Revolve will release its Q4 2025 financial results after market close on Tuesday, with analysts anticipating revenue growth to decelerate to 4% year-on-year versus 13.9% a year earlier. Expectations include steady EBITDA margins following a prior quarter’s beat but a continued risk of missing top-line targets.

In the quarter ended December 2025, Revolve generated $295.6 million in revenue, up 4.4% year-on-year, and grew its active buyer base to 2.75 million, a 4.5% increase. The company beat Wall Street’s EBITDA projections but fell short of consensus revenue estimates for the period.

Carvana delivered 58% year-on-year Q4 growth and topped estimates by 6.8%, while Wayfair posted 6.9% revenue growth, beating forecasts by 1.1%; both stocks fell over 8% following results. These mixed peer performances suggest elevated expectations and potential volatility for online retailers reporting this cycle.

Online retail stocks have declined 17.1% on average over the past month, with Revolve down 15.9% in the same span. The stock trades around $25.19 with an average analyst price target of $29.07, reflecting cautious optimism ahead of the earnings release.