Earnings To Watch: Revolve (RVLV) Reports Q4 Results Tomorrow
Online fashion retailer Revolve Group Inc (RVLV) is scheduled to announce its fourth-quarter results this Tuesday after the market closes. Investors are keen to see how the company performs this quarter.
Last quarter, Revolve fell short of analysts' revenue expectations, posting revenues of $295.6 million, which represents a year-on-year increase of 4.4%. The quarter showed mixed results, with the company's EBITDA exceeding estimates but revenues slightly missing forecasts. Notably, Revolve reported 2.75 million active buyers, marking a 4.5% year-on-year increase.
Analysts are anticipating a revenue growth of 4% year-on-year, a slowdown from the 13.9% increase seen in the same quarter last year. Over the past month, analysts have generally reaffirmed their estimates, indicating they expect the company to maintain its current trajectory heading into the earnings report. However, it is worth noting that Revolve has missed Wall Street's revenue estimates multiple times over the past two years.
Comparatively, other players in the online retail sector have begun reporting their Q4 results, offering insights into what might be expected from Revolve. For instance, Carvana reported a year-on-year revenue growth of 58%, surpassing analysts' expectations by 6.8%, while Wayfair also saw a revenue increase of 6.9%, beating estimates by 1.1%. Following their earnings announcements, Carvana shares dropped 8.5%, and Wayfair's stock fell by 10.6%.
Concerns regarding potential tariffs and changes in corporate taxes have contributed to significant market volatility throughout 2025. As a result, online retail stocks have faced challenges, with average share prices down 17.1% over the last month. Revolve itself has declined by 15.9% during this period, heading into earnings with an average analyst price target of $29.07, compared to its current share price of $25.19.
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