Revolve Group, Inc Class A (RVLV)

In the past six months, Revolve Group, Inc. reported Q3 2025 earnings with an EPS of $0.24, surpassing estimates, but revenue slightly missed expectations. Strong gross margin performance drove positive results, with increased gross profit and Adjusted EBITDA. Significant insider selling occurred in January 2026, and the company is estimated to release its Q4 2025 earnings on February 24, 2026.

Demand for Revolve Group, Inc.'s products is subject to seasonality, influenced by new product launches, promotions, and changes in consumer spending and tastes. The company expects a higher return rate in the fourth quarter of 2025, consistent with the third quarter, indicating seasonal trends in returns. Demand can also be influenced by macroeconomic conditions, such as inflation rates.

Revolve Group, Inc. operates through the REVOLVE segment, offering premium apparel, footwear, accessories, and beauty products, and the FWRD segment, focusing on luxury fashion. The company's data-driven business model leverages technology and social media influencers to identify trends, manage inventory, and engage with its target audience.

Headquartered in Cerritos, California, Revolve Group, Inc. has a significant international presence with localized sites and logistics centers in Europe and the Middle East. It offers a localized shopping experience to customers in regions such as the UK, the EU, Australia, New Zealand, Singapore, Canada, Poland, Spain, Switzerland, and the UAE.

Revolve Group, Inc. maintains its brand reputation through social media influencer marketing and a curated shopping experience. The company's beauty advent calendar generated viral excitement, contributing to a positive brand image. The company connects with its target demographic through personalized marketing and continuously updates its product assortment to reflect the latest trends.

Revolve Group, Inc. has a substantial number of institutional owners, with major shareholders including Fmr Llc, Kayne Anderson Rudnick Investment Management Llc, Vanguard Group Inc, and BlackRock, Inc. Insiders hold a significant portion of the company's stock, and Co-founders Michael Mente and Mike Karanikolas have a combined 56% stake and control over two-thirds of the company's voting shares.