Revolve showcased strong financial performance with significant revenue growth, particularly in international markets, and impressive cash flow generation. While the company successfully mitigated many of the negative impacts from tariffs, challenges such as a decrease in average order value and increased tax rates were noted. However, the positive highlights, including the growth of owned brands and advancements in AI, suggest a strong strategic positioning.

Company Guidance

During Revolve's second-quarter 2025 earnings call, the company reported a 9% year-over-year increase in net sales, with adjusted EBITDA rising by 12% and achieving the highest adjusted EBITDA margin in three years. The company generated $52 million in free cash flow in the first half of 2025, nearly tripling the free cash flow from the entire year of 2024. International net sales saw a robust 17% growth, with significant contributions from China. Owned brand sales, contributing to higher margins, continued to outpace overall growth. Despite tariff pressures, Revolve successfully mitigated a significant portion, leading to a slight increase in gross margin. The company also highlighted a decrease in product return rates by more than 1.5 percentage points, leveraging 60 basis points in variable cost line items. Cash and equivalents reached an all-time high of $311 million, marking a 27% increase year-over-year. Looking forward, Revolve anticipates gross margins between 52.1% and 52.6% for full-year 2025, reflecting positive impacts from tariff mitigation and strategic investments in AI and physical retail.

Strong Revenue Growth

Net sales increased by 9% year-over-year, marking the first time quarterly revenue surpassed $300 million.

Significant Free Cash Flow Generation

Generated $52 million in free cash flow in the first half of 2025, nearly triple the free cash flow for the full year of 2024.

International Market Expansion

International net sales increased by 17% year-over-year, with China being a notable market where sales have more than doubled over the past two years.

Owned Brands Growth

Owned brand net sales growth has outpaced overall growth for five consecutive quarters, contributing positively to gross margins.

Enhanced Gross Margin

Delivered a slight increase in gross margin year-over-year despite tariff pressures, supported by successful tariff mitigation efforts.

AI and Technology Advancements

Implemented new AI search algorithms that improved conversion rates, and invested in AI across various company operations, including customer service and marketing.

Revolve Group (RVLV) Earnings, Revenues Date & History

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RVLV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.12 / -	0.15	―	―	―
Aug 05, 2025	2025 (Q2)	0.13 / 0.14	0.21	-33.33% (-0.07)
May 06, 2025	2025 (Q1)	0.15 / 0.16	0.15	6.67% (+0.01)
Feb 25, 2025	2024 (Q4)	0.10 / 0.17	0.05	240.00% (+0.12)
Nov 05, 2024	2024 (Q3)	0.10 / 0.15	0.04	275.00% (+0.11)
Aug 06, 2024	2024 (Q2)	0.13 / 0.21	0.1	110.00% (+0.11)
May 07, 2024	2024 (Q1)	0.08 / 0.15	0.19	-21.05% (-0.04)
Feb 27, 2024	2023 (Q4)	0.03 / 0.05	0.11	-54.55% (-0.06)
Nov 01, 2023	2023 (Q3)	0.10 / 0.04	0.16	-75.00% (-0.12)
Aug 02, 2023	2023 (Q2)	0.07 / 0.10	0.22	-54.55% (-0.12)

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
Aug 05, 2025	$20.70	$19.79	-4.40%
May 06, 2025	$18.94	$17.07	-9.87%
Feb 25, 2025	$28.32	$26.89	-5.05%
Nov 05, 2024	$26.02	$33.28	+27.90%

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.