secwatch.observer — SEC 8-K summary
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Issuer:     Revolve Group, Inc. (RVLV)
CIK:        0001746618
Form:       8-K
Filed at:   2025-11-04T23:59:59+00:00
Accession:  0001193125-25-264719
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Revolve Q3 net sales up 4% to $295.6M, net income surges 97% to $21.2M, guidance raised
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1746618/000119312525264719/0001193125-25-264719-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1746618/000119312525264719/rvlv-20251104.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-264719

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