secwatch.observer — SEC 8-K summary
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Issuer:     Revolve Group, Inc. (RVLV)
CIK:        0001746618
Form:       8-K
Filed at:   2025-08-05T23:59:59+00:00
Accession:  0000950170-25-103061
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Revolve Group Q2 rev $309M (+9% YoY); adj EBITDA +12%; raises FY gross margin guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1746618/000095017025103061/0000950170-25-103061-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1746618/000095017025103061/rvlv-20250805.htm
  HTML page:      https://secwatch.observer/filing/0000950170-25-103061

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer