JMF Company

JMF Company Market Overview

JMF Company, a wholly owned subsidiary of Zhejiang Hailiang Co., Ltd. (SZSE: 002203), shows a highly concentrated in-store footprint according to Grips Intelligence data tracked from January 1 to July 31, 2026 across Ace Hardware and Menards. Ace Hardware accounts for 99.0% of year-to-date revenue, leaving Menards with just 1.0% and underscoring the brand's dependence on a single retail partner. Revenue has been under pressure, falling 24.2% month over month and 31.2% overall across the May through July trend window. At the same time, average selling price climbed 16.6% over the same period to $11.09, well above the $5.71 average product price recorded across the full data range. That divergence between rising prices and falling revenue suggests softening unit volumes rather than weaker pricing power.