Revolve Group, Inc. to Announce Third Quarter 2026 Financial Results on November 3, 2026

UBS reduced its price target for Revolve Group (RVLV) to $27 from $29, maintaining a Neutral rating. The stock trades at $22.01, with a Fair Value estimate of $27.37. UBS expects Q3 revenue growth of 16.3% and EPS of $0.22, in line with consensus. The company reported Q2 2026 earnings, exceeding estimates with 12% sales growth and improved gross margin. Piper Sandler raised its price target to $30, citing strong top-line momentum.

Revolve (RVLV) shares rose 4.9% after Kristin Ess Hair launched on its platform with 30+ products. The company's stock has seen high volatility, with a 17% gain 10 months ago due to strong earnings. RVLV is down 30.7% YTD, trading 34.9% below its 52-week high.

Revolve (RVLV) reported Q2 revenue of $347.4M, up 12.4% YoY, beating estimates by 1.4%. Amazon (AMZN) saw $200.6B revenue, up 19.6%, beating estimates by 2%. Coupang (CPNG) reported $8.86B revenue, up 3.9%, missing estimates by 2.2%. Carvana (CVNA) reported $7.38B revenue, up 52.4%, beating estimates by 7.7%. Wayfair (W) reported $3.52B revenue, up 7.5%, beating estimates by 1.4%.

Revolve Group (RVLV) reported Q2 net sales of $347 million, up 12% year over year, with double-digit growth across REVOLVE, FWRD, Domestic and International. Gross margin was 56.6% (including IEEPA tariff refunds). Diluted EPS was $0.26. Active customers grew 11% YoY to over 3 million, return rate fell YoY, and the company repurchased nearly 500,000 shares.

Revolve Group, Inc. reported a Q2 2026 earnings call summary citing a third straight quarter of double-digit net sales growth, gross margin expansion from AI-driven markdown changes and lower returns, and a rebound in Middle East sales. Full-year 2026 guidance calls for double-digit revenue growth, with an 18% July net sales increase. Management expects investments to pressure adjusted EBITDA margins by about 2 points and repurchased nearly 500,000 shares.

Revolve (NYSE: RVLV) reported Q2 CY2026 revenue of $347.4 million, up 12.4% year over year, and non-GAAP EPS of $0.26, 17.6% above consensus, according to the company. Management cited new customer growth, category expansion, and lower return rates, while higher logistics and marketing costs pressured margins. Shares fell more than 5% after results.