Revolve(US:RVLV) ZACKS·2025-11-05 01:01Core Insights - Revolve Group (RVLV) reported revenue of $295.63 million for Q3 2025, a year-over-year increase of 4.4%, with an EPS of $0.24 compared to $0.15 a year ago, indicating strong earnings performance despite a slight revenue miss against estimates [1] Financial Performance - Revenue of $295.63 million compared to Zacks Consensus Estimate of $298.79 million, resulting in a surprise of -1.06% [1] - EPS of $0.24 exceeded the consensus estimate of $0.11, delivering a surprise of +118.18% [1] - Total orders placed were 2.3 million, matching the average estimate [4] - Average order value was $306.00, slightly above the average estimate of $303.45 [4] - Active customers totaled 2.75 million, slightly below the average estimate of 2.77 million [4] Geographic Sales Performance - Geographic Net Sales in the Rest of the World reached $64.21 million, compared to an average estimate of $66.74 million, representing a year-over-year change of +6.1% [4] - Geographic Net Sales in the United States were $231.42 million, slightly below the average estimate of $232.06 million, with a year-over-year change of +3.9% [4] Segment Performance - Net Sales for FWRD were $40.99 million, below the average estimate of $42.66 million, with a year-over-year change of +3.2% [4] - Net Sales for REVOLVE were $254.65 million, compared to the average estimate of $257.52 million, reflecting a year-over-year change of +4.6% [4] - Gross profit for FWRD was $18.41 million, exceeding the average estimate of $15.9 million [4] - Gross profit for REVOLVE was $143.11 million, surpassing the average estimate of $138.65 million [4] Stock Performance - Shares of Revolve Group have returned -4.5% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]