Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Revolve Group despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The earnings report is expected on August 5, with a consensus EPS estimate of $0.12, reflecting a -42.9% year-over-year change, while revenues are projected at $295.37 million, a 4.6% increase from the previous year [3][4]. Estimate Revisions - The consensus EPS estimate has been revised 20.59% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for Revolve Group is +7.53%, suggesting a likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 2 [12]. Historical Performance - In the last reported quarter, Revolve Group exceeded the expected EPS of $0.13 by delivering $0.16, resulting in a +23.08% surprise. The company has beaten consensus EPS estimates in the last four quarters [13][14]. Industry Comparison - Columbia Sportswear, another player in the textile-apparel industry, is expected to report a loss of $0.28 per share, a -40% year-over-year change, with revenues projected at $589.48 million, a 3.4% increase [18].

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]