Revolve Group Reports Strong Q1 2026 Results with Double-Digit Growth Across Key Metrics
RVLV sits 30% above its 52-week low of $16.8.
Summary
Revolve Group announced strong first-quarter 2026 financial results, exceeding expectations with double-digit growth in sales and earnings, alongside progress on strategic growth initiatives.
Key Events · Earnings and Guidance · RVLV
-
Strong Q1 2026 Financial Performance
Net sales increased 16% year-over-year to $342.9 million, net income rose 21% to $13.8 million, and diluted EPS grew 25% to $0.20, all surpassing analyst expectations. Operating cash flow also increased by 9% to $49.4 million.
-
Key Growth Initiatives Underway
The company successfully launched its first-ever namesake label, REVOLVE Los Angeles, and introduced Grow-Good Beauty products in partnership with Cardi B, which sold out in under an hour. A third retail store in Miami is also planned to open by the end of 2026.
-
Positive Operational Metrics
Active customers grew 8% year-over-year to 2.926 million, marking the highest growth rate in over two years. Total orders placed increased by 12%, and average order value saw a 1% rise.
-
Updated Full-Year 2026 Outlook
The company provided updated guidance for FY 2026, slightly adjusting the gross margin outlook to 53.5%-54.0% (from 53.7%-54.2%) and general and administrative expenses to $164 million-$168 million (from $161 million-$164 million).
Analysis · RVLV · Trade & Services
Revolve Group's Q1 2026 results demonstrate robust financial and operational performance, with significant year-over-year growth in net sales, net income, and diluted EPS, surpassing analyst expectations. The company also highlighted key growth initiatives, including the launch of a new namesake label and a successful celebrity partnership. While the full-year gross margin outlook was slightly adjusted downwards and G&A expenses upwards, the overall strong performance and strategic developments indicate positive momentum for the company.
How filings like this one have moved
In the 30 days to Sep 23, 2026, 35.1% of the 1081 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.41%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, RVLV was trading at $21.90 on NYSE in the Trade & Services sector, with a market capitalization of approximately $1.7B. The 52-week trading range was $16.80 to $31.68. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.