Revolve Group (RVLV)
NYSE:RVLV
Want to see RVLV full AI Analyst Report?
Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.22Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted broad-based, double-digit top-line momentum (16% sales growth), strong profitability and cash generation (EPS +25%, strong operating and free cash flow), effective brand-building (Revolve LA, GrowGood, Festival) and technology-driven conversion gains (AI). Near-term headwinds include geopolitical weakness in the Middle East, input cost inflation (freight and petroleum-based materials), elevated marketing and G&A investments to fuel new initiatives, and slight volatility in full-price mix and inventory/timing risks. Overall, the company demonstrates clear operational and strategic progress with manageable near-term cost and cadence pressures.Company Guidance
Strong Top-Line Growth
Net sales of $343 million, up 16% year over year — the highest growth rate in nearly four years — with broad-based double-digit growth across REVOLVE (+15%), FORWARD (+17%), domestic (+15%), and international (+20%).
Improved Profitability and Earnings
Net income of $14 million and diluted EPS of $0.20, up 25% year over year; Adjusted EBITDA of $21 million, up 9% year over year.
Exceptional Cash Generation and Balance Sheet
Generated $49 million of operating cash flow and $45 million of free cash flow (increase of 95% year over year); cash and cash equivalents increased to $336 million and cash rose $33 million vs. year-end 2025; company remains debt-free.
Customer and Order Metrics
Trailing twelve-month active customers grew to 2.9 million (+8% year over year); total orders grew 12% to 2.6 million; average order value $298, up 1% year over year.
Gross Margin Expansion
Consolidated gross margin of 52.7%, up 68 basis points year over year, driven primarily by significant margin expansion in the FORWARD segment (FORWARD gross profit +36% year over year).
Category and International Momentum
Dresses category net sales accelerated materially (dresses accelerated by 13 points vs. 2025); international growth outpaced U.S. for the thirteenth straight quarter with Mexico new customers +80% year over year in Q1.
Successful Brand and Partnership Launches
Launched Revolve Los Angeles with heavy marketing (estimated 200M+ impressions), Revolve app downloads +50% year over year in March, and GrowGood Beauty (Cardi B JV) which sold out on presale and initial launch and amassed very rapid social traction (reported hundreds of thousands to 640k+ Instagram followers in weeks and billions of impressions in early reporting).
Marketing, Events and Earned Media Wins
Ninth annual Revolve Festival delivered outsized earned media value (highest among brands during Coachella weekends) with top post generating nearly $25 million of earned media value, validating brand-building efforts.
Productivity and Return-Rate Improvements
Return rate down 80 basis points in Q1 (after a 280-basis-point improvement in prior year Q1), fulfillment costs 3.1% of net sales (slight decrease year over year), and selling & distribution costs improved modestly at 16.8% of net sales.
AI and Technology Deployments Driving Conversion
Launched internally developed generative AI Q&A on REVOLVE mobile dresses that delivered meaningful conversion lift; AI also used to create marketing collateral and support broader personalization and merchandising initiatives.
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 |
|---|---|---|---|
May 05, 2026 | $23.44 | $20.19 | -13.87% |
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% |
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 Aug 05, 2026, After Close (Confirmed).
What is Revolve Group (RVLV) earnings time?
Revolve Group (RVLV) earnings time is at Aug 05, 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 (Q2) is 0.22.
