Online fashion retailer Revolve (NASDAQ: RVLV) will be reporting earnings this Tuesday afternoon. Here’s what investors should know.
Revolve beat analysts’ revenue expectations by 3.7% last quarter, reporting revenues of $309 million, up 9.4% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and a decent beat of analysts’ revenue estimates. It reported 2.74 million active buyers, up 6.4% year on year.
Is Revolve a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Revolve’s revenue to grow 5.3% year on year to $298.1 million, slowing from the 9.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.13 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Revolve has missed Wall Street’s revenue estimates twice over the last two years.
Looking at Revolve’s peers in the online retail segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Carvana delivered year-on-year revenue growth of 54.5%, beating analysts’ expectations by 11.1%, and Wayfair reported revenues up 8.1%, topping estimates by 3.4%. Carvana traded down 13.8% following the results while Wayfair was up 19.8%.
Read our full analysis of Carvana’s results here and Wayfair’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the online retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. Revolve’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $24.64 (compared to the current share price of $22.12).
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