GRIPS CUSTOMERS & RESEARCH PARTNERS
USG (NYSE: USG) maintains dominant online positioning across hardwarecategories, controlling 72% of in-store revenue share through Menards during the first half of 2026, according to Grips Intelligence data covering January through June. Average product pricing increased 3.6% year-to-date while overall revenue declined 4.7%, signaling margin expansion amid softer demand in the offline channel. Ace Hardware captures 25.7% of USG's revenue share with Lowe's representing a minimal 2.1% contribution, highlighting concentrated distribution through specialized retailers rather than mass-market home improvement channels. Despite monthly revenue fluctuations dropping 2.9%, average product prices climbed 1.9% from the previous month, demonstrating pricing power in a competitive in-store market.
OVER TIME
Over the last three months, revenue on tracked channels has declined by 5% from Apr to Jun.
OVER TIME
Over the last three months, average selling price on tracked channels has increased by 4% from Apr to Jun.
REVENUE SHARE
Revenue distribution across product categories for USG on Ace Hardware.
REVENUE SHARE
Revenue distribution across tracked channels for USG.
BY REVENUE
$20.02
Price
$2.9M
Revenue
$149.99
Price
Revenue
$329.99
Price
Revenue
$89.99
Price
Revenue
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