Revolve Group, Inc.
- Open
- 23.05
- Day high
- 23.57
- Day low
- 22.66
- Prev close
- 22.89
- Volume
- 164K
- Mkt cap
- $1.7B
- P/E (TTM)
- 26.0
- EPS (TTM)
- $0.90
- P/B
- 3.2
- P/S
- 1.3
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$10.7M over the last 3 months (0 open-market buys, 12 sales)
- 🏛Institutions mixed (13F)
Revolve Group, Inc. (RVLV) is a Consumer Cyclical company listed on NYSE. The stock is up 8% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 12 sales (SEC Form 4).
Revolve Group, Inc. (RVLV) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
RVLV earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $0.18 | $0.20 | +11.1% | $343M | +4.3% |
| Feb 24, 2026 | $0.16 | $0.26 | +62.5% | $324M | -0.4% |
| Feb 25, 2025 | $0.09 | $0.17 | +88.9% | $294M | +3.7% |
| Feb 27, 2024 | $0.02 | $0.05 | +115.0% | $258M | +4.6% |
| Nov 1, 2023 | $0.10 | $0.04 | -60.0% | $258M | +1.0% |
| Aug 2, 2023 | $0.07 | $0.10 | +42.9% | $274M | -0.1% |
| May 3, 2023 | $0.15 | $0.19 | +26.7% | $280M | -3.8% |
| Feb 23, 2023 | $0.10 | $0.11 | +10.0% | $259M | +7.6% |
| Nov 2, 2022 | $0.09 | $0.16 | +77.8% | $269M | +4.0% |
| Aug 3, 2022 | $0.31 | $0.22 | -29.0% | $290M | -1.3% |
| May 3, 2022 | $0.27 | $0.30 | +11.1% | $283M | +10.7% |
| Feb 23, 2022 | $0.18 | $0.39 | +116.7% | $240M | +8.0% |
RVLV insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 9, 2026 | COX MELANIEdirector | Grant | 5,297 | — |
| Jun 9, 2026 | Murphy Erinn Elisabethdirector | Grant | 5,297 | — |
| Jun 9, 2026 | Ruxandra Oanadirector | Grant | 5,297 | — |
| Apr 29, 2026 | Mente Michaeldirector, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | Sell | 15,640 | $26.00 |
| Apr 29, 2026 | Mente Michaeldirector, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | Sell | 42,678 | $26.35 |
| Apr 29, 2026 | Karanikolas Michaeldirector, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | Sell | 60,923 | $26.43 |
| Apr 29, 2026 | Mente Michaeldirector, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | Sell | 60,923 | $26.43 |
| Apr 29, 2026 | Karanikolas Michaeldirector, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | Sell | 42,678 | $26.35 |
| Apr 29, 2026 | MMMK Development, Inc.10 percent owner | Sell | 60,923 | $26.43 |
| Apr 29, 2026 | Karanikolas Michaeldirector, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | Sell | 15,640 | $26.00 |
| Apr 29, 2026 | MMMK Development, Inc.10 percent owner | Sell | 42,678 | $26.35 |
| Apr 29, 2026 | MMMK Development, Inc.10 percent owner | Sell | 15,640 | $26.00 |
| Apr 13, 2026 | Karanikolas Michaeldirector, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | Sell | 15,972 | $25.90 |
| Apr 13, 2026 | MMMK Development, Inc.10 percent owner | Sell | 15,972 | $25.90 |
| Apr 13, 2026 | Mente Michaeldirector, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | Sell | 15,972 | $25.90 |
Source: RVLV SEC Form 4 filings, latest Jun 9, 2026. For informational purposes only — not investment advice.
See the full RVLV insider & 13F page →Revolve Group, Inc. company profile
Overview
Revolve Group, Inc. (NASDAQ:RVLV) is a California-based online fashion retailer that has established itself as a leading destination for contemporary women's apparel and luxury fashion. Founded in 2003 as Advance Holdings, LLC and rebranded in 2018, the company went public in June 2019. Revolve operates through two primary segments: REVOLVE, which focuses on contemporary fashion for millennial and Gen Z consumers, and FWRD, which caters to luxury fashion customers. The company has built its business around a unique combination of social media marketing, influencer partnerships, and data-driven merchandising, positioning itself as a digitally-native fashion platform that connects consumers with both established and emerging brands.
Business
Revolve Group operates as an online fashion retailer in the specialty retail sector, focusing primarily on women's apparel, footwear, accessories, and beauty products. The company's business model centers around curating and selling fashion items from both third-party brands and its own private label collections. The company operates through two distinct segments that serve different market segments. REVOLVE represents approximately 96% of total revenue and targets millennial and Gen Z consumers with contemporary fashion at accessible luxury price points. This segment features a mix of established brands, emerging designers, and the company's owned brands, with a strong emphasis on trend-driven pieces and social media-friendly styles. FWRD accounts for roughly 4% of revenue and focuses on high-end luxury fashion, offering premium designer brands and exclusive collections for affluent customers seeking luxury items. The platform functions as both a retailer and a marketplace, where Revolve acts as the primary interface between consumers and fashion brands. The company has expanded beyond traditional women's apparel into adjacent categories including beauty products (which grew to 5% of net sales), men's fashion, and home goods. Revolve's approach differs from traditional fashion retailers through its heavy integration with social media platforms, extensive use of influencer marketing, and data-driven merchandising that allows for rapid response to fashion trends. The company serves both domestic and international markets, with international sales representing approximately 15-20% of total revenue and showing strong growth momentum, particularly in markets like China and Mexico.
