Retail & Consumer · Week of Nov 2, 2026
Consumer firms reset outlooks in Q3 earnings: the week in retail
Consumer companies posted mixed third-quarter results and reset outlooks, while brands pushed holiday promotions and new retail channels.
Earnings dominated the week. Perrigo, Reynolds Consumer Products, Under Armour and Havertys all reported quarterly results, and each addressed its full-year outlook. Perrigo lowered its Core adjusted EPS guidance and cited retailer inventory positioning and softness in Europe, while Under Armour narrowed its expected gross margin improvement. Reynolds reiterated its guidance and Havertys raised its gross margin forecast. Portfolio moves also featured: Perrigo agreed to divest its Infant Formula business, and Reynolds completed the acquisition of Owl's Head Alloys.
Outside earnings, the releases covered channels and claims. RCMA Makeup entered its first beauty retail partnership through Ulta Beauty Marketplace. Sun Home Saunas opened an early Black Friday sale running into December. Allergan Aesthetics presented study data on aesthetic treatment for patients on GLP-1 medications, and Nootropics Depot published its own lab testing of competing supplements.
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 Core adjusted EPS guidance 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, HARMONY IN DIVERSITY and HALO, of adults on GLP-1 medications treated with HA injectables and onabotulinumtoxinA. The data were presented at the 2026 ASDS Annual Meeting, and the company says most treatment-related adverse events were mild and nonserious.
Reynolds Consumer Products Inc.
Reynolds Consumer Products Reports
Reynolds Consumer Products says third-quarter net revenues rose to $944 million from $931 million, while net income fell to $58 million from $79 million. It reiterated full-year guidance, declared a $0.23 quarterly dividend and completed the $110 million acquisition of Owl's Head Alloys.
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 declines in both North America and international, and 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, while keeping adjusted operating income guidance at $140 million to $160 million.
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, with comparable store sales up 4.1% and gross margin at 62.3%, including about $3.2 million in IEEPA tariff refunds. It raised 2026 gross margin guidance to 61.3% to 61.5% and plans five store openings in the fourth quarter.
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, with $200 to $800 off featured saunas and cold plunges, plus free U.S. shipping and gifts. The company says sale prices stay the same throughout the period, with sale prices starting at $4,999 for the Solstice 1-Person Indoor Infrared Sauna.
Nootropics Depot
Nootropics Depot Publishes Retail Market Research Measuring 68 Products Across 8 Ingredients
Nootropics Depot published lab results comparing 68 retail supplement products across 8 ingredients, 15 of them its own, tested from Q1 2025 through Q4 2025. The company says 6 of 10 competing lion's mane products measured no erinacine A, and it notes one case where a competing Cistanche product measured higher than its own.
RCMA Makeup
RCMA Makeup, A Fixture in Professional Kits Since 1963, Launches on Ulta.com
RCMA Makeup, founded in 1963, launched nearly its full range on Ulta.com and the Ulta Beauty app through Ulta Beauty Marketplace, its first beauty retail partnership. The move takes products previously sold through professional channels and the brand's own website to a wider consumer market.
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 Pop News Magazine reporting.