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Reformation, Inc. (REF) Stock Price & Analysis

REF Stock Chart & Stats

$15.82-$0.40(-2.47%)
At close: 4:00 PM EDT
$12$14$163 Aug17 Aug31 Aug14 Sep28 Sep12 Oct26 Oct
Day’s Range
$15.50 - $16.75
52-Week Range
$11.85 - $17.26
Previous Close
$16.22
Volume
N/A
Average Volume (3M)
440.91K
Market Cap
$934.63M
Enterprise Value
N/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, 2026 (Est.)
EPS Estimate
0.02
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Sustained Revenue Growth

Repeated double-digit growth indicates durable customer demand and expanding brand reach rather than a single-period benefit. Continued top-line momentum gives Reformation greater scale to support marketing, store development, product investment, and potential operating leverage over the next several quarters.

Customer Retention And Brand Economics

High repeat revenue and strong cohort retention support predictable customer value and reduce reliance on constantly acquiring first-time shoppers. The company also reported that returning customers spent nearly twice as much as new customers, reinforcing the brand’s potential for durable lifetime economics.

Omnichannel And International Expansion

International growth and the stronger spending of omnichannel customers provide multiple avenues for revenue expansion beyond the existing domestic digital base. Store openings can deepen customer engagement and improve market productivity, while the international footprint broadens the brand’s long-term growth runway.

Bears Say

Material Profitability Compression

The sharp decline in operating and net margins shows that revenue growth has not yet translated consistently into earnings growth. Lower profitability reduces internal funding capacity and leaves results more exposed to operating-cost inflation, making margin recovery important for durable financial performance.

Negative Free Cash Flow

A swing from positive to negative free cash flow weakens the company’s ability to fund expansion and other investments from internally generated cash. Operating cash flow also ran well below net income, indicating weaker cash conversion and greater dependence on balance-sheet resources while growth continues.

Tariff And Cost Pressure

Persistently higher tariff-related input costs can pressure gross margins even if sales growth remains strong. Management expects the recent tariff benefit to moderate in the third and fourth quarters, creating a structural cost headwind that could limit the company’s ability to sustain recent margin expansion.

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 next earnings report is estimated for Nov 05, 2026 (not yet confirmed), which is in 4 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