Monitor upcoming quarterly results for continued net sales growth trajectory and progress toward medium-term margin targets. The Q2 2026 share repurchase activity (~$8M) signals management's view of intrinsic value but is not a catalyst.
Price Chart
Executive Summary
Revolve Group filed an 8-K furnishing an updated investor presentation for the William Blair Growth Stock Conference. The presentation highlights Q1 2026 net sales growth of 16% YoY, the highest in nearly four years, and reiterates medium-term financial targets including net sales growth and gross margin expansion. The filing is a routine investor relations update with no new material financial disclosures beyond previously reported Q1 2026 results.
Key Facts
- Investor presentation furnished for William Blair Growth Stock Conference on June 3, 2026
- Q1 2026 net sales grew 16% YoY, the highest growth rate in nearly four years
- Q1 2026 diluted EPS grew 25% YoY
- Q1 2026 free cash flow was $45 million
- FY 2025 net sales were $1.2 billion, with 13% 6-year CAGR
- FY 2025 net income was $61 million, more than doubled in past two years
- FY 2025 Adjusted EBITDA grew 35% YoY with margin expansion
- FY 2025 operating cash flow was $59 million, free cash flow was $46 million
- Cash and equivalents at FY 2025 were $303 million, up >4.5x in 6 years
- Company repurchased ~$8 million in RVLV common shares in Q2 2026 through May 27
- Medium-term targets: net sales growth, gross margin +100 bps YoY in 2025 despite tariffs, Adj. EBITDA margin expansion expected in 2027
- FWRD segment Q1 2026: net sales +17% YoY, gross profit +36% YoY
- Active customers ~3 million as of March 31, 2026, representing ~3% penetration of U.S. target market
Financial Impact
No new financial guidance or material changes; presentation recaps Q1 2026 results and medium-term targets
Risk Factors
- Tariff pressure could impact gross margin despite +100 bps improvement in 2025
- Strategic investments in 2026 may delay Adj. EBITDA margin expansion until 2027
- Luxury retail headwinds and competitor bankruptcies create both opportunity and execution risk for FWRD segment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-254659 |
| Document: 0001193125-26-254659-index.html | 0001193125-26-254659 |
| Document: 0001193125-26-254659.txt | 0001193125-26-254659 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 3, 2026 17w ago | 8-K | $18.97 $22.98 | ▲ +21.14% | ▲ +18.64% | $20.75 (+9.38%) |
May 5, 2026 21w ago | 8-K | $20.19 $25.11 | ▲ +24.37% | ▲ +22.31% | $20.75 (+2.77%) |
Apr 27, 2026 22w ago | Insider Cluster | $26.33 $25.37 | ▼ −3.65% | ▼ −8.42% | $20.75 (−21.19%) |
Apr 24, 2026 23w ago | DEFA14A | $26.33 $25.37 | ▼ −3.65% | ▼ −8.42% | $20.75 (−21.19%) |
Apr 9, 2026 25w ago | Insider Cluster | $25.69 $22.65 | ▲ +11.83% | ▲ +22.62% | $20.75 (+19.23%) |
Feb 24, 2026 31w ago | 8-K | $24.36 $18.65 | ▼ −23.44% | ▼ −30.39% | $20.75 (−14.82%) |
US Market Status
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