RVLV

LOS ANGELES, July 16, 2026 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV) announced today that it will release financial results for the second quarter ended June 30, 2026, after the market close on Tuesday, August 4, 2026, followed by a conference call at 1:30 PM (PT) / 4:30 PM (ET) on the same day. Shortly following the release of its financial results, the company will make available a Q2 2026 financial highlights presentation at http://investors.revolve.com. About Revolve Group, Inc.Revolve Group, Inc. (NYSE: RVLV) is the next-generation fashion retailer for Millennial and Generation Z consumers. As a trusted premium lifestyle brand and a go-to online source for discovery and inspiration, we deliver an engaging customer experience from a vast yet curated offering of apparel, footwear, accessories, beauty and home products. Our dynamic platform connects a deeply engaged community of millions of consumers, thousands of global fashion influencers and more than 1,600 emerging, established and owned brands. We were founded in 2003 by our co-CEOs, Michael Mente and Mike Karanikolas. We sell merchandise through two complementary segments, REVOLVE and FWRD, that leverage one platform. Through REVOLVE, we offer an assortment of premium apparel, footwear, accessories and beauty products from emerging, established and owned brands. Through FWRD, we offer an assortment of curated and elevated iconic and emerging luxury brands. For more information, visit www.revolve.com. Contacts: Investors: Erik Randerson, [email protected] Media: Karla [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/revolve-group-inc-to-announce-second-quarter-2026-financial-results-on-august-4-2026-302827203.html

A month has gone by since the last earnings report for Under Armour (UAA). Shares have added about 11.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Under Armour due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts. Under Armour has delivered an adjusted loss of 3 cents per share for the fourth quarter of fiscal 2026, which met the Zacks Consensus Estimate. The loss narrowed 62.5% from an adjusted loss of 8 cents in the prior-year period. Quarterly revenues were $1,171.2 million, edging down 0.8% year over year but beating the consensus estimate of $1,170 million. On a constant-currency basis, revenues decreased 4.2% year over year. Regional performance remained split. North America revenues declined 7% to $640.9 million, continuing to weigh on the company’s overall trajectory.However, international business remained strong, with revenues increasing 10.4% to $539 million (up 3% on a constant-currency basis), offering a meaningful offset. Within international markets, the Asia-Pacific revenues jumped 12.7%, Latin America increased 22.4% and EMEA revenues grew 7.1%, underscoring that demand outside North America remained comparatively resilient. By distribution channel, wholesale revenues decreased 3% year over year to $748 million, signaling continued caution in partner ordering and a tougher promotional backdrop in key markets.Direct-to-consumer revenues increased 5% year over year to $406 million. Owned-and-operated store revenues grew 8%, while e-commerce revenues were flat and represented 35% of the total DTC revenues for the quarter, pointing to steadier demand through the company’s own channels despite uneven wholesale trends. Across product categories, apparel revenues were flat year over year at $778 million. Footwear revenues were also flat at $282 million. Accessories grew 2.3% to $93.7 million. UAA’s gross profit declined 10.7% year over year to $492 million in fourth-quarter fiscal 2026. The gross margin contracted 470 basis points to 42% from 46.7% in the prior-year quarter. Excluding restructuring impacts, the adjusted gross margin declined 360 basis points to 43.1%.The margin pressure was primarily driven b...

It has been about a month since the last earnings report for Revolve Group (RVLV). Shares have lost about 6% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Revolve Group due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Revolve delivered a strong first quarter of 2026, with earnings of 20 cents per share rising 25% year over year. The result beat the Zacks Consensus Estimate of 18 cents by 11.1%, while net sales increased 16% to $342.9 million and topped the consensus mark of $329 million by 4.3%. Demand indicators improved as trailing 12-month active customers grew 8% year over year to 2.926 million, supported by 12% growth in total orders to 2.581 million and average order value of $298, up 1%.Revolve’s segment results underscored the balance of the quarter’s top-line performance. Net sales in the REVOLVE segment rose 15% year over year to $293.2 million, while FWRD net sales increased 17% to $49.6 million, which management characterized as the strongest growth rates since 2022. Geographically, U.S. net sales climbed 15% to $274 million. International net sales grew 20% to $68.9 million. Management said the breadth of growth across major regions was notable even with the Middle East pressure late in the quarter. RVLV posted gross profit of $180.6 million, up 17% year over year, as gross margin expanded 68 basis points to 52.7%. Segment profitability showed a clear divergence that helped explain the consolidated margin lift. REVOLVE segment gross profit rose 14.9% year over year to $159.5 million, but segment gross margin slipped about 15 basis points to 54.4%. In contrast, FWRD segment gross profit surged 36% to $21.1 million, while segment gross margin expanded about 585 basis points to 42.5%, which management cited as a key driver behind the overall margin improvement.Income from operations was $15.7 million, implying a 4.6% operating margin for the quarter versus 5% a year ago, as the company scaled brand-building initiatives and continued to fund platform enhancements.Adjusted EBITDA rose 9% year over year to $21.1 million. We note that, adjusted EBITDA margin declined 40 basis points year over year to 6.1% in t...

