Revolve Group, Inc Class A (RVLV)

Over the past six months, Revolve Group, Inc. has experienced a notable increase in its stock price, rising by 42%. In Q3 2025, Revolve Group reported an EPS of $0.24, beating estimates, with revenue increasing by 4.4% year-over-year. In Q2 2025, the company announced strong second-quarter results, with net sales growing 9% year-over-year. In Q1 2025, Revolve Group reported double-digit top-line growth, with net sales increasing 10% year-over-year. Morgan Stanley raised its price target for RVLV from $26.00 to $27.00, maintaining an 'Equal-Weight' rating.

Revolve Group, Inc.'s business experiences demand seasonality, which is a factor the company considers in its operations. Digital platforms must adapt their assortments and presentation to match prevailing trends and seasonal rotations. The company's data-driven merchandising model aims to minimize inventory risk and maximize full-price sales, indicating a proactive approach to managing these seasonal and trend-driven fluctuations.

Revolve Group, Inc. is an online fashion retailer targeting Millennial and Generation Z consumers, operating in the consumer discretionary sector. It generates revenue through direct-to-consumer online sales of apparel, footwear, accessories, and beauty products. The company operates through REVOLVE and FWRD segments, offering curated assortments of premium and luxury fashion. Revolve Group also has a portfolio of over 30 owned brands and leverages a data-driven platform and social media influencer marketing.

Revolve Group, Inc. operates as a global online retailer, serving customers in the United States and internationally. The company's customers can engage with its platform in approximately 12 languages and pay in over 50 currencies. Revolve Group has been expanding its physical retail presence, including a new two-story permanent retail location at The Grove shopping center in Los Angeles.

Revolve Group, Inc. maintains a strong brand reputation, particularly among Millennial and Gen Z consumers, by leveraging authentic brand engagement and influencer marketing. The opening of a permanent store at The Grove in Los Angeles enhances brand visibility. The new Los Angeles store includes a dedicated men's section, reflecting Revolve Group's focus on expanding its men's business. The FWRD Renew program supports a more circular and sustainable approach to fashion. The launch of iconic luxury brands like Dries Van Noten on FWRD further solidifies FWRD's position as a key player in the luxury sector.

Revolve Group, Inc. has a diverse ownership structure, with institutional investors holding the majority of the common stock, with 89.19% of publicly available shares. Major institutional owners include Fmr Llc, Kayne Anderson Rudnick Investment Management Llc, Vanguard Group Inc, BlackRock, Inc., Goldman Sachs Group Inc, William Blair Investment Management, Llc, and Balyasny Asset Management Llc. The co-founders, Michael Mente and Mike Karanikolas, retain significant voting power through a dual-class stock structure.