Revolve(RVLV)
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Revolve(RVLV) - 2025 Q1 - Quarterly Results
2025-05-06 20:15
Exhibit 99.1 Revolve Group Announces First Quarter 2025 Financial Results Los Angeles, CA – May 6, 2025 - Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, today announced financial results for the first quarter ended March 31, 2025. Co-Founder and Co-CEO Commentary "Our strong execution within a dynamic macro environment resulted in outstanding first quarter results, highlighted by double-digit top-line growth, 57% growth in operating income y ...
Revolve Group Announces First Quarter 2025 Financial Results
Prnewswire· 2025-05-06 20:03
Core Insights - Revolve Group, Inc. reported strong first quarter results for 2025, achieving double-digit top-line growth and a 57% increase in operating income year-over-year, alongside $45 million in operating cash flow [2][3][5] Financial Performance - Net sales reached $296.7 million, a 10% increase from $270.6 million in Q1 2024 [3][5] - Gross profit was $154.3 million, reflecting a 9% year-over-year increase [3][5] - Net income for the quarter was $11.4 million, up 5% from $10.9 million in the same period last year [3][12] - Adjusted EBITDA increased by 45% to $19.3 million compared to $13.3 million in Q1 2024 [3][12] - Free cash flow was $42.8 million, a 17% increase from $36.7 million in Q1 2024 [3][12] Operational Metrics - Active customers grew to 2.7 million, a 6% increase year-over-year [4][5] - Total orders placed increased by 4% to 2,308 [4][5] - Average order value decreased slightly by 1% to $295 [4][5] Cost Structure - Fulfillment costs were $9.4 million, representing 3.2% of net sales, down from 3.5% in Q1 2024 [5][6] - Selling and distribution costs were $50.0 million, or 16.8% of net sales, improved from 17.9% in the previous year [5][6] - Marketing costs were $42.4 million, or 14.3% of net sales, down from 15.3% in Q1 2024 [12] Balance Sheet and Cash Flow - Cash and cash equivalents increased to $300.8 million, up 17% from $256.6 million at the end of 2024 [12][34] - Inventory as of March 31, 2025, was $213.7 million, a decrease of 7% from the previous quarter [12][34] Business Outlook - The company provided guidance for 2025, projecting gross margin between 50.0% and 52.0%, revised down from a previous estimate of 52.4% to 52.9% [11][13] - The outlook considers macroeconomic factors such as tariffs, inflation, and supply chain disruptions [10][11]
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
Group 1 - Revolve Group reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, and showing an increase from $0.05 per share a year ago, representing an earnings surprise of 88.89% [1] - The company achieved revenues of $293.73 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 4.26%, and up from $257.78 million year-over-year [2] - Over the last four quarters, Revolve Group has consistently surpassed consensus EPS estimates four times and revenue estimates three times [2] Group 2 - The stock has underperformed, losing about 11.2% since the beginning of the year, while the S&P 500 has gained 1.7% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $293.68 million, and for the current fiscal year, it is $0.75 on revenues of $1.21 billion [7] Group 3 - The Zacks Industry Rank indicates that the Textile - Apparel sector is currently in the top 15% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The current estimate revisions trend for Revolve Group is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]