NYSE$RVLV
Revolve Group Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Revolve Group reported strong fourth quarter and full year 2024 financial results, with double-digit top-line growth and significant increases in net income and Adjusted EBITDA.
Revolve Group delivered an outstanding fourth quarter in 2024, marked by a 14% year-over-year increase in net sales to $293.7 million, and a more than doubling of net income and Adjusted EBITDA. The company also reported strong full-year results with net sales of $1.13 billion and net income of $48.8 million.
- Net sales increased by 14% year-over-year to $293.7 million in Q4 2024.
- Net income more than doubled, increasing by 237% year-over-year to $11.77 million in Q4 2024.
- Adjusted EBITDA increased by 114% year-over-year to $18.272 million in Q4 2024.
- Gross profit increased by 15% year-over-year to $154.298 million, with gross margin expanding to 52.5% in Q4 2024.
Headline financials
Revenue & EPS history
Revolve · Revenue · Quarterly
$294M
Revenue by segment
Revolve · $218M total across 1 segment · Q3 2023
- REVOLVE Segment$218M-2.0%100.0%
Forward guidance
Revolve Group provided guidance for the full year ending December 31, 2025, and the first quarter ending March 31, 2025, anticipating continued growth and efficiency gains.
Tailwinds
- FY 2025 Gross margin expected to be between 52.4% and 52.9%.
- Q1 2025 Gross margin expected to be between 52.2% and 52.7%.
- FY 2025 General and administrative expenses projected to be $155 million to $158 million.
- Q1 2025 General and administrative expenses projected to be $39.5 million.
- FY 2025 Effective tax rate expected to be between 24% and 26%.
Headwinds
- FY 2025 Fulfillment expenses expected to be 3.0% to 3.2% of net sales.
- FY 2025 Selling and distribution expenses expected to be 17.0% to 17.2% of net sales.
- FY 2025 Marketing expenses expected to be 14.9% to 15.1% of net sales.
- Q1 2025 Fulfillment expenses expected to be 3.2% of net sales.
- Q1 2025 Selling and distribution expenses expected to be 17.4% of net sales.
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 2024
-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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