Inferra AI / Company / RVLV
Revolve Group, Inc.
RVLV · Consumer Discretionary
Last earnings Aug 4, 2026
Key results
Revenuequarter
9%
Co-Founder and Co-CEO Commentary “We delivered strong second quarter results, highlighted by 9% growth in net sales year-over-year, 10% growth in operating income year-over-year, our highest Adjusted EBITDA margin in three years, and our highest operating cash flow for any second quarter in the past four years,” said co-founder and co-CEO Mike Karanikolas.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Operating incomequarter
10%
Co-Founder and Co-CEO Commentary “We delivered strong second quarter results, highlighted by 9% growth in net sales year-over-year, 10% growth in operating income year-over-year, our highest Adjusted EBITDA margin in three years, and our highest operating cash flow for any second quarter in the past four years,” said co-founder and co-CEO Mike Karanikolas.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Gross marginquarter
54.1%
• Gross margin was 54.1%, an increase of 4 basis points year-over-year.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Net incomequarter
$10.0 million
• Net income was $10.0 million, a decrease from $15.4 million in the second quarter of 2024, primarily due to the significant year-over-year decrease in other income and the increased effective tax rate as described above.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
EPSquarter
$0.14
• Diluted earnings per share (EPS) was $0.14, a decrease from $0.21 in the second quarter of 2024, primarily due to the significant year-over-year decrease in other income and the increased effective tax rate as described above.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Additional Net Sales Commentary • REVOLVE segment net sales were $268.4 million, a year-over-year increase of 9%.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
• FWRD segment net sales were $40.6 million, a year-over-year increase of 10%.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Free cash flowquarter
$9.6 million
• Free cash flow was $9.6 million for the quarter and $52.4 million for the six months ended June 30, 2025, a year-over-year increase of $42.4 million, or 424%, compared to the six months ended June 30, 2024.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Earnings per share of Class A and Class B common stock: Basic $ 0.14 $
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
AI analysis
Q2 2025 · reported Aug 5, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 9% | — | — |
| Operating income | 10% | — | — |
| Gross margin | 54.1% | — | — |
| Net income | $10.0 million | — | — |
| EPS | $0.14 | — | — |
| Free cash flow | $9.6 million | — | — |
Guidance · company-stated
“52.1% to 52.6% 50.0%”
“28% to 29% 27%”
Guidance stated in the release's Business Outlook table for the full year; no direction stated — figures as stated in the table.
Margin
Cash flow & capex
Capital allocation
• Stock repurchases were $1.7 million for the second quarter ended June 30, 2025, exclusive of broker fees and excise taxes.
The company repurchased 92,583 shares of its Class A common stock during the second quarter at an average cost of $18.78 per share.
Event summary
Revolve Group Announces Second Quarter 2025 Financial Results Los Angeles, CA –
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Gross margin: “Gross margin 52.1% to 52.6% 50.0%”
Effective tax rate: “Effective tax rate 28% to 29% 27%”
Gross margin (“the full year”)
“Gross margin 52.1% to 52.6% 50.0%”
Effective tax rate (“the full year”)
“Effective tax rate 28% to 29% 27%”
Guidance stated in the release's Business Outlook table for the full year; no direction stated — figures as stated in the table.
Capital allocation
• Stock repurchases were $1.7 million for the second quarter ended June 30, 2025, exclusive of broker fees and excise taxes.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The company repurchased 92,583 shares of its Class A common stock during the second quarter at an average cost of $18.78 per share.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
$55.9 million remained available under the company's $100 million stock repurchase program as of June 30, 2025.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Our balance sheet as of June 30, 2025 remains debt free.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Line of Credit On February 2, 2026, we amended our existing credit agreement to, among other things, extend the maturity date from March 23, 2026 to February 2, 2031 , adjust the eligible inventory component of the borrowing base, amend certain of the reporting obligations and provide additional flexibility under certain of the negative covenants.
