Revolve GroupRVLV
RVLV
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 2024 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 18% 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: 1,632
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 7 analysts
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
7% less funds holding
Funds holding: 229 [Q4 2024] → 214 (-15) [Q1 2025]
6.79% less ownership
Funds ownership: 120.23% [Q4 2024] → 113.43% (-6.79%) [Q1 2025]
24% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 45
36% less capital invested
Capital invested by funds: $1.54B [Q4 2024] → $983M (-$559M) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19
6%
downside
Avg. target
$23
13%
upside
High target
$28
38%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
Baird Mark Altschwager | 23%upside $25 | Neutral Maintained | 6 Jun 2025 |
Keybanc Ashley Owens | 23%upside $25 | Overweight Maintained | 7 May 2025 |
UBS Jay Sole | 6%downside $19 | Neutral Maintained | 7 May 2025 |
Raymond James Rick Paterson | 4%upside $21 | Outperform Maintained | 7 May 2025 |
Morgan Stanley Lauren Schenk | 4%upside $21 | Equal-Weight Maintained | 17 Apr 2025 |
Financial journalist opinion
Negative
Seeking Alpha
2 weeks ago
Revolve: Crashed Stock Reflects Tariff Pressure (Rating Upgrade)
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.
Neutral
PRNewsWire
1 month ago
Revolve Group, Inc. to Present at Upcoming Baird, TD Cowen and William Blair Investor Conferences
LOS ANGELES , May 16, 2025 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, will present at the following investor conferences: Baird Global Consumer, Technology and Services Conference on Tuesday, June 3, 2025 at 3:10 p.m. ET / 12:10 p.m.
Positive
The Motley Fool
1 month ago
Why Apparel Companies Rocketed Higher This Week
Shares of apparel and consumer goods companies with significant exposure to China, such as PVH Corp. (PVH -1.96%), Revolve Group (RVLV 4.07%), and Mattel (MAT 1.74%), rallied hard this week, increasing 14.1%, 15.5%, and 16.5%, respectively, as of 12:30 p.m. ET Thursday, according to data from S&P Global Market Intelligence.
Neutral
The Motley Fool
1 month ago
Why Revolve Group Stock Was Sliding Today
Shares of Revolve Group (RVLV -10.72%) were moving lower today after the online fashion retailer posted results that were roughly in line with expectations but lowered its gross margin guidance for the year.
Neutral
Seeking Alpha
1 month ago
Revolve Group, Inc. (RVLV) Q1 2025 Earnings Call Transcript
Revolve Group, Inc. (NYSE:RVLV ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Erik Randerson - Vice President-Investor Relations Michael 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 Mark Altschwager - Baird Anna Andreeva - Piper Sandler Jay Sole - UBS Lorraine Hutchinson - Bank of America Dylan Carden - William Blair Michael Binetti - Evercore ISI Nathan Feather - Morgan Stanley Trevor Young - Barclays Matt Koranda - Roth Capital Rick Patel - Raymond James Janine Stichter - BTIG Peter McGoldrick - Stifel Lucas Cohen - BMO Capital Markets Operator Good morning, afternoon, evening. My name is Danica and I will be your conference operator today.
Positive
Zacks Investment Research
1 month ago
Revolve Group (RVLV) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Revolve Group (RVLV) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
Revolve Group (RVLV) Q1 Earnings and Revenues Top Estimates
Revolve Group (RVLV) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.15 per share a year ago.
Neutral
PRNewsWire
1 month ago
Revolve Group Announces First Quarter 2025 Financial Results
LOS ANGELES , May 6, 2025 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, today announced financial results for the first quarter ended March 31, 2025. Co-Founder and Co-CEO Commentary "Our strong execution within a dynamic macro environment resulted in outstanding first quarter results, highlighted by double-digit top-line growth, 57% growth in operating income year-over-year, and $45 million in operating cash flow that further strengthened our balance sheet," said co-founder and co-CEO Mike Karanikolas.
Positive
Seeking Alpha
1 month ago
The Optimist Fund Q1 2025 Leaders And Laggards
ThredUp shows strong revenue growth and margin expansion, with conservative 2025 guidance positioning it for future outperformance and broader investor attention. Carvana's Q4 highlights include a 50% increase in retail car sales and record profitability, signaling long-term upside despite a leveraged balance sheet. Uber's record quarter with 18% gross bookings growth and strong free cash flow, bolstered by demand and autonomous vehicle prospects, supports a positive investment thesis.
Negative
Zacks Investment Research
1 month ago
Earnings Preview: Revolve Group (RVLV) Q1 Earnings Expected to Decline
Revolve Group (RVLV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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