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Revolve Q2 Earnings Call: Analysts Probe Growth Drivers and AI Impact
Revolve's second quarter results surpassed Wall Street expectations, but shares fell more than 5% as investors weighed higher logistics and marketing costs. Revenue rose 12.4% year over year to $347.4 million, beating analyst estimates of $342.7 million, while adjusted EPS of $0.26 topped the $0.22 consensus. Co-CEO Mike Karanikolas highlighted record new customer acquisition and a milestone of over three million active customers, and said July net sales increased approximately 18% year over year. During the earnings call, analysts questioned management about the durability of July's growth, the timing of Grow-Good's impact, elevated general and administrative expenses, physical retail expansion plans, and the role of AI in inventory planning and cost structure.
StockStory·14dRead more ▾
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Revolve Exceeds Q2 CY2026 Expectations with 12.4% Revenue Growth
Online fashion retailer Revolve reported second-quarter CY2026 revenue of $347.4 million, surpassing Wall Street estimates and growing 12.4% year on year. GAAP earnings per share reached $0.26, beating analyst consensus by 26%. Adjusted EBITDA came in at $26.78 million, exceeding expectations by 13.8%, while active customers rose to 3.04 million, up 298,000 from a year ago. Co-founder and co-CEO Mike Karanikolas highlighted double-digit net sales growth across both REVOLVE and FWRD segments, as well as domestic and international markets, for the third consecutive quarter.
Yahoo Finance·22dRead more ▾
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Revolve to Report Q2 Earnings After Tuesday's Close
Online fashion retailer Revolve will report its second-quarter earnings after the market closes on Tuesday. The company beat revenue expectations last quarter with $342.9 million, up 15.6% year on year, and reported 2.93 million active buyers, an 8.3% increase. For this quarter, analysts expect revenue growth of 10.9% year on year, an improvement from the 9.4% growth in the same period last year. Revolve has missed Wall Street revenue estimates multiple times over the past two years, though analyst estimates have remained largely unchanged in the last 30 days. Shares of Revolve are up 12.3% over the past month, compared to an average 4.2% decline among consumer internet peers, and the average analyst price target is $29.69 versus the current share price of $25.11.
Yahoo Finance·23dRead more ▾
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Revolve Stock Falls 13.3% Over Six Months as Analysts Flag Weak Demand and High Marketing Costs
Revolve's stock has dropped 13.3% over the past six months to $25.36, underperforming the S&P 500's 8.6% gain. Analysts point to soft demand, with active customers growing just 5.8% annually to 2.93 million, and poor marketing efficiency, as the company spent 59.3% of gross profit on sales and marketing over the last year. Earnings per share grew at a 7.5% compound annual rate over three years, outpacing 5% revenue growth, but the stock now trades at 15.2 times forward EV-to-EBITDA. The report recommends avoiding Revolve in favor of other opportunities, including what it calls the most entrenched endpoint security platform on the market.
Yahoo Finance·34dRead more ▾
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Revolve Group to Announce Second Quarter 2026 Financial Results on August 4
Revolve Group will release its financial results for the second quarter ended June 30, 2026, after the market close on Tuesday, August 4, 2026. A conference call will follow at 1:30 PM Pacific Time, 4:30 PM Eastern Time on the same day. The company will also make available a Q2 2026 financial highlights presentation on its investor relations website shortly after the release. A replay of the conference call will be available approximately one hour after the call concludes through August 11, 2026.
PR Newswire·41dRead more ▾
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Airbnb Named Top Internet Stock for Long-Term Investors, Take-Two and Revolve Face Challenges
StockStory identified Airbnb as a top internet stock for long-term investors while warning against Take-Two and Revolve. Airbnb benefits from a 9.1% average annual increase in Nights and Experiences Booked, a strong 35.3% two-year EBITDA margin, and impressive free cash flow. Take-Two’s annual revenue growth of 7.1% over three years fell short of sector standards, and it lacks free cash flow generation. Revolve saw active customer growth average only 5.8%, faces expensive marketing costs, and its earnings per share grew just 7.5% annually over three years.
StockStory·47dRead more ▾
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Carvana, Revolve, and Match Group shares fall as Iran ceasefire collapse drives risk-off rotation
Shares of Carvana, Revolve, and Match Group fell in afternoon trading after President Trump declared the Iran ceasefire over and vowed further strikes, sending oil prices and bond yields higher in a risk-off rotation. Carvana dropped 4.2%, Revolve fell 4.1%, and Match Group declined 3.3%. Consumer internet companies are long-duration growth stocks whose valuations are sensitive to rising discount rates when bond yields climb, and their business models face cyclical pressure from higher energy costs and cautious advertising budgets. Carvana's stock has been extremely volatile, with 37 moves greater than 5% over the past year, and is now trading 32.1% below its 52-week high of $95.69 from January 2026.
Yahoo Finance·49dRead more ▾
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Revolve Stock Jumps 7% After Amazon Prime Day Drives Record Online Sales
Shares of online fashion retailer Revolve jumped 7% in afternoon trading after Adobe reported that Amazon Prime Day drove $8.3 billion in U.S. online sales, marking the biggest shopping day of the year so far. Online sales rose 5.3% year-over-year, surpassing Adobe's initial estimates and exceeding the previous year's Thanksgiving sales of $6.4 billion. The data signals resilient consumer spending during promotional events despite economic concerns, while a drop in the 10-year yield below 4.5% provided additional valuation support for the sector. Revolve's stock remains down 23.5% year-to-date and trades 28.1% below its 52-week high of $31.45 from December 2025.
Yahoo Finance·63dRead more ▾
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Consumer Internet Stocks Q1 Recap: Airbnb Beats Estimates, Sea Leads, Shutterstock Lags
Consumer internet stocks reported a satisfactory first quarter, with aggregate revenues beating analyst consensus estimates by 1.2% while next-quarter revenue guidance came in 0.6% below expectations. Airbnb posted revenue of $2.68 billion, up 17.9% year on year and exceeding estimates by 2.2%, alongside an impressive EBITDA beat and above-consensus revenue guidance. Sea delivered the strongest performance among peers, with revenue of $7.33 billion, up 43.2% year on year and topping estimates by 10.1%, driven by solid user growth to 72.6 million. Shutterstock was the weakest, with revenue of $199.2 million, down 17.9% year on year and missing estimates by 10.1%, accompanied by a significant EBITDA miss. Revolve reported revenue of $342.9 million, up 15.6% year on year and beating estimates by 4.2%, while Etsy posted revenue of $631.3 million, up 3.1% year on year and exceeding estimates by 2.4%. On average, share prices across the 46 tracked consumer internet stocks have declined 3.2% since the latest earnings results.
Yahoo Finance·65dRead more ▾
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Online retail stocks beat Q1 revenue estimates but shares slide
Online retail stocks tracked by StockStory delivered a strong first quarter, with aggregate revenues beating analyst consensus estimates by 2.3% and next-quarter revenue guidance coming in 4% above expectations. Carvana led the group with a 52% year-on-year revenue surge to $6.43 billion, topping estimates by 6%, yet its stock fell 15.7% after the report. Amazon posted $181.5 billion in revenue, up 16.6% and 2.4% above estimates, but shares dropped 7.6%. Coupang, the weakest performer against estimates, reported $8.50 billion in revenue, missing by 0.6%, and its stock declined 13.5%. Revolve and Wayfair also beat revenue expectations, but only Wayfair's stock rose, gaining 21.8%, while Revolve fell 6.6%. Despite the positive earnings surprises, the average stock in the group is down 5.4% since reporting.
StockStory·68dRead more ▾