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RVLV · NYSE · Specialty Retail

Revolve

Curates premium fashion through REVOLVE, FWRD, and a growing owned-brand engine.

$23.11

After-hours close+0.19 (+0.83%)

At close$22.92(−0.26%)

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Profile

Revolve Group, Inc.RVLVConsumer Discretionary

Curates premium fashion, accessories, footwear, and beauty through the larger REVOLVE assortment and the luxury-focused FWRD segment. Mixes third-party labels with owned brands and leans on influencer-led discovery to reach Millennial and Generation Z shoppers.

Serves Millennial and Generation Z shoppers through two connected fashion e-commerce banners. REVOLVE is the larger business, centered on premium apparel, footwear, beauty, and accessories from emerging, established, and owned brands, while FWRD focuses on a more curated luxury assortment.

Owned brands are a meaningful part of the mix rather than a side label program, and the platform ties merchandising to digital discovery across websites, mobile apps, stores, and a broad influencer network. Most sales still come from the United States, though the customer base and checkout stack are built for international reach.

Execution depends on keeping trend judgment, brand curation, and influencer marketing aligned. Founder control remains concentrated through the dual-class structure, and influencer-marketing compliance is a live operating dependency.

Company facts

CEOMichael Karanikolas and Michael Mente

ListedJun 7, 2019

ExchangeNYSE

HeadquartersCerritos, CA

CountryUnited States

Employees1,664

CIK0001746618

ISINUS76156B1070

Key statistics

Market cap$1.63B

EPS (ttm)$1.01

P/E (ttm)22.68

ROE14.1%

P/B3.04

P/S1.25

Dividend yield—

Beta1.29vs XLY 1.07

Year to date −22.5% · Average volume (30d) 874.1K

Analysts

Price target, next 12 months$28.00+22.2%Median of 30 analysts · vs the Aug 28 close

ConsensusBuy18 of 30 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $22.91

High$37.00+61.5%

Median$28.00+22.2%

Low$26.00+13.5%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 5, 2026	Roth Capital	Reiterate	Buy	$30	$37
Aug 5, 2026	UBS	Reiterate	Neutral	$28	$29
May 7, 2026	Barclays	Reiterate	Equal Weight	$24	$26
May 6, 2026	UBS	Reiterate	Neutral	$27	$28
May 6, 2026	Morgan Stanley	Target		$28	$27

Earnings

EPS

Estimate$0.21

ReportedDue Nov 3, 2026

Revenue

Estimate$345.0M

ReportedDue Nov 3, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 4, 2026Q2 FY26	$0.21	$0.26	+21.0%	$341.9M	$347.4M	+1.6%	−4.06%
May 5, 2026Q1 FY26	$0.18	$0.20	+11.1%	$328.8M	$342.9M	+4.3%	−13.87%
Feb 24, 2026Q4 FY25	$0.16	$0.26	+62.5%	$306.0M	$324.4M	+6.0%	−5.95%
Nov 4, 2025Q3 FY25	$0.11	$0.24	+118.2%	$305.8M	$295.6M	−3.3%	+11.01%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$296.7M	$309.0M	$295.6M	$324.4M	$342.9M	$347.4M
Gross profit	$154.3M	$167.1M	$161.5M	$172.9M	$180.6M	$196.7M
Operating income	$14.7M	$18.0M	$21.0M	$20.6M	$16.3M	$22.1M
Net income	$11.8M	$10.2M	$21.2M	$18.6M	$14.4M	$18.6M
Diluted EPS	$0.16	$0.14	$0.29	$0.26	$0.20	$0.26
Gross margin	52.0%	54.1%	54.6%	53.3%	52.7%	56.6%
Operating margin	5.0%	5.8%	7.1%	6.3%	4.8%	6.4%

Fiscal years (4-quarter sums)FY21 $891.4M · FY22 $1.10B · FY23 $1.07B · FY24 $1.13B · FY25 $1.23B

Balance sheet, Jun 30, 2026Cash & short-term investments $311.6M · Total debt $30.9M · Total assets $844.5M · Shareholders' equity $538.2M

Dividends

No dividends on record.

Ownership

Institutions 64.77%Insiders 42.17%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 71.35M · Float —

Float — provider float is below the insider stake.

The provider's float is smaller than the insider stake it should exclude, so it is not shown.

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
MMMK Development, Inc. · 10 percent owner	29.99M	42.03%	Form 4	Apr 29, 2026
Michael Mente · director, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER	29.99M	42.03%	Form 4	Apr 29, 2026
FMR LLC	6.21M	8.70%	13F	Aug 13, 2026
BlackRock, Inc.	4.57M	6.41%	13F	Aug 7, 2026
Vanguard Portfolio Management LLC	3.59M	5.03%	13F	Aug 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Apr 27, 2026	MMMK Development, Inc.	10 percent owner	−60,923	$26.43
Apr 28, 2026	MMMK Development, Inc.	10 percent owner	−42,678	$26.35
Apr 29, 2026	MMMK Development, Inc.	10 percent owner	−15,640	$26.00
Apr 27, 2026	Michael Karanikolas	director, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER	−60,923	$26.43
Apr 28, 2026	Michael Karanikolas	director, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER	−42,678	$26.35