RTW digital −20.3K vs adjusted median: NE delivery-promise degradation strongest supported; R-1142 evaluated and cleared
- What
- Women's RTW digital orders landed at 91.2K vs the event-adjusted expected range [98.7–125.1]K: 7.5K below the floor even after crediting Summer Glow, the only demand signal outside its envelope this week.
- Why
- Abandonment concentrates at the checkout delivery-option step, where NE ship-to-home promises slipped 2-day → 5–7 days mid-W27 (regional carrier disruption). Mobile × Northeast carries −11.2K of the −20.3K residual. Site release R-1142 was evaluated as a competing explanation and cleared: platform-wide scope, misaligned timing, mild desktop effect.
- Now what
- Anchor Monday's trade review on the decomposition; the fulfillment-mitigation draft (priority ship-from-store from the 12 NE doors) is ready for Adrienne's approval.