True Blue

True Blue Market Overview

According to Grips Intelligence in-store data tracked across Menards, Amazon and Lowe's from January 1 to August 31, 2026, True Blue's sales are heavily concentrated in a single retail channel. Menards accounts for 79.2% of year-to-date revenue, far ahead of Amazon at 11.5% and Lowe's at 8.8%, leaving the brand's performance closely tied to one partner. Average product price sits at $4.55 across the tracked period, having edged down 1.7% overall even as the most recent month rose 5.0% to $4.71. Revenue has been softer, slipping 1.8% across the measurement window and falling 20.1% month over month in the latest reading. That combination of firm pricing and declining volume suggests the brand's near-term trajectory will hinge on whether Amazon and Lowe's can offset concentration risk at Menards.