Strong Q1 beat supports bullish momentum, but watch for gross margin pressure in FY guidance. Monitor Q2 2026 results in August for continued growth trajectory and tariff/pandemic-impact commentary.
Price Chart
Executive Summary
Revolve Group reported strong Q1 2026 results with net sales of $342.9M (+16% YoY) and diluted EPS of $0.20 (+25% YoY, beating $0.18 consensus by 11%). Active customers grew 8% to 2.9M, and operating cash flow was $49.4M. The company provided FY2026 guidance with slightly lower gross margin (53.5%-54.0%) and higher G&A, but maintained overall positive momentum.
Key Financial Metrics
Key Facts
- Q1 2026 net sales $342.9M, +16% YoY vs $296.7M
- Diluted EPS $0.20, up 25% from $0.16, beating $0.18 consensus
- Active customers 2.93M, +8% YoY; total orders 2.58M, +12%
- Gross margin 52.7%, +68 bps YoY
- Operating cash flow $49.4M, free cash flow $44.9M
- Cash $335.8M, debt-free balance sheet
- April 2026 net sales up ~14% YoY
- FY2026 gross margin guidance updated to 53.5%-54.0% from 53.7%-54.2%
Financial Impact
Revenue beat consensus by ~$15M (4.6%), EPS beat by $0.02 (11.1%)
Risk Factors
- Tariff uncertainty and geopolitical headwinds could pressure consumer spending
- Increased marketing spend as % of sales (15.8% vs 14.3% YoY) may weigh on margins
- Downward revision to full-year gross margin guidance (53.5% vs prior 53.7% low end)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-206442 |
| Document: 0001193125-26-206442-index.html | 0001193125-26-206442 |
| Document: 0001193125-26-206442.txt | 0001193125-26-206442 |
| 8-K Data (Synthetic) | 0001193125-26-206442 |
Track record builds as more directional reports settle.
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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