Core Insights - REVOLVE Group, Inc. has acquired a majority stake in luxury fashion brand Alexandre Vauthier, enhancing its position in the premium and high-end fashion market [12] - The partnership aims to leverage REVOLVE's marketing strategies and operational infrastructure with Vauthier's craftsmanship to elevate the brand within the luxury fashion landscape [3][13] - Alexandre Vauthier is recognized for its couture designs and has a strong resonance with a sophisticated customer base, embodying elegance and innovation [2] Company Overview - REVOLVE Group, Inc. operates as a next-generation fashion retailer targeting Millennial and Generation Z consumers, offering a curated selection of apparel, footwear, accessories, and beauty products [6][8] - The company has a dual-segment approach through REVOLVE and FWRD, providing a mix of emerging and established brands [8] - Alexandre Vauthier's brand identity is characterized by innovative fabrics and techniques that showcase the female form, attracting a diverse clientele including celebrities and fashion icons [9][10] Strategic Partnership - The collaboration between REVOLVE and Alexandre Vauthier is set to launch with an exclusive dinner during Paris Fashion Week, followed by new offerings available on FWRD and AlexandreVauthier.com in the upcoming fall season [4] - REVOLVE will invest €6 million over three years as part of the acquisition, indicating a strong commitment to the growth of the Alexandre Vauthier brand [6] - The partnership is expected to redefine the luxury fashion landscape by combining Vauthier's haute couture expertise with REVOLVE's innovative marketing and operational capabilities [5][13]

LOS ANGELES, May 29, 2024 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, will present at the following investor conferences: Stifel Cross Sector Insight Conference on Tuesday, June 4, 2024 at 10:55 a.m. ET / 7:55 a.m. PT William Blair Growth Stock Conference on Wednesday, June 5, 2024 at 1 p.m. ET / 10 a.m. PT Evercore ISI Consumer and Retail Conference on Wednesday, June 12, 2024 at 2:45 p.m. ET / 11:45 a.m. PT. Live webcast ...

Forward-looking statements are based on information available at the time those statements are made and on our current expectations and projections about future events, and are subject to risks and uncertainties. If any of these risks or uncertainties materialize or if any assumptions prove incorrect, actual performance or results may differ materially from those expressed in or suggested by the forward-looking statements. These risks and uncertainties include, without limitation, risks related to changing ...

Revolve Group, Inc. (NYSE:RVLV) Q1 2024 Earnings Conference Call May 7, 2024 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 Michael Binetti - Evercore Oliver Chen - TD Cowen Jay Sole - UBS Mark Altschwager - Baird Anna Andreeva - Needham Janine Stichter - BTIG Simeon Siegel - BMO Cap ...

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, 2024 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) (State or other jurisdiction of incorporatio ...

Revolve Group Announces First Quarter 2024 Financial Results Exhibit 99.1 Los Angeles, CA – May 7, 2024 - 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, 2024. "We delivered significant expansion of our gross margin and year-over-year efficiency in our variable logistics costs in the first quarter of 2024, which contributed to strong profitability and cash flow generation ...

Revolve Group, Inc. (NYSE:RVLV) Q4 2023 Results Conference Call February 27, 2024 4:30 PM ET Company Participants Erik Randerson - Vice President of Investor Relations Michael 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 Mark Altschwager - Baird Anna Andreeva - Needham Edward Yruma - Piper Sandler Michael Binetti - Evercore ISI Jim Duffy - Stifel Rick Patel - Raymond J ...

