Revolve Group (RVLV)

• Market cap: $1.7B
• 1 day: 0.29%
• 5 days: 1.36%
• 1 month: 10.9%
• 3 months: 16.47%
• 6 months: 6.84%
• Year to date: -28.78%
• 1 year: -2.45%
• 5 years: 36.26%
• 10 years: -29.71%
• Sector: Consumer Discretionary
• Industry: Internet Retail

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 Q2 regulatory disclosures by fund managers ($100M+ AUM)

79% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $1.77M

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

5.49% more ownership

Funds ownership: 113.5% [Q1] → 118.99% (+5.49%) [Q2]

2% less capital invested

Capital invested by funds: $984M [Q1] → $964M (-$19.2M) [Q2]

7% less funds holding

Funds holding: 214 [Q1] → 198 (-16) [Q2]

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $22
• Avg. target: $24
• High target: $25

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

Morgan Stanley Lauren Schenk	$24	Equal-Weight Maintained	6 Aug 2025
Piper Sandler Anna Andreeva	$25	Overweight Maintained	6 Aug 2025
Roth Capital Matt Koranda	$24	Buy Maintained	5 Aug 2025
UBS Jay Sole	$22	Neutral Maintained	25 Jul 2025
Raymond James Rick Paterson	$25	Outperform Maintained	22 Jul 2025