{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-332838","form_type":"8-K","ticker":"RVLV","cik":"0001746618","company_name":"Revolve Group, Inc.","filed_at":"2026-08-04T20:15:15+00:00","discovered_at":"2026-08-04T20:17:00.424402+00:00","generated_at":"2026-08-04T20:18:08.601979+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Revolve Q2 net sales up 12% YoY to $347.4M; net income up 86% to $18.6M; raises FY marketing guidance","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-332838","json":"https://secwatch.observer/filing/0001193125-26-332838.json","markdown":"https://secwatch.observer/filing/0001193125-26-332838.md","text":"https://secwatch.observer/filing/0001193125-26-332838.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1746618/000119312526332838/0001193125-26-332838-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1746618/000119312526332838/rvlv-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T20:18:08.601979+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}