Phil Moore Studio

Faire revenue is up 103 percent. One account is 42 percent of it.

Total Faire Revenue
1 Jan – 5 Aug 2025 → 1 Jan – 5 Aug 2026
$56,361 → $114,220
+103%
Aviator Nation
2026 year to date
$48,426
42.4% of 2026 revenue
First order 25 Sep 2025. No prior-year figure exists.
Everything Else (Ex-Aviator Nation)
1 Jan – 5 Aug 2025 → 1 Jan – 5 Aug 2026
$56,361 → $65,794
+16.7%

Both numbers are true. Neither one on its own is the story. That's what the rest of this report is for.

84 weeks, Aviator Nation against everyone else

Aviator Nation's first order landed the week of 22 Sep 2025. Every dark red segment from that point on is Aviator Nation stacked on top of the rest of the wholesale book. The dashed line is a 4-week rolling average of everything excluding Aviator Nation, so the underlying trend is readable through the week-to-week noise.

$10k $5k DEC JAN '25 FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN '26 FEB MAR APR MAY JUN JUL AUG
Everyone else Aviator Nation 4-week rolling average, ex-Aviator Nation Final bar is a partial week (through 5 Aug only)
Why percentage change isn't shown on this chart: weekly Faire revenue swings from $0 to $13,649 with no underlying change in the business, it's order timing, not performance. A week-on-week percentage off a $0 week is either undefined or absurd. Percentage change is meaningful at the month level, which is where it appears next.

Month by month, with Aviator Nation split out

Month-on-month is on total revenue. Year-on-year is on the ex-Aviator Nation column only, since Aviator Nation has no prior-year figure to compare against: its first order was 25 September 2025.

Month
Total
Aviator Nation
Ex-Aviator Nation
AVN % of month
MoM % (total)
YoY % (ex-AVN)
Jan 2025
$13,869
$13,869
0.0%
Feb 2025
$2,220
$2,220
0.0%
-84.0%
Mar 2025
$4,762
$4,762
0.0%
+114.6%
Apr 2025
$6,004
$6,004
0.0%
+26.1%
May 2025
$7,080
$7,080
0.0%
+17.9%
Jun 2025
$6,728
$6,728
0.0%
-5.0%
Jul 2025
$15,012
$15,012
0.0%
+123.1%
Aug 2025
$10,740
$10,740
0.0%
-28.5%
Sep 2025
$7,451
$2,626
$4,825
35.2%
-30.6%
Oct 2025
$8,375
$2,483
$5,892
29.6%
+12.4%
Nov 2025
$8,016
$2,288
$5,728
28.5%
-4.3%
Dec 2025
$5,716
$5,716
0.0%
-28.7%
Jan 2026
$15,515
$2,639
$12,876
17.0%
+171.4%
-7.2%
Feb 2026
$3,573
$3,573
0.0%
-77.0%
+61.0%
Mar 2026
$20,772
$11,872
$8,900
57.2%
+481.3%
+86.9%
Apr 2026
$15,658
$8,645
$7,012
55.2%
-24.6%
+16.8%
May 2026
$19,520
$10,270
$9,250
52.6%
+24.7%
+30.7%
Jun 2026
$12,298
$2,220
$10,078
18.1%
-37.0%
+49.8%
Jul 2026
$23,737
$12,780
$10,957
53.8%
+93.0%
-27.0%
Aug 2026 partial month
$3,147
$3,147
0.0%
n/m
n/m

August 2026 shows 5 days of trading, not a month. Its change figures are marked "n/m" (not meaningful) rather than the misleading -87% a straight comparison would produce: that's a calendar artifact, not a decline. The same applies to Aviator Nation showing $0 in August: this account routinely goes 3 to 8 weeks between orders, so a quiet 5-day window is not a signal.

Aviator Nation against every other retailer

243 retailers bought from Love Is Project on Faire in 2026. Here is Aviator Nation next to the next nine largest, all on the same scale, plus what's left after all ten.

Aviator Nation42.4% · $48,426
Lifestyles of Saratoga2.1% · $2,408
The Ozone (Ozone Beach Club)1.9% · $2,212
art & soul1.9% · $2,210
Skipper & Scout1.6% · $1,870
Port 271.6% · $1,818
Poppins1.4% · $1,621
True Aiken1.4% · $1,565
Wheels for Education - Africa1.2% · $1,350
Something Silver1.1% · $1,299
All other 233 retailers, combined43.3% · ~$49,441

Aviator Nation alone is worth roughly as much as the other 233 active retailers combined, and more than 20 times the next-largest single account. There is no second Aviator Nation on the book right now.

