Revolve Group shares tumble as revenue misses estimates

Published 06/05/2025, 21:52
Revolve Group shares tumble as revenue misses estimates

Investing.com -- Revolve Group , Inc. (NYSE:RVLV) reported first quarter earnings that beat analyst expectations, but revenue fell short, sending shares down 8.1% in after-hours trading.

The next-generation fashion retailer posted adjusted earnings per share of $0.16, surpassing the analyst consensus of $0.15. However, revenue of $296.71 million missed estimates of $297.56 million, despite growing 10% YoY.

"Our strong execution within a dynamic macro environment resulted in outstanding first quarter results, highlighted by double-digit top-line growth, 57% growth in operating income year-over-year, and $45 million in operating cash flow that further strengthened our balance sheet," said co-founder and co-CEO Mike Karanikolas.

Active customers grew 6% YoY to 2.7 million, while total orders placed increased 4% to 2.31 million. However, average order value declined 1% to $295.

The company’s REVOLVE segment saw net sales rise 11% to $254.4 million, while FWRD segment sales grew 3% to $42.3 million. Domestic sales increased 9% to $239.2 million and international sales jumped 12% to $57.5 million.

For the full year 2025, Revolve Group lowered its gross margin guidance to 50.0-52.0% from 52.4-52.9% previously. The company maintained its marketing expense outlook at 14.9-15.1% of net sales.

Looking ahead, Revolve Group expects Q2 gross margin between 52.0-53.0% and marketing expenses of 15.0% of net sales.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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