NYSE$RVLV

Revolve Group Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Announced second quarter 2023 financial results

Revolve Group's Q2 2023 net sales decreased by 6% year-over-year to $273.7 million, with a net income of $7.3 million, a 55% decrease year-over-year. The company faced challenges in aspirational consumer discretionary spending, particularly in the U.S.

  • Net sales decreased by 6% year-over-year to $273.7 million.
  • Gross profit decreased by 9% year-over-year to $147.7 million.
  • Net income decreased by 55% year-over-year to $7.3 million.
  • Active customers increased by 14% year-over-year to 2,458,000.

Headline financials

Total Revenue

$274M

Previous: $290M-5.6%
EPS (adj)

$0.10

Previous: $0.22-54.5%
Gross Margin

54.0%

Previous: 55.9%-3.4%
Active Customers

2.5M

Previous: 2.2M+13.5%
Total Orders Placed

2.3M

Previous: 2.2M+1.1%
Average Order Value

$301.00

Previous: $303.00-0.7%
Capital Expenditures

-$2.12M

Previous: -$2.52M+15.7%
Free Cash Flow

$5.18M

Previous: $13.8M-62.3%
Net Income

$7.3M

Previous: $16.3M-55.1%
Operating Income

$7.36M

Previous: $19.3M-61.9%
Gross Profit

$148M

Previous: $162M-9.0%
Cash & Equivalents

$269M

Previous: $238M+13.2%
Total Assets

$629M

Previous: $569M+10.7%
Stock-Based Comp

$1.72M

Previous: $1.4M+23.5%

Revenue & EPS history

Revolve · Revenue · Quarterly

$274M

Q2 2023-5.6%vs Q2 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Revolve · $235M total across 1 segment · Q2 2023

  • REVOLVE Segment
    $235M-3.9%

Forward guidance

Based on information available as of August 2, 2023, the company provided guidance for the full year ending December 31, 2023, and the third quarter ending September 30, 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.5%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-4.7%

Avg return

30 days after

38%

12 / 32 earnings

Positive

+31.7%

Q3 2024

Best reaction

-19.3%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-11.0%-17.6%
Q4 2025-5.4%-7.0%-15.4%
Q3 2025+12.2%+10.9%+30.0%
Q1 2025-9.6%+4.5%+17.6%
Q4 2024-5.0%-11.7%-21.4%
Q3 2024+31.7%+24.5%+43.1%
Q2 2024+30.8%+26.2%+21.2%
Q1 2024+4.6%+2.9%-13.5%
Q4 2023+25.8%+33.9%+24.7%
Q3 2023-2.9%-3.1%+5.9%
Q2 2023-7.5%-6.7%-21.3%
Q1 2023-7.8%-8.1%-17.6%
Q4 2022+1.1%+6.3%-1.2%
Q3 2022-3.4%-11.3%+20.5%
Q2 2022-8.2%+2.7%-19.1%
Q1 2022-16.0%-25.0%-29.6%
Q4 2021-1.6%-9.7%+3.4%
Q3 2021+6.2%+12.5%-9.0%
Q2 2021-17.4%-11.1%-17.8%
Q1 2021+9.8%-5.3%+6.7%
Q4 2020+8.3%+25.8%+20.4%
Q3 2020-3.8%-4.5%+10.2%
Q2 2020+27.6%+17.2%-4.8%
Q1 2019-8.4%-6.9%+3.2%
Q1 2020+3.0%-6.8%+4.3%
Q4 2017-19.3%-18.4%-57.0%
Q4 2019-11.0%-13.6%-51.3%
Q3 2019-16.9%-21.1%-14.9%
Q3 2018-16.9%-21.1%-14.9%
Q4 2018-1.4%-9.3%-4.1%
Q2 2018-1.4%-9.3%-4.1%
Q2 2019-12.9%-14.1%-25.9%
Q1 2018
Q3 2017
Q2 2017
Q1 2017

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