Highest-materiality recent filing
Net sales $347.4M (+12% YoY); net income $18.6M ($0.26 diluted EPS) vs $10.0M ($0.14) in Q2 2025.
Revolve Group holds 2026 annual meeting, all proposals pass overwhelmingly
Stockholders elected all five director nominees including Karanikolas (313M for) and Mente (314M for).
Revolve posts updated investor presentation; no material new facts disclosed
Company released updated investor presentation for the William Blair Growth Stock Conference on June 3, 2026.
Q1 net sales +16% YoY to $342.9M, EPS $0.20 (+25%), active customers +8%
Net income $13.8M (up 21% YoY); Adjusted EBITDA $21.1M (up 9%).
Revolve Group appoints Erinn Murphy to Board; Jennifer Baxter Moser resigns
Erinn Murphy appointed to Board effective March 18, 2026.
Revolve Group Q4 2025: Net income up 58%, revenue up 10%, guides FY2026 gross margin 53.7%+
Q4 net sales $324.4M (+10% YoY); net income $18.6M (+58%); diluted EPS $0.26 (+53%).
Revolve amends credit agreement to extend maturity to 2031 and adjust borrowing base
Maturity date extended from prior date to February 2, 2031.
Revolve Q3 net sales up 4% to $295.6M, net income surges 97% to $21.2M, guidance raised
Q3 net sales $295.6M (+4% YoY); gross margin 54.6% (+347bps) drove gross profit +11% to $161.5M.
Revolve Group Q2 rev $309M (+9% YoY); adj EBITDA +12%; raises FY gross margin guidance
Net sales $309.0M (+9% YoY); net income $10.0M (-35% YoY) on non-operating charges and higher tax rate.
Revolve annual meeting results: directors elected, auditor ratified, say-on-pay approved
All five director nominees (Karanikolas, Mente, Cox, Moser, Ruxandra) elected with over 327M votes each.
Revolve Q1 net sales +10% to $297M; adjusted EBITDA up 45%; FY gross margin guidance cut to 50-52%
Q1 net sales $296.7M (+10% YoY); net income $11.4M (+5%); diluted EPS $0.16 vs $0.15.
Revolve Q4 net sales up 14% to $293.7M; EPS $0.17, net income +237%
Q4 net sales $293.7M (+14% YoY); diluted EPS $0.17 (+240% YoY).
Revolve Group Q3 net income up 238% to $10.8M; net sales +10% YoY to $283.1M
Net sales $283.1M (+10% YoY), net income $10.8M (+238%), EPS $0.15 vs $0.04.
Revolve Group Q2 net income doubles to $15.4M; net sales +3% to $282.5M
Diluted EPS $0.21, up 110% YoY; adjusted EBITDA $20.5M, up 97%.
Revolve Group stockholders approve charter amendment limiting officer liability at annual meeting
All five director nominees elected: M. Karanikolas, M. Mente, M. Cox, J. Baxter Moser, O. Ruxandra.
Revolve Group Q1 2024 net sales down 3% to $270.6M; gross margin expands to 52.3%
Net sales $270.6M vs $279.6M YoY (-3%); gross margin 52.3% (+250 bps) on higher full-price mix and lower inventory adjustments.
Q4 net sales $257.8M (-1% YoY); gross margin 52.0% (+57 bps YoY); net income $3.5M (-56%); diluted EPS $0.05 (-55%).
Revolve Group reappoints Jennifer Baxter Moser to board of directors
Jennifer Baxter Moser reappointed to board, effective Jan 18, 2024; joins audit and compensation committees.
Revolve Q3 net sales down 4% YoY to $257.6M; net income falls 73% to $3.2M
Diluted EPS $0.04, down 75% YoY; includes $6.6M legal accrual ($0.07/share).
Revolve Q2 net sales down 6% YoY to $273.7M, net income falls 55%, guidance trimmed
Q2 net sales $273.7M (-6% YoY); net income $7.3M (-55%); diluted EPS $0.10 (-55%).
Revolve Group stockholders elect all five director nominees at 2023 annual meeting
All five director nominees elected: Karanikolas, Mente, Cox, Ruxandra, Stolzman.
Revolve Group Q1 2023 revenue down 1% to $279.6M; net income falls 37%, adjusted EBITDA down 52%
Net sales $279.6M (-1% YoY); net income $14.2M (EPS $0.19) vs $22.6M (-37%).
Revolve Q4 net income down 73% to $7.9M; full-year sales top $1B but profits fall 41%
Q4 net sales $259.2M (+8% YoY); net income $7.9M (-73%); diluted EPS $0.11 (-72%).
Revolve Group Q3 2022 net sales up 10% to $268.7M; EPS $0.16; net income down 28%
Net sales $268.7M (+10% YoY); REVOLVE segment $222.1M (+9%), FWRD $46.6M (+17%).
Revolve Group amends bylaws for universal proxy rules and DGCL updates
Enhanced advance notice procedures for stockholder nominations and proposals, including Rule 14a-19 compliance.
Revolve Group Q2 net sales up 27% to record $290M; net income down 48% to $16.3M
Net sales record $290.1M (+27% YoY); gross margin 55.9% (record for Q2, +29 bps).
Revolve Group annual meeting elects directors, ratifies KPMG, approves say-on-pay on annual basis
All director nominees elected; Michael Karanikolas received 340M votes for, 18M withheld.
Revolve Q1 net sales +58% to $283.5M; active customers +38% to 2.04M
Net sales $283.5M (+58% YoY); net income $22.6M (+1% due to higher tax); adjusted EBITDA $31.5M (+35%).
Revolve Q4 net sales up 70% YoY to $239.8M; net income $29.4M ($0.39 EPS)
Q4 net sales $239.8M (+70% YoY); FY21 net sales $891.4M (+54% YoY).
REVOLVE appoints Warner Music Group CDO Oana Ruxandra to board; Hadley Mullin resigns
Oana Ruxandra appointed to board and audit/compensation committees effective January 18, 2022.
Revolve Group Q3 net sales $244M (+62% YoY); EPS $0.22; COO Pujades compensation amended
Net sales $244.1M, up 62% YoY and 58% vs Q3 2019; record quarterly net sales.
Revolve Group Q2 2021: record net sales of $228.6M, net income $31.5M up 122% YoY
Net sales $228.6M (+60% YoY, +41% vs Q2 2019); net income record $31.5M (+122% YoY); diluted EPS $0.42.
On January 18, 2024, the board of directors (the “Board”) of Revolve Group, Inc. (the “Company”) appointed Jennifer Baxter Moser to serve as a member of the Board, effective immediately.
In addition, on January 13, 2022, Hadley Mullin submitted her resignation from the Board, the Audit Committee and the Compensation Committee effective upon Ms. Ruxandra’s appointment to the Board.
On January 18, 2022, the board of directors (the “Board”) of Revolve Group, Inc. (the “Company”) appointed Oana Ruxandra to serve as a member of the Board, effective immediately.
who resigned as the Company’s chief operating officer effective as of September 15, 2021
Max materiality 0.85 · Median 0.70 · Most common event earnings