Revolve Group (NYSE:RVLV) Announces Earnings Results, Beats Estimates By $0.05 EPS

Posted by on Aug 4th, 2026

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

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

RVLV stock traded up $0.32 during mid-day trading on Tuesday, reaching $26.34. The company had a trading volume of 1,507,441 shares, compared to its average volume of 1,060,580. The company has a market capitalization of $1.88 billion, a price-to-earnings ratio of 29.59, a price-to-earnings-growth ratio of 2.72 and a beta of 1.60. The firm has a fifty day simple moving average of $22.57 and a 200 day simple moving average of $23.83. Revolve Group has a fifty-two week low of $17.35 and a fifty-two week high of $31.68.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on RVLV shares. Raymond James Financial set a $28.00 price target on shares of Revolve Group in a research report on Wednesday, May 6th. Piper Sandler dropped their price objective on shares of Revolve Group from $30.00 to $27.00 and set an “overweight” rating for the company in a report on Wednesday, May 6th. Barclays cut their target price on shares of Revolve Group from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research note on Thursday, May 7th. UBS Group reduced their target price on shares of Revolve Group from $31.00 to $28.00 and set a “neutral” rating on the stock in a report on Wednesday, May 6th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Revolve Group in a report on Friday, July 17th. Seven analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $29.33.

View Our Latest Analysis on Revolve Group

Hedge Funds Weigh In On Revolve Group

A number of institutional investors and hedge funds have recently made changes to their positions in RVLV. Kestra Advisory Services LLC acquired a new stake in Revolve Group in the fourth quarter valued at approximately $40,000. Quarry LP grew its holdings in Revolve Group by 6,932.1% during the 3rd quarter. Quarry LP now owns 3,727 shares of the company’s stock worth $79,000 after acquiring an additional 3,674 shares in the last quarter. Quantbot Technologies LP purchased a new stake in shares of Revolve Group in the 2nd quarter valued at approximately $159,000. Caxton Associates LLP purchased a new stake in shares of Revolve Group in the 1st quarter valued at approximately $232,000. Finally, Captrust Financial Advisors acquired a new stake in shares of Revolve Group in the 4th quarter valued at $278,000. 67.60% of the stock is owned by institutional investors and hedge funds.

Revolve Group Company Profile

(Get Free Report)

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.

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Earnings History for Revolve Group (NYSE:RVLV)

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