View ValuationRevolve Group 将来の成長Future 基準チェック /36Revolve Group利益と収益がそれぞれ年間12.5%と7.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.1% 11.8%なると予測されています。主要情報12.5%収益成長率11.82%EPS成長率Specialty Retail 収益成長17.1%収益成長率7.9%将来の株主資本利益率14.08%アナリストカバレッジGood最終更新日06 May 2026今後の成長に関する最新情報お知らせ • May 04Revolve Group, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2022Revolve Group, Inc. provided earnings guidance for the second quarter ending June 30, 2022. For the period, the company announced with net sales in April 2022 growing more than 30% year-over-year against a more elevated prior-year comparison than company faced in the first quarter of 2022. Consistent with prior commentary, company continue to expect the second quarter ending June 30, 2022 to be the largest sales quarter of the year as the core customer gears up for a busy travel and event calendar in the warm summer months ahead.すべての更新を表示Recent updatesお知らせ • Apr 27Revolve Group, Inc., Annual General Meeting, Jun 05, 2026Revolve Group, Inc., Annual General Meeting, Jun 05, 2026.お知らせ • Apr 17Revolve Group, Inc. to Report Q1, 2026 Results on May 05, 2026Revolve Group, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026お知らせ • Mar 05Revolve Group, Inc. Introduces Revolve Los AngelesRevolve Group, Inc. announced the launch of Revolve Los Angeles, its first eponymous fashion house born from a deep understanding of the modern woman, and inspired by the city where Revolve began. The launch marks a significant expansion of Revolve's portfolio of in-house brands and capabilities. Revolve Los Angeles debuts March 9, exclusively on Revolve and FWRD. Revolve Los Angeles is a reflection of Revolve's origins and evolution over time, capturing the essence of the city of Los Angeles. This is luxury shaped not by trends, but by instinct, and designed for women who know who they are and dress accordingly. Revolve Los Angeles is the culmination of that insight, delivering a collection that honors sensuality, strength, and a sense of self, implemented with couture-level craftsmanship and modern wearability. The debut collection features hand-embroidered eveningwear and elevated essentials designed to move with the body. Semi-transparent luxury jerseys are intricately embroidered to contour and empower, while bias-cut satin gowns are finished with sculptural, handmade straps. Materials are carefully sourced, from compact Italian knit meshes to architectural belts and art-inspired metal accents. Throughout the collection, silhouettes are intentional and cinematic, making Los Angeles not just the backdrop, but the point of view. To mark the launch, Revolve Los Angeles introduces its first ambassador, who stars in the brand's debut campaign, photographed by Mert Alas and Marcus Piggott, and styled by Carlos Nazario. The imagery celebrates modern seduction, strength, and individuality – for a woman defined by presence, not performance. Rooted in Los Angeles, a culture where fashion meets film, music, and individuality, Revolve Los Angeles transcends effortless glamour, introducing a refined vision of ready-to-wear and couture, and marking a powerful debut and new expression of modern luxury. Price range for the collection is: $200 - $3,500. Size range for the collection is: XXS - XL.お知らせ • Jan 30Revolve Group, Inc. to Report Q4, 2025 Results on Feb 24, 2026Revolve Group, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$500, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$283 per share.お知らせ • Oct 16Revolve Group, Inc. and Sofia Richie Grainge Announces the Launch of SRGRevolve Group, Inc. and Sofia Richie Grainge announced the launch of SRG. Created and designed by Sofia, SRG embodies her instinctive approach to style - polished yet effortless and timeless yet modern - marking an exciting addition to REVOLVE's growing portfolio of in-house brands. After years of shaping her identity as an entrepreneur, inspiration, and creative collaborator in the fashion world, Sofia is now translating her instinctive approach to style into SRG. With the creation of the brand, Sofia set out to create a timeless collection that reflects her personal philosophy on style: considered, confident, and entirely your own. Rooted in Sofia's warm, instinctive sensibility, the collection embodies an aesthetic that is polished yet effort less and timeless yet modern. Every detail is carefully considered, from the cut of a blazer to the drape of a silk shirt, with fabrics chosen for their quality and durability. Designed with intention, every detail carefully considered and fabrics chosen for their quality and durable, the SRG collection offers the modern consumer the opportunity to build a timeless wardrobe. The launch of SRG reinforces REVOLVE's position as a leading fashion destination, further expanding its in-house brand portfolio with this collection of timeless, exclusive styles designed to meet evolving consumer demands. The debut SRG collection offers a curated range of ready-to-wear staples, including suiting, elevated outerwear, silk sh discussing, and versatile dresses. Designed in neutral palettes with subtle seasonal highlights, the collection emphasizes effortless sophistication and enduring wearability. Prices will range from $250-$1,850 and will be available in sizes XXS-XL. The first drop of the collection is now available exclusively on REVOLVE.com, FWRD.com, and rrg-atelier.com.