Revolve’s first quarter performance for 2026 was shaped by a combination of accelerated customer acquisition, strategic category expansion, and higher marketing investments behind new brand launches. Management cited strong growth in active customers and a notable shift toward owned brands and luxury segments. Co-CEO Michael Karanikolas highlighted that “year-over-year growth in active customers accelerated in Q1 and we are generating increased revenue per active customer, fueled by our success in capturing a greater share of the consumer’s wallet and a lower product return rate year over year.” The quarter also saw increased marketing spend to support initiatives like the launch of Revolve Los Angeles and the GrowGood Beauty collaboration, contributing to higher operating expenses. Is now the time to buy RVLV? Find out in our full research report (it’s free). Revenue: $342.9 million vs analyst estimates of $329 million (15.6% year-on-year growth, 4.2% beat) Adjusted EPS: $0.20 vs analyst estimates of $0.20 (in line) Adjusted EBITDA: $21.06 million vs analyst estimates of $20.88 million (6.1% margin, 0.9% beat) Operating Margin: 4.6%, in line with the same quarter last year Active Customers : 2.93 million, up 223,000 year on year Market Capitalization: $1.33 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Anna Andreeva (Piper Sandler) asked how input cost pressures and tariff mitigation would impact gross margin. CFO Jesse Timmermans replied that higher freight and petroleum-based product costs are being offset by lower return rates and that tariff mitigation is largely working as planned. Rick Patel (Raymond James) questioned the sustainability of marketing spend and expense leverage. Timmermans explained that marketing investments are concentrated on growth initiatives but will be balanced over time as new brands scale. Peter McGoldrick (Stifel) inquired about early learnings from Revolve Los Angeles and trends in full-price sales. Co-CEO Michael Mente said the new label is driving halo effects and plans are underway for additional high-margin, owned brand categories. Michael Binetti (Evercore) asked about...

Revolve Group, Inc. reported past first-quarter 2026 results with sales of US$342.88 million, net income of US$14.35 million, and diluted EPS from continuing operations of US$0.20, all higher than the prior year. Alongside these improved results, William Blair Investment Management disclosed a passive 4.3% ownership stake, highlighting growing institutional interest in Revolve’s business. With stronger quarterly earnings now on record, we’ll examine how this profit improvement could influence Revolve Group’s existing investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 16 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. To own Revolve Group, you need to believe its online fashion model for Millennial and Gen Z shoppers can translate into steadily improving profitability, supported by technology, owned brands, and international growth. The latest quarter’s higher sales and earnings help that case, but also put more attention on whether short term execution can sustain margin improvements while avoiding heavier markdowns. The biggest immediate risk remains pressure on gross margins from tariffs, promotions, and any missteps in inventory planning. The most relevant recent announcement here is Revolve’s Q1 2026 result, with sales of US$342.88 million and net income of US$14.35 million, both above the prior year. This sits alongside the new 4.3 per cent passive stake from William Blair Investment Management, which signals fresh institutional attention just as profitability trends are improving. Together, they could influence how investors think about the balance between near term margin risk and the longer term growth story. Yet behind the improving earnings, one key margin risk that investors should be aware of is... Read the full narrative on Revolve Group (it's free!) Revolve Group's narrative projects $1.6 billion revenue and $102.3 million earnings by 2029. This requires 8.5% yearly revenue growth and a $40.6 million earnings increase from $61.7 million today. Uncover how Revolve Group's forecasts yield a $31.21 fair value, a 54% upside to its current price. While consensus expects revenue near US$1.4 billion and earnings around US$53 million by 2028...

