Revolve Group (NYSE:RVLV) Issues Earnings Results

Revolve Group (NYSE:RVLV) released its quarterly earnings results on Tuesday. The company reported $0.26 EPS for the quarter, topping analysts’ consensus estimates of $0.16 by $0.10, FiscalAI reports. The company had revenue of $324.37 million for the quarter, compared to analysts’ expectations of $305.83 million. Revolve Group had a return on equity of 11.26% and a net margin of 4.64%.The firm’s revenue was up 10.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.17 earnings per share.

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

• Revolve delivered a strong Q4 and full-year 2025 — Q4 net sales of $324M (+10% YoY), Q4 adjusted EBITDA of $26M (+44% YoY) and full-year adjusted EBITDA of $94M (+35% YoY); year-end cash exceeded $300M with no debt.
• Management says AI-driven personalization and search improvements generated several million dollars of annualized revenue and boosted conversion and operational efficiency, with generative-AI features and agentic chat now in testing.
• FWRD (luxury) showed accelerating momentum — Q4 net sales +14%, FWRD gross profit dollars +33% and record Q4 margin, helped by a personal-shopping program (≈100% sales growth in 2025) and opportunities to capture share as weaker luxury competitors exit.
• Owned brands now represent 20% of Revolve segment sales (up ~2 pts YoY); management targets materially higher penetration (mid-30s cited as attainable over time) and plans major owned-brand initiatives in 2026 that could lift gross margin.
• Management warns of near-term margin variability from tariff uncertainty (guidance excludes potential refunds) and plans to increase marketing spend (~+125–140 bps) and modestly higher G&A in 2026, which could pressure short-term profitability before expected long-term benefits.

Revolve Group Trading Down 9.5%

Shares of NYSE:RVLV traded down $2.46 during midday trading on Wednesday, hitting $23.44. 468,556 shares of the stock were exchanged, compared to its average volume of 1,079,619. The company has a 50 day moving average price of $28.51 and a 200-day moving average price of $24.85. Revolve Group has a twelve month low of $16.80 and a twelve month high of $31.68. The stock has a market cap of $1.67 billion, a P/E ratio of 30.17, a PEG ratio of 2.30 and a beta of 1.79.

Insider Buying and Selling at Revolve Group

In other news, CFO Jesse Timmermans sold 5,349 shares of the company’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $31.51, for a total value of $168,546.99. Following the sale, the chief financial officer directly owned 11,610 shares in the company, valued at $365,831.10. This represents a 31.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Michael Mente sold 15,645 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $26.13, for a total transaction of $408,803.85. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 780,928 shares of company stock worth $22,565,084. 46.56% of the stock is owned by insiders.

Institutional Trading of Revolve Group

Several institutional investors have recently made changes to their positions in RVLV. Invesco Ltd. grew its position in Revolve Group by 19.5% during the fourth quarter. Invesco Ltd. now owns 96,734 shares of the company’s stock valued at $2,920,000 after acquiring an additional 15,809 shares during the period. Fuller & Thaler Asset Management Inc. acquired a new position in shares of Revolve Group in the fourth quarter worth about $59,421,000. Man Group plc boosted its holdings in 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 purchasing an additional 1,064 shares during the last quarter. Balyasny Asset Management L.P. grew its stake in Revolve Group by 55.7% during the 4th quarter. Balyasny Asset Management L.P. now owns 1,862,955 shares of the company’s stock valued at $56,243,000 after purchasing an additional 666,784 shares in the last quarter. Finally, Polar Asset Management Partners Inc. acquired a new stake in Revolve Group during the 4th quarter valued at approximately $3,199,000. 67.60% of the stock is owned by hedge funds and other institutional investors.

Revolve Group News Summary

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

• Positive Sentiment: Q4 results beat consensus — RVLV reported $0.26 EPS vs. $0.16 expected and revenue of $324.4M (vs. $305.8M est.), with revenue up ~10.4% year-over-year. These headline beats underpin the recent bullish narrative. MarketBeat Q4 summary
• Positive Sentiment: Profitability and cash-flow improved — company disclosed a 58% increase in net income and a 44% increase in adjusted EBITDA YoY, supporting margin recovery and free-cash-flow strength. PR Newswire release
• Positive Sentiment: Analyst upgrade — BTIG raised its price target to $35 and maintained a “buy” rating, implying material upside from current levels and signaling institutional confidence. Benzinga note
• Neutral Sentiment: Earnings call and detailed commentary are available — call highlights and full transcript provide management color on demand, inventory, and margin drivers that investors will parse for forward guidance. Yahoo earnings highlights Seeking Alpha transcript
• Neutral Sentiment: Investor access ahead — management will present at upcoming Raymond James and UBS conferences (early March), offering further opportunities for guidance and Q&A with investors. Conference announcement
• Negative Sentiment: Shares fell despite the beat — likely profit‑taking and valuation/technical pressure: RVLV still trades at a ~30x PE and sits below its 50‑day moving average, which can trigger short‑term selling even after positive fundamentals. Monitor management guidance and next‑quarter outlook for catalysts that could reverse the pullback.

Analyst Ratings Changes

A number of equities research analysts have issued reports on RVLV shares. Morgan Stanley increased their target price on shares of Revolve Group from $26.00 to $27.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 13th. Stifel Nicolaus raised their price objective on shares of Revolve Group from $28.00 to $33.00 and gave the company a “buy” rating in a report on Friday, December 12th. BTIG Research lifted their price target on Revolve Group from $30.00 to $35.00 and gave the stock a “buy” rating in a report on Wednesday. Guggenheim began coverage on shares of Revolve Group in a report on Tuesday, December 9th. They set a “neutral” rating on the stock. Finally, UBS Group set a $27.00 price objective on shares of Revolve Group in a research note on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $28.38.

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.