Revolve (RVLV) Q2 Revenue Up 9%
Revolve Group (NYSE:RVLV), an online fashion retailer known for its youth-driven strategy and influencer partnerships, released its second quarter fiscal 2025 results on August 5, 2025. GAAP revenue was $308.97 million, exceeding GAAP expectations by $11.3 million. GAAP earnings per share were $0.14, edging past the GAAP analyst forecast of $0.13. However, this represented a decrease from the prior year's GAAP diluted EPS of $0.21. Overall, The quarter showed solid top-line growth and notably improved non-GAAP free cash flow. GAAP net income declined, reflecting higher taxes and non-operating costs, but operational measures improved. Management cited ongoing success with owned brands, investments in technology and customer experience, and continued customer growth, with active customers up 6% year-over-year to 2,743,000.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
The company operates a digital-first business selling apparel, footwear, accessories, and beauty products, targeting millennial and Generation Z consumers. Its platform features both third-party luxury brands and an expanding portfolio of owned brands. Owned brands are critical for profit margins and exclusivity, as the substantial majority of these products are exclusive to the company's site and enjoy higher markups.
Source Fool.com