Revolve Group (NYSE:RVLV) Posts Earnings Results, Beats Estimates By $0.02 EPS

Revolve Group (NYSE:RVLV) issued its quarterly earnings results on Tuesday. The company reported $0.20 earnings per share for the quarter, topping analysts’ consensus estimates of $0.18 by $0.02, FiscalAI reports. The company had revenue of $342.88 million for the quarter, compared to the consensus estimate of $328.84 million. Revolve Group had a net margin of 5.03% and a return on equity of 12.12%. The firm’s quarterly revenue was up 15.6% on a year-over-year basis. During the same period in the previous year, the firm earned $0.16 EPS.

Here are the key takeaways from Revolve Group’s conference call:

• Company reported strong Q1 results with net sales up 16% to $343M, diluted EPS up 25% to $0.20, and robust cash generation (operating cash flow of $49M and cash balance of $336M at quarter end).
• Management highlighted major strategic initiatives driving momentum, including the launch of the new Revolve Los Angeles label, the sold?out Grow?Good Beauty launch with Cardi B, and high?profile brand events like Revolve Festival to boost awareness.
• International and luxury channels showed strength — international net sales +20% (13th straight quarter outpacing U.S.) and FWRD net sales +17% with notable gross?profit expansion, while Mexico new customers rose >80%.
• Company flagged margin and cost headwinds — while consolidated gross margin improved, the Revolve segment saw a slight margin decline and management cited higher input costs (freight and petroleum?based materials), increased marketing (15.8% of sales) and higher performance?based G&A that pressure near?term profitability.
• Management has filed tariff refund claims (process started April 20) but recovery timing is uncertain and any refunds are not included in current guidance, so potential benefit is presently treated as incremental.

Revolve Group Price Performance

Shares of RVLV traded down $3.52 during midday trading on Wednesday, hitting $19.92. 1,471,444 shares of the company traded hands, compared to its average volume of 1,041,117. The stock has a 50-day moving average of $24.34 and a 200-day moving average of $25.57. Revolve Group has a one year low of $16.80 and a one year high of $31.68. The firm has a market cap of $1.42 billion, a P/E ratio of 23.39, a PEG ratio of 2.35 and a beta of 1.76.

Insider Activity

In other news, CEO Michael Mente sold 15,640 shares of the company’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $26.00, for a total transaction of $406,640.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Michael Karanikolas sold 1,948 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $25.93, for a total value of $50,511.64. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 152,806 shares of company stock worth $4,014,390. Company insiders own 42.67% of the company’s stock.

Institutional Investors Weigh In On Revolve Group

Hedge funds and other institutional investors have recently modified their holdings of the stock. Kestra Advisory Services LLC bought a new stake in shares of Revolve Group during the fourth quarter valued at about $40,000. Quarry LP increased its position in shares of Revolve Group by 6,932.1% in the third quarter. Quarry LP now owns 3,727 shares of the company’s stock worth $79,000 after purchasing an additional 3,674 shares during the last quarter. Quantbot Technologies LP bought a new position in shares of Revolve Group in the second quarter worth approximately $159,000. Captrust Financial Advisors bought a new position in shares of Revolve Group in the fourth quarter worth approximately $278,000. Finally, Caxton Associates LLP bought a new position in shares of Revolve Group in the first quarter worth approximately $232,000. 67.60% of the stock is currently owned by institutional investors.

Revolve Group News Summary

Here are the key news stories impacting Revolve Group this week:

• Positive Sentiment: Q1 results beat estimates — EPS $0.20 vs. $0.18 est.; revenue $342.9M, +15.6% y/y; active customers +8% and improved margins/operating cash flow highlighted in the release. These results support stronger fundamentals and market-share gains. PR Newswire: Q1 Results
• Positive Sentiment: Bullish analyst support — BTIG reaffirmed a “buy” and raised/maintained a $35 price target, signaling substantial upside from current levels and contributing to a positive long-term thesis. Benzinga: BTIG Rating
• Neutral Sentiment: Piper Sandler cut its price target from $30 to $27 but kept an “overweight” rating — a modest downgrade in target that still implies meaningful upside, creating mixed signals for investors. Benzinga: Piper Sandler Note
• Negative Sentiment: CEO share sale — a reported sale of ~119,000 shares (~$3.1M) may prompt near-term selling pressure or spook momentum traders. Fool: Insider Sale
• Negative Sentiment: Technical and valuation headwinds — RVLV is trading below its 50- and 200-day moving averages, near its 52-week low, and may be vulnerable to momentum/liquidation selling even after a solid quarter (P/E ~23). This likely amplified the downward move.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Revolve Group in a report on Tuesday, April 21st. Wall Street Zen raised shares of Revolve Group from a “hold” rating to a “buy” rating in a report on Sunday, April 19th. Raymond James Financial set a $28.00 price target on shares of Revolve Group in a report on Wednesday. TD Cowen restated a “buy” rating on shares of Revolve Group in a research note on Wednesday, February 25th. Finally, Robert W. Baird set a $28.00 price objective on Revolve Group in a research note on Wednesday. Eight research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, Revolve Group currently has a consensus rating of “Moderate Buy” and an average target price of $29.17.

About Revolve Group

Revolve Group, Inc operates as a leading online fashion retailer primarily serving millennial and Gen Z consumers through its flagship e-commerce platform. The company offers a curated assortment of apparel, accessories and beauty products from more than 500 established and emerging brands, alongside private label labels covering contemporary and premium segments. With a focus on trend-driven merchandise and seamless user experience, the website features shoppable editorial content and digital styling advice aimed at strengthening customer engagement and brand loyalty.

Founded in 2003 and headquartered in Cerritos, California, Revolve has expanded its footprint beyond North America by launching localized sites and logistics centers in Europe and the Middle East.