Thursday, July 23, 2026

Thu Jul 23 net sales were $200.6K, comp −0.2% against the day-aligned LY (Thu Jul 24, 2025), plan attainment 98.7%. E-commerce US took $3.5K off the comp (−8.0%); Lumiere Sunfield Galleria cost a further $2.1K; Lumiere Pacific Heights Court was the bright spot at +$2.5K (+22.1%). Fragrance comps −16.5% against a fleet −0.2% — −16.3 pts adverse; Order Online From In Store — recognized sales −28.2% vs LY. Lumiere Santa Rosa Plaza has now missed 2 consecutive days and 1 other store did not post, so 26 of 28 stores are in today's totals and the rest are missing, not zero.

Every kind of move in this view's scope. Ranked by the absolute dollar impact of the move against the day-aligned LY, in USD, within this view's own scope. One rule for doors, categories, omni families and customer signals, so no two views order the same pair differently. A celebration is a threshold-clearing favourable move — the same machinery, thresholds and catalog calls as an exception, with the sign reversed. Nothing here is chosen editorially.

Exceptions — the day's calls to action↑ menu

• ! Lumiere Santa Rosa Plaza has not posted for 2 consecutive daysBR-3
  Unposted since Wed Jul 22, 2026. The door is MISSING from every total on this flash, never zero-filled. Store operations action required.
• ▼ Fragrance comps −16.5% against a fleet −0.2% — −16.3 pts adverseBR-11
  Adverse SKUs: Blanc Eau de Toilette (−$1.5K), Nocturne Eau de Toilette (−$1.3K), Vetiver Eau de Parfum (−$1.1K).
• ▼ Makeup comps −6.2% against a fleet −0.2% — −6.0 pts adverseBR-11
  Adverse SKUs: Bisque Lipstick (−$764), Contour Lipstick (−$729), Atelier Foundation (−$720).
• ▼ Lumiere Riverbend Square conversion below its own baselineBR-15
  WTD conversion 14.86% against a trailing 4-week baseline of 16.75%. Against last year, conversion −245 bp (traffic +9.9%, txns −5.7%) — so this is an execution move, not a footfall one, and it is coachable.
• ▼ New-to-file share falling — E-commerceBR-12
  new-to-file 9.3% is 6.7 pts below the trailing 4-week baseline of 16.0% WTD. CRM flag: acquisition is running below its own trailing 4-week baseline by more than 5%.
• ▼ Order Online From In Store — recognized sales −28.2% vs LYBR-10
  Recognized basis, −28.2% vs the day-aligned LY — beyond the ±15% family threshold. Recognized and all-inclusive are separate series and are never mixed (BR-10).
• ▼ Lumiere Northgate Pavilion negative two days runningBR-2
  Comp −8.5% on Thu Jul 23 after −1.4% on Wed Jul 22.
• ▼ Lumiere Palmetto Landing negative two days runningBR-2
  Comp −23.5% on Thu Jul 23 after −12.9% on Wed Jul 22.
• ▼ Lumiere Riverbend Square negative two days runningBR-2
  Comp −6.4% on Thu Jul 23 after −12.8% on Wed Jul 22.
• ▼ Lumiere Sunfield Galleria negative two days runningBR-2
  Comp −20.7% on Thu Jul 23 after −5.6% on Wed Jul 22.
• ▼ Lumiere Sunset Terrace negative two days runningBR-2
  Comp −27.5% on Thu Jul 23 after −22.6% on Wed Jul 22.
• ▲ Click & Reserve — recognized sales +15.4% vs LYBR-10
  Recognized basis, +15.4% vs the day-aligned LY — beyond the ±15% family threshold. Recognized and all-inclusive are separate series and are never mixed (BR-10).
• ▲ Real-Time Delivery — recognized sales +21.4% vs LYBR-10
  Recognized basis, +21.4% vs the day-aligned LY — beyond the ±15% family threshold. Recognized and all-inclusive are separate series and are never mixed (BR-10).
• ▲ Lumiere Harborlight Galleria basket building to 3.10 units per transactionBR-20
  WTD UPT 3.10 against a trailing 4-week baseline of 2.82 (+10.2%). AST $63.53 on 492 transactions. This door is growing sales through the basket, not the door count. Worth copying.

Focus — what moved the comp↑ menu

• ▼E-commerce US −$3.5K vs LY (−8.0%).
• ▼Lumiere Sunfield Galleria −$2.1K vs LY (−20.7%) — West.
• ▼Lumiere Palmetto Landing −$1.8K vs LY (−23.5%) — Southeast.
• ▲Lumiere Pacific Heights Court +$2.5K vs LY (+22.1%) — West.
• ·All other (22 entities) +$4.4K

Store status and the three-tier view↑ menu

Plan, at each brand's own grain↑ menu

Windows↑ menu

By brand, affiliate, region and channel↑ menu

Brand

Affiliate

Region

Channel

District

Stores and e-commerce↑ menu

Omni penetration is a share of the channel the money already sits in — a pickup inside e-commerce demand, its upsell inside the store's own sales. It is never a third channel and never added to either (BR-9).

