Revolve Group (RVLV) Price & Analysis
RVLV Stock Chart & Stats
- Day’s Range
- MXN 361.00 - MXN 400.00
- 52-Week Range
- MXN 310.00 - MXN 605.00
- Previous Close
- MXN 361.00
- Volume
- 0
- Average Volume (3M)
- 1
- Market Cap
- MXN 29.95B
- Enterprise Value
- MXN 1.37B
- Total Cash (Recent Filing)
- MXN 311.57M
- Total Debt (Recent Filing)
- MXN 30.87M
- Price to Earnings (P/E)
- 22.0
- Beta
- -0.47
- Next Earnings
- Nov 03, 2026
- EPS Estimate
- 4.19
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Customer And Sales Momentum
Sustained double-digit sales, order, and customer growth indicates broadening demand across Revolve’s platforms rather than isolated transaction strength. A larger active-customer base can improve marketing efficiency, support repeat purchases, and provide a durable foundation for revenue growth over the next several quarters.
Improving Margins Through Technology
Margin expansion from better markdown decisions and analytics suggests operational improvements that can remain useful beyond one reporting period. If these tools continue improving inventory productivity and pricing discipline, they may help protect gross profit as the company scales its assortment and customer base.
Strong Balance Sheet
Very low leverage gives Revolve financial flexibility to fund marketing, technology, owned brands, and physical retail without depending heavily on borrowing. The improved 14% ROE also indicates stronger profitability while maintaining a conservative capital structure, supporting resilience through changing demand conditions.
Bears Say
Uneven Cash Generation And Inventory
Sharp free-cash-flow deterioration alongside elevated inventory increases the amount of capital tied up in merchandise and working capital. Although cash generation remains positive, weaker conversion from earnings can constrain reinvestment flexibility and raise the risk of future markdown pressure if inventory normalizes slowly.
Margin And Input-Cost Pressure
Expected near-term margin contraction shows that gross-profit improvement is not yet fully insulated from costs and difficult comparisons. Tariffs and higher product and transportation expenses could persist, making sustained margin recovery dependent on pricing, assortment, and productivity gains rather than automatic operating leverage.
Customer Data Security Incident
A payment-data security incident creates an ongoing risk to customer trust, compliance costs, and potential legal or reputational consequences even though operations were not disrupted and management expects no material impact. These effects can weigh on retention and marketing efficiency over the medium term.
Revolve Group News
Reiterate Buy on Revolve: Early Growth Initiatives and Long-Term Operating Leverage Support Compelling Upside with Unchanged $35 Price Target
BTIG analyst Janine Stichter has reiterated their bullish stance on RVLV stock, giving a Buy rating today. Janine Stichter has given his Buy rating due to a combination of factors,
RVLV FAQ
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Revolve Group Stock Smart Score
Company Description
Revolve Group
Revolve Group, Inc. operates as a fashion retailer for millennial and generation z consumers in the United States and internationally. The company operates in two segments, REVOLVE and FWRD. It operates a platform that connects consumers and global fashion influencers, as well as emerging, established, and owned brands. The company offers apparel, footwear, accessories, and beauty products from emerging, established, and owned brands, as well as luxury brands. It serves its customers through its websites, mobile applications, and stores. The company was formerly known as Advance Holdings, LLC and changed its name to Revolve Group, Inc. in October 2018. Revolve Group, Inc. was founded in 2003 and is headquartered in Cerritos, California.
- Sector
- Consumercyclical
- Industry
- Specialty Retail
- CEO
- Michael Mente Mike Karanikolas
- Employees
- 1,664
- Website
- www.revolve.com
- Address
- 12889 Moore Street, Cerritos, CA, 90703, US
Revolve Group (RVLV) Earnings & Revenues
RVLV Company Deck
RVLV Earnings Call
Earnings Call SentimentPositive
The earnings call reflects strong top‑line momentum, profitable growth, and multiple strategic early wins (active customer acceleration, international expansion, FWRD luxury momentum, and very strong early demand for the Grow‑Good brand). Management is deliberately investing in long‑term initiatives — marketing, owned brands, physical retail, and AI — which weighed on near‑term expense lines and drove a negative Q2 free cash flow due to working capital timing. Gross margin expanded year‑over‑year excluding tariff refunds, but Q3 margin guidance is softer vs. a tough prior‑year comp and results benefited from tariff refunds. Overall, positives (growth, margin expansion ex‑refunds, customer metrics, product/brand momentum and AI/retail initiatives) materially outweigh the near‑term headwinds (higher marketing/G&A, shipping/input cost pressures, and inventory/working capital dynamics).
View all MX:RVLV earnings summariesRVLV Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 6 | 11 |
| Technical Analysis | 4 | 3 | 2 |
| Moving Averages | 0 | 3 | 9 |