Macy's vs REVOLVE

Bluemercury Evolves Lune+Aster, Advancing Its Vision for a Personalized and Curated Beauty Experience

Bluemercury, a Macy's, Inc. brand, has evolved its Lune+Aster brand and appointed Stacie Borteck Dattner as Head of Merchandising.

Bloomingdale's Merchant Stacie Borteck Dattner Joins Bluemercury

Bluemercury, a luxury beauty retailer owned by Macy's Inc., has appointed Stacie Borteck Dattner as Head of Merchandising. Dattner, who spent nearly two decades at Bloomingdale's, including seven years leading its beauty and fragrance division, will report to Bluemercury CEO Alexandre Choueiri. In her new role, she will oversee merchandising strategy, proprietary brands, and vendor marketing, aiming to strengthen Bluemercury's luxury beauty positioning. The move highlights the strong ties between Bloomingdale's and Bluemercury within Macy's Inc., as both banners outperform the namesake department store. Bluemercury recently posted its sixth consecutive year of growth, with Q2 comps rising over 6%.

• Stacie Borteck Dattner appointed Head of Merchandising at Bluemercury, effective Monday.
• She will report to Bluemercury CEO Alexandre Choueiri, who joined in August.
• Dattner spent nearly two decades at Bloomingdale's, including seven years leading beauty and fragrance.

DoorDash Adds Retailers, Launches Text Shopping Assistant

DoorDash has added Macy's, Anthropologie, The North Face, Vans, and Timberland to its retail marketplace, expanding beyond restaurant delivery. The company also launched Dasher Returns, a service that coordinates pickups for product returns. On the technology side, DoorDash announced Text DoorDash, an expansion of its Ask DoorDash in-app assistant, allowing customers to place orders via text messaging. These moves follow a milestone partnership with Costco and the expansion of its SNAP/EBT program with seven new grocers. DoorDash aims to build a 'mall in your pocket' by reducing friction in online shopping, leveraging AI and agentic assistants to improve discovery and conversion. The company reports over 4.5 million users have added SNAP cards, and 75,000 stores accept the benefit. The focus is on serving routine shopping habits and providing value through savings and convenience.

• DoorDash added Macy's, Anthropologie, The North Face, Vans, and Timberland to its retail marketplace.
• DoorDash launched Dasher Returns, a service for coordinating product return pickups.
• DoorDash announced Text DoorDash, an expansion of its Ask DoorDash assistant for ordering via text.

Kendall Jenner Named FWRD Global Creative Director

Revolve Group has expanded its partnership with Kendall Jenner, appointing her as Global Creative Director of its luxury platform FWRD, a role she has held since 2021 but now with an expanded international scope. In addition, she will serve as brand ambassador for Revolve Los Angeles. The announcement, made last week, aims to strengthen the brand's international positioning and growth in the luxury segment. Jenner will be involved in selecting designer brands and collections, providing regular product recommendations, and developing major marketing campaigns. The company is also working with Donatella Versace on a new fashion and beauty brand slated for 2027. In fiscal 2025, Revolve Group reported net revenue of $1.23 billion, with FWRD contributing $171.6 million (14% of group revenue). FWRD saw 14% revenue growth in the first half of 2026.

• Revolve Group appoints Kendall Jenner Global Creative Director of luxury platform FWRD, expanding her role since 2021.
• Jenner also becomes brand ambassador for Revolve Los Angeles.
• Revolve Group reported net revenue of $1.23 billion in fiscal 2025, up 8% year-over-year; FWRD contributed $171.6 million (14% of group revenue).

8-K Financial Filing Analysis for REVOLVE (2026-08-04)

On August 4, 2026, Revolve Group, Inc. filed a Current Report on Form 8-K under Item 2.02 to furnish a press release announcing its financial results for the second quarter ended June 30, 2026. The filing serves as the formal SEC furnished notice under Exchange Act Section 18 for Exhibit 99.1, conveying quarterly performance without including detailed financial tables directly within the body of the 8-K.

• Revolve Group reported its Q2 2026 financial results for the period ended June 30, 2026, via an earnings press release dated August 4, 2026.
• The financial results are furnished pursuant to Item 2.02 (Results of Operations and Financial Condition) and incorporated by reference via Exhibit 99.1.
• The filing was formally authorized and signed by Chief Financial Officer Jesse Timmermans on August 4, 2026.

10-Q Financial Filing Analysis for REVOLVE (2026-08-04)

Revolve Group, Inc. reported solid financial results for Q2 2026, with net sales increasing 12.4% year-over-year to $347.4 million, fueled by an 11.4% rise in shipped orders and reduced return rates. Revenue growth was broad-based, with the core REVOLVE segment advancing 12.7% to $302.5 million and the luxury FWRD segment climbing 10.7% to $44.9 million. Profitability expanded meaningfully as net income rose 86.0% to $18.6 million, supported by gross margin expansion to 56.6% due to lower markdowns and $5.6 million in IEEPA tariff refunds, offsetting higher performance marketing and fulfillment expenses.

• Net sales grew 12.4% YoY to $347.4 million, with REVOLVE segment revenue reaching $302.5 million (+12.7%) and FWRD segment revenue at $44.9 million (+10.7%).
• Gross margin expanded 250 basis points to 56.6%, bolstered by shallower markdowns and a $5.6 million reduction in cost of sales from IEEPA tariff refunds, driving net income up to $18.6 million.
• Operating liquidity was reinforced by an amended credit agreement extending maturity to February 2, 2031, with borrowing capacity of up to $75.0 million.