secwatch.observer — SEC 8-K summary
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Issuer:     Revolve Group, Inc. (RVLV)
CIK:        0001746618
Form:       8-K
Filed at:   2026-08-04T20:15:15+00:00
Accession:  0001193125-26-332838
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1746618/000119312526332838/0001193125-26-332838-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1746618/000119312526332838/rvlv-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-332838

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