Retail & Consumer · Week of Nov 2, 2026
Q3 results show mixed outlooks: the week in retail and consumer
Third-quarter results dominated: Perrigo, Reynolds, Revolve, Havertys and Hamilton Beach reported, with outlooks cut, held or raised.
Third-quarter earnings made up most of the week's releases. Perrigo cut its full-year Core adjusted EPS outlook, citing a planned Infant Formula divestiture, more measured retailer inventory positioning and softness in Europe, while Hamilton Beach Brands now expects flat 2026 revenue after previously guiding to mid-single-digit growth. Reynolds Consumer Products reiterated its guidance, and Havertys raised its gross profit margin outlook. Revolve Group reported 20% sales growth alongside a 27% drop in net income.
A pattern of revenue gains with weaker profit ran through several reports: Reynolds and Revolve both posted higher sales but lower net income. Portfolio moves also featured, with Perrigo agreeing to sell its Infant Formula business for up to $175 million and Reynolds completing a $110 million acquisition of Owl's Head Alloys. Outside earnings, Crocs announced a circularity certification for three clog models, Allergan Aesthetics presented study data on patients taking GLP-1 medications, and Sun Home Saunas opened an early Black Friday sale.
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 lowered fiscal 2026 Core adjusted EPS guidance to $2.15 to $2.35 from $2.25 to $2.55. After quarter-end the company agreed to divest its Infant Formula business for up to $175 million, including $40 million upfront and up to $135 million contingent on net sales milestones through 2030.
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 two Phase 4 studies at the 2026 ASDS Annual Meeting, reporting a 42.4-point mean FACE-Q improvement in HARMONY IN DIVERSITY Cohort 2 and a 39.6-point improvement at month 3 in an interim HALO analysis of 25 of 75 participants. The company says most treatment-related adverse events were mild and nonserious, data relevant to providers treating the growing group of patients on GLP-1 medications.
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 guidance, declared a $0.23 quarterly dividend and completed the $110 million acquisition of Owl's Head Alloys, funded through its Revolving Credit Facility.
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, with the prior-year figure including a $4.5 million insurance recovery; average order value fell 5% to $292, which the company attributes mainly to lower-priced Grow-Good beauty products. It reported operating cash use of $(24.3) million and 23% higher inventory, set FY 2026 gross margin guidance at 53.9% to 54.0%, and said October net sales rose by a mid-teen percentage.
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 about $3.2 million in IEEPA tariff refunds. The company raised full-year gross margin guidance to 61.3% to 61.5%, plans five store openings in the fourth quarter and holds $127.0 million in cash with no debt.
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, down from prior guidance, while raising its expected operating cash flow less investing cash to $40 million to $50 million.
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 says its Classic Clog, Bae Clog and Keep It Going Classic Clog received Cradle to Cradle Certified Circularity Gold Version 5.0, with recycled content of 29%, 36% and 42% respectively on a mass balance basis. The company says these products account for approximately 31% of Crocs shoes globally, and its takeback program is available in 345 stores in 10 countries.
Sun Home Saunas
Sun Home Saunas Launches Black Friday Sauna Sale With Up to $4,999 in Savings on Award-Winning Home Saunas and Cold Plunges
Sun Home Saunas launched a Black Friday sale running Nov. 6 through Dec. 7, 2026, offering $200 to $800 off featured saunas and cold plunges, plus free U.S. shipping and free gifts. The company says sale prices stay the same throughout the period and that its up to $4,999 savings figure applies to the Luminar, combining the discount, gifts and shipping.
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 ZenFlex Wire reporting.