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

Revolve Group (NYSE:RVLV) issued its quarterly earnings results on Tuesday. The company reported $0.20 EPS for the quarter, beating the consensus estimate of $0.18 by $0.02, FiscalAI reports. The company had revenue of $342.88 million for the quarter, compared to the consensus estimate of $328.84 million. Revolve Group had a net margin of 5.03% and a return on equity of 12.12%. The firm’s revenue was up 15.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.16 EPS.

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 Trading Down 0.1%

Shares of RVLV traded down $0.01 during mid-day trading on Tuesday, hitting $23.45. The company’s stock had a trading volume of 1,763,124 shares, compared to its average volume of 893,815. The company’s 50-day moving average is $24.34 and its 200-day moving average is $25.57. Revolve Group has a 52-week low of $16.80 and a 52-week high of $31.68. The firm has a market capitalization of $1.67 billion, a price-to-earnings ratio of 27.59, a PEG ratio of 2.35 and a beta of 1.76.

Analyst Ratings Changes

Several equities research analysts have issued reports on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Revolve Group in a research report on Tuesday, April 21st. TD Cowen reissued a “buy” rating on shares of Revolve Group in a research report on Wednesday, February 25th. BTIG Research boosted their price objective on shares of Revolve Group from $30.00 to $35.00 and gave the company a “buy” rating in a research report on Wednesday, February 25th. Morgan Stanley set a $28.00 price objective on shares of Revolve Group in a research report on Wednesday, February 25th. Finally, Piper Sandler boosted their price objective on shares of Revolve Group from $25.00 to $30.00 and gave the company an “overweight” rating in a research report on Wednesday, February 25th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Revolve Group has a consensus rating of “Moderate Buy” and an average target price of $29.50.

Insider Activity at Revolve Group

In other news, CEO Michael Karanikolas sold 1,948 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $25.93, for a total value of $50,511.64. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Michael Mente sold 15,640 shares of the company’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $26.00, for a total transaction of $406,640.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 152,806 shares of company stock valued at $4,014,390 in the last ninety days. Corporate insiders own 42.67% of the company’s stock.

Institutional Investors Weigh In On Revolve Group

Several hedge funds have recently modified their holdings of RVLV. Kestra Advisory Services LLC purchased a new stake in Revolve Group during the fourth quarter valued at approximately $40,000. Quarry LP lifted its position in Revolve Group by 6,932.1% during the third 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 last quarter. Quantbot Technologies LP purchased a new stake in Revolve Group during the second quarter valued at approximately $159,000. Captrust Financial Advisors purchased a new stake in Revolve Group during the fourth quarter valued at approximately $278,000. Finally, Caxton Associates LLP purchased a new stake in Revolve Group during the first quarter valued at approximately $232,000. Hedge funds and other institutional investors own 67.60% of the company’s stock.

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.