Revolve Group, Inc. (RVLV) Form 8-K — Nov 3, 2026
Revolve Group reported Q3 2026 net sales of $356.0 million, up 20% year-over-year, with 20% growth across both the REVOLVE and FWRD segments and in domestic and international markets. Active customers grew 18% to 3.24 million, the highest growth rate in three and a half years and the fourth consecutive quarter of growth acceleration. Profitability moved the other way: net income fell 27% to $15.5 million (diluted EPS $0.20 vs $0.29), Adjusted EBITDA declined 7% to $23.5 million, and free cash flow swung negative to -$27.0 million on working capital drag. Inventory rose 23% year-over-year to $293.3 million while cash declined 10% to $284.6 million, though the balance sheet remains debt free.
Key figures
- Eps
- 0.2
- Revenue
- 355959000
- Guidance
- FY2026: gross margin 53.9-54.0%, fulfillment 3.3% of net sales, selling & distribution 17.5%, marketing 15.9%, G&A $178.0M, effective tax rate 25-26%. Q4 2026: gross margin 52.3-52.8%, fulfillment 3.3%, S&D 17.6%, marketing 16.9%, G&A $46.1M.
- Net Income
- 15524000
- Total Debt
- 0
- Revenue Yoy
- 20%
- Total Assets
- 861579000
- Cash Position
- 284640000
- Aov yoy
- -5%
- Inventory
- 293296000
- Orders yoy
- 19%
- Gross margin
- 53.9%
- Inventory yoy
- +23%
- Domestic sales
- 277374000
- Adjusted ebitda
- 23491000
- Fwrd segment sales
- 49195000
- Adjusted ebitda yoy
- -7%
- Average order value
- 292
- International sales
- 78585000
- Total orders placed
- 2745000
- Active customers ttm
- 3243000
- Revolve segment sales
- 306764000
- Active customer growth
- 18%
- Diluted eps prior year
- 0.29
- Gross margin yoy change
- -75 bps
- October net sales growth
- mid-teen percentage YoY
AI analysis
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