Revolve Group (RVLV) FY Conference June 05, 2025 09:00 AM ET Speaker0 Alright. Oh, mic'd up. My name is Dylan Carden. I'm the analyst chair that covers Revolve. All you really need to get from me is the fact that you can find all our disclosure from a compliance standpoint on our website. I've got here the CFO of Revolve, Jesse Timmermans, and he's gonna give you a little bit of a spiel, and we'll do a breakout afterwards, which I'll tell you the room as soon as I figure it out. Speaker1 Richardson, I think ...

Revolve Group (RVLV) FY Conference June 04, 2025 11:00 AM ET Speaker0 Sunglasses. About you, Alex? Okay. Yeah. I like Lovers and Friends and girlfriend. Yep. Girlfriend's really good too. Speaker1 I like the margins though. Speaker0 The margins, that's a good topic. So, hi everybody, thanks for joining today. I'm Oliver Chen, TD Cowen's retail, new platforms and luxury analyst. I've known Jesse since the IPO of Revolve, we've had the joy of working together for many years. At TD Cowen, we rate Revolve by $2 ...

Summary of Revolve Group (RVLV) Conference Call Company Overview - **Company**: Revolve Group (RVLV) - **Industry**: Fashion Retail - **Target Audience**: Primarily millennial and Gen Z consumers, with a focus on female customers and a growing men's segment [2][4] Core Business Segments - **REVOLVE Segment**: Offers premium apparel, footwear, accessories, and beauty products from both third-party and owned brands [2] - **FORWARD Segment**: Curated assortment of luxury brands [2] Key Insights and Financial Performance - **Market Share**: Revolve has a long track record of gaining market share in the apparel sector, with a current domestic market penetration of approximately 3% [6][7] - **Growth Trends**: The company experienced a 14% growth in Q4 2024, with a cautious outlook for 2025 due to macroeconomic uncertainties [9][10] - **Category Diversification**: There is a shift towards lower price point products and diversification into categories like beauty, men's apparel, and essentials, which are expected to drive long-term growth [10][11][23] Luxury Segment Opportunities - **Investment in Luxury**: Despite challenges in the luxury market, Revolve sees opportunities for customer acquisition and brand partnerships as competitors face liquidity issues [12][13] Tariff and Supply Chain Management - **Tariff Impact**: The company imports about 22% of its inventory, with 16% from China. Recent tariff negotiations have reduced the tariff rate from 145% to 30%, providing more confidence in margin guidance [15][16][18] - **Mitigation Strategies**: Strategies include cost-sharing with brand partners, selective price increases, and diversifying manufacturing locations [19] Owned Brands Strategy - **Growth of Owned Brands**: Owned brands accounted for 18% of the Revolve segment business in 2024, with plans for expansion due to their higher margins compared to third-party brands [20][22] Category Expansion - **Underpenetrated Categories**: Significant growth opportunities exist in beauty (currently 4% of business) and men's apparel, leveraging the engaged female audience for marketing [24][25][26] Financial Health and Cash Flow - **Strong Balance Sheet**: The company has no debt and generated $45 million in operating cash flow in Q1, allowing for continued investment in marketing, AI, and international expansion [27][28] Physical Retail Strategy - **Store Investments**: Revolve is testing physical retail with new stores in Aspen and The Grove, focusing on data-driven decisions for future expansions [41][42][43] Return Rate Management - **Improvement in Return Rates**: The company has achieved a 300 basis point year-over-year improvement in return rates through policy changes and targeted strategies for high-return customers [45][46] Margin Expansion Drivers - **Key Drivers**: Focus on product margin, return rate management, and efficiencies in marketing and G&A costs are expected to drive margin expansion [50][52] AI and Technology Integration - **AI Investments**: The company is leveraging AI for site personalization, inventory management, and customer service, resulting in significant operational efficiencies [54][56][58] Conclusion - **Outlook**: Revolve Group is positioned for long-term growth through strategic investments in owned brands, category expansion, and leveraging technology, despite facing short-term macroeconomic challenges [9][12][27]

Group 1 - Revolve Group, Inc. (NYSE: RVLV) has experienced continued growth in the ecommerce apparel sector, benefiting from an increase in ecommerce's share of the apparel retail market [1] - The company has successfully gained new customers, indicating a recovery from the post-Covid growth hiccup [1] - However, the growth narrative is accompanied by uncertainties, particularly due to the impact of tariffs on the business [1]

LOS ANGELES, May 16, 2025  /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, will present at the following investor conferences: Baird Global Consumer, Technology and Services Conference on Tuesday, June 3, 2025 at 3:10 p.m. ET / 12:10 p.m. PT TD Cowen Future of the Consumer Conference on Wednesday, June 4, 2025 at 11:00 a.m. ET / 8:00 a.m. PT. William Blair Growth Stock Conference on Thursday, June 5, 2025 at 9:00 a.m. ET / 6:0 ...

Shares of Revolve Group (RVLV -10.40%) were moving lower today after the online fashion retailer posted results that were roughly in line with expectations but lowered its gross margin guidance for the year.For an industry under pressure, like the fashion industry, Revolve's results were solid, but the guidance -- as well as slower growth to start the second quarter -- seems to have prompted the sell-off.As of 1:03 p.m. ET, the stock was down 7.6% on the news. Revolve's struggles continueOverall, Revolve de ...

For the quarter ended March 2025, Revolve Group (RVLV) reported revenue of $296.71 million, up 9.7% over the same period last year. EPS came in at $0.16, compared to $0.15 in the year-ago quarter. The reported revenue represents a surprise of +0.24% over the Zacks Consensus Estimate of $296 million. With the consensus EPS estimate being $0.13, the EPS surprise was +23.08%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Financial Performance - Revolve Group reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.13 per share, and showing an increase from $0.15 per share a year ago, representing an earnings surprise of 23.08% [1] - The company posted revenues of $296.71 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.24% and increasing from $270.58 million year-over-year [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $306.58 million, and for the current fiscal year, it is $0.67 on revenues of $1.22 billion [7] - The estimate revisions trend for Revolve Group is mixed, leading to a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Textile - Apparel industry, to which Revolve Group belongs, is currently ranked in the bottom 24% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]

Revolve Group (RVLV) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Erik Randerson - Vice President, Investor RelationsMike Karanikolas - Co Founder, Co CEO & DirectorMichael Mente - Co-Founder, Co-CEO & DirectorJesse Timmermans - CFOKaty Hallberg - Vice PresidentAnna Andreeva - Senior managing director and senior research analystJay Sole - Managing DirectorLorraine Hutchinson - Managing DirectorMichael Binetti - Senior Managing DirectorNathan Feather - Equity Research AssociateRick Pat ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-38927 REVOLVE GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 46-1640160 (State or other jurisdic ...