Revolve GroupRVLV
About: Revolve Group Inc 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 2024 net sales, the firm sits just outside the top 30 apparel retailers (by sales) in the U.S, but has consistently generated robust top-line growth as the industry continues to favor digital channels. Revolve generates approximately 18% of sales from private-label offerings, while focusing on building an inventory of distinctive products from emerging fashion brands with less than $10 million in annual sales.
Employees: 1,632
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
118% more call options, than puts
Call options by funds: $3.54M | Put options by funds: $1.63M
1% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 76
6% less funds holding
Funds holding: 229 [Q4 2024] → 215 (-14) [Q1 2025]
6.72% less ownership
Funds ownership: 120.23% [Q4 2024] → 113.5% (-6.72%) [Q1 2025]
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
36% less capital invested
Capital invested by funds: $1.54B [Q4 2024] → $984M (-$558M) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Baird Mark Altschwager | 17%upside $25 | Neutral Maintained | 6 Jun 2025 |
Keybanc Ashley Owens | 17%upside $25 | Overweight Maintained | 7 May 2025 |
UBS Jay Sole | 11%downside $19 | Neutral Maintained | 7 May 2025 |
Raymond James Rick Paterson | 2%downside $21 | Outperform Maintained | 7 May 2025 |
Financial journalist opinion
Based on 3 articles about RVLV published over the past 30 days