Traffic and conversion are FSS — free-standing stores — only. E-commerce has no door traffic, so the row is unavailable rather than zero (BR-15).

Omni — attribution, never addition↑ menu

Recognized and all-inclusive are different series over different populations. They are never added and never charted as one (BR-10).

Customer file↑ menu

Full customer panel →

Merchandise↑ menu

Top movers vs the aligned LY day

Bottom movers

Full merchandise panel →

E-commerce — demand vs settled↑ menu

Headline uses demand (ordered). This day is not yet matured (settles after 3 days); the archive shows both series without rewriting this flash (BR-4).

Drill down↑ menu

Disclosures↑ menu

BR-2 Excluded from comp on both sides — closed for remodel: Lumiere Lakeview Arcade (LB-013, opened Thu Sep 1, 2016).

BR-2 In total sales but not in comp — fewer than 13 full fiscal periods of trading: Lumiere Cascade Commons (LB-023, opened Mon Dec 1, 2025), Lumiere Silver Mesa Mall (LB-025, opened Fri Aug 1, 2025).

BR-3 2 of 28 doors had not posted at generation time and are MISSING, not zero: Lumiere Granite Hill Commons, Lumiere Santa Rosa Plaza. Totals are reported-door figures; no imputation.

BR-3 ESCALATION — Lumiere Santa Rosa Plaza (Southwest) has not posted for 2 consecutive days (since Wed Jul 22, 2026). Store operations action required.

BR-15 No traffic posted for Lumiere Bluegrass Commons. Conversion is UNAVAILABLE for those doors and they are excluded from the fleet conversion on both sides — a missing measurement is never shown as 0%.

BR-19 Plan grain mix: day-planned brands measured against the day plan; week-planned brands measured week-to-date against the weekly plan (not spread to days); brands without a plan show actuals only. Day-planned brands are measured against the day plan; the week-planned brand shows WTD vs full week plan (5 of 7 days elapsed) and is never spread to days; the no-plan brand shows actuals only and never a fabricated 100%. 85.6% of the day's sales sit inside a plan of any grain.

BR-16 Reported in USD. CAD converted at Fixed plan rate CAD 1.35 per USD (seeded, not floating). Facts are held in each door's local currency and converted once, at the seeded fixed rate, for every cross-market total on this flash. Nothing is mixed.

BR-9 Omni attributes, it never adds. 5.6% of today's net sales is explained by an omni behaviour; the headline is $200.6K with the omni layer on and $200.6K with it off — the same number, because omni panels partition the headline rather than extend it.

BR-11 Category and SKU figures are derived from sales lines and sum to the door totals above, to the cent. Region, district and door levels each sum to their parent.

BR-4 E-commerce comp is demand-based day-of (orders placed, not shipped). Demand $48.1K vs shipped $53.8K; the day matures after 3 days and the archive shows both without rewriting this flash.

BR-17 Hourly views are intraday and unaudited. The posted daily figure is the system of record; hourly buckets sum to it exactly because they are an allocation of it.

BR-5 / BR-13 Every figure here is computed once in the metric catalog and rendered to the site, the email digest and the door extract from one object. The three cannot disagree.

Formula key↑ menu

Net sales — Σ net_sales over REPORTED entities, converted once to the reporting currency at the seeded fixed rate. A door that has not posted is excluded, never zero-filled.

Comp % — (Σ comp-door TY ÷ Σ comp-door LY-aligned) − 1. LY-aligned = same fiscal week, same weekday; holiday codes override week alignment.

Plan attainment — Σ reported actual ÷ Σ plan at each brand's native plan grain. A week-planned brand reads WTD against the weekly plan; a brand with no plan reads 'no plan'.

AST / AUS / UPT — net ÷ transactions, net ÷ units, units ÷ transactions. AST is the field's name for AOV and AUS for AUR — one formula, two labels.

Conversion — transactions ÷ traffic, expressed as a percentage of visits and compared to LY in basis points. Stores only; a door with no traffic posted is UNAVAILABLE, never 0%.

Discounts / Returns — discounts ÷ gross and store-side returns ÷ gross. Net sales = gross − discounts − returns, asserted per row.

OMNI penetration — omni-attributed sales ÷ net sales, recognized bases only. These sales are already inside net sales; penetration is a share of the headline, not an addition to it.

Contribution to comp gap — (entity TY − entity LY-aligned) ÷ total comp LY-aligned. Named contributions plus 'all other' equal the headline gap exactly.

KPI tree — Sales = Traffic × Conversion × AST, AST = AUS × UPT. Driver contributions use sequential attribution in the fixed order traffic → conversion → AST, which telescopes to the gap exactly.