Retail & Consumer · Week of Nov 2, 2026
Mixed quarters for consumer brands: the week in retail releases
Third-quarter earnings from Reynolds, Under Armour, Revolve, Purple and Havertys show mixed demand, alongside store and sustainability news.
Earnings dominated the week. Revolve Group reported a 20% rise in net sales and Havertys Furniture a 4.5% sales increase with higher EPS, while Under Armour and Purple Innovation reported revenue declines of 7 percent and 18.7% respectively. Reynolds Consumer Products grew revenue slightly but reported lower net income. Several companies adjusted or reiterated full-year guidance: Reynolds reiterated its outlook, Havertys raised its gross margin range, Under Armour lowered its expected gross margin improvement, and Purple maintained revenue guidance.
Outside earnings, Crocs said three clog styles received Cradle to Cradle Certified Circularity Gold, National Vision's America's Best opened a flagship store in Alpharetta, Georgia, and AbbVie's Allergan Aesthetics presented study data on aesthetic treatment in patients taking GLP-1 medications.
AbbVie
Allergan Aesthetics Reports Improved Satisfaction With Facial Appearance Following Aesthetic Treatment in Two Studies of Patients on GLP-1 Medications
Allergan Aesthetics, an AbbVie company, reported results from two Phase 4 studies, HARMONY IN DIVERSITY and HALO, showing mean FACE-Q satisfaction improvements of 42.4 and 39.6 points in adults on GLP-1 medications, with most treatment-related adverse events mild and nonserious. The data, presented at the 2026 ASDS Annual Meeting in San Diego, address aesthetic treatment in a patient group defined by GLP-1 use.
Reynolds Consumer Products Inc.
Reynolds Consumer Products Reports
Reynolds Consumer Products reported third-quarter net revenues of $944 million, up from $931 million, while net income fell to $58 million from $79 million and Adjusted EPS was $0.39 versus $0.42. The company reiterated full-year 2026 guidance, declared a $0.23 quarterly dividend and said it completed the $110 million acquisition of Owl's Head Alloys after quarter end.
Under Armour, Inc.
UNDER ARMOUR REPORTS SECOND QUARTER FISCAL 2027 RESULTS
Under Armour said second-quarter fiscal 2027 revenue fell 7 percent to $1.2 billion, with declines in both North America and international, and reported a net loss of $0.4 million. The company now expects fiscal 2027 gross margin to rise 170 to 220 basis points, down from 220 to 270, while keeping adjusted operating income guidance at $140 million to $160 million.
Revolve Group, Inc.
Revolve Group Announces Third Quarter 2026 Financial Results
Revolve Group reported third-quarter net sales up 20% to $356.0 million, with both REVOLVE and FWRD segments up 20%, while net income fell 27% to $15.5 million against a prior-year period that included a $4.5 million insurance recovery. The company said active customers rose 18% to 3,243,000, average order value fell 5% to $292, and October 2026 net sales rose by a mid-teen percentage.
Purple Innovation, LLC
Purple Innovation Reports Third Quarter 2026 Results
Purple Innovation reported third-quarter net revenue of $96.5 million, down 18.7% mainly on lower wholesale revenue, and a narrower GAAP net loss of $1.4 million versus $11.7 million a year earlier. The company maintained 2026 revenue guidance of $420 million to $440 million, set adjusted EBITDA guidance at $15 million to $20 million and plans a product refresh in early 2027.
Haverty Furniture Companies, Inc.
Havertys Furniture Reports Operating Results for Third Quarter 2026
Havertys reported third-quarter diluted EPS of $0.39 versus $0.28 on sales up 4.5% to $203.2 million, with comparable store sales up 4.1% and gross margin of 62.3%, including approximately $3.2 million in IEEPA tariff refunds. The company raised its 2026 gross profit margin guidance to 61.3% to 61.5%, plans five store openings in the fourth quarter and reported $127.0 million in cash with no debt.
Crocs, Inc.
Crocs™ Achieves Cradle to Cradle Certified® Circularity Gold for the Classic Clog, Marking a New Milestone in Circular Design and Recycled Material Innovation
Crocs said its Classic Clog, Bae Clog and Keep It Going Classic Clog received Cradle to Cradle Certified Circularity Gold Version 5.0, with average recycled content of 29%, 36% and 42% calculated on a mass balance basis. The company says these products account for approximately 31% of Crocs shoes globally, and its takeback program operates in 345 stores in 10 countries.
National Vision, Inc.
America's Best Opens Flagship Store Built Around One Connected Experience
America's Best, a National Vision brand, opened a flagship store in Alpharetta, Georgia, with a pretest area, a Lens Education Center and an open layout that replaces a formal front check-in counter. The company says the design, developed with WD Partners, will set the standard for how the brand serves customers at its stores.
This roundup is written with AI assistance from the press releases listed above, using only what they state. The releases are the companies' own announcements, not Urban Eats reporting.