Revolve reported strong financial results with significant growth in net sales and operating cash flow. The company successfully executed marketing initiatives and improved inventory dynamics while continuing to invest in technology and AI. However, they face tariff challenges and macroeconomic uncertainties, impacting average order values and consumer sentiment. Despite these challenges, Revolve remains confident in its long-term strategies.

Company Guidance -

Q2 2025

During Revolve's First Quarter 2025 Results Conference Call, the company provided detailed guidance highlighting several key metrics. Revolve reported a 10% year-over-year increase in net sales, with domestic sales up 9% and international sales up 12%. The company's operating income rose by 57%, and adjusted EBITDA saw a 45% increase. They also achieved a significant milestone with $45 million in operating cash flow and cash and cash equivalents exceeding $300 million. The adjusted EBITDA margin improved by 160 basis points. Despite macroeconomic challenges, such as geopolitical uncertainties and tariffs, Revolve emphasized ongoing investments in AI technology, international expansion, and brand building. The company noted a decrease in product return rates by nearly 3 points year-over-year, contributing to operational efficiencies. Revolve maintains a strategic focus on expanding owned brands, with owned brand net sales increasing as a percentage of REVOLVE segment net sales for the first time in 2.5 years. Additionally, the company is advancing its physical retail strategy with a new store at The Grove in Los Angeles, slated to open in the fall. Despite a challenging environment, Revolve remains optimistic about its long-term growth opportunities.

Strong First Quarter Financial Performance

Revolve reported a 10% year-over-year increase in net sales, with domestic net sales up 9% and international net sales up 12%. Operating income grew by 57% year-over-year, and adjusted EBITDA increased by 45%.

Increased Operating Cash Flow

The company generated $45 million in operating cash flow during the first quarter, increasing their cash position by $44 million, with cash and cash equivalents exceeding $300 million.

Successful Marketing Initiatives

REVOLVE Festival in Coachella Valley led to a 40% increase in press impressions and a 25% increase in social media impressions year-over-year with reduced spending.

Improved Inventory Dynamics

Inventory decreased by 7% compared to year-end 2024, with the net sales growth outpacing inventory growth. The mix of owned brand net sales as a percentage of REVOLVE segment net sales increased year-over-year for the first time in 2.5 years.

Continued Investment in Technology and AI

Revolve is leveraging AI for customer service improvement and product discovery, including AI algorithms for call transcriptions and a new AI-powered styling feature.

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
Aug 05, 2025	2025 (Q2)	0.13 / -	0.21	―	―	―
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)
May 03, 2023	2023 (Q1)	0.15 / 0.19	0.3	-36.67% (-0.11)

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
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%
Aug 06, 2024	$17.57	$23.31	+32.67%

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.