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Revolve Group, Inc. to Announce First Quarter 2025 Financial Results on May 6, 2025
Prnewswire· 2025-04-17 13:00
LOS ANGELES, April 17, 2025 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV) announced today that it will release financial results for the first quarter ended March 31, 2025, after the market close on Tuesday, May 6, 2025, followed by a conference call at 1:30 PM (PT) / 4:30 PM (ET) on the same day. Shortly following the release of its financial results, the company will make available a Q1 2025 financial highlights presentation at http://investors.revolve.com. Live Conference Call Toll free number ...
ArcStone Releases Inaugural Report on Revolve Renewable Power Corp.
Newsfile· 2025-04-14 13:33
Toronto, Ontario--(Newsfile Corp. - April 14, 2025) -  ArcStone Canada Inc., a subsidiary of ArcStone Securities and Investments Corp. ("ArcStone"), a premier cross-border financial services firm based in Toronto, New York City, and Dallas, proudly announces the release of its report on Revolve Renewable Power Corp. (TSXV: REVV) (OTCQB: REVVF), an emerging leader in the renewable energy sector.ArcStone's in-depth analysis highlights Revolve's strategic focus on high-growth markets, robust project pipeline, ...
Revolve Group (RVLV) Soars 13.7%: Is Further Upside Left in the Stock?
ZACKS· 2025-04-10 14:55
Core Viewpoint - Revolve Group (RVLV) shares experienced a significant increase of 13.7% to $21.69, following a period of 22.7% loss over the past four weeks, indicating a potential recovery in investor sentiment [1][2] Company Performance - The stock's recent momentum is attributed to improved investor sentiment amid a broader market rally, particularly after President Trump's announcement regarding tariffs, alongside the company's focus on enhancing marketing and logistics efficiency [2] - Revolve is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year decline of 13.3%, while revenues are projected to reach $296 million, marking a 9.4% increase from the previous year [3] - The consensus EPS estimate for Revolve has remained unchanged over the last 30 days, suggesting that the stock's price movement may not sustain without trends in earnings estimate revisions [4] Industry Context - Revolve Group operates within the Zacks Textile - Apparel industry, where Duluth Holdings (DLTH) also resides, having closed 19.5% higher at $2.08, despite a 41.2% decline over the past month [4] - Duluth Holdings' consensus EPS estimate has decreased by 11.1% over the past month to -$0.30, representing a 25% decline compared to the previous year's EPS [5]
Fashion Retailer Revolve to Add Affirm's Pay-Over-Time Option
PYMNTS.com· 2025-04-02 20:43
Fashion retailer Revolve Group will soon enable its customers in the U.S. to use Affirm to pay over time.The retailer will add this payment method in the U.S. in the coming days, both online and in its mobile app, and plans to then expand it to its customers in Canada and the U.K., the companies said in a Wednesday (April 2) press release.“Shopping should be effortless, and payment flexibility is a key part of our premium experience,” Revolve Group Co-founder and Co-CEO Mike Karanikolas said in the release. ...
Revolve Group EPS Soars Over Forecast
The Motley Fool· 2025-02-26 13:55
Revolve Group reported better-than-expected fourth-quarter earnings with significant gains in revenue and earnings per share.Revolve Group (RVLV -4.74%), a leader in online fashion retail, recently announced its fourth-quarter 2024 results on February 25, 2025. The earnings highlighted notable revenue growth and improved profitability, with revenue reaching $293.73 million, surpassing analyst estimates of $283 million by 3.5%. This marks a 14% increase from $257.78 million in the same quarter last year. Its ...
Revolve(RVLV) - 2024 Q4 - Earnings Call Transcript
2025-02-26 02:07
Revolve Group, Inc. (NYSE:RVLV) Q4 2024 Earnings Conference Call February 25, 2025 4:30 PM ET Company Participants Erik Randerson – Vice President-Investor Relations Mike Karanikolas – Co-Founder and Co-Chief Executive Officer Michael Mente – Co-Founder and Co-Chief Executive Officer Jesse Timmermans – Chief Financial Officer Conference Call Participants Randy Konik – Jefferies Oliver Chen – TD Cowen Jim Duffy – Stifel Nathan Feather – Morgan Stanley Michael Binetti – Evercore ISI Mark Altschwager – Baird A ...
Revolve Group (RVLV) Reports Q4 Earnings: What Key Metrics Have to Say
ZACKS· 2025-02-25 23:30
For the quarter ended December 2024, Revolve Group (RVLV) reported revenue of $293.73 million, up 14% over the same period last year. EPS came in at $0.17, compared to $0.05 in the year-ago quarter.The reported revenue represents a surprise of +4.26% over the Zacks Consensus Estimate of $281.74 million. With the consensus EPS estimate being $0.09, the EPS surprise was +88.89%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determin ...
Revolve Group (RVLV) Beats Q4 Earnings and Revenue Estimates
ZACKS· 2025-02-25 23:20
Revolve Group (RVLV) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 88.89%. A quarter ago, it was expected that this online women's fashion retailer would post earnings of $0.09 per share when it actually produced earnings of $0.15, delivering a surprise of 66.67%.Over the last four ...
