Revolve Group Q2 2026: Sales Climb 12%, Net Income Jumps 86%, but Higher Marketing and G&A Spending Looms
RVLV sits 44% above its 52-week low of $17.35.
Summary
Revolve Group posted Q2 2026 net sales of $347.4M (+12% YoY) and net income of $18.6M (+86% YoY), fueled by broad-based growth and IEEPA tariff refunds. FY2026 guidance now calls for higher marketing and G&A expenses, and Q3 guidance was initiated.
Key Events · Earnings and Guidance · RVLV
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Q2 2026 Earnings Beat
Net sales rose 12% year over year to $347.4M, while net income surged 86% to $18.6M, or $0.26 per diluted share, aided by $5.6M in IEEPA tariff refunds.
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FY2026 Guidance Update
The marketing expense outlook was raised to 15.8%–16.0% of net sales (from 15.3%–15.8%) and G&A to $170M–$172M (from $164M–$168M), reflecting increased investment in growth initiatives.
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Q3 2026 Guidance Initiated
For the third quarter, gross margin is expected at 53.5%–54.0%, marketing at 15.0% of net sales, and G&A at $43.5M.
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July Sales Momentum
Net sales in July 2026 increased approximately 18% year over year, signaling continued strong demand into the third quarter.
Analysis · RVLV · Trade & Services
A strong second quarter featured double-digit sales growth across all segments and an 86% surge in net income, helped by tariff refunds. Yet the company raised its full-year marketing and G&A expense guidance, signaling heavier investment that could squeeze margins. While stock buybacks and a debt-free balance sheet offer support, the higher cost outlook tempers the earnings beat.
How filings like this one have moved
In the 30 days to Sep 23, 2026, 29.1% of the 1683 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.32%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, RVLV was trading at $25.07 on NYSE in the Trade & Services sector, with a market capitalization of approximately $1.9B. The 52-week trading range was $17.35 to $31.68. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.