Revolve reported Q4 FY2025 net sales of USD 324.4 million (+10%), gross profit of USD 172.9 million (+12%) and gross margin of 53.3% (up 78 basis points). Net income was USD 18.6 million (+58%), diluted EPS was USD 0.26 (+53%), and Adjusted EBITDA was USD 26.3 million (+44%). Active customers were 2.841 million (+6%), total orders placed were 2.445 million (+13%), and average order value was USD 296 (-2%), with the company citing a mix shift driven by a 43% increase in beauty sales. For FY2025, Revolve posted net sales of USD 1.23 billion (+8%), gross profit of USD 655.8 million (+11%) and gross margin of 53.5% (up 100 basis points). Net income was USD 61.1 million (+25%), diluted EPS was USD 0.86 (+25%), and Adjusted EBITDA was USD 93.8 million (+35%). Net cash provided by operating activities was USD 59.4 million (2.2x) and free cash flow was USD 46.2 million (+157%); cash and cash equivalents including restricted cash ended the year at USD 303.2 million, and the company said it remained debt free. Revolve repurchased USD 2.0 million of Class A shares in FY2025 and had USD 55.6 million remaining under its USD 100 million authorization. By segment in Q4 FY2025, REVOLVE net sales were USD 276.6 million (+10%) and FWRD net sales were USD 47.8 million (+14%); domestic net sales were USD 260.1 million (+10%) and international net sales were USD 64.2 million (+13%). The company said net sales rose at a double-digit rate across segments and geographies, and noted efficiencies in marketing and general and administrative expenses as a percentage of net sales, partially offset by a slight increase in selling and distribution expense rate. For early 2026, Revolve said net sales rose approximately 16% year-over-year in the first seven weeks through Feb. 18, 2026, and issued FY2026 gross margin guidance of 53.7% to 54.2% and Q1 FY2026 gross margin guidance of 52.8% to 53.3%, citing potential headwinds including tariffs, inflation, supply chain disruptions and foreign currency volatility.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Revolve Group Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: 202602241603PR_NEWS_USPR_____LA94107) on February 24, 2026, and is solely responsible for the information contained therein.