NYSE$RVLV
Revolve Group Inc · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Revolve's Q4 2021 financial results were announced, showcasing significant growth and profitability.
Revolve Group reported exceptional Q4 2021 results with net sales growth of 70% year-over-year and a 63% increase compared to Q4 2019. The company achieved a record $29 million in net income for the quarter, a 55% increase year-over-year and a 250% increase compared to Q4 2019.
- Net sales increased by 70% year-over-year, reaching $239.8 million.
- Active customers grew by 25% year-over-year, reaching 1.8 million.
- Net income increased by 55% year-over-year, reaching $29.4 million.
- Diluted earnings per share increased by 50% year-over-year, reaching $0.39.
Headline financials
Revenue & EPS history
Revolve · Revenue · Quarterly
$240M
Revenue by segment
Revolve · $200M total across 1 segment · Q4 2021
- REVOLVE Segment$200M+68.1%100.0%
Forward guidance
The company's strong growth continued into the first quarter of 2022, with net sales increasing year-over-year at a growth rate in the same zone as the 70% year-over-year growth in net sales during the fourth quarter of 2021.
Tailwinds
- Strong growth continued into Q1 2022.
- Net sales increased year-over-year at a growth rate in the same zone as Q4 2021.
- REVOLVE segment net sales were $200.0 million, a year-over-year increase of 68%.
- FWRD segment net sales were $39.8 million, a year-over-year increase of 83%.
- Domestic net sales increased 80% year-over-year.
Headwinds
- Prior-year monthly net sales comparisons will become more difficult for the remainder of Q1.
- Net sales during January and February 2021 increased year-over-year by a low single digit percentage.
- Comparisons for the remainder of Q1 2022 will be more difficult than for the quarter-to-date period.
- The month of March 2021 contributed the highest monthly net sales in the first quarter of 2021 by a wide margin.
- Effective tax rate is expected to be around 25%.
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 Q4 2021
-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
| Quarter | Report date | Reaction (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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