Revolve Q2 sales beat analyst estimates as active customer growth reaches highest rate in nearly 3 years
RVLV•Outlook
- Revolve sees Q3 2026 gross margin at 53.5% to 54.0%
- Company expects FY 2026 gross margin of 53.5% to 54.0%
- Revolve says outlook reflects macroeconomic headwinds including tariffs, inflation and supply chain disruptions
Overview
- US online fashion retailer's Q2 net sales rose 12%, beating analyst expectations
- Q2 adjusted EBITDA increased 17% and beat analyst expectations
- Active customers grew 11% yr/yr, highest rate in nearly three years
Key Details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Sales | Beat | $347.41 mln | $341.67 mln (13 Analysts) |
| Q2 EPS | $0.26 | ||
| Q2 Net Income | $18.62 mln | ||
| Q2 Adjusted EBITDA | Beat | $26.78 mln | $23.38 mln (13 Analysts) |
| Q2 Gross Margin | 56.60% | ||
| Q2 Gross Profit | $196.67 mln |
Result Drivers
- Tariff refunds - Co said gross profit and net income were positively impacted by IEEPA tariff refunds received during the quarter.
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