Retail Reasoning

Retail Reasoning

Quarterly Retail Outlook

Quarterly Retail Outlook Edition 2 · Forecasting Q4 2026 · October to December 2026

Published August 2026

David Happe's avatar
David Happe
Aug 12, 2026
∙ Paid

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 …

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