International

International Market Overview

International, a wholly owned subsidiary of TRATON SE (FRA: 8TRA), shows a highly concentrated retail footprint according to in-store data from Grips Intelligence covering January 1 to July 31, 2026 across menards.com, Amazon, and homedepot.com. Menards.com accounts for 76.9% of year-to-date revenue, dwarfing Amazon at 14.3% and homedepot.com at 8.7%. The brand's average product price sits at $22.28 across the tracked period, though pricing has trended lower, slipping 4.3% month-over-month to $18.75 and declining 10.0% overall during the May through July window. Revenue followed a similar path, falling 5.4% versus the prior month and 10.5% across the three-month timeseries. That combination of softening prices and declining revenue, paired with heavy reliance on a single retailer, points to limited pricing leverage and meaningful channel concentration risk.