Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Fulfillment

Selling & Distribution

Marketing

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Revolve

Revolve Group, Inc. engages in the retail of next-generation fashion for millennial and generation Z consumers. It operates through the following segments: Revolve, and Forward (FWRD). The Revolve segment offers constant newness and discovery through a broad assortment of premium apparel, footwear, accessories and beauty products. The FWRD segment offers a curated assortment of iconic and emerging luxury brands with a strong and differentiated point of view. The company was founded by Michael Mente and Mike Karanikolas in 2003 and is headquartered in Cerritos, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Revolve reports 8% sales growth in Q4, eyes brand expansion

Revolve's Q4 performance showed growth but with challenges in certain markets and margin decline. The company's focus on brand strength, customer growth, and marketing partnerships highlights its strategic initiatives. Opportunities lie in expanding own brands, optimizing marketing, and improving margins through inventory management.

Revolve reports mixed Q1 results, eyes AI and new categories

Revolve's Q1 performance showed resilience with strong cash flow generation and progress in key strategic areas despite challenges.
The company's focus on customer acquisition, brand building, and technology investments positions it well for future growth and operational improvements.
While facing challenges in return rates and international markets, Revolve is leveraging opportunities in AI, new categories, and marketing strategies for continued success.

Revolve reports Q2 sales decline but eyes international expansion

Revolve's Q2 2023 performance saw a decline in net sales but improved gross margins. The company is focusing on cost efficiencies, reducing return rates, and international expansion.
Strengths lie in Forward's success, customer growth, and marketing investments. Challenges include high return rates, softness in certain categories, and lower gross margin outlook.
Opportunities for Revolve include international expansion, efficiency improvements, and attracting new customers. Despite challenges, the company remains committed to long-term growth and profitability.
Revolve's strategic initiatives and focus on customer engagement position it well for future growth, despite facing challenges in the current macro environment.

Revolve reports Q3 challenges, eyes beauty sales growth opportunities

Revolve's Q3 performance reflected challenges in net sales but showcased strengths in growth initiatives and active customer expansion.
While facing macro uncertainties and promotional challenges, the company sees opportunities in beauty sales growth and leveraging TikTok for customer engagement.
With a focus on margin recovery and inventory management, Revolve aims to navigate challenges and capitalize on its strengths for future growth.

Revolve reports Q4 2023 mixed performance, eyes tech growth

Revolve's Q4 2023 showed mixed performance with declining net sales but improved gross margin. The company aims to drive growth through technology enhancements and international expansion. Challenges in the Forward segment persist, but opportunities lie in market share gains and margin expansion.

Revolve reports profitability amid sales decline, eyes AI for growth

Revolve's Q1 performance showcased gross margin expansion, profitability, and growth in active customers and average order value. While facing challenges in certain segments and regions, the company is optimistic about future momentum and progress. Opportunities lie in leveraging AI, expanding physical retail, and enhancing marketing strategies to drive continued growth.

Revolve (RVLV) posts robust Q2 results, eyes AI tech expansion

Revolve's Q2 earnings call highlighted strong financial performance, operational improvements, and strategic acquisitions. While facing challenges in marketing efficiencies and inventory management, the company is well-positioned to leverage opportunities in AI technology, international expansion, and brand portfolio growth.

Revolve reports robust Q3 performance, eyes growth in 2025

Revolve's Q3 2024 earnings call showcased strong financial performance and strategic growth initiatives.
Despite challenges like margin decrease and inventory levels, the company remains optimistic about future growth.
Management's focus on customer experience, marketing efficiency, and international expansion are key drivers of success.
Revolve's progress in active customer growth, net income, and category expansion positions it well for future opportunities.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Revolve Group, Inc. engages in the retail of next-generation fashion for millennial and generation Z consumers. It operates through the Revolve and Forward (FWRD) segments. The Revolve segment offers constant newness and discovery through a broad assortment of premium apparel, footwear, accessories and beauty products. The FWRD segment includes a curated assortment of iconic and emerging luxury brands with a strong and differentiated point of view. The company was founded by Michael Mente and Mike Karanikolas in 2003 and is headquartered in Cerritos, CA.

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LOS ANGELES , Nov. 22, 2022 /PRNewswire/ -- Global fashion luxury retailer FWRD, part of the REVOLVE Group, Inc. (NYSE: RVLV), announces the launch of its Brand Ambassador Program, a community-driven extension of the group's robust influencer marketing strategy. The FWRD Brand Ambassador program will further inform the company's connection to and understanding of its customers, brands, and community to build on the incredible success of the REVOLVE Brand Ambassador program, launched in 2021.