Store by store, where the orders come from

Aviator Nation isn't one buyer, it's a chain of 20 stores, and Faire's ship-to addresses let us split the account out store by store. Fifteen have placed at least one order in this window, five have not, and we now know exactly which.

The headline finding: Aviator Nation operates 20 stores, not the 19 the client believed and not the 15-store floor this data alone could show. That number, and every address on this page, comes directly from Aviator Nation's own live public store locator (aviatornation.com), queried for this analysis: it is not an estimate. Fifteen of the 20 have placed at least one Faire order in this window. Five have never ordered: Aspen CO, Brooklyn NY (Williamsburg), Malibu "Dreamland" CA, Malibu CA, and Santa Monica CA (RIDE). These are confirmed, operating Aviator Nation storefronts, not a blind spot in the Faire data, so they're five named prospects inside a chain that already buys from us, not four unknowns.

Reading this section: window is 1 Jan 2025 – 5 Aug 2026, wholesale price × quantity, cancelled orders excluded, same basis as the rest of this report. Store revenue below totals $55,823 across that full window, which is a different, also-correct number from the $48,426 2026-year-to-date figure used earlier in this report. The 20-store count and every address on this page are sourced directly from Aviator Nation's own live public store locator (aviatornation.com), queried during this analysis, not from Faire data or a third-party estimate.

Revenue by store

Austin, TX16.7% · $9,321
Laguna Beach, CA10.9% · $6,060
New York, NY9.1% · $5,060
La Jolla, CA7.6% · $4,260
Haleiwa, HI7.0% · $3,913
San Francisco, CA (Hayes St)6.5% · $3,614
Nashville, TN6.2% · $3,465
Los Angeles, CA6.1% · $3,432
Vail, CO6.1% · $3,416
San Francisco, CA (Haight St)5.5% · $3,055
Mill Valley, CA4.6% · $2,561
Las Vegas, NV4.5% · $2,522
Manhattan Beach, CA4.5% · $2,505
East Hampton, NY2.4% · $1,352
Miami, FL2.3% · $1,287

Bars are scaled to the highest-revenue store, Austin at $9,321, not to Aviator Nation's total. Percentages are each store's share of the $55,823 full-window Aviator Nation total.

All 15 stores, in full

Location
Address
Revenue
% of AVN
Orders
Units
AOV
First order
Last order
Days since
Austin, TX
1325 South Congress Ave
$9,321
16.7%
2
717
$4,660
27 Oct 2025
6 May 2026
91d
Laguna Beach, CA
1143 South Coast Highway
$6,060
10.9%
3
440
$2,020
29 Sep 2025
10 Jul 2026
26d
New York, NY
93 Mercer Street
$5,060
9.1%
1
390
$5,060
17 Mar 2026
17 Mar 2026
141d
La Jolla, CA
7840 Girard Ave
$4,260
7.6%
1
284
$4,260
28 Jul 2026
28 Jul 2026
8d
Haleiwa, HI
66-451 Kamehameha Highway
$3,913
7.0%
2
301
$1,956
25 Sep 2025
15 Apr 2026
112d
San Francisco, CA
520 Hayes Street
$3,614
6.5%
1
278
$3,614
23 Apr 2026
23 Apr 2026
104d
Nashville, TN
401 12th Ave S
$3,465
6.2%
1
231
$3,465
27 Jul 2026
27 Jul 2026
9d
Los Angeles, CA
1224 Abbot Kinney Boulevard
$3,432
6.1%
1
264
$3,432
5 May 2026
5 May 2026
92d
Vail, CO
230 Bridge Street
$3,416
6.1%
2
240
$1,708
27 Mar 2026
29 Jun 2026
37d
San Francisco, CA
1501 Haight Street
$3,055
5.5%
2
235
$1,528
23 Mar 2026
23 Mar 2026
135d
Mill Valley, CA
129 Miller Avenue, Suite 700
$2,561
4.6%
2
197
$1,280
25 Mar 2026
25 Mar 2026
133d
Las Vegas, NV
3131 Las Vegas Boulevard, Suite 205
$2,522
4.5%
1
194
$2,522
29 Apr 2026
29 Apr 2026
98d
Manhattan Beach, CA
206 10th Street
$2,505
4.5%
1
167
$2,505
27 Jul 2026
27 Jul 2026
9d
East Hampton, NY
87 Main Street
$1,352
2.4%
1
104
$1,352
5 Jan 2026
5 Jan 2026
212d
Miami, FL
2399 Northwest 2nd Avenue
$1,287
2.3%
1
99
$1,287
6 Jan 2026
6 Jan 2026
211d

Two separate San Francisco addresses appear, 520 Hayes Street and 1501 Haight Street. They are counted as two stores throughout this section, not one.

