REVOLVE GROUP INC CL.A

Revolve announced a joint venture with Donatella Versace, who will serve as the new business's chief creative officer to develop beauty and fashion products aimed at younger consumers. The venture will combine Versace's creative leadership with Revolve's technology, infrastructure and global reach; name and launch date have not been disclosed. Revolve said more details are coming in the months ahead as it continues a digital-first strategy after reporting continued double-digit net sales growth. » Plus sur cnbc.com

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