Revolve Group (NYSE:RVLV) Releases Earnings Results, Beats Estimates By $0.02 EPS

Revolve Group (NYSE:RVLV) released its earnings results on Tuesday. The company reported $0.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.18 by $0.02, FiscalAI reports. The business had revenue of $342.88 million for the quarter, compared to analyst estimates of $328.84 million. Revolve Group had a return on equity of 12.41% and a net margin of 5.05%.The company’s revenue for the quarter was up 15.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.16 earnings per share.

Here are the key takeaways from Revolve Group’s conference call:

• Company reported strong Q1 results with net sales up 16% to $343M, diluted EPS up 25% to $0.20, and robust cash generation (operating cash flow of $49M and cash balance of $336M at quarter end).
• Management highlighted major strategic initiatives driving momentum, including the launch of the new Revolve Los Angeles label, the sold‑out Grow‑Good Beauty launch with Cardi B, and high‑profile brand events like Revolve Festival to boost awareness.
• International and luxury channels showed strength — international net sales +20% (13th straight quarter outpacing U.S.) and FWRD net sales +17% with notable gross‑profit expansion, while Mexico new customers rose >80%.
• Company flagged margin and cost headwinds — while consolidated gross margin improved, the Revolve segment saw a slight margin decline and management cited higher input costs (freight and petroleum‑based materials), increased marketing (15.8% of sales) and higher performance‑based G&A that pressure near‑term profitability.
• Management has filed tariff refund claims (process started April 20) but recovery timing is uncertain and any refunds are not included in current guidance, so potential benefit is presently treated as incremental.

Revolve Group Price Performance

RVLV traded down $0.28 during trading on Thursday, reaching $19.92. 752,826 shares of the stock were exchanged, compared to its average volume of 1,054,712. The business’s 50 day moving average price is $24.26 and its two-hundred day moving average price is $25.57. The company has a market capitalization of $1.42 billion, a price-to-earnings ratio of 22.31, a P/E/G ratio of 2.35 and a beta of 1.76. Revolve Group has a 1 year low of $17.01 and a 1 year high of $31.68.

Insiders Place Their Bets

In other Revolve Group news, CEO Michael Mente sold 15,640 shares of the business’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $26.00, for a total transaction of $406,640.00. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Michael Karanikolas sold 1,948 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $25.93, for a total value of $50,511.64. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 152,806 shares of company stock worth $4,014,390. 42.67% of the stock is owned by company insiders.

Institutional Trading of Revolve Group

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Panagora Asset Management Inc. lifted its position in shares of Revolve Group by 2.0% in the fourth quarter. Panagora Asset Management Inc. now owns 20,284 shares of the company’s stock valued at $612,000 after acquiring an additional 404 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Revolve Group by 4.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,773 shares of the company’s stock valued at $489,000 after acquiring an additional 964 shares in the last quarter. Alliancebernstein L.P. lifted its position in shares of Revolve Group by 2.7% in the third quarter. Alliancebernstein L.P. now owns 38,600 shares of the company’s stock valued at $822,000 after acquiring an additional 1,000 shares in the last quarter. Man Group plc lifted its position in shares of Revolve Group by 0.6% in the fourth quarter. Man Group plc now owns 167,677 shares of the company’s stock valued at $5,062,000 after acquiring an additional 1,064 shares in the last quarter. Finally, The Manufacturers Life Insurance Company lifted its position in shares of Revolve Group by 6.3% in the second quarter. The Manufacturers Life Insurance Company now owns 18,894 shares of the company’s stock valued at $379,000 after acquiring an additional 1,113 shares in the last quarter. 67.60% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on RVLV. Roth Mkm reissued a “buy” rating and issued a $33.00 target price (up from $30.00) on shares of Revolve Group in a report on Wednesday, February 25th. Morgan Stanley set a $27.00 target price on Revolve Group in a report on Wednesday. KeyCorp dropped their target price on Revolve Group from $35.00 to $32.00 and set an “overweight” rating on the stock in a report on Wednesday. Barclays set a $26.00 target price on Revolve Group in a report on Thursday. Finally, Robert W. Baird set a $28.00 price target on Revolve Group in a research note on Wednesday. Eight analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $29.33.

About Revolve Group

Revolve Group, Inc operates as a leading online fashion retailer primarily serving millennial and Gen Z consumers through its flagship e-commerce platform. The company offers a curated assortment of apparel, accessories and beauty products from more than 500 established and emerging brands, alongside private label labels covering contemporary and premium segments. With a focus on trend-driven merchandise and seamless user experience, the website features shoppable editorial content and digital styling advice aimed at strengthening customer engagement and brand loyalty.

Founded in 2003 and headquartered in Cerritos, California, Revolve has expanded its footprint beyond North America by launching localized sites and logistics centers in Europe and the Middle East.