$RVLV

Donatella Versace and Revolve Group will launch a new fashion and beauty brand, with Versace as chief creative officer. The venture will leverage Revolve's technology and consumer reach, targeting global markets. Revolve reported $311.6M in cash and consistent sales growth. Details on the brand and products will be revealed later.

REVOLVE, a New York-listed fashion e-retailer, announced a partnership with Donatella Versace. The collaboration aims to provide Versace a new platform to build a fashion brand. REVOLVE reported €1.2 billion in sales last year and targets Millennial and Gen Z consumers. Versace stepped down as Versace's creative director in March 2025, before its acquisition by Prada.

Piper Sandler identifies retail stocks with strong seasonal performance in November and December, including Signet Jewelers (SGI), Arhaus (ARHS), Target (TGT), Dollar Tree (DLTR), Dollar General (DG), American Eagle (AEO), Warby Parker (WRBY), Revolve Group (RVLV), and Ulta Beauty (ULTA). These stocks historically underperform in September-October but rally during the holiday season. Several companies reported earnings beats and received price target increases.

Solaris Energy Infrastructure (SEI) rose 16.5% after raising its Adjusted EBITDA guidance. Revolve (RVLV) gained 4.9% with the launch of Kristin Ess Hair. AeroVironment (AVAV) increased 10.4% on record revenue and backlog growth. DigitalOcean (DOCN) climbed 14.8% after outlining its AI strategy. SoFi (SOFI) dropped 3.3% following a Hold rating and $22 target.

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.

Revolve (NYSE:RVLV) reported Q2 CY2026 results ahead of Wall Street. Revenue rose 12.4% year on year to $347.4 million, exceeding estimates by 1.4%. GAAP profit was $0.26 per share, 26% above consensus. Active customers grew 10.9% year on year to 3.04 million, and ARPB was $114.24.