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Revolve Group (RVLV)
NYSE:RVLV
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.19Last Year’s EPS
0.16Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong set of operating and financial results — double-digit Q4 revenue growth, sizable EBITDA and net income expansion, robust cash generation, meaningful gross margin improvement, category diversification (notably beauty), FWRD momentum, owned brand progress, and multiple AI-led revenue and efficiency gains. Offsetting risks include tariff-related uncertainty that can impact gross margin, planned higher marketing investments in 2026 that will pressure near-term leverage, some one-time G&A items, and the early-stage nature and cost of physical retail expansion. On balance, the highlights materially outweigh the lowlights, as the company demonstrated improving top-line momentum, expanding profitability, healthy cash flow, and a concrete plan to invest for future growth while maintaining a strong balance sheet.Company Guidance
Fourth Quarter Revenue Growth
Net sales of $324 million in Q4, up 10% year-over-year; 2-year stacked revenue growth of 26% (improved 11 points vs Q3). REVOLVE segment +10% and FWRD segment +14% year-over-year.
Strong Profitability Expansion
Q4 net income rose 58% year-over-year to $19 million; diluted EPS $0.26, up 53% year-over-year. Adjusted EBITDA of $26 million in Q4, up 44% year-over-year, driving ~190 basis points expansion in adjusted EBITDA margin to 8.1% (from 6.2%).
Full Year Financial Gains and Cash Generation
Full-year 2025 net sales +8% year-over-year. Net income $61 million (+25% YoY) and adjusted EBITDA $94 million (+35% YoY). Operating cash flow $59 million (+123% YoY) and free cash flow $46 million (+157% YoY). Total cash and equivalents $303 million at year-end, up $47 million (18% YoY); no debt.
Gross Margin Expansion
Consolidated gross margin was 53.3% in Q4, up ~78 basis points year-over-year. Full-year gross margin increased ~100 basis points year-over-year and management expects FY2026 gross margin of 53.7%–54.2% (about +45 bps YoY at midpoint).
Customer and Demand Momentum
Active customers grew to 2.8 million (+6% YoY). Total orders in Q4 were 2.4 million (+13% YoY), the highest order growth in three years. Quarter-to-date Q1 2026 net sales through first seven weeks up ~16%.
Category and Geographic Strength
Beauty sales grew 43% year-over-year in Q4; men's and beauty each delivered healthy double-digit growth. Domestic net sales +10% and international net sales +13% in Q4; international outperformed full year with 12% growth.
FWRD Luxury Momentum
FWRD Q4 gross profit dollars increased ~33% YoY and FWRD achieved roughly 6.5 points of margin expansion (highest ever FWRD Q4 margin). FWRD acquired the most new customers in any quarter in company history; personal shopping program delivered ~100% sales growth in 2025.
Owned Brands Progress
Owned brands contributed ~20% of REVOLVE segment net sales in 2025, up nearly 2 points YoY, supporting higher gross margins and expected to be a multi-year margin driver.
AI and Technology Wins
AI-driven personalization and search enhancements drove several million dollars in annualized revenue gains; AI improvements applied across merchandising, marketing, fraud detection and operations (e.g., call transcription, invoice processing), and an initial generative AI Q&A test launched on the site.
Improved Operating Efficiency
Fulfillment costs were 3.2% of net sales (Q4), selling & distribution and marketing outperformed guidance (marketing 14.0% of net sales, down 74 bps YoY). Inventory growth (~10% YoY) was broadly in line with sales.
RVLV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RVLV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $25.90 | $24.36 | -5.95% |
Nov 04, 2025 | $19.98 | $22.18 | +11.01% |
Aug 05, 2025 | $20.70 | $19.79 | -4.40% |
May 06, 2025 | $18.94 | $17.07 | -9.87% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Revolve Group (RVLV) report earnings?
Revolve Group (RVLV) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Revolve Group (RVLV) earnings time?
Revolve Group (RVLV) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RVLV EPS forecast?
RVLV EPS forecast for the fiscal quarter 2026 (Q1) is 0.19.
