category.