Revolve Group leverages a data-driven, online-first platform with strong influencer marketing, outperforming traditional retail models and adapting well to evolving consumer habits. RVLV delivered robust Q3 results: EPS of $0.30 (vs. $0.18 consensus), 45% YoY Adjusted EBITDA growth, and 97% YoY net income growth, with expanding margins. Despite premium sector multiples, RVLV trades below its historical P/E and P/S averages, supporting a target price range of $36–$39 on revenue estimates.
Revolve Group, a fashion retailer for millennial and Generation Z consumers, now offers Affirm's flexible payment options to shoppers in Canada and the United Kingdom. The offering marks an expansion of the companies' existing partnership in the United States, which launched earlier this year, according to a Monday (Dec. 15) press release.
Revolve Group (RVLV) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Revolve Group, Inc. ( RVLV ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Erik Randerson - Vice President of Investor Relations Michael Mente - Co-Founder, Co-CEO & Director Michael Karanikolas - Co-Founder, Co-CEO & Chairman of the Board Jesse Timmermans - Chief Financial Officer Conference Call Participants Rakesh Patel - Raymond James & Associates, Inc., Research Division Oliver Chen - TD Cowen, Research Division Matt Koranda - ROTH Capital Partners, LLC, Research Division Michael Binetti - Evercore Inc. Janine Hoffman Stichter - BTIG, LLC, Research Division Anna Andreeva - Piper Sandler & Co., Research Division Kavya Narayanan - Morgan Stanley, Research Division Jay Sole - UBS Investment Bank, Research Division Peter McGoldrick - Stifel, Nicolaus & Company, Incorporated, Research Division Mary Sport - BofA Securities, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today.
While the top- and bottom-line numbers for Revolve Group (RVLV) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Revolve Group, Inc. (NYSE:RVLV ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Call Participants Erik Randerson - Vice President of Investor Relations Jesse Timmermans - Chief Financial Officer Michael Karanikolas - Co-Founder, Co-CEO & Chairman of the Board Michael Mente - Co-Founder, Co-CEO & Director Conference Call Participants Anna A. Andreeva - Piper Sandler & Co., Research Division Ashley Anne Owens - KeyBanc Capital Markets Inc., Research Division Dylan Douglas Carden - William Blair & Company L.L.C.
Although the revenue and EPS for Revolve Group (RVLV) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Revolve Group (RVLV) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.21 per share a year ago.
Revolve Group (RVLV) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Revolve Group (RVLV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Revolve Group (RVLV) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Revolve Group, Inc. continues to grow over the long term as a post-Covid growth hiccup has subsided. Tailwinds in ecommerce growth should aid the growth story. Tariffs are a major headwind for Revolve. The company's already thin margins are under pressure as Revolve's owned brands are primarily sourced from China. Improved owned brand penetration could expand margins valuably, but I remain skeptical of Revolve's owned brand strategy.