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REF Stock Chart & Stats
$15.00
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Market closed
$15.00
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Day’s Range― - ―
52-Week Range$11.85 - $17.26
Previous CloseN/A
VolumeN/A
Average Volume (3M)535.31K
Market Cap
$934.63M
Enterprise ValueN/A
Total Cash (Recent Filing)$76.63M
Total Debt (Recent Filing)$435.31M
Price to Earnings (P/E)2636.7
Beta-0.96
Next Earnings
Nov 05, 2026EPS Estimate
0.02Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)<0.01
Shares Outstanding59,079,320
10 Day Avg. Volume379,148
30 Day Avg. Volume535,309
Financial Highlights & Ratios
PEG Ratio-1.02
Price to Book (P/B)1.70
Price to Sales (P/S)1.48
P/FCF Ratio-42.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$19.25Price Target Upside28.33% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Customer Retention And LoyaltyHigh repeat revenue and strong cohort retention support predictable demand and reduce reliance on continual customer acquisition. Returning customers also spent nearly twice as much as new customers, creating a durable foundation for lifetime value and future revenue expansion.
Sustained Revenue GrowthA long record of double-digit growth indicates broad brand demand rather than an isolated quarterly benefit. Continued customer, international, wholesale and category expansion gives Reformation multiple avenues to sustain revenue growth over the next several quarters.
Brand And Channel EconomicsHigh full-price selling and disciplined marketing investment indicate meaningful brand pricing power and efficient customer acquisition. These economics can support attractive gross margins and operating leverage as the company expands products, stores and omnichannel engagement.
Bears Say
Material Profitability DeteriorationRevenue growth has not yet translated into stable bottom-line performance. The sharp decline in gross, operating and net margins shows that cost pressure is absorbing much of the expansion benefit, leaving earnings more vulnerable if margin recovery takes longer than expected.
Negative Free Cash FlowThe shift to negative free cash flow reduces internally funded flexibility even though the company remains profitable. Weaker cash conversion can constrain investment choices and increase dependence on available liquidity while stores, inventory and other growth requirements expand.
Tariff And Operating-cost PressureHigher input costs represent an ongoing structural threat to gross-margin durability, particularly when tariff benefits become smaller later in the year. The lower full-year EBITDA margin outlook suggests operating costs may continue to offset part of the company's strong demand growth.
Reformation, Inc. News
REF FAQ
What was Reformation, Inc.’s price range in the past 12 months?
Reformation, Inc. lowest stock price was $11.85 and its highest was $17.26 in the past 12 months.
What is Reformation, Inc.’s market cap?
Reformation, Inc.’s market cap is $934.63M.
When is Reformation, Inc.’s upcoming earnings report date?
Reformation, Inc.’s upcoming earnings report date is Nov 05, 2026 which is in 5 days.
How were Reformation, Inc.’s earnings last quarter?
Reformation, Inc. released its earnings results on Sep 10, 2026. The company reported $0.23 earnings per share for the quarter, beating the consensus estimate of $0.215 by $0.015.
Is Reformation, Inc. overvalued?
According to Wall Street analysts Reformation, Inc.’s price is currently Undervalued.
Does Reformation, Inc. pay dividends?
Reformation, Inc. does not currently pay dividends.
What is Reformation, Inc.’s EPS estimate?
Reformation, Inc.’s EPS estimate is 0.02.
How many shares outstanding does Reformation, Inc. have?
Reformation, Inc. has 59,079,320 shares outstanding.
What happened to Reformation, Inc.’s price movement after its last earnings report?
Reformation, Inc. reported an EPS of $0.23 in its last earnings report, beating expectations of $0.215. Following the earnings report the stock price went up 6.692%.
Which hedge fund is a major shareholder of Reformation, Inc.?
Currently, no hedge funds are holding shares in REF
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Reformation, Inc. Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$19.25 (28.33% Upside)
$19.25 (28.33% Upside)
Blogger Sentiment
Neutral
REF Sentiment 50%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $61.4M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Fundamentals
Return on Equity
0.06%
Trailing 12-Months
Asset Growth
―
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Reformation, Inc.
Reformation, Inc. operates as a clothing brand company. It is engaged in sustainable womenswear. Its products include dresses, jeans, tops, sweaters, shoes, and accessories. The company was founded in 2009 and is headquartered in New York, NY.
REF Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was strongly positive, with record quarterly revenue growth, 21 consecutive quarters of double-digit growth, robust customer and international expansion, higher gross and adjusted EBITDA margins, strong wholesale demand, and significant store-development runway. The main challenges were the 1.4% decline in DTC revenue per customer caused by new-customer mix, near-term stock-based compensation, public-company and shipping costs, tariff-related input costs, and tougher fourth-quarter comparisons. Management remained confident in the full-year outlook and long-term growth strategy.View all REF earnings summariesREF Stock 12 Month Forecast
Average Price Target
$19.25
▲(28.33% Upside)
Technical Analysis
Ownership Overview
71.81% Insiders
5.35% Mutual Funds
0.15% Other Institutional Investors
20.21% Public Companies and
Individual Investors