Revolve Group (NYSE:RVLV) Issues Quarterly Earnings Results

Revolve Group (NYSE:RVLV) posted its earnings results on Tuesday. The company reported $0.26 EPS for the quarter, topping analysts’ consensus estimates of $0.21 by $0.05, FiscalAI reports. Revolve Group had a return on equity of 12.17% and a net margin of 5.05%.The business had revenue of $347.41 million during the quarter, compared to analyst estimates of $341.91 million. During the same quarter last year, the company earned $0.14 EPS. The company’s quarterly revenue was up 12.5% compared to the same quarter last year.

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

• Strong growth momentum continued: Q2 net sales rose 12% year over year to $347 million, with double-digit growth across Revolve, FWRD, domestic and international operations. Active customers grew 11% to surpass 3 million, while July sales increased approximately 18% year over year.
• Gross margin improved to 56.6%, or roughly 90 basis points excluding a $5.6 million tariff-refund benefit, helped by AI- and data-driven markdown optimization. Adjusted EBITDA increased 17% to $27 million despite elevated investment in marketing, physical retail, owned brands and the Cardi B joint venture.
• Growth initiatives are showing encouraging early traction: Gro Good beauty products sold out rapidly, generated strong repeat purchasing and carry highly accretive margins; Revolve Los Angeles’ second product drop also posted stronger early sell-through. FWRD grew 11%, supported by handbags, pre-owned luxury and exclusive brand capsules.
• Management maintained its full-year 2026 revenue-growth objective and gross-margin outlook of 53.5% to 54%, but raised expected marketing spending to 15.8%-16% of sales and G&A to $170 million-$172 million as investments continue. Higher input, transportation and international logistics costs, along with a somewhat heavier inventory position and increased markdown pressure, remain headwinds.
• The company repurchased nearly 500,000 Class A shares for approximately $10 million in Q2, reducing shares outstanding by more than 1%, while retaining a debt-free balance sheet with $312 million in cash and generating $34 million of year-to-date free cash flow.

Revolve Group Stock Performance

Shares of NYSE RVLV traded down $0.78 during midday trading on Wednesday, hitting $25.59. 464,899 shares of the company’s stock traded hands, compared to its average volume of 1,055,506. The firm has a fifty day moving average of $22.71 and a 200 day moving average of $23.80. Revolve Group has a 1 year low of $17.35 and a 1 year high of $31.68. The stock has a market capitalization of $1.83 billion, a price-to-earnings ratio of 28.75, a price-to-earnings-growth ratio of 2.82 and a beta of 1.60.

Trending Headlines about Revolve Group

Here are the key news stories impacting Revolve Group this week:

• Positive Sentiment: Piper Sandler raised its price target from $27 to $30 and maintained an “overweight” rating. The new target implies approximately 17% upside from the cited share price, signaling continued confidence in Revolve’s growth prospects. Benzinga
• Positive Sentiment: Revolve exceeded second-quarter expectations. Adjusted earnings were $0.26 per share versus the $0.21 analyst consensus, while revenue reached $347.41 million compared with estimates of $341.91 million. Earnings increased from $0.14 per share a year earlier, and revenue grew 12.5% year over year. Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management described the quarter as solid, citing double-digit net-sales growth across REVOLVE, FWRD, domestic operations and international markets for a third consecutive quarter. Accelerating active-customer growth also points to stronger engagement among Millennial and Generation Z shoppers. Second Quarter 2026 Financial Results
• Neutral Sentiment: Options activity was unusually high, with traders purchasing 1,984 call contracts—321% above average daily call volume. This suggests increased speculative interest, although it does not guarantee sustained buying pressure. Revolve Group Options Activity

Wall Street Analyst Weigh In

Several equities research analysts recently commented on RVLV shares. UBS Group reiterated a “neutral” rating and issued a $29.00 price objective on shares of Revolve Group in a report on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Revolve Group in a report on Friday, July 17th. Wall Street Zen cut shares of Revolve Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Barclays lowered their price objective on shares of Revolve Group from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research report on Thursday, May 7th. Finally, KeyCorp cut their target price on shares of Revolve Group from $35.00 to $32.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. Seven research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $29.67.

Institutional Trading of Revolve Group

Several large investors have recently added to or reduced their stakes in the business. Kestra Advisory Services LLC bought a new position in Revolve Group in the fourth quarter worth approximately $40,000. Quarry LP grew its position in shares of Revolve Group by 6,932.1% during the 3rd quarter. Quarry LP now owns 3,727 shares of the company’s stock valued at $79,000 after acquiring an additional 3,674 shares during the period. Quantbot Technologies LP purchased a new stake in shares of Revolve Group in the 2nd quarter worth $159,000. Caxton Associates LLP bought a new position in Revolve Group in the 1st quarter worth $232,000. Finally, Captrust Financial Advisors bought a new position in Revolve Group in the 4th quarter worth $278,000. 67.60% of the stock is currently owned by institutional investors.

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.