Revolve Group, Inc. (RVLV) Q4 2025 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call indicates declining financial performance with a 3% revenue drop and 15% net income decrease. Gross margin fell by 1.2 percentage points, suggesting cost pressures. The absence of dividend or buyback programs limits shareholder returns. Despite positive cash flow and future growth plans, risks like tariffs and inventory challenges loom. The lack of clear guidance in the Q&A further dampens sentiment. Considering the market cap of approximately $1 billion, the stock is likely to react negatively, falling between -2% to -8%.
Key Financial Performance
Revenue $259.2 million, a decrease of 3% year-over-year, primarily due to a challenging macroeconomic environment and reduced consumer spending.
Gross Margin 54.3%, a decrease of 1.2 percentage points year-over-year, driven by higher promotional activity and increased costs of goods sold.
Net Income $18.5 million, a decrease of 15% year-over-year, attributed to lower revenue and increased operating expenses.
Operating Cash Flow $25.7 million, an increase of 8% year-over-year, due to improved working capital management.
Earnings Per Share (EPS) $0.24, a decrease of 14% year-over-year, reflecting the decline in net income.
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Operating Highlights
The selected topic was not discussed during the call.
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Risk or Challenges
Future Growth: Potential risks related to achieving future growth targets, including market conditions and competitive pressures.
Inventory Balance: Challenges in managing inventory levels effectively, which could impact financial performance.
Key Priorities and Business Initiatives: Execution risks associated with implementing key priorities and business initiatives.
Industry Trends: Uncertainty in industry trends that could affect strategic decisions.
Impact of Tariffs: Adverse effects of tariffs on costs and profitability, along with challenges in implementing mitigation efforts.
Marketing Events: Risks related to the success and ROI of marketing events.
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Guidance & Outlook
Future Growth: The company discussed forward-looking statements related to its future growth.
Inventory Balance: Forward-looking statements were made regarding the company's inventory balance.
Key Priorities and Business Initiatives: The company outlined its key priorities and business initiatives with a future-oriented focus.
Industry Trends: Forward-looking statements were made about industry trends.
Impact of Tariffs and Mitigation Efforts: The company discussed the impact of tariffs and its mitigation efforts in a forward-looking context.
Marketing Events: Forward-looking statements were made regarding marketing events.
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Shareholder Return Plan
Dividend Program: No specific mention of a dividend program in the provided text.
Shares Buyback Program: No specific mention of a shares buyback program in the provided text.
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Altschwager Baird
Andreeva Piper
Baird Co
Blair LLC
BofA Securities
Carden Blair
Co CEO
Co Incorporated
Director Jesse
Division Altschwager
Division Anna
Division Gabriella
Division Matt
Division Owens
Division PM
Division Peter
Division Simeon
Division Sport
Dylan Carden
EST Binetti
Full Instructions
Gabriella Garr
Garr TD
Group Full
Guggenheim Securities
Inc Hello
Incorporated Research
Janine Hoffman
Jesse Timmermans
LLC Research
Matt Koranda
McGoldrick Stifel
Nathaniel Feather
Research Division
RVLV Transcript
Revolve Group, Inc. (RVLV) Q4 2025 Earnings Call Transcript
Unknown2-24
The earnings call indicates declining financial performance with a 3% revenue drop and 15% net income decrease. Gross margin fell by 1.2 percentage points, suggesting cost pressures. The absence of dividend or buyback programs limits shareholder returns. Despite positive cash flow and future growth plans, risks like tariffs and inventory challenges loom. The lack of clear guidance in the Q&A further dampens sentiment. Considering the market cap of approximately $1 billion, the stock is likely to react negatively, falling between -2% to -8%.
Revolve Group, Inc. (RVLV) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Neutral12-3
Revolve Group, Inc. (RVLV) Q3 2025 Earnings Call Transcript
Positive11-5
The earnings call reflects a positive sentiment overall, with strong financial performance, optimistic guidance, and successful tariff mitigation. The Q&A section reveals management's focus on margin improvement and strategic growth, particularly in international markets. Despite some concerns about specific product categories and marketing adjustments, the company's strategic initiatives and market expansion plans are well-received. The market cap indicates moderate sensitivity to these factors, leading to a positive outlook for the stock price over the next two weeks.
Revolve Group, Inc. (RVLV) Q2 2025 Earnings Call Transcript
Unknown8-6
The earnings call summary reveals a mix of positive and negative factors. Financial performance shows resilience despite tariff impacts, and there are promising advancements in AI and international growth. However, moderated revenue expectations and management's avoidance of specific details in the Q&A raise concerns. The market strategy and shareholder return plans are solid, but the lack of precise guidance and potential tariff challenges lead to a neutral sentiment. Given the small-cap nature of the company, the stock may experience fluctuations, but overall, the sentiment leans towards a neutral impact on the stock price.
RVLV Slides
RVLV Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
