NYSE$RVLV

Revolve Group Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Revolve Group Inc reported Q2 2025 results with net sales growth of 9.4% year-over-year.

Revolve Group Inc achieved net sales of $309.0 million in Q2 2025, up 9.4% from the prior year, driven by higher order volume and improved return rates. Gross margin remained stable at 54.1% while Adjusted EBITDA increased to $22.9 million. The company maintained strong liquidity with $310.7 million in cash and cash equivalents at quarter end.

  • Net sales rose 9.4% to $309.0 million, led by 6.7% growth in orders shipped.
  • REVOLVE segment net sales grew 9.3% to $268.4 million; FWRD grew 9.8% to $40.6 million.
  • Gross margin held at 54.1%; Adjusted EBITDA rose 11.8% to $22.9 million.
  • Active customers increased to 2.74 million and average order value was $300.

Headline financials

Total Revenue

$309M

Previous: $282M+9.4%
EPS (adj)

$0.14

Previous: $0.21-33.3%
Gross Margin

54.1%

No prior period
Active Customers

2.7M

No prior period
Total Orders Placed

2.4M

No prior period
Average Order Value

$300.00

No prior period
Adjusted EBITDA

$22.9M

No prior period
Capital Expenditures

-$3.99M

Previous: -$2.78M-43.3%
Net Income

$10.2M

Previous: $15.4M-33.9%
Operating Income

$18M

Previous: $16.4M+9.5%
Gross Profit

$167M

Previous: $153M+9.5%
Cash & Equivalents

$311M

Previous: $245M+27.0%
Total Assets

$723M

Previous: $658M+9.9%

Revenue & EPS history

Revolve · Revenue · Quarterly

$309M

Q2 2025+9.4%vs Q2 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Revolve · $309M total across 2 segments · Q2 2025

  • REVOLVE
    $268M
  • FWRD
    $40.6M

Forward guidance

Management noted potential near-term pressure on gross margin and average order value from tariffs and macroeconomic conditions while continuing to focus on customer acquisition and international expansion.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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 2018-16.9%-21.1%-14.9%
Q3 2019-16.9%-21.1%-14.9%
Q2 2018-1.4%-9.3%-4.1%
Q4 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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