Financial Performance - In 2023, REVOLVE generated $1.1 billion in net sales, serving over 2.5 million active customers and offering over 1,200 brands with an average order value of $297[41]. - Approximately 79% of net sales in 2023 were at full price, significantly higher than industry benchmarks, with 1,500 new styles launched per week on average[32]. - Mobile sales accounted for 69.7% of total orders in 2023, reflecting the growing trend of consumers using digital channels for purchases[37]. - Owned brands contributed 20.0% of the REVOLVE segment's net sales in 2023, with six out of the top ten brands in the segment being owned brands[34]. - As of December 31, 2023, the company had over 11.6 million followers across Instagram and TikTok for its brands, enhancing its marketing reach[64]. Marketing and Customer Engagement - In 2023, 49% of traffic for REVOLVE was driven from free and low-cost sources, indicating effective marketing strategies[44]. - The use of social media and influencers is vital for customer engagement, but changes in platform policies could adversely impact marketing effectiveness and financial condition[109]. - The company has made significant investments in customer acquisition, including social media marketing campaigns, but the effectiveness and cost-efficiency of these efforts are uncertain[114]. - A substantial portion of the company's net sales comes from existing customers, and failure to retain these customers could negatively impact revenue and margins[118]. Technology and Operations - REVOLVE's proprietary technology platform manages hundreds of millions of data points, optimizing merchandising, marketing, and customer experience[48]. - The technology platform includes a database built over 20 years with hundreds of thousands of styles and millions of customer interactions, creating a strategic asset of hundreds of millions of data points[65]. - The company leverages machine learning and artificial intelligence to optimize its assortment and personalize the website experience[65]. - The company ships over 97% of orders on the same day if placed before 3 p.m. Eastern Time, ensuring a high level of customer service[72]. - The company operates three fulfillment centers in California and Pennsylvania, with expectations that current capacity will support near-term growth plans[145]. Growth and Expansion Strategies - REVOLVE plans to continue expanding its owned brand offerings and enhance customer loyalty through improved experiences and loyalty programs[54][52]. - The company aims to grow international sales by localizing the shopping experience and leveraging its global influencer network[53]. - The company intends to pursue strategic acquisitions to enhance its product offerings and improve technology infrastructure[56]. - The company has developed a portfolio of 25 owned brands, optimizing its assortment through market insights and proprietary data analytics[60]. Challenges and Risks - Economic downturns and macroeconomic conditions negatively impact consumer discretionary spending, affecting the company's operating results and financial condition[89]. - The company faces challenges in managing growth, including hiring and integrating new employees, which could harm operational efficiency and employee morale[91]. - Inventory management is critical, as demand forecasting is difficult and can lead to excess inventory or shortages, adversely impacting operating results[94]. - The company has experienced heightened levels of merchandise returns, which could negatively affect financial position due to changes in consumer behavior and macroeconomic conditions[99]. - Increased competition in the retail industry may lead to pricing pressure, potentially resulting in reduced gross margins if costs are not managed effectively[132]. Regulatory and Compliance Issues - The company faces risks related to compliance with trade and other regulations, which could lead to significant penalties and operational disruptions[166]. - The company is subject to evolving laws and regulations regarding independent contractor classification, particularly in California, which could lead to increased legal challenges and potential misclassification claims[172]. - The General Data Protection Regulation (GDPR) imposes substantial penalties for non-compliance, potentially up to €20 million or 4% of the company's worldwide turnover, whichever is higher[195]. - The California Consumer Privacy Act (CCPA) requires new disclosures to California consumers and provides civil penalties for violations, effective January 1, 2020[199]. Cybersecurity and Data Protection - The company incurs significant costs to detect and prevent security breaches, with expectations for these costs to increase as improvements are made to systems and processes[205]. - Cyberattacks and security breaches could lead to loss of customer data, negatively impacting customer trust and potentially resulting in liability and reputational harm[206]. - The company relies on third-party service providers for critical services, which may expose it to additional risks of cyberattacks and data breaches[212]. - The company has experienced phishing and social engineering attacks in the past, indicating ongoing vulnerabilities in its cybersecurity measures[202]. Intellectual Property and Legal Risks - The company has accrued $7.3 million in general and administrative expenses related to intellectual property infringement claims, with a settlement agreement reached in November 2023[228]. - The potential for statutory damages of up to $150,000 per work infringed exists in cases of willful copyright infringement, which could adversely affect financial condition[229]. - The company relies on trademarks and copyrights to protect its brands, but faces challenges from counterfeiting and the need for significant resources to enforce these rights[221]. - The evolving regulatory landscape for domain names and intellectual property rights may hinder the company's ability to protect its brands internationally[227].

Exhibit 99.1 Revolve Group Announces Fourth Quarter and Full Year 2023 Financial Results Los Angeles, CA – February 27, 2024 - Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, today announced financial results for the fourth quarter and full year ended December 31, 2023. "I'm proud of our team's accomplishments in 2023 that set us up well for 2024," said co-founder and co-CEO Mike Karanikolas. "Despite the challenging backdrop for consumer dis ...

Revolve Group, Inc. (NYSE:RVLV) Q3 2023 Earnings Conference Call November 1, 2023 5:30 PM ET Company Participants Erik Randerson - Vice President of 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 Edward Yruma - Piper Sandler Oliver Chen - TD Cowen Mark Altschwager - Baird Rick Patel - Raymond James KunalMadhukar - UBS Janine Stichter - BTIG Alice ...