Retail & Consumer · Week of Nov 2, 2026
Q3 earnings show mixed demand: the week in retail and consumer
Third-quarter earnings from home goods and apparel makers showed mixed demand, alongside payments, sustainability and aesthetics announcements.
Earnings dominated the week. Reynolds Consumer Products, Purple Innovation, Havertys and Hamilton Beach Brands all reported third-quarter 2026 results on Nov. 4, and Under Armour followed on Nov. 6 with its fiscal second quarter. The picture was uneven: Havertys and Hamilton Beach Brands reported higher sales and earnings per share, Reynolds posted higher revenue but lower net income, and Purple and Under Armour reported revenue declines of 18.7% and 7 percent respectively.
Guidance moved in several directions. Reynolds and Purple held their revenue outlooks, and Havertys raised its gross margin guidance. Hamilton Beach Brands cut its 2026 revenue and operating profit expectations, and Under Armour lowered its expected gross margin improvement while raising its GAAP operating income range. Outside earnings, Fresha added Klarna buy now, pay later options for beauty and wellness bookings, Crocs said three clog styles received Cradle to Cradle Certified Circularity Gold, and Allergan Aesthetics presented study data on aesthetic treatment in patients on 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, presented results from two Phase 4 studies, HARMONY IN DIVERSITY and HALO, at the 2026 ASDS Annual Meeting. It reported FACE-Q satisfaction gains of 42.4 points and 39.6 points among adults on GLP-1 medications, and said most treatment-related adverse events were mild and nonserious.
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 its 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 reported second-quarter fiscal 2027 revenue down 7 percent to $1.2 billion, with a net loss of $0.4 million. It now expects fiscal 2027 gross margin to rise 170 to 220 basis points, down from 220 to 270 basis points, raised its GAAP operating income range to $99 million to $119 million and kept adjusted operating income at $140 million to $160 million.
Purple Innovation, LLC
Purple Innovation Reports Third Quarter 2026 Results
Purple Innovation reported third-quarter net revenue of $96.5 million, down 18.7%, which it attributes mainly to lower wholesale revenue, and a 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%. Gross margin of 62.3% included about $3.2 million in IEEPA tariff refunds, and the company raised 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 reported third-quarter revenue up 5.6% to $140.3 million and diluted EPS of $0.26 versus $0.12, with gross margin up 640 bps to 27.5%. It now expects flat 2026 revenue and a high-teens operating profit decline, and raised expected operating cash flow less investing cash to $40 million to $50 million.
Fresha
Fresha Partners with Klarna, Giving Beauty and Wellness Clients Options to Book Now and Pay Later
Fresha said it has integrated Klarna so beauty and wellness businesses on its platform can offer eligible clients buy now, pay later options for appointments, treatment plans, memberships and packages. The integration is live globally, and Fresha says it has over 140,000 partner businesses in more than 120 countries.
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 about 31% of Crocs shoes globally now carry the certification, and its Old Crocs. New Life. takeback program runs in 345 stores in 10 countries.
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 Town Press reporting.