<![CDATA[Retail Reasoning: Quarterly Retail Outlook]]>https://www.retailreasoning.com/s/quarterly-retail-outlookhttps://substackcdn.com/image/fetch/$s_!03Mk!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F255d0a66-5403-4a95-acbd-b8287b251c22_1254x1254.pngRetail Reasoning: Quarterly Retail Outlookhttps://www.retailreasoning.com/s/quarterly-retail-outlookSubstackMon, 12 Oct 2026 17:02:05 GMT<![CDATA[Quarterly Retail Outlook Edition 2 · Forecasting Q4 2026 · October to December 2026 ]]>https://www.retailreasoning.com/p/quarterly-retail-outlook-edition-368https://www.retailreasoning.com/p/quarterly-retail-outlook-edition-368Wed, 12 Aug 2026 11:07:41 GMT

Fourth quarter revenue is going to look considerably better than fourth quarter units, and a large share of the gap is arithmetic nobody put in the plan.

Start with the base. There is no October 2025 …

Read more

]]><![CDATA[Quarterly Retail Outlook Edition 1 · Forecasting Q3 2026 · July to September 2026]]>https://www.retailreasoning.com/p/quarterly-retail-outlook-editionhttps://www.retailreasoning.com/p/quarterly-retail-outlook-editionWed, 12 Aug 2026 01:11:01 GMT

Data cutoff for this entire edition: August 11, 2026. Every figure in the data spread, the trade and tariff ledger and the Distortion Register reports as of that date.

A launch note on timing. This ed…

Read more

]]>