earnings
confidence high
sentiment positive
materiality 0.80
Q1 net sales +16% YoY to $342.9M, EPS $0.20 (+25%), active customers +8%
Revolve Group, Inc.
2026-Q1 EPS reported
$0.20
revenue$342,880,000
- 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.