{"filings":[{"id":95152,"accession_number":"0001193125-26-206442","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q1 net sales +16% YoY to $342.9M, EPS $0.20 (+25%), active customers +8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $13.8M (up 21% YoY); Adjusted EBITDA $21.1M (up 9%).","Active customers 2.926M (trailing 12 months, +8% YoY, highest growth in 2+ yrs).","Gross margin 52.7% (+68 bps YoY); REVOLVE segment +15%, FWRD +17%.","International net sales +20% YoY; April 2026 net sales +14% YoY.","FY2026 guidance: gross margin 53.5-54.0%, G&A $164-168M; new Miami store by end of 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":342880000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108019,"accession_number":"0001193125-26-116835","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2026-03-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Revolve Group appoints Erinn Murphy to Board; Jennifer Baxter Moser resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Erinn Murphy appointed to Board effective March 18, 2026.","Murphy will chair Audit Committee and serve on Compensation Committee.","Murphy is SVP of Investor Relations & Strategic Finance at Crocs, previously Managing Director at Piper Sandler.","Jennifer Baxter Moser resigned from Board and committees; resignation not due to any disagreement.","No material arrangements or related transactions with Murphy disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108018,"accession_number":"0001193125-26-067027","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Group Q4 2025: Net income up 58%, revenue up 10%, guides FY2026 gross margin 53.7%+","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $324.4M (+10% YoY); net income $18.6M (+58%); diluted EPS $0.26 (+53%).","Q4 Adjusted EBITDA $26.3M (+44%); gross margin 53.3% (+78 bps).","Active customers 2.84M (+6%); total orders 2.45M (+13%); AOV $296 (-2%).","Full year net sales $1.23B (+8%), net income $61.1M (+25%), Adj. EBITDA $93.8M (+35%).","FY2026 guidance: gross margin 53.7%-54.2%; first 7 weeks of 2026 net sales up ~16% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":1225682000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108017,"accession_number":"0001193125-26-037611","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Revolve amends credit agreement to extend maturity to 2031 and adjust borrowing base","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity date extended from prior date to February 2, 2031.","Eligible inventory component of borrowing base adjusted; other reporting obligations amended.","Negative covenants modified to provide additional flexibility.","No revolving loans outstanding as of February 2, 2026.","Credit agreement originally dated March 23, 2021; amendment signed February 2, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124429,"accession_number":"0001193125-25-264719","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Q3 net sales up 4% to $295.6M, net income surges 97% to $21.2M, guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $295.6M (+4% YoY); gross margin 54.6% (+347bps) drove gross profit +11% to $161.5M.","Net income $21.2M ($0.29 EPS, +93% YoY); Adjusted EBITDA $25.3M (+45%), both Q3 records.","Active customers up 5% to 2.747M; total orders placed +5% to 2.3M; average order value $306 (+1%).","FY2025 gross margin guidance raised to 53.5% from prior 52.1%-52.6%; cash $315M, debt-free.","October net sales grew mid-single digit % YoY; investing in international, owned brands, AI, physical retail."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":901311000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141095,"accession_number":"0000950170-25-103061","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Group Q2 rev $309M (+9% YoY); adj EBITDA +12%; raises FY gross margin guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $309.0M (+9% YoY); net income $10.0M (-35% YoY) on non-operating charges and higher tax rate.","Adjusted EBITDA $22.9M (+12% YoY); diluted EPS $0.14 vs $0.21; operating income +10% to $18.0M.","Active customers 2.74M (+6%); total orders 2.42M (+7%); AOV $300 (-2%).","FY2025 gross margin guidance raised to 52.1%-52.6% (prior 50%-52%); Q3 gross margin seen 51.2%-51.7%.","Cash $310.7M, debt free; repurchased 92,583 shares for $1.7M in Q2; inventory down 6% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":605680000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158902,"accession_number":"0000950170-25-083742","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Revolve annual meeting results: directors elected, auditor ratified, say-on-pay approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All five director nominees (Karanikolas, Mente, Cox, Moser, Ruxandra) elected with over 327M votes each.","Ratification of KPMG as independent auditor for FY2025: 346,434,273 for, 229,258 against.","Advisory vote on executive compensation approved: 343,910,023 for, 267,592 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158901,"accession_number":"0000950170-25-064491","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Q1 net sales +10% to $297M; adjusted EBITDA up 45%; FY gross margin guidance cut to 50-52%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $296.7M (+10% YoY); net income $11.4M (+5%); diluted EPS $0.16 vs $0.15.","Adjusted EBITDA $19.3M (+45%); operating cash flow $45.1M (+18%); free cash flow $42.8M.","Active customers 2.7M (+6%); REVOLVE segment +11%; FWRD +3%; international +12%.","FY 2025 gross margin guidance lowered to 50.0-52.0% from 52.4-52.9% due to tariffs and mitigation.","Cash $300.8M, debt-free; April net sales up mid-single digits YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":296709000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177306,"accession_number":"0000950170-25-026680","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Q4 net sales up 14% to $293.7M; EPS $0.17, net income +237%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $293.7M (+14% YoY); diluted EPS $0.17 (+240% YoY).","Q4 Adjusted EBITDA $18.3M (+114% YoY); gross margin 52.5% (+53 bps).","Full year net sales $1.13B (+6%); net income $48.8M (+73%); Adj. EBITDA $69.5M (+60%).","FY 2025 guidance: gross margin 52.4-52.9%; G&A $155-158M; Q1 gross margin 52.2-52.7%.","Active customers 2.67M (+5%); stock buyback $11.8M in FY24; $57.6M remaining."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":1129911000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194063,"accession_number":"0000950170-24-121476","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Group Q3 net income up 238% to $10.8M; net sales +10% YoY to $283.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $283.1M (+10% YoY), net income $10.8M (+238%), EPS $0.15 vs $0.04.","Adjusted EBITDA $17.5M (+85%), driven by improved logistics costs and marketing efficiency.","Active customers 2.63M (+5% YoY); international net sales up 20% to $60.5M.","FY2024 gross margin guidance cut to 52.2% from prior 52.5-53.0%; other expense ratios tightened.","October net sales up low-double digit % YoY, a sequential improvement vs Q3 trend."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":836183000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210392,"accession_number":"0000950170-24-091833","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Group Q2 net income doubles to $15.4M; net sales +3% to $282.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.21, up 110% YoY; adjusted EBITDA $20.5M, up 97%.","REVOLVE segment net sales +4% to $245.5M; FWRD segment fell 4% to $36.9M.","Active customers grew 5% to 2.58M; return rate fell YoY for first time in 3+ years.","FY 2024 marketing expense guidance lowered to 15.3%-15.5% of sales (prior 16%-16.2%); G&A guidance raised to $135M-$138M.","July 2024 net sales up mid-single-digit % YoY; $59.5M remains under $100M buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":553037000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1447533840.5625622,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228716,"accession_number":"0000950170-24-071304","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Revolve Group stockholders approve charter amendment limiting officer liability at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All five director nominees elected: M. Karanikolas, M. Mente, M. Cox, J. Baxter Moser, O. 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