$RVLV

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.

Revolve Group, Inc. (RVLV) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 rvlv-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Revolve Group Announces Second Quarter 2026 Financial Results Los Angeles, CA – August 4, 2026 - Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, today announce

Revolve (NYSE: RVLV) reports Q2 earnings Tuesday after the bell. Last quarter it posted revenue of $342.9M, up 15.6% YoY, with 2.93M active buyers up 8.3% YoY. Analysts expect Q2 revenue growth of 10.9% YoY. The article cites RVLV’s $29.69 average price target vs $25.11 current.

Shares of Carvana (CVNA), Revolve (RVLV), and Match Group (MTCH) fell in the afternoon after President Trump said an Iran ceasefire was over and vowed further strikes, lifting oil and bond yields. Higher yields can reduce the present value of long-duration growth stocks. Carvana fell 4.2% to $65.02, down 18.8% YTD.

Revolve Group, Inc. (RVLV) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K false 0001746618 0001746618 2026-06-05 2026-06-05 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2

Carvana (CVNA) rose 2.7% and Revolve (RVLV) gained 4.9% in the afternoon session, according to the article. It attributes the move to progress toward an Iran-US peace deal that pushed crude oil down 4.7%, lowering logistics fuel costs and reducing Treasury yields as inflation expectations cooled. The piece also cites Revolve’s volatility and notes it is down 30.9% YTD.

Revolve Group, Inc. co-CEO Michael Karanikolas, through MMMK Development, Inc., converted and sold a net of 119,241 Class B common shares. These shares automatically converted to Class A shares and were sold on the open market between April 27-29 at weighted-average prices around $26 per share, under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, MMMK Development, Inc. retained over 29.9 million Class B shares, and Karanikolas directly holds 123,000 Class A shares.

MMMK Development, a 10% owner of Revolve Group (NASDAQ:RVLV), sold 119,241 shares of Class A Common Stock for approximately $3.14 million between April 27 and April 29, 2026, through a Rule 10b5-1 trading plan. The sales occurred at weighted-average prices ranging from $26.00 to $26.43, coinciding with the stock's volatile performance and upcoming earnings report. Despite the insider sales, analysts from Stifel, TD Cowen, and Piper Sandler have largely maintained positive ratings, citing market share gains and long-term growth prospects.