お知らせ • Oct 15Revolve Group, Inc. to Report Q3, 2025 Results on Nov 04, 2025Revolve Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.14 (vs US$0.22 in 2Q 2024)Second quarter 2025 results: EPS: US$0.14 (down from US$0.22 in 2Q 2024). Revenue: US$309.0m (up 9.4% from 2Q 2024). Net income: US$10.2m (down 34% from 2Q 2024). Profit margin: 3.3% (down from 5.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year.New Risk • Aug 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.06% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.06% per year for the foreseeable future.お知らせ • Jul 17Revolve Group, Inc. to Report Q2, 2025 Results on Aug 05, 2025Revolve Group, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to Mex$365, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 11x in the Specialty Retail industry in South America. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$203 per share.お知らせ • Apr 28Revolve Group, Inc., Annual General Meeting, Jun 06, 2025Revolve Group, Inc., Annual General Meeting, Jun 06, 2025.お知らせ • Apr 17Revolve Group, Inc. to Report Q1, 2025 Results on May 06, 2025Revolve Group, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025お知らせ • Mar 06Revolve Group and Muus Collective, Inc. Announce Worldwide Launch, Bringing Fashion and Gaming TogetherRevolve Group (RVLV) and Muus Collective, Inc. announced the worldwide launch of BELLEMINT, the cutting-edge fashion styling game that seamlessly merges interactive play with real-world shopping. Following a successful U.S. launch, BELLEMINT is now available globally, allowing fashion lovers to engage with REVOLVE's renowned brand portfolio in an immersive, gamified shopping experience. As BELLEMINT's exclusive retail partner, REVOLVE continues to push the boundaries of digital fashion engagement. To enhance the experience, U.S.-based players can now link their REVOLVE Loyalty accounts within the game to unlock exclusive loyalty points and even earn double points on qualifying purchases made through BELLEMINT for the first three months. BELLEMINT users (known as Stylists) have a strong affinity for REVOLVE's top-selling categories, with dresses leading the way, followed by a mix of tops, skirts, and pants. REVOLVE-owned brand, Lovers + Friends, has emerging as the most-shopping brand within the game, with additional styles from REVOLVE and FWRD playing a key role in the platform's success. BELLEMINT's seamless integration with REVOLVE's e-commerce platform offers a truly unique shopping journey. Players can experiment with styling curated looks, customize digital avatars with diverse sizes and skin tones, participate in daily challenges that inspire personal expression, and provide feedback on other Stylists' looks to spotlight the best style. The result? A deeper connection between gaming and shopping, where digital engagement translates into real-world fashion purchases. With BELLEMINT now available globally, REVOLVE continues to innovate at the intersection of fashion, technology, and community, offering an aspirational yet accessible platform for the next generation of style enthusiasts.Reported Earnings • Mar 03Full year 2024 earnings released: EPS: US$0.70 (vs US$0.39 in FY 2023)Full year 2024 results: EPS: US$0.70 (up from US$0.39 in FY 2023). Revenue: US$1.13b (up 5.7% from FY 2023). Net income: US$49.6m (up 76% from FY 2023). Profit margin: 4.4% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • Jan 31Revolve Group, Inc. to Report Q4, 2024 Results on Feb 25, 2025Revolve Group, Inc. announced that they will report Q4, 2024 results After-Market on Feb 25, 2025Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to Mex$652, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$447 per share.New Risk • Nov 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Large one-off items impacting financial results.Buy Or Sell Opportunity • Nov 06Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 86% to Mex$652. The fair value is estimated to be Mex$511, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.