{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-004105","form_type":"8-K","ticker":"RVLV","cik":"0001746618","company_name":"Revolve Group, Inc.","filed_at":"2023-02-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:46.394396+00:00","generated_at":"2026-06-19T03:04:54.112298+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Revolve Q4 net income down 73% to $7.9M; full-year sales top $1B but profits fall 41%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-004105","json":"https://secwatch.observer/filing/0000950170-23-004105.json","markdown":"https://secwatch.observer/filing/0000950170-23-004105.md","text":"https://secwatch.observer/filing/0000950170-23-004105.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1746618/000095017023004105/0000950170-23-004105-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1746618/000095017023004105/rvlv-20230223.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T03:04:54.112298+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1b58d1f7d36f459a573936fee2c95507241c4f2a","claim":"Revolve Group, Inc. reported the fourth quarter ended December 31, 2022 results: revenue $259,153, net income $7,868, EPS $0.11.","evidence_excerpt":"to continue to take market share.” Fourth Quarter 2022 Financial Summary Three Months Ended December 31, 2022 2021 YoY Change (in thousands, except percentages) Net sales $ 259,153 $ 239,805 8% Gross profit $ 133,288 $ 131,464 1% Gross margin 51.4 % 54.8 % Net income $ 7,868 $ 29,382 (73%) Adjusted EBITDA (non-GAAP financial measure) $ 14,137 $ 34,176 (59%)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1746618/000095017023004105/0000950170-23-004105-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended December 31, 2022"},{"label":"Revenue","value":"$259,153"},{"label":"Net income","value":"$7,868"},{"label":"EPS","value":"$0.11"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"d76582d6171f39eba8011a46444f472a4c428805","claim":"Revolve Group, Inc. reported the fiscal year ended December 31, 2022 results: revenue $1,101,416, net income $58,697, EPS $0.79.","evidence_excerpt":"relations website at https://investors.revolve.com. Full Year 2022 Financial Summary Year Ended December 31, 2022 2021 YoY Change (in thousands, except percentages) Net sales $ 1,101,416 $ 891,390 24% Gross profit $ 592,323 $ 489,823 21% Gross margin 53.8 % 55.0 % Net income $ 58,697 $ 99,840 (41%) Adjusted EBITDA (non-GAAP financial measure) $ 90,234 $ 114,585","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1746618/000095017023004105/0000950170-23-004105-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended December 31, 2022"},{"label":"Revenue","value":"$1,101,416"},{"label":"Net income","value":"$58,697"},{"label":"EPS","value":"$0.79"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}