Revolve Group Q4 Earnings Call Highlights

8 months ago 49

MarketBeat

Wed, February 25, 2026 astatine 5:06 AM CST 9 min read

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Revolve reported an “outstanding” Q4 with nett income of $324 million (up 10% YoY), gross borderline of 53.3% (+78 bps), Q4 nett income of $19 million, and full‑year results showing $61 million nett income, $94 million adjusted EBITDA, $303 million successful currency and no debt.
Management said AI personalization and operational automation are already driving “several cardinal dollars” of annualized gross and ratio gains, portion maturation is besides being supported by rising owned‑brand penetration (owned brands = 20% of REVOLVE sales), beardown FWRD luxury performance, planetary enlargement (China a standout), and measured physical‑store expansion.
Early 2026 momentum was beardown (net income up ~16% successful the archetypal 7 weeks), but guidance is conditioned connected tariff presumption arsenic of Feb 24, 2026; the institution expects 2026 gross borderline of ~53.7%–54.2%, higher selling (~15.3%–15.8% of sales) and aims for accordant adjusted‑EBITDA margins successful the precocious azygous digits implicit the adjacent term.
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Revolve Group (NYSE:RVLV) executives struck an upbeat code connected the company’s 4th fourth and full-year 2025 net call, pointing to accelerating gross growth, borderline expansion, and rising profitability portion continuing to put successful initiatives spanning owned brands, artificial intelligence, planetary growth, and carnal retail.

Co-founder and co-CEO Mike Karanikolas said the institution ended 2025 with an “outstanding” 4th quarter, highlighted by double-digit year-over-year nett income maturation and a faster summation successful profitability. Net income were $324 million, up 10% year-over-year, with the institution citing improved trends crossed some segments and geographies versus third-quarter comparisons. On a two-year stacked basis, absorption said Q4 maturation improved to 26%, up from 15% successful Q3 2025.

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By segment, REVOLVE nett income grew 10% year-over-year and FWRD grew 14%. By geography, home nett income accrued 10% and planetary roseate 13%. Active customers (a trailing 12-month measure) accrued to 2.8 million, up 6%, portion full orders accrued 13% to 2.4 million, which CFO Jesse Timmermans said represented the highest maturation complaint successful 3 years. Average bid worth was $296, down 2%, which the institution attributed chiefly to premix shift, including a 43% summation successful quality sales.