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Revolve Group Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | $0.110 |
| EPS actual | $0.240 |
| EPS Surprise | 118.18% |
| Revenue estimate | 305.893M |
| Revenue actual | 295.631M |
| Revenue Surprise | -3.35% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.120 |
| EPS actual | $0.140 |
| EPS Surprise | 16.67% |
| Revenue estimate | 297.627M |
| Revenue actual | 308.971M |
| Revenue Surprise | 3.81% |
| Release date | May 06, 2025 |
| EPS estimate | $0.130 |
| EPS actual | $0.160 |
| EPS Surprise | 23.08% |
| Revenue estimate | 308.218M |
| Revenue actual | 296.709M |
| Revenue Surprise | -3.73% |
| Release date | Feb 25, 2025 |
| EPS estimate | $0.0900 |
| EPS actual | $0.170 |
| EPS Surprise | 88.89% |
| Revenue estimate | 283.219M |
| Revenue actual | 293.728M |
| Revenue Surprise | 3.71% |
Last 4 Quarters for Revolve Group
Below you can see how RVLV performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 25, 2025 |
| Price on release | $28.32 |
| EPS estimate | $0.0900 |
| EPS actual | $0.170 |
| EPS surprise | 88.89% |
| Date | Price |
|---|---|
| Feb 19, 2025 | $30.32 |
| Feb 20, 2025 | $29.33 |
| Feb 21, 2025 | $28.61 |
| Feb 24, 2025 | $29.73 |
| Feb 25, 2025 | $28.32 |
| Feb 26, 2025 | $26.89 |
| Feb 27, 2025 | $26.25 |
| Feb 28, 2025 | $26.56 |
| Mar 03, 2025 | $25.00 |
| 4 days before | -6.60% |
| 4 days after | -11.72% |
| On release day | -5.05% |
| Change in period | -17.55% |
| Release date | May 06, 2025 |
| Price on release | $18.94 |
| EPS estimate | $0.130 |
| EPS actual | $0.160 |
| EPS surprise | 23.08% |
| Date | Price |
|---|---|
| Apr 30, 2025 | $19.88 |
| May 01, 2025 | $19.46 |
| May 02, 2025 | $19.53 |
| May 05, 2025 | $19.08 |
| May 06, 2025 | $18.94 |
| May 07, 2025 | $17.07 |
| May 08, 2025 | $17.43 |
| May 09, 2025 | $17.71 |
| May 12, 2025 | $19.79 |
| 4 days before | -4.73% |
| 4 days after | 4.49% |
| On release day | -9.87% |
| Change in period | -0.453% |
| Release date | Aug 05, 2025 |
| Price on release | $20.70 |
| EPS estimate | $0.120 |
| EPS actual | $0.140 |
| EPS surprise | 16.67% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $20.94 |
| Jul 31, 2025 | $20.75 |
| Aug 01, 2025 | $20.11 |
| Aug 04, 2025 | $20.41 |
| Aug 05, 2025 | $20.70 |
| Aug 06, 2025 | $19.79 |
| Aug 07, 2025 | $19.73 |
| Aug 08, 2025 | $19.64 |
| Aug 11, 2025 | $19.09 |
| 4 days before | -1.15% |
| 4 days after | -7.78% |
| On release day | -4.40% |
| Change in period | -8.83% |
| Release date | Nov 04, 2025 |
| Price on release | $19.98 |
| EPS estimate | $0.110 |
| EPS actual | $0.240 |
| EPS surprise | 118.18% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $23.28 |
| Oct 30, 2025 | $22.89 |
| Oct 31, 2025 | $22.12 |
| Nov 03, 2025 | $21.30 |
| Nov 04, 2025 | $19.98 |
| Nov 05, 2025 | $22.18 |
| Nov 06, 2025 | $21.09 |
| Nov 07, 2025 | $21.40 |
| Nov 10, 2025 | $22.16 |
| 4 days before | -14.18% |
| 4 days after | 10.91% |
| On release day | 11.01% |
| Change in period | -4.81% |
Revolve Group Earnings Call Transcript Summary of Q3 2025
Revolve reported solid Q3 2025 results: net sales of $296M, up 4% year‑over‑year, driven by REVOLVE (+5%) and FWRD (+3%). Consolidated gross margin expanded sharply to 54.6% (up ~347 bps YoY), helped by a markdown optimization algorithm, higher full‑price mix and greater owned‑brand penetration. Adjusted EBITDA was a record for any third quarter at $25M (+45% YoY) and adjusted EBITDA margin expanded to 8.6%. Cash and equivalents rose to $315M (up $63M YoY), and 9‑month free cash flow tripled year‑over‑year. Inventory was well controlled ($239M, down 1% YoY). Management highlighted successful tariff mitigation to date but cautioned gross margin remains sensitive to tariff developments. Strategic priorities include accelerating owned‑brand launches (notably SRG with Sofia Richie Grainge), expanding international penetration (Mainland China +50% YoY) and testing physical retail (Aspen store, upcoming Los Angeles Grove store). FWRD saw strong gross profit and margin recovery, and marketing/brand investments (including a Lakers partnership) aim to grow awareness and customer acquisition. Guidance: Q4 gross margin 53.1%–53.6% (midpoint ≈ +80 bps YoY) and full‑year gross margin ~53.5% (≈ +100 bps YoY). Key risks remain tariff volatility and tough year‑ago comparisons into Q4 and holiday season.