Revenue model
Revolve generates revenue primarily through direct product sales to consumers via its e-commerce platforms. The company operates on a traditional retail model where it purchases inventory from third-party brands and its own manufacturing partners, then sells these products at marked-up prices to end consumers. Revenue streams include sales of third-party branded merchandise, owned brand products, and a small portion from luxury consignment through programs like FWRD Renew. The company's customers are primarily millennial and Gen Z women who discover products through social media platforms, influencer recommendations, and the company's own marketing efforts. Revolve has built a customer base of 2.7 million active customers who typically make multiple purchases per year, with the company focusing heavily on customer lifetime value optimization. Several factors influence Revolve's profitability margins. Positive margin drivers include the expansion of owned brands, which typically carry higher gross margins than third-party merchandise; improved marketing efficiency through better targeting and channel optimization; operational improvements such as reduced return rates and logistics cost optimization; and international expansion into higher-margin markets. The company has successfully reduced its marketing spend as a percentage of sales while maintaining growth, indicating improved efficiency in customer acquisition. Margin pressures come from competitive dynamics in online fashion retail, potential tariff impacts on imported goods (approximately 16% of inventory is directly imported from China), fluctuating consumer spending patterns during economic uncertainty, and the inherent seasonality of fashion retail. The company also faces pressure from rising logistics costs and the need to maintain competitive pricing while investing in technology and international expansion. Return rates, while improving, remain a significant cost factor that the company continues to address through technology solutions and policy adjustments.
Competitive moat
Revolve's competitive moat is moderately strong but faces ongoing challenges in the highly competitive online fashion retail space. The company's primary competitive advantages stem from its data-driven merchandising capabilities and deep integration with social media marketing ecosystems. Revolve has built sophisticated algorithms and AI-powered systems for product recommendations, inventory management, and customer targeting that provide operational efficiency advantages over traditional fashion retailers. The company's influencer marketing expertise represents another significant moat element. Revolve has cultivated relationships with thousands of social media influencers and has developed proprietary systems for managing these partnerships at scale. This creates a network effect where successful influencer collaborations attract both new customers and additional influencers to the platform. Brand recognition and customer loyalty within the target demographic provide some defensive characteristics. The REVOLVE brand has become synonymous with contemporary fashion among millennial and Gen Z consumers, supported by high-profile marketing events like the annual REVOLVE Festival. However, the moat faces several vulnerabilities. The online fashion retail space has relatively low barriers to entry, with new competitors regularly emerging and established players like Amazon expanding their fashion offerings. Social media platforms themselves represent both an opportunity and a threat, as changes in algorithms or platform policies can significantly impact customer acquisition costs and reach. The company's reliance on third-party brands means it has limited control over key product offerings, and fashion trends can shift rapidly, potentially leaving the company with obsolete inventory. Additionally, the rise of ultra-fast fashion retailers and the increasing sophistication of traditional retailers' digital capabilities create ongoing competitive pressure. While Revolve's AI and data capabilities provide advantages, these technologies are becoming more accessible to competitors, potentially eroding this differentiation over time.
Risks & safety
Revolve demonstrates a strong financial position with substantial margin of safety characteristics, though valuation metrics suggest limited upside at current prices. **Financial Strength:** - Cash position of $301 million with minimal debt (debt-to-equity ratio of 0.098) - Current ratio of 2.66 indicates strong liquidity - Positive free cash flow of $43 million in Q1 2025 - No significant solvency concerns given strong balance sheet **Valuation Metrics:** - Price-to-earnings ratio of 32.4x appears elevated for current growth rates - EV/EBITDA of 19.9x suggests premium valuation - Price-to-book ratio of 3.37x indicates market expectations for continued growth - Graham number of 4.88 suggests potential overvaluation relative to conservative metrics **Other Considerations:** - Strong gross margins around 52-53% provide operational flexibility - International growth potential offers upside optionality - Seasonal business model creates quarterly volatility in cash flows - Inventory management remains critical given fashion retail dynamics
Recent development
Over the past several years, Revolve has executed several strategic initiatives aimed at diversifying its business and strengthening its competitive position. The company has made significant investments in artificial intelligence and technology infrastructure, developing proprietary algorithms for product search, customer recommendations, marketing optimization, and inventory management. These AI capabilities have contributed to improved marketing efficiency and reduced return rates. Category expansion has been a major focus, with the company successfully growing its beauty segment to 5% of net sales and exploring opportunities in men's fashion and home goods. The company targets $100 million in combined sales from these emerging categories. Additionally, Revolve has been gradually expanding its owned brands portfolio, which offers higher margins and greater control over product development and pricing. International expansion represents another key strategic pillar, with international sales growing 29% year-over-year in Q4 2024. The company has established operations in key markets including China, where it has launched branded retail presence on local e-commerce platforms like Douyin and RED. The company has also begun exploring physical retail opportunities, opening its first permanent store in Aspen and planning a flagship location in Los Angeles at The Grove. This omnichannel approach aims to increase brand awareness and provide new touchpoints for customer acquisition. Strategic partnerships have included the acquisition of an 80% stake in luxury brand Alexandre Vauthier and the development of a long-term joint venture with celebrity Cardi B, indicating the company's focus on exclusive brand relationships and celebrity collaborations to differentiate its offerings.
RVLV company profile · for informational purposes only — not investment advice.
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