Retail-Catalog & Mail-Order Houses · SIC 5961

Revolve Group, Inc.

RVLV

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Latest revenue

$342.9M

as of 2026-03-31

Latest net income

$14.4M

as of 2026-03-31

Net margin

4.2%

as of 2026-03-31

Price · 5Y

-19.1% / yr 32.9 pts / yr vs S&P 500 65.3% total
Compare:

Live market

delayed ≤15 min
$19.23
0.79%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$31.68
52-wk low
$17.35
Beta
Shares out

5-year trend

What this company does

AI

Item 1. BUSINESS Our Business REVOLVE is the next-generation fashion retailer for Millennial and Generation Z consumers. As a trusted premium lifestyle brand and a go-to online source for discovery and inspiration, we deliver exceptional service and an engaging customer experience with a vast yet curated offering totaling over 140,000 apparel and footwear styles, as well as beauty and accessories. Our dynamic platform connects a deeply engaged community of millions of consumers, thousands of global fashion influencers and over 1,600 emerging, established and owned brands. Through more than 20 years of investment in technology, data analytics and innovative marketing and merchandising…

AI summary unavailable — showing raw filing excerpt

Generated from RVLV's filing dated 2026-02-25

Key risks

AI

Item 1A. RISK FACTORS Investing in our Class A common stock involves certain risks. You should carefully consider the following risk factors, in addition to the other information contained in this report, including the section of this report titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and our consolidated financial statements and related notes thereto. If any of the events described in the following risk factors or the risks described elsewhere in this report occurs, our business, operating results and financial condition could be seriously harmed. This report also contains forward-looking statements that involve risks and uncertainties.…

AI summary unavailable — showing raw filing excerpt

Generated from RVLV's filing dated 2026-02-25

Profitability

Gross margin

53.5%

1.9%

Operating margin

6.1%

33.1%

Net margin

5.0%

14.8%

Return on equity

7.3%

52.7%

Return on assets

8.1%

8.3%

Leverage

Debt / equity

0.58×

10.4%

Debt / assets

36.7%

6.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$342.9M+15.6%$14.4M+21.4%4.2%

Q4 2025

2025-12-31

$324.4M+10.4%$18.6M+50.4%5.7%

Q3 2025

2025-09-30

$295.6M+4.4%$21.2M+93.0%7.2%

Q2 2025

2025-06-30

$309.0M+9.4%$10.2M-33.9%3.3%

Q1 2025

2025-03-31

$296.7M+9.7%$11.8M+8.7%4.0%

Q4 2024

2024-12-31

$293.7M$12.3M4.2%

Q3 2024

2024-09-30

$283.1M+9.9%$11.0M+245.2%3.9%

Q2 2024

2024-06-30

$282.5M+3.2%$15.4M+110.6%5.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Retail-Catalog & Mail-Order Houses · SIC 5961

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Insider activity

Insider buying

$0

Insider selling

$77.0M

Net activity

−$77.0M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-29

Michael Mente

CO-CHIEF EXECUTIVE OFFICER

Sale15,640$26.00$406.6K
2026-04-29

Michael Karanikolas

CO-CHIEF EXECUTIVE OFFICER

Sale15,640$26.00$406.6K
2026-04-29

MMMK Development, Inc.

10%+ owner

Sale15,640$26.00$406.6K
2026-04-28

Michael Mente

CO-CHIEF EXECUTIVE OFFICER

Sale42,678$26.35$1.1M
2026-04-28

Michael Karanikolas

CO-CHIEF EXECUTIVE OFFICER

Sale42,678$26.35$1.1M
2026-04-28

MMMK Development, Inc.

10%+ owner

Sale42,678$26.35$1.1M
2026-04-27

Michael Mente

CO-CHIEF EXECUTIVE OFFICER

Sale60,923$26.43$1.6M
2026-04-27

Michael Karanikolas

CO-CHIEF EXECUTIVE OFFICER

Sale60,923$26.43$1.6M
2026-04-27

MMMK Development, Inc.

10%+ owner

Sale60,923$26.43$1.6M
2026-04-09

Michael Mente

CO-CHIEF EXECUTIVE OFFICER

Sale15,972$25.90$413.7K
2026-04-09

Michael Karanikolas

CO-CHIEF EXECUTIVE OFFICER

Sale15,972$25.90$413.7K
2026-04-09

MMMK Development, Inc.

10%+ owner

Sale15,972$25.90$413.7K
2026-02-12

Michael Mente

CO-CHIEF EXECUTIVE OFFICER

Sale1,948$25.93$50.5K
2026-02-12

Michael Karanikolas

CO-CHIEF EXECUTIVE OFFICER

Sale1,948$25.93$50.5K
2026-02-12

MMMK Development, Inc.

10%+ owner

Sale1,948$25.93$50.5K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns RVLV

Institutional value

$379.7M

Total shares held

17.9M

Distinct holders

108

-101 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.7M$83.2M-56.1K (-1.5%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC3.3M$75.0MNew
3WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.8M$39.9M-381.7K (-17.8%)Trimmed
4VANGUARD CAPITAL MANAGEMENT LLC1.8M$39.8MNew
5DIMENSIONAL FUND ADVISORS LP904.3K$20.4M+55.7K (+6.6%)Added
6UBS Group AG540.0K$12.2M+168.0K (+45.1%)Added
7Allspring Global Investments Holdings, LLC431.8K$9.6M-110.3K (-20.4%)Trimmed
8JANE STREET GROUP, LLC374.8K$8.5MNew
9VANGUARD FIDUCIARY TRUST CO286.1K$6.5MNew
10FEDERATED HERMES, INC.259.3K$5.9M-5.4K (-2.0%)Trimmed
11Walleye Capital LLC253.9K$5.7MNew
12NEW YORK STATE COMMON RETIREMENT FUND205.3K$4.6M+0 (+0.0%)No change
13Stephens Investment Management Group LLC200.6K$4.5M-2.9K (-1.4%)Trimmed
14LANDSCAPE CAPITAL MANAGEMENT, L.L.C.197.9K$4.5M+51.0K (+34.7%)Added
15WELLS FARGO & COMPANY/MN192.6K$4.4M-54.5K (-22.0%)Trimmed
16Russell Investments Group, Ltd.134.0K$3.0M+24.9K (+22.8%)Added
17Madison Asset Management, LLC128.5K$2.9M-1.2K (-0.9%)Trimmed
18Bank of New York Mellon Corp124.2K$2.8M-2.1K (-1.7%)Trimmed
19Y-Intercept (Hong Kong) Ltd113.0K$2.6MNew
20ProShare Advisors LLC112.6K$2.5M-39.4K (-25.9%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once RVLV's latest filing finishes processing.