RVLV stock icon

Revolve Group
RVLV

$18.40
1.45%

Market Cap: 1.3B

 

About: The Revolve Group is an emerging e-commerce retailer, selling women's dresses, handbags, shoes, beauty products, and incidentals across its marketplace properties, Revolve and FWRD. The platform is built to suit the "next-generation customer," emphasizing mobile commerce, influencer marketing, and occupying an aspirational but attainable luxury niche. With $1.1 billion in 2023 net sales, the firm sits just outside the top 30 apparel retailers (by sales) in the US, but has consistently generated robust top-line growth as the industry continues to favor digital channels. Revolve generates approximately 20% of sales from private-label offerings, while focusing on building an inventory of unique products from emerging fashion brands with less than $10 million in annual sales.

Employees: 1,478

0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 20 analysts
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

28% more capital invested

Capital invested by funds: $794M [Q4 2023] → $1.02B (+$224M) [Q1 2024]

4.78% more ownership

Funds ownership: 121.06% [Q4 2023] → 125.83% (+4.78%) [Q1 2024]

4% less funds holding

Funds holding: 190 [Q4 2023] → 183 (-7) [Q1 2024]

18% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 39

30% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 71

47% less call options, than puts

Call options by funds: $6.5M | Put options by funds: $12.2M

Research analyst outlook

20 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$13
29%
downside
Avg. target
$21
13%
upside
High target
$26
41%
upside

20 analyst ratings

10 positive
50%
neutral
40%
negative
10%
Needham
Anna Andreeva
36%upside
$25
Buy
Reiterated
17 May 2024
UBS
Jay Sole
20%upside
$22
Neutral
Maintained
9 May 2024
Barclays
Trevor Young
18%downside
$15
Underweight
Maintained
8 May 2024
Roth MKM
Matt Koranda
41%upside
$26
Buy
Maintained
8 May 2024
BMO Capital
Simeon Siegel
18%downside
$15
Market Perform
Maintained
8 May 2024

Financial journalist opinion