Revolve Q2 net sales up 12% YoY to $347.4M; net income up 86% to $18.6M; raises FY marketing guidance

Revolve Group, Inc.

Net sales $347.4M (+12% YoY); net income $18.6M ($0.26 diluted EPS) vs $10.0M ($0.14) in Q2 2025.
Active customers reached 3.04M (+11% YoY), highest growth in nearly 3 years; total orders up 11%.
Gross margin 56.6% (+254 bps YoY), including 162 bps from IEEPA tariff refunds; ex-refunds margin +90 bps.
FY 2026 guidance: marketing expenses raised to 15.8%-16.0% of net sales (prior 15.3%-15.8%); G&A raised to $170M-$172M.
July 2026 net sales up ~18% YoY; $45.7M remaining under $100M buyback; debt-free balance sheet with $311.6M cash.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.