Achieved 16% net sales growth, the highest in nearly four years, driven by investments in brand heat, technology, and category diversification. Launched Revolve Los Angeles, the first namesake label, to leverage high brand trust and fill a market gap for elevated apparel and eveningwear. International growth of 20% outpaced domestic performance for the 13th consecutive quarter, led by service enhancements and marketing playbooks in Mexico. The FORWARD segment saw 17% growth and significant margin expansion, successfully capturing high-value luxury consumers as competitors retreat from the market. Deployed generative AI features for product Q&A on the mobile channel, resulting in a compelling conversion lift that management plans to scale across categories. Leveraged a pristine balance sheet with $336 million in cash to play offense through strategic minority investments and physical retail expansion while peers face financial constraints. Management expects double-digit revenue growth for the full year 2026, supported by a multi-year roadmap for new REVOLVE-branded assortments. Physical retail strategy is accelerating with a new store lease signed in Miami, following positive 'halo effect' data where local ecommerce sales rise near physical locations. The GrowGood Beauty joint venture with Cardi B is positioned for a significant sales ramp-up as inventory constraints are resolved in the coming months. Gross margin guidance for 2026 was slightly moderated to 53.5%–54.0% to reflect the first quarter results and a slightly lower trending of full-price mix of net sales year over year. Marketing investments will remain elevated in the near term to support high-impact launches, with expectations for these costs to normalize in future years. Geopolitical uncertainty in the Middle East caused a meaningful slowdown in that region starting in March, which has persisted into the second quarter. G&A expenses included $700 thousand in non-routine costs and higher stock-based compensation tied to achieving performance-based targets. A $11 million minority investment was made in January to partner with a strategic brand in a new category. Management is tracking potential upside from tariff refunds filed in late April, though timing of the 60-to-90-day recovery remains uncertain. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you...

Revolve Group, Inc. RVLV delivered a strong first quarter of 2026, with earnings of 20 cents per share rising 25% year over year. The results beat the Zacks Consensus Estimate of 18 cents by 11.1%, while net sales increased 16% to $342.9 million and topped the consensus mark of $329 million by 4.3%. Demand indicators improved as trailing 12-month active customers grew 8% year over year to 2.926 million, supported by 12% growth in total orders to 2.581 million and an average order value of $298, up 1%. Revolve Group, Inc. price-consensus-eps-surprise-chart | Revolve Group, Inc. Quote Revolve’s segment results underscored the balance of the quarter’s top-line performance. Net sales in the REVOLVE segment rose 15% year over year to $293.2 million, while FWRD net sales increased 17% to $49.6 million, which management characterized as the strongest growth rates since 2022. The Zacks Consensus Estimate of the REVOLVE and FWRD segment’s net sales were pegged at $283.5 million and $47.4 million, respectively, in the first quarter. Geographically, U.S. net sales climbed 15% year over year to $274 million, which beat the consensus estimate of $264.8 million. International net sales grew 20% to $68.9 million and surpassed the consensus estimate of $67.5 million. Management said the breadth of growth across major regions was notable even with the Middle East pressure late in the quarter. RVLV posted gross profit of $180.6 million, up 17% year over year, as the gross margin expanded 68 basis points to 52.7%. Segment profitability showed a clear divergence that helped explain the consolidated margin lift. REVOLVE segment gross profit rose 14.9% year over year to $159.5 million, but the segmental gross margin slipped about 15 basis points to 54.4%. In contrast, the FWRD segment’s gross profit jumped 36% year over year to $21.1 million, while the segment’s gross margin expanded about 585 basis points to 42.5%, which management cited as a key driver behind the overall margin improvement. Income from operations was $15.7 million, implying a 4.6% operating margin for the quarter versus 5% a year ago, as the company scaled brand-building initiatives and continued to fund platform enhancements. Adjusted EBITDA rose 9% year over year to $21.1 million. We note that the adjusted EBITDA margin declined 40 basis points year over year to 6.1% in the quarter under review. Revolve incre...

LOS ANGELES, May 5, 2026 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, today announced financial results for the first quarter ended March 31, 2026. "Outstanding execution by our team within a dynamic operating environment led to strong first quarter results and continued market share gains, highlighted by our net sales increasing 16% year-over-year, earnings per share increasing 25% year-over-year, and $49 million in operating cash flow that significantly strengthened our pristine balance sheet," said co-founder and co-CEO Mike Karanikolas. "Beyond the outstanding quarterly results, I am most excited about our visible progress in longer-term initiatives, such as international expansion and advancing our use of AI technology, that have become key contributors to our momentum and reinforce my confidence that we will continue to drive profitable growth in the future," said co-founder and co-CEO Michael Mente. "We have also made exciting advances in key growth initiatives that we believe could be game changers longer term, including the launch of our first-ever namesake label, REVOLVE Los Angeles, laying the foundation to expand our physical retail footprint to Miami, and an incredibly successful launch of Grow-Good beauty products created in partnership with Cardi B." First Quarter 2026 Financial Summary Operational Metrics Recent Business Developments We successfully introduced REVOLVE Los Angeles, our first-ever namesake label, supported by impactful and multi-faceted marketing investments. We believe this exciting new chapter for our owned brand assortment creates a compelling foundation for continued profitable growth in the coming years. We launched Grow-Good Beauty hair care products in partnership with Grammy award winning performer and global style icon, Cardi B, that sold out in less than an hour. Just a few weeks after the products launched, Grow-Good Beauty has already attracted more than 640,000 followers on Instagram. We entered into a lease for our third retail store, in an outstanding Miami location, one of our strongest U.S. markets. It is expected to open by the end of 2026. Additional First Quarter 2026 Metrics and Results Commentary Trailing 12-month active customers grew to 2,926,000 as of March 31, 2026, an increase of 8% year-over-year, our highest year-ov...