REVOLVE GROUP LAUNCHES FWRD BRAND AMBASSADOR PROGRAM

The fashion e-commerce company has so many things going for it, making it look like a real bargain.

Down 68% From Its 52-Week High, Is Revolve Group Stock a Buy?

LOS ANGELES , Nov. 14, 2022 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, will present at the following investor conferences: Needham Consumer Tech / E-Commerce Virtual Conference on Monday, November 21, 2022 at 1:15 p.m. ET / 10:15 a.m.

Revolve Group, Inc. to Present at Upcoming Needham, Credit Suisse and Morgan Stanley Investor Conferences

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Revolve Group, Inc. (NYSE:RVLV ) Q3 2022 Earnings Conference Call November 2, 2022 4:30 PM ET Company Participants Erik Randerson - Vice President of Investor Relations Mike Karanikolas - Co-Founder and Co-Chief Executive Officer Michael Mente - Co-Founder and Co-Chief Executive Officer Jesse Timmermans - Chief Financial Officer Conference Call Participants Randal Konik - Jefferies LLC Oliver Chen - Cowen and Company, LLC Mark Altschwager - Robert W. Baird & Co. Michael Binetti - Credit Suisse AG Anna Andreeva - Needham & Company, LLC Lorraine Hutchinson - Bank of America Merrill Lynch Rakesh Patel - Raymond James & Associates, Inc. James Duffy - Stifel, Nicolaus & Company, Inc. Matthew Koranda - ROTH Capital Partners, LLC Trevor Young - Barclays Capital, Inc. Edward Yruma - Piper Sandler & Co. Tom Nikic - Wedbush Securities Inc. Simeon Siegel - BMO Capital Markets Janet Kloppenburg - JJK Research Associates Operator Good afternoon.

Revolve Group, Inc. (RVLV) Q3 2022 Earnings Call Transcript

Revolve Group (RVLV) delivered earnings and revenue surprises of 128.57% and 3.79%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Revolve Group (RVLV) Tops Q3 Earnings and Revenue Estimates

LOS ANGELES , Nov. 2, 2022 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, today announced financial results for the third quarter ended September 30, 2022. "We delivered another profitable quarter with double-digit growth in net sales in the third quarter of 2022, despite the increasingly challenged macro environment," said co-founder and co-CEO Mike Karanikolas.

Revolve Group Announces Third Quarter 2022 Financial Results

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Disney and Revolve Group look poised for bull runs.

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Why Revolve Group Stock Was Handily Beating the Market This Week

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Should You Buy Revolve Group Stock Right Now?

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LOS ANGELES , Oct. 17, 2022 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV) announced today that it will release financial results for the third quarter ended September 30, 2022, after the market close on Wednesday, November 2, 2022, followed by a conference call at 1:30 PM (PT) / 4:30 PM (ET) on the same day.  Shortly following the release of its financial results, the company will make available a Q3 2022 financial highlights presentation at http://investors.revolve.com.

Revolve Group, Inc. to Announce Third Quarter 2022 Financial Results on November 2, 2022

It's time to buy this undervalued apparel stock.

Why Revolve Stock Is Down 60% This Year

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Revolve Group, Inc. had the highest revenue growth of 26.9% YoY and was in line with analyst expectations with a difference of only -0.4% with revenue consensus. Revolve's Q2 revenue growth YoY was the highest among its closest competitors at 26.9%, above the average of 4.91%.

Revolve Group: Revenue 26% Up, Stock Price 50% Down

Revolve Group Inc (NYSE:RVLV) is on the rise today, following news that sector peer Poshmark (POSH) is being acquired by Naver for $1.2 billion.

Why Revolve Stock Might Be a Perfect Fit For Your Portfolio Right Now

Revolve's business is under pressure due to poor consumer sentiment, high inflation that is impacting operating margins and a potential recession on the horizon. Nevertheless, the business is still successfully growing and has effectively zero debt on the balance sheet.

Revolve: Short-Term Pain For Long-Term Gains

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A popular fashion retailer among younger consumers could be a long-term winner.

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The fashion company was riding high until now.

Why Revolve Group Stock Dropped 17% in August

Revolve Group's stock price is seriously down year-to-date, but it's still posting double-digit growth in other areas.

News for Revolve Stock (RVLV)