SEC original ↗Revolve Group, Inc. — 10-Q Quarterly report10-QAug 4, 2026
The line of credit provides us with up to $ 75.0 million aggregate principal in revolver borrowings, based on eligible inventory and accounts receivable less reserves.
SEC original ↗Revolve Group, Inc. — 10-Q Quarterly report10-QAug 4, 2026
Strategy & priorities
“Importantly, our healthy cash flow generation gives us the capacity to continue to invest in exciting initiatives such as AI enhancements, developing new owned brands, physical retail exploration, and category expansion that collectively have the potential to accelerate our profitable growth and market share gains for years to come.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
All statements other than statements of historical or current fact included in this press release are forward-looking statements, including but not limited to statements regarding our growth prospects, market share gains and business initiatives, and our outlook for the third quarter and full year of 2025.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
We use these non-GAAP financial measures to evaluate our operating performance, generate future operating plans and make strategic decisions regarding the allocation of capital.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Adjusted EBITDA is a key measure used by management to evaluate our operating performance, generate future operating plans and make strategic decisions regarding the allocation of capital.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
If we do not successfully optimize, operate and manage the expansion of capacity of our fulfillment centers, our business, financial condition and operating results could be harmed.
SEC original ↗Revolve Group, Inc. — 10-Q Quarterly report10-QAug 4, 2026
Risks & headwinds
“I am especially proud of the team for delivering the strong second quarter results within such a volatile environment and amidst all the macro uncertainty surrounding tariff policy announcements in early April.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Our outlook takes into account our assessment of the current macroeconomic environment and related cost pressures and potential headwinds to consumer spending, including, but not limited to, tariffs, inflationary pressures, supply chain disruptions and foreign currency volatility.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Importantly, our outlook for gross margin is based on the current level of tariffs as of August 5, 2025 and our estimate of the impact of mitigating activities that we are currently undertaking or will undertake.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
However, actual gross margin will be particularly susceptible to variability based on the timing and level of tariffs that will ultimately be in effect during relevant periods, as well as the potential impact from mitigating activities that we are undertaking or may undertake.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Forward-looking statements involve risks and uncertainties.
SEC original ↗Revolve Group, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Legal Proceedings 45 Item 1A.
SEC original ↗Revolve Group, Inc. — 10-Q Quarterly report10-QAug 4, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KRVLV
Aug 4, 2026
- 10-QRVLV
Aug 4, 2026
- Q1 2026
- 8-KRVLV
Jun 9, 2026
- 8-KRVLV
Jun 3, 2026
- 8-KRVLV
May 5, 2026
- 10-QRVLV
May 5, 2026
- Q4 2025
- 8-KRVLV
Mar 20, 2026
- 10-KRVLV
Feb 25, 2026
- 8-KRVLV
Feb 24, 2026
- 8-KRVLV
Feb 4, 2026
- Q3 2025
- 8-KRVLV
Nov 4, 2025
- 10-QRVLV
Nov 4, 2025
- Q2 2025
- 8-KRVLV
Aug 5, 2025
- 10-QRVLV
Aug 5, 2025
- Q1 2025
- 8-KRVLV
Jun 9, 2025
- 8-KRVLV
May 6, 2025
- 10-QRVLV
May 6, 2025
- Q4 2024
- 8-KRVLV
Feb 25, 2025
- 10-KRVLV
Feb 25, 2025
- Q3 2024
- 8-KRVLV
Nov 5, 2024
- 10-QRVLV
Nov 5, 2024
- Q2 2024
- 8-KRVLV
Aug 6, 2024
- 10-QRVLV
Aug 6, 2024
- Q1 2024
- 8-KRVLV
Jun 10, 2024
- 8-KRVLV
May 7, 2024
- 10-QRVLV
May 7, 2024
- Q4 2023
- 8-KRVLV
Feb 27, 2024
- 10-KRVLV
Feb 27, 2024
- 8-KRVLV
Jan 19, 2024
- Q3 2023
- 10-QRVLV
Nov 1, 2023
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Revolve Group, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Revolve Group, Inc. are held in this edition of the library.
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