Revolve Group, Inc. (RVLV)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$21.35-0.74%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · RVLV
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on increasing active customers, net sales growth, and expanding owned brand initiatives including REVOLVE Los Angeles and Grow-Good beauty products.
Stated as a priority in 2 of last 2 quarters. Net sales grew from $296.7M in 2026-Q1 to $347.4M in 2026-Q2, an increase of 16% and 12% year-over-year respectively. Active customers increased 8% in Q1 and 11% in Q2 year-over-year. Management's focus on expanding customer base and owned brand initiatives is delivering consistent top-line growth.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We delivered double-digit net sales growth and accelerated growth in active customers, supporting continued profitable growth.”
“Strong first quarter results with net sales increasing 16% and active customers growing 8%, plus launch of REVOLVE Los Angeles and Grow-Good beauty.”
Sustain gross margin in the range of 53.5% to 54.0% for full year 2026 despite macroeconomic and cost pressures.
Stated as a priority in 3 of last 3 quarters. Gross margin improved from 52.7% in 2026-Q1 to 56.6% in 2026-Q2, aided by tariff refunds. Management maintains FY 2026 guidance at 53.5% to 54.0%. The trajectory shows margin expansion delivering above guidance despite cost pressures.
“Updated FY 2026 Outlook Gross margin 53.5% to 54.0%.”
“FY 2026 Outlook Gross margin 53.7% to 54.2%.”
“Fourth Quarter 2025 Outlook Gross margin 53.1% to 53.6%.”
Manage G&A expenses within guided range of $164 million to $172 million for FY 2026 to support profitability.
Stated as a priority in 3 of last 3 quarters. G&A expenses increased from $38.3M in 2025-Q2 to $43.4M in 2026-Q2. Management updated FY 2026 guidance upward to $170M-$172M reflecting investments but maintains focus on disciplined cost control. The trajectory shows moderate increase consistent with growth investments.
“General and administrative expenses $170 million to $172 million for FY 2026.”
“General and administrative expenses $164 million to $168 million for FY 2026.”
“General and administrative expenses $38.7 million in Q4 2025.”
Generate positive operating cash flow and free cash flow to strengthen balance sheet and support capital allocation priorities.
Stated as a priority in 2 of last 2 quarters. Operating cash flow rose from $12.6M in 2025-Q4 to $49.4M in 2026-Q1. Free cash flow increased from $9.6M in 2025-Q2 to $44.9M in 2026-Q1. Management emphasizes strong cash generation to fund growth and capital allocation, showing delivering trajectory.
“Operating cash flow of $49.4 million and free cash flow of $44.9 million in Q1 2026.”
“Operating cash flow was $12.6 million in Q4 2025.”
Open new physical retail stores to complement online presence, including a third store in Miami expected by end of 2026.
Stated as a priority in 2 of last 2 quarters. Management signed lease for third store in Miami with opening expected by end of 2026. This physical retail expansion is a new growth initiative with early-stage delivery consistent with management statements.
“Investments in building physical retail capabilities highlighted as growth initiative.”
“Entered into lease for third retail store in Miami, expected to open by end of 2026.”
Over the trailing year it converted 3.18x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
3 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated stable grew net income 47% of the time over the next year (vs 53% for the rest of the cohort, n=1906).
Not investment advice. As of 2026-09-04.