Revolve(RVLV) - 2024 Q4 - Earnings Call Presentation
2025-02-25 23:03
Q4 and FY 2024 Financial Highlights February 25, 2025 Unless otherwise indicated, all references in this presentation to "we," "our," "us," or similar terms refer to Revolve Group, Inc. and its subsidiaries. Use of Non-GAAP Financial Measures PAGE 2 In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures, including Adjusted EBITDA, Adjusted EBITDA margin, and free cash flow. These non- GAAP measures are in addition to, not a substitute for or superior to, measures ...
Revolve(RVLV) - 2024 Q4 - Annual Report
2025-02-25 21:30
Sales Performance - In 2024, approximately 82% of net sales were at full price, significantly higher than industry benchmarks[32] - Sales of products at full retail price represented approximately 82% of total net sales in 2024, reflecting the effectiveness of the company's merchandising strategy[42] - In 2024, the company generated $1.1 billion in net sales and served 2.7 million active customers, with an average order value of $302[41] - Net sales of owned brands accounted for 18.2% of REVOLVE segment net sales in 2024, indicating a growing emphasis on proprietary offerings[46] Customer Engagement and Technology - Customer orders placed through mobile devices represented 73.7% of total orders in 2024[37] - The company has built a community of thousands of influencers enrolled in its proprietary brand ambassador program[33] - The company relies on a proprietary technology platform for inventory management, pricing, and trend forecasting[32] - The technology platform supports over 20 years of data, optimizing merchandising, marketing, and customer service operations[63] - The company allows customers to engage in 12 languages and pay in over 50 currencies using one of 20 payment methods, enhancing customer experience and accessibility[67] - The proprietary inventory tracking system provides real-time updates regarding the status of orders, contributing to customer satisfaction and loyalty[70] Product Offerings and Brand Strategy - The company launched an average of over 1,900 new styles per week in 2024[32] - Owned brands contributed 18.2% of the REVOLVE segment's net sales in 2024, with five out of the top ten brands being owned brands[34] - The company offered over 1,000 emerging and established brands through REVOLVE, including 29 owned brands, and over 500 brands through FWRD in 2024[102] - The owned brand portfolio is supported by a flexible network of manufacturing partners, allowing for rapid product introduction and market responsiveness[59] - The company is focusing on expanding its product offerings to include luxury, beauty, and home products, targeting Millennial and Generation Z consumers[146] Operational Efficiency and Fulfillment - The company has a highly scalable and flexible infrastructure that optimizes inventory and order allocation, reducing shipping and fulfillment expenses, and delivering merchandise quickly and efficiently to customers[70] - Over 96% of orders are shipped on the same day if placed before 3:00 p.m. Eastern Time, and the company offers free two-day shipping and free returns to customers in the United States[70] - The company operates three fulfillment centers located in California and Pennsylvania, which are expected to support near-term growth plans[146] - Future growth may be hindered by challenges in optimizing and managing fulfillment center capacity, potentially leading to increased costs and delays in order fulfillment[144] Growth and Expansion Plans - The company aims to expand its operations and physical store presence efficiently and cost-effectively[23] - The company intends to evaluate the expansion of physical retail stores to increase brand awareness and customer acquisition[53] - The company has opened its first permanent brick-and-mortar store and is in the process of opening a second, with plans for further expansion[113] Risks and Challenges - The company is exposed to risks associated with sourcing, manufacturing, and warehousing, particularly in China[19] - The company must adapt to rapidly evolving social media platforms to maintain effective marketing and customer engagement[106] - Rising rates from third-party vendors and logistics providers could materially impact financial results if costs are not passed on to customers[116] - The company relies on third-party vendors for sourcing, which exposes it to price fluctuations and demand disruptions, potentially impacting operating results negatively[118] - Quality control issues with third-party suppliers could lead to regulatory actions and harm the company's reputation, resulting in potential inventory write-downs[123] - Increased tariffs and trade disputes between the U.S. and China may restrict the flow of goods and increase costs, impacting profitability[127] Financial and Regulatory Compliance - The company faces risks related to payment processing, including compliance with regulations and potential fraud, which could impact financial performance[156] - The company is subject to various domestic and foreign laws and regulations that could impact its operations, including consumer protection laws and regulations related to privacy and data security[78] - Compliance with evolving trade and other regulations is complex and may lead to significant penalties or operational disruptions[167] - Changes in tax laws, such as the Inflation Reduction Act of 2022, could materially impact after-tax profitability and effective tax rates[180] Cybersecurity and Data Protection - Cybersecurity risks are heightened due to geopolitical tensions, which may lead to increased incidents of data breaches and security threats[208] - The company has faced phishing and social engineering attacks in the past, indicating vulnerabilities in its data security measures[206] - The reliance on third-party vendors for data processing increases the risk of unauthorized access and data breaches, complicating compliance efforts[207] - The company incurs significant costs to detect and prevent security breaches, with expectations of increased costs as improvements are made to systems and processes[210] Employee Growth and Management - As of December 31, 2024, the company had 1,632 employees, up from just over 1,000 employees at the end of 2019, reflecting a growth of over 63% in headcount[73] - The company faces challenges in managing growth, including hiring and integrating new employees while maintaining operational efficiency[100]