Market Share Growth: FWRD continues to expand its market share in the luxury sector, reporting a 37% year-over-year increase in gross profit for Q3 2025, demonstrating the effectiveness of strategic investments and solidifying its leadership position in luxury fashion.
Personal Shopping Program Success: The personal shopping program at FWRD achieved over 100% year-over-year sales growth through the first nine months of 2025, reflecting heightened client demand and deeper engagement with its most valued customers, thereby enhancing customer loyalty.
New Fashion Director Appointment: Rosie Huntington-Whiteley has been appointed as Fashion Director, responsible for fashion curation and seasonal strategy, with her international recognition expected to further elevate FWRD's image as a destination for modern luxury.
Brand Collaboration Expansion: FWRD's partnerships with luxury brands, including Phoebe Philo and SKIMS x Roberto Cavalli, are increasing, indicating its growing prominence as a long-term partner in the luxury brand landscape.
RVLV
$28.135+Infinity%1D
Analyst Views on RVLV
Wall Street analysts forecast RVLV stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RVLV is 25.11 USD with a low forecast of 20.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast RVLV stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RVLV is 25.11 USD with a low forecast of 20.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
4 Hold
1 Sell
Moderate Buy
Current: 28.440
Low
20.00
Averages
25.11
High
30.00
Current: 28.440
Low
20.00
Averages
25.11
High
30.00
Stifel
Buy
maintain
$28 -> $33
2025-12-12
New
Reason
Stifel
Price Target
$28 -> $33
2025-12-12
New
maintain
Buy
Reason
Stifel raised the firm's price target on Revolve Group to $33 from $28 and keeps a Buy rating on the shares. Lifestyle brands enter 2026 trading at "a historic valuation discount relative to the S&P 500," says the analyst, who favors structurally improving businesses with tangible drivers, underappreciated growth models, and "battered businesses with capacity for sentiment re-rating."
Guggenheim
Neutral
initiated
2025-12-09
Reason
Guggenheim
Price Target
2025-12-09
initiated
Neutral
Reason
Guggenheim initiated coverage of Revolve Group with a Neutral rating and no price target. The retail sector still seems to be perceived as "structurally sick," but the firm says "holiday brought the cheer," tariffs have been manageable so far and "most importantly and likely going unnoticed" is the fact that the majority of the firm's coverage actually operates at, or close to, their gross margin peaks.
Morgan Stanley
Equal Weight
maintain
$24 -> $26
2025-11-05
Reason
Morgan Stanley
Price Target
$24 -> $26
2025-11-05
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Revolve Group to $26 from $24 and keeps an Equal Weight rating on the shares. Q3 revenue growth of 4% slightly missed the firm's 6% year-over-year forecast, though Q3 EBITDA came in about 55% ahead of its forecast, notes the analyst, who thinks Revolve "could be a compelling set-up into 2026" if the company can reaccelerate topline growth.
Roth Capital
Matt Koranda
Buy
maintain
$27 -> $30
2025-11-05
Reason
Roth Capital
Matt Koranda
Price Target
$27 -> $30
2025-11-05
maintain
Buy
Reason
Roth Capital analyst Matt Koranda raised the firm's price target on Revolve Group to $30 from $27 and keeps a Buy rating on the shares after its Q3 earnings beat. The quarter appears to be pivotal for Revolve, which delivered a large gross margin surprise that resulted in a significant adjusted EBITDA beat, while the management seems to be telegraphing sustained margin strength ahead, the analyst tells investors in a research note.
About RVLV
Revolve Group, Inc. is a fashion retailer for millennial and generation Z consumers. The Company is an online retailer and fashion brand. Through its Websites and mobile applications, it delivers a customer experience with a curated merchandise offering. The Company sells merchandise through two segments: REVOLVE and FWRD. REVOLVE segment offers an assortment of premium apparel, footwear, beauty, accessories and home products from emerging, established and owned brands. FWRD segment offers an assortment of curated and elevated iconic and emerging luxury brands. Its platform connects a community of consumers, global fashion influencers, and emerging, established, and owned brands. The Company offers products under various brands, such as Lovers and Friends, GRLFRND, NBD, Camila Coelho, Alexandre Vauthier, and House of Harlow 1960. Its customers can engage with the Company in approximately 12 languages and pay in over 50 currencies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
