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Revolve Group Inc

Revolve Group Inc

RVLV
$24.88USD↓-2.66%-0.68 today

MARKET CAP

1.8B

P/E (TTM)

28.0x

FWD P/E

24.4x

DAY RANGE

$25 – $26

52W RANGE

$17
$32

AI Summary

Stalk
StalkMedium

RVLV remains in a Stage 2 advancing uptrend with higher highs and lows and sits above its rising EMAs, but recent price action shows exhaustion at the highs, extreme overbought readings, and rejection into the 9/21 EMA zone. We maintain a bullish medium-term bias but defer entry until pullbacks into the rising EMA support area are absorbed — Stalk.

  • ↑Net sales rose 16% YoY to $343M; EPS +25% to $0.20
  • ↑Operating cash flow of $49M and $336M of cash enable growth investments
  • ↓Negative growth factors hint at revenue expansion challenges
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The case for & against

Bull & Bear analysis

Bullish

Revolve Group, Inc. (NYSE: RVLV) is a leading online fashion retailer targeting the millennial and Gen Z demographics. The company focuses on selling a curated selection of apparel, accessories, and beauty products while also investing in its own brand, Revolve Los Angeles. Revolve’s business operations emphasize leveraging social media marketing and innovative AI technologies to enhance customer experience and operational efficiencies, positioning the company as a key player in the growing e-commerce and luxury segments of the fashion industry.

Bull says

  • ↑Net sales rose 16% YoY to $343M; EPS +25% to $0.20
  • ↑Operating cash flow of $49M and $336M of cash enable growth investments
  • ↑Marketing spend at 15.8% of sales boosts brand awareness among Gen Z
  • ↑International sales grew 20% YoY, signaling significant overseas potential
  • ↑High earnings yield, positive analyst revisions, high liquidity, low leverage
  • ↑Launch of Revolve Los Angeles label and influencer partnerships drive differentiation

Bear says

  • ↓Negative growth factors hint at revenue expansion challenges
  • ↓Freight and material cost increases pressure profitability
  • ↓Inventory up 15% YoY could strain cash flows if demand eases
  • ↓Geopolitical tensions in the Middle East may hurt international sales
  • ↓High short interest indicates investor skepticism and share volatility
  • ↓Weak profitability factors raise doubts about sustainable returns

Investment themes with RVLV

eTailing↑ +0.56%

Online retail and e-commerce platforms

FIGS · LQDT · CVNA

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-09-2026bullish

Transcript signals

Bull points

  • I am very proud of our first quarter results, highlighted by strong double-digit growth in net sales and earnings per share and meaningful cash flow generation that further solidifies our balance sheet.
  • net sales were $343 million, a year-over-year increase of 16% and a more than five-point improvement from our net sales growth in the fourth quarter of 2025.
  • Revolve segment net sales increased 15% and forward segment net sales increased 17% year-over-year in the first quarter.
Read full transcript analysis ›