THAW

THAW Market Overview

THAW, a brand of privately held Alliance Consumer Group, generated 64.2% of its year-to-date revenue through acehardware.com, according to in-store data from Grips Intelligence covering January 1 to July 31, 2026 across Ace Hardware, Menards, and Home Depot. Menards accounted for a further 33.9% of revenue, leaving Home Depot with just 1.9% and underscoring a heavily concentrated retail footprint. Monthly revenue climbed 57.5% versus the prior month within the May–July 2026 window, contributing to overall growth of 7.9% across the period. Pricing shifted more dramatically, with the average selling price rising 49.0% month over month to $10.39 and up 223.1% over the tracked timeseries, well above the $5.82 average product price for the full period. That combination of narrow channel concentration and steep price escalation suggests assortment mix, rather than volume alone, is driving recent performance.