{"filings":[{"id":2051894,"accession_number":"0001193125-26-332838","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2026-08-04T20:15:15+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Q2 net sales up 12% YoY to $347.4M; net income up 86% to $18.6M; raises FY marketing guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $347.4M (+12% YoY); net income $18.6M ($0.26 diluted EPS) vs $10.0M ($0.14) in Q2 2025.","Active customers reached 3.04M (+11% YoY), highest growth in nearly 3 years; total orders up 11%.","Gross margin 56.6% (+254 bps YoY), including 162 bps from IEEPA tariff refunds; ex-refunds margin +90 bps.","FY 2026 guidance: marketing expenses raised to 15.8%-16.0% of net sales (prior 15.3%-15.8%); G&A raised to $170M-$172M.","July 2026 net sales up ~18% YoY; $45.7M remaining under $100M buyback; debt-free balance sheet with $311.6M cash."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"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":946362,"accession_number":"0001193125-26-263840","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2026-06-09T20:30:15+00:00","items":["5.07"],"status":"ready","headline":"Revolve Group holds 2026 annual meeting, all proposals pass overwhelmingly","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders elected all five director nominees including Karanikolas (313M for) and Mente (314M for).","KPMG ratified as auditor for FY 2026 with 338.4 million votes (99.9% of votes cast).","Non-binding advisory vote on executive compensation approved with 336.2 million votes (99.8%)."],"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":816119,"accession_number":"0001193125-26-254659","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2026-06-03T12:30:20+00:00","items":["7.01","9.01"],"status":"ready","headline":"Revolve posts updated investor presentation; no material new facts disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company released updated investor presentation for the William Blair Growth Stock Conference on June 3, 2026.","Filing contains no new financial results, guidance changes, or strategic developments.","Presentation available as Exhibit 99.1, but no specific quantitative data provided in the 8-K."],"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":0.2,"calibrated_materiality_score":0.2,"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":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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net income $7.3M (-55%); diluted EPS $0.10 (-55%).","Adjusted EBITDA $10.4M (-61% YoY); gross margin 54.0% vs 55.9% a year ago.","FY 2023 gross margin guidance lowered to 52-52.5% from 52-53%; fulfillment and SG&A costs raised.","Board authorizes $100M stock repurchase program; company has $269M cash and no debt.","July net sales down mid-single digit percent YoY, citing continued soft U.S. consumer discretionary spending."],"consensus_eps_estimate":null,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":553338000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"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":301065,"accession_number":"0000950170-23-027709","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2023-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Revolve Group stockholders elect all five director nominees at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All five director nominees elected: Karanikolas, Mente, Cox, Ruxandra, Stolzman.","Stockholders ratified KPMG as independent auditor for fiscal year ending Dec 31, 2023.","Advisory vote on named executive officer compensation approved on non-binding basis.","No unexpected results or material changes reported from the annual meeting."],"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":0.2,"calibrated_materiality_score":0.15,"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":301064,"accession_number":"0000950170-23-017199","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Group Q1 2023 revenue down 1% to $279.6M; net income falls 37%, adjusted EBITDA down 52%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $279.6M (-1% YoY); net income $14.2M (EPS $0.19) vs $22.6M (-37%).","Gross margin 49.8% (-468 bps) on lower full-price mix; adjusted EBITDA $15.0M (-52%).","Active customers grew 19% to 2.42M; REVOLVE segment -3%, FWRD +5% YoY.","April 2023 net sales declined ~7% YoY amid macro headwinds and inflationary pressures.","Free cash flow $47.7M; cash $283.3M, debt free; inventory down 12% from Dec 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":279609000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","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":320951,"accession_number":"0000950170-23-004105","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Q4 net income down 73% to $7.9M; full-year sales top $1B but profits fall 41%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $259.2M (+8% YoY); net income $7.9M (-73%); diluted EPS $0.11 (-72%).","Full-year net sales $1.1B (+24% YoY); net income $58.7M (-41%); adjusted EBITDA $90.2M (-21%).","Active customers 2.34M (+27% YoY); record annual growth of 500K customers.","Gross margin contracted: Q4 51.4% vs 54.8% YoY; full year 53.8% vs 55.0%.","Cash $234.7M, no debt; inventory $215.2M (+26% YoY); Q1-to-date net sales up mid-single digit."],"consensus_eps_estimate":null,"consensus_eps_actual":0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":1101416000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","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":339065,"accession_number":"0000950170-22-021254","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Group Q3 2022 net sales up 10% to $268.7M; EPS $0.16; net income down 28%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $268.7M (+10% YoY); REVOLVE segment $222.1M (+9%), FWRD $46.6M (+17%).","Net income $12.0M (-28%); diluted EPS $0.16 (-27%); Adjusted EBITDA $17.7M (-18%).","Gross margin 53.0%, down 211 bps YoY on lower full-price mix.","Active customers 2.25M (+34% YoY); Total orders 1.95M (+7%); AOV $320 (+16%).","October net sales up ~3% YoY amid macro headwinds; cash $244M, debt free."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":842263000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"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":339064,"accession_number":"0000950170-22-020332","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Revolve Group amends bylaws for universal proxy rules and DGCL updates","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Enhanced advance notice procedures for stockholder nominations and proposals, including Rule 14a-19 compliance.","Updated meeting adjournment and stockholder list provisions per recent DGCL amendments.","Clarified forum selection provision to cover Securities Act claims.","Other ministerial, clarifying, and conforming changes effective October 25, 2022."],"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":0.2,"calibrated_materiality_score":0.2,"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":356439,"accession_number":"0000950170-22-014264","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Group Q2 net sales up 27% to record $290M; net income down 48% to $16.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales record $290.1M (+27% YoY); gross margin 55.9% (record for Q2, +29 bps).","Net income $16.3M (-48%); diluted EPS $0.22 (-48%); Adjusted EBITDA $26.9M (-24%).","Active customers 2.17M (+39%); added ~124k in Q2; total orders 2.24M (+27%); AOV $303 (+19%).","REVOLVE segment +30% to $244.7M; FWRD +14% to $45.3M; domestic +30%, international +14%.","Inventory $208.5M (+75% YoY); cash $237.9M, debt free; July net sales growth slowed to ~10%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":573552000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","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":374862,"accession_number":"0000950170-22-011626","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2022-06-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Revolve Group annual meeting elects directors, ratifies KPMG, approves say-on-pay on annual basis","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All director nominees elected; Michael Karanikolas received 340M votes for, 18M withheld.","Ratification of KPMG as independent auditor for FY2022 approved with 360.8M for, 254k against.","Non-binding advisory vote on executive compensation approved; board sets frequency to every one year."],"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":374861,"accession_number":"0000950170-22-007088","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolve Q1 net sales +58% to $283.5M; 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net income $29.4M ($0.39 EPS)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $239.8M (+70% YoY); FY21 net sales $891.4M (+54% YoY).","Q4 net income $29.4M (+55% YoY); diluted EPS $0.39 (+50% YoY).","Active customers grew 25% to 1.84M; record quarterly addition of 162k.","FWRD segment net sales up 83% YoY in Q4; REVOLVE up 68%.","Q1 2022 to date (7 weeks) net sales growth in same zone as Q4's 70% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":891390000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"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":393285,"accession_number":"0000950170-22-000381","cik":1746618,"company_name":"Revolve Group, Inc.","ticker":"RVLV","form_type":"8-K","filed_at":"2022-01-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"REVOLVE appoints Warner Music Group CDO Oana Ruxandra to board; 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