Retail & Consumer · Week of Nov 2, 2026
Consumer firms reset 2026 outlooks: the week in retail releases
Consumer companies reported mixed quarters, with several cutting or reshaping 2026 outlooks; beauty saw new clinical data and a payments tie-up.
Quarterly results dominated the week, and guidance revisions were the common thread. Perrigo lowered its Core adjusted EPS range, citing a planned Infant Formula divestiture, more measured retailer inventory positioning and softness in Europe. Under Armour trimmed its expected gross margin improvement. Hamilton Beach Brands now expects flat 2026 revenue after earlier guiding to growth. Havertys raised its gross margin guidance, and Purple Innovation held its revenue range.
Sales trends split sharply. Revolve Group reported 20% net sales growth and Havertys a 4.1% comparable store sales gain. Purple's revenue fell 18.7% on lower wholesale sales, and Under Armour's fell 7% in both North America and international markets. Outside earnings, Allergan Aesthetics presented study data on aesthetic treatment for patients on GLP-1 medications, and Fresha added Klarna buy now, pay later options for beauty and wellness bookings.
Perrigo Company plc
Perrigo Reports Third Quarter 2026 Financial Results From Continuing Operations
Perrigo says third-quarter All In net sales fell 5.2% to $989 million, with a reported diluted loss per share of $(0.10), and it cut its fiscal 2026 Core adjusted EPS outlook to $2.15 to $2.35 from $2.25 to $2.55. After quarter-end it agreed to divest its Infant Formula business for up to $175 million, including $40 million upfront.
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 improved FACE-Q satisfaction scores in two Phase 4 studies of adults on GLP-1 medications, including a 42.4-point mean improvement in HARMONY IN DIVERSITY Cohort 2. The data, presented at the 2026 ASDS Annual Meeting in San Diego, address aesthetic treatment in a patient group defined by GLP-1 use; the company says most treatment-related adverse events were mild and nonserious.
Under Armour, Inc.
UNDER ARMOUR REPORTS SECOND QUARTER FISCAL 2027 RESULTS
Under Armour says fiscal second-quarter revenue fell 7 percent to $1.2 billion, with a net loss of $0.4 million and gross margin down 30 basis points to 47.0 percent. It lowered its fiscal 2027 gross margin improvement forecast to 170 to 220 basis points, kept adjusted operating income guidance at $140 million to $160 million, and expects its restructuring plan to be substantially complete by December 31, 2026.
Revolve Group, Inc.
Revolve Group Announces Third Quarter 2026 Financial Results
Revolve Group says third-quarter net sales rose 20% to $356.0 million while net income fell 27% to $15.5 million, as the prior-year period included a $4.5 million insurance recovery. The company attributes a 5% drop in average order value to $292 mainly to lower-priced Grow-Good beauty products, and says October net sales rose by a mid-teen percentage.
Purple Innovation, LLC
Purple Innovation Reports Third Quarter 2026 Results
Purple Innovation says third-quarter net revenue fell 18.7% to $96.5 million, primarily due to lower wholesale revenue, and its GAAP net loss narrowed to $1.4 million from $11.7 million. It maintained 2026 revenue guidance of $420 million to $440 million and plans a product refresh in early 2027.
Haverty Furniture Companies, Inc.
Havertys Furniture Reports Operating Results for Third Quarter 2026
Havertys says third-quarter diluted EPS rose to $0.39 from $0.28 on sales up 4.5% to $203.2 million, and gross margin reached 62.3%, or 60.7% excluding about $3.2 million in IEEPA tariff refunds. The company raised its 2026 gross margin guidance to 61.3% to 61.5% and plans five store openings in the fourth quarter.
Hamilton Beach Brands Holding Company
HAMILTON BEACH BRANDS HOLDING COMPANY ANNOUNCES THIRD QUARTER RESULTS
Hamilton Beach Brands says third-quarter revenue rose 5.6% to $140.3 million and diluted EPS rose to $0.26 from $0.12, with gross margin up 640 bps to 27.5%. It now expects flat 2026 revenue and a high-teens operating profit decline, but raised its cash flow outlook to $40 million to $50 million.
Fresha
Fresha Partners with Klarna, Giving Beauty and Wellness Clients Options to Book Now and Pay Later
Fresha has integrated Klarna's buy now, pay later options, letting beauty and wellness businesses on its platform offer eligible clients ways to spread payments for appointments, treatment plans, memberships and packages. Fresha says the feature is live globally across its more than 140,000 partner businesses in over 120 countries and was among the payment capabilities its partners requested most.
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 Elle Digest reporting.