{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-057441","form_type":"8-K","ticker":"RVLV","cik":"0001746618","company_name":"Revolve Group, Inc.","filed_at":"2023-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:30.296866+00:00","generated_at":"2026-06-09T02:59:45.047349+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Revolve Q3 net sales down 4% YoY to $257.6M; net income falls 73% to $3.2M","bullets":["Diluted EPS $0.04, down 75% YoY; includes $6.6M legal accrual ($0.07/share).","Active customers up 12% to 2.51M; average order value down 7% to $299.","REVOLVE segment down 2%, FWRD down 14%; domestic sales down 5%.","FY 2023 gross margin guidance lowered to 51.8%-51.9%; October sales down low-single digit.","Repurchased 907k shares at avg $13.87; $87.4M remaining under buyback program."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-057441","json":"https://secwatch.observer/filing/0000950170-23-057441.json","markdown":"https://secwatch.observer/filing/0000950170-23-057441.md","text":"https://secwatch.observer/filing/0000950170-23-057441.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1746618/000095017023057441/0000950170-23-057441-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1746618/000095017023057441/rvlv-20231101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T02:59:45.047349+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":"4d3786043514b348e753cf371a2c26dc67b1a1f4","claim":"Revolve Group, Inc. reported third quarter ended September 30, 2023 results: revenue $257,603, net income $3,178, EPS $0.04. Guidance reaffirmed.","evidence_excerpt":"served us well for the past 20 years.” Third Quarter 2023 Financial Summary Three Months Ended September 30, 2023 2022 YoY Change (in thousands, except percentages) Net sales $ 257,603 $ 268,711 (4%) Gross profit $ 133,232 $ 142,382 (6%) Gross margin 51.7 % 53.0 % Net income $ 3,178 $ 11,988 (73%) Adjusted EBITDA (non-GAAP financial measure) $ 9,484 $ 17,676","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1746618/000095017023057441/0000950170-23-057441-index.htm","confidence":0.98,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$257,603"},{"label":"Net income","value":"$3,178"},{"label":"EPS","value":"$0.04"},{"label":"Guidance","value":"reaffirmed"},{"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"}