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Revolve Group (RVLV)
NYSE:RVLV
Earnings Data
Report Date
May 06, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.15Last Year’s EPS
0.15Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 25, 2025
|% Change Since: -31.04%
|Next Earnings Date:May 06, 2025
Earnings Call Sentiment|Positive
Revolve's earnings call was largely positive, highlighting strong fourth-quarter and full-year performances, significant growth in net income and adjusted EBITDA, and improvements in marketing and logistics efficiencies. The company also emphasized international growth and advancements in AI technology. However, challenges remain in the luxury segment, and January sales were impacted by wildfires affecting California.Company Guidance
In the recent conference call, Revolve provided a comprehensive overview of their financial performance and guidance for 2025. The company reported a notable 14% year-over-year increase in Q4 net sales, reaching $294 million, with the REVOLVE and FWRD segments growing by 15% and 11%, respectively. International sales surged by 29%, highlighting strong global demand. Gross margin improved by 50 basis points, while net income reached $12 million, more than tripling from the previous year. Adjusted EBITDA also soared by 114%, demonstrating operational efficiency and cost management. The company plans to maintain marketing expenses at around 14.9%-15.1% of net sales for 2025, aiming for further efficiency gains across performance and brand marketing channels. Revolve also emphasized strategic priorities for 2025, including brand expansion, AI technology deployment, and physical retail exploration, with a strong focus on leveraging their proprietary technology stack to drive growth and efficiency. They aim for a gross margin between 52.4% and 52.9% in 2025, with continued investments in key growth areas while cautiously navigating factors like tariffs that could impact margins.Strong Fourth Quarter Performance
Net sales were $294 million, an increase of 14% year-over-year. Net income for the fourth quarter was $12 million, more than triple the $3 million in the prior year quarter. Adjusted EBITDA was $18 million, an increase of 114% year-over-year.
Full Year 2024 Achievements
Net income and adjusted EBITDA increased 73% and 60% year-over-year respectively. Net sales growth improved measurably each quarter throughout 2024.
Improvements in Marketing and Logistics
The company achieved a nearly 130-basis point reduction in marketing spend as a percentage of net sales and a 130 basis point reduction in global logistics costs as a percentage of net sales.
International Growth
International net sales increased 14% year-over-year, with record net promoter scores in international markets.
AI and Technology Advancements
Significant advancements in AI technology and personalization capabilities, including AI-powered search algorithms and AI-driven product recommendations.
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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
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RVLV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 25, 2025 | $28.32 | $26.89 | -5.05% |
| Nov 05, 2024 | $26.02 | $33.28 | +27.90% |
| Aug 06, 2024 | $17.57 | $23.31 | +32.67% |
| May 07, 2024 | $21.15 | $21.68 | +2.51% |
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.
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FAQ
When does Revolve Group (RVLV) report earnings?
Revolve Group (RVLV) is schdueled to report earning on May 06, 2025, TBA Not Confirmed.
What is Revolve Group (RVLV) earnings time?
Revolve Group (RVLV) earnings time is at May 06, 2025, TBA Not 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 2025 (Q1) is 0.15.
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