Revolve Group Q4 Revenue Up 10.4%, EPS Surges 62.5%, Order Growth Strong
Revolve Group’s Q4 revenue rose 10.4% to $324.37M, beating consensus by 6.2%, and EPS of $0.26 outpaced estimates by 62.5%. Total orders reached 2.45M, active customers hit 2.84M, US net sales climbed 9.9% to $260.13M and international sales grew 12.5% to $64.24M.
1. Q4 Financial Highlights
Revolve Group reported Q4 revenue of $324.37 million, up 10.4% year-over-year and 6.2% above consensus. Adjusted EPS was $0.26, a 62.5% surprise versus the $0.16 forecast, marking another quarter of strong earnings outperformance.
2. Order and Customer Trends
Total orders placed rose to 2.45 million, surpassing analyst projections of 2.27 million, while average order value was $296, slightly below the $302 estimate. Active customers climbed to 2.84 million, reflecting steady engagement growth over the prior year.
3. Geographic and Segment Sales
US net sales climbed 9.9% to $260.13 million versus a $244.68 million projection, while Rest-of-World sales grew 12.5% to $64.24 million against a $60.83 million forecast. Net sales for FWRD and REVOLVE segments rose 14.5% to $47.79 million and 9.8% to $276.58 million, respectively.
4. Profitability and Stock Reaction
Gross profit expanded with FWRD at $22.26 million and REVOLVE at $150.66 million, both ahead of expectations. Despite these gains, shares have fallen nearly 19% over the past month, suggesting the strong quarter could catalyze a stock rebound.