REVOLVE GROUP INC CL.A

Revolve Group reported Q2 net revenue of $347.4m (+12% year‑over‑year) and adjusted EPS of $0.26 versus consensus $0.22. Active customers rose 11% to over 3 million, and gross margin improved to 56.6%, partly due to duty refunds. Management says sales growth accelerated in July (~18% YoY) and still expects double‑digit revenue growth for 2026, but is increasing marketing and G&A spending to invest in growth. Risks remain higher inventories (+25%), more volatile cash flows and dependence on one‑offs such as duty refunds. » Plus sur de.investing.com

Revolve Group trades at an apparent discount to fundamentals with roughly $1.2 billion market cap, about $335 million in cash and virtually no debt, putting enterprise value near $865 million. The bullish thesis highlights profitable, digital-native fashion operations, loyal millennial/Gen Z customers and a scalable influencer-driven customer acquisition engine with international expansion potential. Limited investor attention and a clean balance sheet are viewed as catalysts for a potential rerating if consumer sentiment normalizes and capital rotates into overlooked consumer names. » Plus sur finance.yahoo.com

Revolve reported Q1 2026 net revenue of $342.9 million (+16%) and net income of $13.8 million; diluted EPS of $0.20 topped analysts' expectations. Gross margin increased to 52.7% and adjusted EBITDA was $21.1 million, while marketing spend rose. International sales grew 20%, and both segments (REVOLVE, FWRD) delivered double‑digit growth; management announced private‑label and product launches as well as retail expansion. Revolve holds more cash than debt, expects Q2 EPS of $0.23, and continues to see cost and competitive risks. » Plus sur de.investing.com