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REF

Reformation Inc

REF

Market cap $1.07B

18.05 USD

+1.20

7.12%

At close Updated Nov 6, 4:00 PM EST

1 day

7.12%

5 days

12.32%

1 month

36.85%

3 months

11.9%

6 months

19.69%

Year to date

19.69%

1 year

19.69%

5 years

19.69%

10 years

19.69%

About: Reformation Inc sells apparel and accessories through its website, company-owned retail stores, wholesale channels, and other distribution channels in the United States and internationally. Its product portfolio includes dresses, bottoms, tops, sweaters, and accessories. The company focuses on womenswear and sources materials and products through its supply chain operations. The majority of the company's revenue was derived from the sale of its apparel and accessories, including clothing, shoes, and bags, through e-commerce and retail. Geographically, the maximum revenue is generated from the United States.

Consumer Discretionary Apparel Retail

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 30.8%

Neutral 61.5%

Negative 7.7%

Reformation Inc. (REF) Q3 2026 Earnings Call Transcript

Reformation Inc. (REF) Q3 2026 Earnings Call Transcript

Reformation Inc. (REF) Q3 2026 Earnings Call Transcript

Zacks Investment Research

Reformation Inc. (REF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Reformation Inc. (REF) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Reformation Inc. (REF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Reformation Announces Third Quarter Fiscal 2026 Results

Net Revenue grew over 19%; Active Customers increased 23%Gross Margin Expanded ~250 bps to 60.4%Raises Fiscal 2026 Net Revenue Growth Outlook to ~20% and Adjusted EBITDA Margin Outlook to High-End of Previous Guidance to ~14.2% LOS ANGELES, Nov. 5, 2026 /PRNewswire/ -- Reformation Inc. (NYSE: REF) (the "Company"), the sustainable women's fashion brand, today announced its financial results for the third quarter ended September 26, 2026. Third Quarter Fiscal 2026 Financial Highlights (Compared to the Third Quarter of Fiscal 2025) Net revenue increased 19.1% to $173.6 million, driven by strength across channels and geographies DTC net revenues were $152.8 million, an increase of 16.7% Wholesale and Other net revenues were $20.8 million, an increase of 40.8% Gross margin expanded 252 basis points to 60.4% Net loss was $(1.1) million or $(0.02) per share; reflecting a 165.9% effective tax rate driven by the tax impact of stock-based compensation as a result of the Company's initial public offering Adjusted EBITDA grew 64.2% to $23.1 million; adjusted EBITDA margin expanded 366 bps to 13.3% "Our strong Q3 results, marking our 22nd consecutive quarter of double-digit revenue growth, reflect the durability of our business and momentum across our strategic growth pillars," said Hali Borenstein, Chief Executive Officer.

Reformation Announces Third Quarter Fiscal 2026 Results

Baron Discovery Fund Q3 2026 Portfolio Activity

During the quarter, we initiated a position in Jersey Mike's Subs Inc., a franchisor of fast casual, submarine-style sandwich restaurants. We participated in the IPO of Lyntris Inc., a fast-growing proprietary defense solutions provider with a 90% sole-sourced portfolio exposed to many of the nation's key defense offerings. We sold our position in Wingstop Inc. during the quarter to allocate the proceeds into other restaurant companies where we felt there was better upside potential.

Baron Discovery Fund Q3 2026 Portfolio Activity

6 stocks Jim Cramer says are worth buying as AI stocks tumble

Jim Cramer has identified six fashion stocks that could benefit as investors turn away from expensive artificial intelligence shares and look for opportunities in consumer businesses. Speaking on Mad Money on Monday, Cramer pointed to Ralph Lauren, Tapestry, Levi Strauss, VF Corporation, Kontoor Brands and Reformation.

6 stocks Jim Cramer says are worth buying as AI stocks tumble

Jim Cramer says these six fashion stocks are buys beyond the AI trade

CNBC's Jim Cramer highlighted six fashion stocks he likes as investors look beyond the struggling AI trade. His picks include Ralph Lauren, Tapestry, Levi Strauss, VF Corp, Kontoor Brands and Reformation.

Jim Cramer says these six fashion stocks are buys beyond the AI trade

Reformation to Announce Third Quarter Fiscal 2026 Results on November 5, 2026

LOS ANGELES, Oct. 22, 2026 /PRNewswire/ -- Reformation Inc. (NYSE: REF), the sustainable women's fashion brand, today announced that its financial results for the third quarter ended September 26, 2026, will be released after the market close on November 5, 2026. In addition, the Company will discuss its results and business outlook during a live conference call and webcast at 5:00 p.m.

Reformation to Announce Third Quarter Fiscal 2026 Results on November 5, 2026

Cedar Grove Capital Q3 2026 Portfolio Update

During the quarter, we closed our long positions in MTY Food Group, uniQure, ClearPoint Neuro, and Suja Life Inc. During the quarter, we closed short positions in Bending Spoons SpA, Chipotle Mexican Grill, The Ensign Group, Gemini Space Station, Jersey Mike's Subs, Moderna, Reformation, Once Upon a Farm, and X-Energy Inc. We initiated a small tracking position in Zedcor Inc. while continuing our due diligence.

Cedar Grove Capital Q3 2026 Portfolio Update

Reformation Inc. (REF) Q2 2026 Earnings Call Transcript

Reformation Inc. (REF) Q2 2026 Earnings Call Transcript

Reformation Inc. (REF) Q2 2026 Earnings Call Transcript

Reformation Q2 Earnings Call Highlights

Reformation NYSE: REF reported second-quarter 2026 revenue and profitability above the high end of the company's estimates provided at the time of its initial public offering, as growth in active customers, direct-to-consumer sales, wholesale and international markets supported results.

Reformation Q2 Earnings Call Highlights

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