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 September 30, 2023 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 incorpor ...

Revolve Group, Inc. (NYSE:RVLV) Q2 2023 Results Conference Call August 2, 2023 4:30 PM ET Company Participants Erik Randerson - Vice President of Investor Relations Mike Karanikolas - Co-Founder and Co-CEO Michael Mente - Co-Founder and Co-CEO Jesse Timmermans - CFO Conference Call Participants Anna Andreeva - Needham & Company Randy Konik - Jefferies Edward Yruma - Piper Sandler Mark Altschwager - Baird Kunal Madhukar - UBS Jim Duffy - Stifel Simeon Siegel - BMO Capital Markets Ethan Saghi - BTIG Lorraine ...

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 June 30, 2023 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 jurisdict ...

Financial Data and Key Metrics Changes - Net sales for Q1 2023 were $280 million, a year-over-year decrease of 1% [86] - Gross margin was 49.8%, a decrease of 468 basis points year-over-year, primarily due to a lower mix of net sales at full price [87] - Net income for Q1 was $14 million or $0.19 per diluted share, a decrease of 37% year-over-year [88] - Cash flow from operating activities was $49 million, more than double the cash flow generation for the full year of 2022 [31][57] - Cash and cash equivalents increased to $283 million, a 21% increase from year-end 2022 [117] Business Line Data and Key Metrics Changes - REVOLVE segment net sales decreased 3% year-over-year, while FRWD segment net sales increased 5% year-over-year in Q1 [55] - Active customers grew to 2.4 million, an increase of 19% year-over-year [44] - Average order value remained flat year-over-year at $288 [115] Market Data and Key Metrics Changes - U.S. net sales decreased 5% year-over-year, while international net sales increased 16% year-over-year in Q1 [68] - Mexico's market saw exceptional growth, with net sales almost doubling year-over-year [38] Company Strategy and Development Direction - The company is focused on driving cost efficiencies within global shipping and logistics operations to offset cost pressures [70] - Investments in technology, including AI, are being prioritized to enhance customer experience and operational efficiency [41][71] - The company plans to expand its loyalty program to key international markets [73] Management's Comments on Operating Environment and Future Outlook - The management noted that the macro environment remains uncertain, impacting consumer spending behavior [53] - They expect some pressure points on the P&L to ease in the coming quarters, including reduced air freight costs and variable fuel surcharges [39] - Management expressed confidence in rebalancing inventory by the end of Q2 2023 [66][89] Other Important Information - The company reported a significant increase in cash flow generation, strengthening its balance sheet and liquidity [31][117] - The company is actively monitoring the valuation landscape for potential opportunistic acquisitions [101] Q&A Session Summary Question: What classifications were more concerning regarding softer revenue trends? - Management indicated that softness was observed across various customer segments, particularly among aspirational customers [96] Question: How is the company thinking about opportunistic acquisitions in the current landscape? - The company is actively monitoring acquisition opportunities as valuations become more attractive, but no specific targets were mentioned [101] Question: Can you elaborate on the opportunities to go on offense in the current environment? - Management highlighted ongoing brand marketing investments and technology advancements, particularly in AI, as areas of focus [103] Question: What is the outlook for top-line performance considering current trends? - Management acknowledged the challenges but emphasized the importance of staying on offense and leveraging technology for future growth [107] Question: What has been observed regarding customer acquisition trends? - New customer acquisition was strong, but overall trends were impacted by broader market weaknesses [124]

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, 2023 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) Securities registered pursuant to Section 12 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 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 Jurisdiction of Incorp ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 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. (Mark One) (Exact name of registrant as specified in its charter) Delaware 46-1640160 (State or other juri ...

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 June 30, 2022 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 incorporation ...

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, 2022 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 ...

(Exact Name of Registrant as Specified in Its Charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 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. Delaware 46-1640160 (State or Other Jurisdiction of Incorp ...