Revenue by store, split by year

The client asked for this directly. Read the 2025 column against one caveat: only three of the 15 stores had any 2025 activity at all, because Aviator Nation's first order anywhere was 25 Sep 2025, so the 2025 column covers roughly three months of trading, not twelve. A store showing $0 in 2025 and a full number in 2026 is a partial year, not a collapse followed by a recovery.

Location
2025
2026
Total
Austin, TX
$2,483
$6,838
$9,321
Laguna Beach, CA
$3,510
$2,550
$6,060
New York, NY
$5,060
$5,060
La Jolla, CA
$4,260
$4,260
Haleiwa, HI
$1,404
$2,509
$3,913
San Francisco, CA
$3,614
$3,614
Nashville, TN
$3,465
$3,465
Los Angeles, CA
$3,432
$3,432
Vail, CO
$3,416
$3,416
San Francisco, CA
$3,055
$3,055
Mill Valley, CA
$2,561
$2,561
Las Vegas, NV
$2,522
$2,522
Manhattan Beach, CA
$2,505
$2,505
East Hampton, NY
$1,352
$1,352
Miami, FL
$1,287
$1,287

2025 total across these 15 stores: $7,397, all from Austin, Laguna Beach, and Haleiwa, the only three stores with any 2025 activity. 2026 total: $48,426. Full-window total: $55,823, matching the Aviator Nation full-window total above.

The five confirmed stores that have never ordered

Real, operating Aviator Nation storefronts per the brand's own store locator, not a data gap. These five have simply never placed a Love Is Project order through Faire. Useful context for whoever handles direct outreach with Aviator Nation.

Location
Address
Faire orders
Aspen, CO
308 S Mill St, Aspen, CO 81611
Never ordered
Brooklyn, NY (Williamsburg)
153 Berry St, Brooklyn, NY 11249
Never ordered
Malibu, CA (Dreamland)
22969 Pacific Coast Hwy, Malibu, CA 90265
Never ordered
Malibu, CA
22967 Pacific Coast Hwy, Malibu, CA 90265
Never ordered
Santa Monica, CA (RIDE)
2940 Main St, Santa Monica, CA 90405
Never ordered

The two Malibu addresses sit two doors apart on Pacific Coast Highway: likely a companion concept store in the same complex rather than a duplicate listing. Both show zero Faire orders.

What the ordering pattern says about these stores

Mostly one and done

9 of the 15 stores have ordered exactly once. Only 6 have reordered at all. Most of this account's store base has not yet shown it will come back a second time.

Five stores have gone quiet

Past 120 days since last order: East Hampton NY (212 days), Miami FL (211), New York NY (141), San Francisco Hayes St (135), and Mill Valley CA (133).

Reorder gaps are long and irregular

Where a store has reordered, the gap is 191 days (Austin), 202 (Haleiwa), 94 (Vail), and 45 then 239 (Laguna Beach). San Francisco Hayes St shows 31 days. Mill Valley and San Francisco Haight St each show a same-day gap of 0: that's one buy split across two order numbers, not a true reorder.

One product, 72 colourways

Every single Aviator Nation line item in this data is a Bali Friendship Bracelet. No other product category has ever been ordered. 72 distinct colourways appear across the 15 stores.

Wide, not deep

Each store buys a wide colour spread rather than depth in a few colourways. That's a fixture or display buy, which means replenishment is predictable once a store is on a cycle, rather than opportunistic.

Two San Francisco stores, not one

520 Hayes Street and 1501 Haight Street are distinct addresses and are treated as two separate stores throughout this section.

