Revolve GroupRVLV
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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
206% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 18
32% more capital invested
Capital invested by funds: $1.17B [Q3] → $1.54B (+$370M) [Q4]
18% more funds holding
Funds holding: 193 [Q3] → 228 (+35) [Q4]
4.08% less ownership
Funds ownership: 124.3% [Q3] → 120.22% (-4.08%) [Q4]
28% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 87
31% less call options, than puts
Call options by funds: $15.3M | Put options by funds: $22.2M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Morgan Stanley Lauren Schenk 91% 1-year accuracy 20 / 22 met price target | 6%upside $21 | Equal-Weight Maintained | 17 Apr 2025 |
Piper Sandler Anna Andreeva 48% 1-year accuracy 13 / 27 met price target | 11%upside $22 | Overweight Maintained | 11 Apr 2025 |
Stifel Jim Duffy 28% 1-year accuracy 11 / 39 met price target | 41%upside $28 | Buy Maintained | 10 Apr 2025 |
Jefferies Randal Konik 22% 1-year accuracy 2 / 9 met price target | 51%upside $30 | Buy Upgraded | 14 Mar 2025 |
Roth MKM Matt Koranda 29% 1-year accuracy 7 / 24 met price target | 81%upside $36 | Buy Reiterated | 26 Feb 2025 |
Financial journalist opinion
Based on 8 articles about RVLV published over the past 30 days
