---
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"
generated_at: "2026-08-04T20:18:08.601979+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-332838
- JSON: https://secwatch.observer/filing/0001193125-26-332838.json
- Plain text: https://secwatch.observer/filing/0001193125-26-332838.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.