What this means: the concentration in this account is not one buyer, it's 15 accounts inside a 20-store chain, and most of the 15 are not yet on a reorder cycle. The upside here is replenishment of stores already buying, plus five known, named doors that have never ordered, not blind prospecting for new ones. The five stores that have never ordered and the nine that have ordered exactly once are the two clearest openings in the whole Aviator Nation relationship: known doors, known appetite for the product, and no reorder plan behind either group yet.

A genuine win and a genuine risk, and they're the same fact

The win is real, and it isn't luck

Aviator Nation placed its first order in September 2025 and has scaled every quarter since: $14,511 in Q1 2026, $21,135 in Q2, and $12,780 in July alone. That is the shape of an account that is working, reordering, and increasing its buy each time. A retailer that keeps coming back at rising volume has validated the product commercially in a way no marketing test can. This is a maturing account, not a one-off windfall.

The risk is real too, and it's three concentrations stacked on top of each other

One retailer: the next-largest account is 2.1 percent of revenue, so if Aviator Nation pauses, 42 percent of Faire revenue goes with it and nothing else in the current book absorbs the gap. One product line: every Aviator Nation order visible in this data is a Bali Friendship Bracelet, so the dependency isn't just on one buyer, it's on one buyer's appetite for one collection. One channel: all of this sits inside Faire, with Faire's commission and Faire's relationship layer between Love Is Project and the buyer. There's also no contractual floor here: nothing indicates a committed buy or a renewal term, so the account can behave differently at any point, quietly, with no notice.

The honest framing: the business has been de-risked commercially, because the product now has proof it can sell at volume, and simultaneously re-risked structurally, because that proof currently lives in one account. Those two facts aren't in tension. They're the same fact from two sides. The job for the next twelve months is converting the first into insurance against the second.

Is +17 percent good, bad, or unremarkable?

It's better than it looks, and it isn't the number that should worry anyone. Two reasons the headline +16.7 percent understates the underlying business. First, the comparison period is distorted by one exceptional month: July 2025 was the strongest non-Aviator month in the whole dataset at $15,012, driven by two unusually large weeks, and it sets an inflated comparison point. Look at the first half of the year only, January through June, and the ex-Aviator book is up 27.1 percent, not 17. Orders grew from 141 to 154 over the same window, so this is a broader base, not just bigger orders. Second, order count is up across the full period too: 178 orders in Jan to Jul 2025 against 204 in the same window of 2026.

For an established accessories brand on a marketplace where a lot of comparable brands are flat or declining, underlying growth in the high twenties on a 243-retailer base is solidly good.

The actual weak spot: order depth, not growth rate

Across the full 2025 to 2026 window, 506 orders came from 243 retailers: roughly two orders per retailer in twenty months, at an average order of $415. Excluding Aviator Nation, that's essentially unchanged. The book is wide and shallow: most retailers place a small opening order and then either don't reorder or reorder once. Growth is coming from finding new stores, not from existing stores buying more. That's the real strategic weakness, and Aviator Nation is proof it's fixable: 22 orders at a $2,537 average, over the same full window. The gap between $415 and $2,537 isn't a gap in the product. It's a gap in account development.

Ranked, in order of value and urgency

Reading the charts correctly

Mixed denominators

The 506 orders, 243 retailers, $415 average order, and Aviator Nation's 22 orders / $2,537 average all cover the full window, January 2025 through August 2026 (20 months). The 42.4 percent revenue share is 2026 year-to-date only. Across the full window, Aviator Nation is 26.6 percent of revenue ($55,823 of $210,191): a different, also-correct number for a different window.

August 2026 is partial

Only 5 days of trading. Every August figure in this report (the month row, the final weekly bar, Aviator Nation's $0) is marked or shaded as partial. None of it should read as a decline.

No prior-year Aviator Nation comparison

First order was 25 September 2025, so there is no 2025 figure to compare it against. Any "Aviator Nation vs last year" number would be meaningless. Quarter-on-quarter within 2026 is the honest view, and that's what this report uses.

Why weekly change isn't shown

Weekly revenue swings between $0 and $13,649 purely on order timing. A week-on-week percentage off a $0 week is undefined or absurd. The weekly chart is shown as bars with a rolling average; percentage change lives at the monthly table instead.

Basis: wholesale price × quantity. Cancelled orders excluded. Gross figures, before Faire commission, shipping, and cost of goods. This is not what Love Is Project banks; it is the comparable, apples-to-apples order value across both years. Like-for-like windows are 1 Jan – 5 Aug in both 2025 and 2026 unless stated otherwise.