RVLV Revolve Group, Inc.
Price Chart
Executive Summary
Revolve Group filed an 8-K furnishing an updated investor presentation for the William Blair Growth Stock Conference. The presentation highlights Q1 2026 net sales growth of 16% YoY, the highest in nearly four years, and reiterates medium-term financial targets including net sales growth and gross margin expansion. The filing is a routine investor relations update with no new material financial disclosures beyond previously reported Q1 2026 results.
Actionable Insight
Monitor upcoming quarterly results for continued net sales growth trajectory and progress toward medium-term margin targets. The Q2 2026 share repurchase activity (~$8M) signals management's view of intrinsic value but is not a catalyst.
Key Facts
- Investor presentation furnished for William Blair Growth Stock Conference on June 3, 2026
- Q1 2026 net sales grew 16% YoY, the highest growth rate in nearly four years
- Q1 2026 diluted EPS grew 25% YoY
- Q1 2026 free cash flow was $45 million
- FY 2025 net sales were $1.2 billion, with 13% 6-year CAGR
- FY 2025 net income was $61 million, more than doubled in past two years
- FY 2025 Adjusted EBITDA grew 35% YoY with margin expansion
- FY 2025 operating cash flow was $59 million, free cash flow was $46 million
- Cash and equivalents at FY 2025 were $303 million, up >4.5x in 6 years
- Company repurchased ~$8 million in RVLV common shares in Q2 2026 through May 27
- Medium-term targets: net sales growth, gross margin +100 bps YoY in 2025 despite tariffs, Adj. EBITDA margin expansion expected in 2027
- FWRD segment Q1 2026: net sales +17% YoY, gross profit +36% YoY
- Active customers ~3 million as of March 31, 2026, representing ~3% penetration of U.S. target market
Financial Impact
No new financial guidance or material changes; presentation recaps Q1 2026 results and medium-term targets
Risk Factors
- Tariff pressure could impact gross margin despite +100 bps improvement in 2025
- Strategic investments in 2026 may delay Adj. EBITDA margin expansion until 2027
- Luxury retail headwinds and competitor bankruptcies create both opportunity and execution risk for FWRD segment
Market Snapshot
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-254659 |
| Document: 0001193125-26-254659-index.html | 0001193125-26-254659 |
| Document: 0001193125-26-254659.txt | 0001193125-26-254659 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 3, 2026
2d ago
|
8-K
| $18.97 awaiting T+20 | awaiting T+20 | — | $18.90 (−0.37%) |
|
May 5, 2026
4w ago
|
8-K
| $20.19 $18.97 | ▼ −6.04% | ▼ −8.82% | $18.90 (−6.39%) |
|
Apr 27, 2026
5w ago
|
Insider Cluster
| $26.33 $19.40 | ▼ −26.32% | ▼ −31.28% | $18.90 (−28.22%) |
|
Apr 24, 2026
5w ago
|
DEFA14A
| $26.33 $19.40 | ▼ −26.32% | ▼ −31.28% | $18.90 (−28.22%) |
|
Apr 9, 2026
8w ago
|
Insider Cluster
| $25.69 $20.19 | ▲ +21.41% | ▲ +28.98% | $18.90 (+26.43%) |
|
Feb 24, 2026
14w ago
|
8-K
| $24.36 $22.72 | ▼ −6.73% | ▼ −1.50% | $18.90 (−22.41%) |
US Market Status
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