Revolve Group (RVLV) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +9.77%. A quarter ago, it was expected that this online women's fashion retailer would post earnings of $0.16 per share when it actually produced earnings of $0.26, delivering a surprise of +62.5%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Revolve Group, which belongs to the Zacks Textile - Apparel industry, posted revenues of $342.88 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.11%. This compares to year-ago revenues of $296.71 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Revolve Group shares have lost about 22.3% since the beginning of the year versus the S&P 500's gain of 5.2%. While Revolve Group has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Revolve Group was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of toda...

For the quarter ended March 2026, Revolve Group (RVLV) reported revenue of $342.88 million, up 15.6% over the same period last year. EPS came in at $0.20, compared to $0.16 in the year-ago quarter. The reported revenue represents a surprise of +4.11% over the Zacks Consensus Estimate of $329.34 million. With the consensus EPS estimate being $0.18, the EPS surprise was +9.77%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Revolve Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total orders placed: 2.58 million versus the four-analyst average estimate of 2.6 million. Average order value: $298.00 versus $293.80 estimated by four analysts on average. Active customers: 2.93 million versus the three-analyst average estimate of 2.86 million. Geographic Net Sales- Rest of the world: $68.89 million versus $67.5 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +19.9% change. Geographic Net Sales- United States: $273.99 million compared to the $264.76 million average estimate based on three analysts. The reported number represents a change of +14.5% year over year. Net Sales- FWRD: $49.64 million versus the five-analyst average estimate of $47.4 million. The reported number represents a year-over-year change of +17.3%. Net Sales- REVOLVE: $293.24 million versus the five-analyst average estimate of $283.45 million. The reported number represents a year-over-year change of +15.3%. Gross profit- FWRD: $21.09 million versus $20.41 million estimated by four analysts on average. Gross profit- REVOLVE: $159.53 million compared to the $156.35 million average estimate based on four analysts. View all Key Company Metrics for Revolve Group here>>> Shares of Revolve Group have remained unchanged over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Ho...

CERRITOS, Calif. (AP) — CERRITOS, Calif. (AP) — Revolve Group Inc. (RVLV) on Tuesday reported first-quarter earnings of $14.4 million. On a per-share basis, the Cerritos, California-based company said it had net income of 20 cents. The results topped Wall Street expectations. The average estimate of nine analysts surveyed by Zacks Investment Research was for earnings of 18 cents per share. The online women's fashion retailer posted revenue of $342.9 million in the period, also beating Street forecasts. Seven analysts surveyed by Zacks expected $329.3 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on RVLV at https://www.zacks.com/ap/RVLV

Image source: The Motley Fool. Tuesday, May 5, 2026 at 4:30 p.m. ET Co-Founder and Co-CEO — Michael Karanikolas Co-Founder and Co-CEO — Michael Mente Chief Financial Officer — Jesse Timmermans VP, Investor Relations — Erik Randerson Erik Randerson: Good afternoon, everyone, and thanks for joining us to discuss Revolve Group, Inc.'s first quarter 2026 results. Before we begin, I would like to mention that we have posted a presentation containing Q1 2026 financial highlights on our Investor Relations website located at investors.revolve.com. I would also like to remind you that this conference call will include forward-looking statements including statements related to our future growth, inventory balance, our key priorities and business initiatives, industry trends, our marketing events and their expected impact, our physical retail stores, our own brand expansion, our use of AI, our partnerships, and our outlook for net sales, gross margin, operating expenses, and effective tax rate. These statements are subject to various risks, uncertainties, and assumptions that could cause our actual results to differ materially from these statements, including the risks mentioned in this afternoon's press release, as well as other risks and uncertainties disclosed under the caption “Risk Factors” and elsewhere in our filings with the Securities and Exchange Commission, including without limitation, our Annual Report on Form 10-K for the year ended December 31, 2025, and our subsequent Quarterly Reports on Form 10-Q, all of which can be found on our website at investors.revolve.com. We undertake no obligation to revise or update any forward-looking statements or information except as required by law. During our call today, we will also reference certain non-GAAP financial information including Adjusted EBITDA and free cash flow. We use non-GAAP measures in some of our financial discussions because we believe they provide valuable insights on our operational performance and underlying operating results. The presentation of this non-GAAP financial information is not intended to be considered in isolation or as a substitute for or superior to the financial information presented and prepared in accordance with GAAP, and our non-GAAP measures may be different from non-GAAP measures used by other companies. Reconciliations of non-GAAP measures to the most directly comparable G...