お知らせ • Oct 29Revolve Group Through Its Partnership with Muus Collective Inc. and Griffin Gaming Partners, Launch Mobile Fashion Game BELLEMINT in the U.SRevolve Group through its partnership with Muus Collective Inc. and Griffin Gaming Partners, has launched mobile fashion game BELLEMINT in the U.S. This advanced fashion styling game integrates the renowned brand portfolios of REVOLVE and FWRD into an immersive shopping experience. As BELLEMINT's exclusive retail partner, REVOLVE is expanding its digital presence, offering a distinctive blend of virtual and real-world fashion, designed to deepen customer engagement and expand its reach to new audiences. In BELLEMINT, players (known as Stylists) explore REVOLVE's latest collections from popular brands, including A.L.C., Andrea Iyamah, Bronx and Banco, Hemant and Nandita, Maria Lucia Hohan,Rococo Sand, and others in an interactive digital format, providing an innovative channel for style inspiration and direct purchasing. Stylists tap into self-expression by creating looks, customizing digital avatars (Muses) with inclusive options for size, skin tone, and hair texture, and participating in daily styling challenges. They can connect with other stylists through voting on their looks and can follow and friend others who inspire them. By tapping into the gaming world through a sophisticated and stylized platform, BELLEMINT supports REVOLVE's commitment to providing exclusive, interactive experiences that foster customer loyalty and drive innovation in retail.お知らせ • Oct 18Revolve Group, Inc. to Report Q3, 2024 Results on Nov 05, 2024Revolve Group, Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to Mex$427, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$378 per share.New Risk • Aug 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.22 (vs US$0.099 in 2Q 2023)Second quarter 2024 results: EPS: US$0.22 (up from US$0.099 in 2Q 2023). Revenue: US$282.5m (up 3.2% from 2Q 2023). Net income: US$15.4m (up 111% from 2Q 2023). Profit margin: 5.4% (up from 2.7% in 2Q 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings.お知らせ • Jul 18Revolve Group, Inc. to Report Q2, 2024 Results on Aug 06, 2024Revolve Group, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024お知らせ • Jun 27Revolve Group, Inc. (NYSE:RVLV) acquired an unknown majority stake in Alexandre Vauthier SARL.Revolve Group, Inc. (NYSE:RVLV) acquired an unknown majority stake in Alexandre Vauthier SARL on June 25, 2024. The strategic move further differentiates REVOLVE Group, Inc. in the premium and high-end fashion market, taking a significant step forward in its mission to redefine the fashion landscape. This exciting partnership between REVOLVE Group, Inc. and Alexandre Vauthier presents an opportunity to leverage each other's strengths. By integrating REVOLVE and FWRD's cutting-edge marketing strategies, data-driven merchandising techniques, and renowned operational infrastructure with Alexandre Vauthier's iconic brand identity and exceptional craftsmanship, the collaboration aims to propel Alexandre Vauthier to new heights within the luxury fashion landscape. As part of the transaction, Revolve Group, Inc. will contribute purchased assets to a newly formed entity and will invest €6 million over three years. Revolve Group, Inc. (NYSE:RVLV) completed the acquisition of an unknown majority stake in Alexandre Vauthier SARL on June 25, 2024.Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$0.15 (vs US$0.19 in 1Q 2023)First quarter 2024 results: EPS: US$0.15 (down from US$0.19 in 1Q 2023). Revenue: US$270.6m (down 3.2% from 1Q 2023). Net income: US$10.9m (down 23% from 1Q 2023). Profit margin: 4.0% (down from 5.0% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Apr 28Revolve Group, Inc., Annual General Meeting, Jun 07, 2024Revolve Group, Inc., Annual General Meeting, Jun 07, 2024, at 11:00 Pacific Standard Time. Agenda: To consider elect as directors the five nominees named in the accompanying proxy statement; to ratify the appointment of KPMG LLP as independent registered public accounting firm for current fiscal year ending December 31, 2024; to approve, on a non-binding advisory basis, the compensation of named executive officers; to approve an amendment to certificate of incorporation to limit the liability of certain officers of the company in specific circumstances as permitted by Delaware law; and to transact other business that may properly come before the annual meeting or any adjournments or postponements thereof.お知らせ • Apr 20Revolve Group, Inc. to Report Q1, 2024 Results on May 07, 2024Revolve Group, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 42%After last week's 42% share price gain to Mex$370, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 15x in the Specialty Retail industry in South America. Total loss to shareholders of 61% over the past three years.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$0.39 (vs US$0.80 in FY 2022)Full year 2023 results: EPS: US$0.39 (down from US$0.80 in FY 2022). Revenue: US$1.07b (down 3.0% from FY 2022). Net income: US$28.1m (down 52% from FY 2022). Profit margin: 2.6% (down from 5.3% in FY 2022). Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 27Revolve Appoints Marianna Hewitt as Creative Director of Exclusive LabelREVOLVE announced the appointment of Marianna Hewitt as the Creative Director of their exclusive in-house label, L'Academie. This announcement comes off the success of Marianna x REVOLVE curated collection that launched in December 2022. As an entrepreneur, fashion enthusiast, and leading influencer, Marianna Hewitt brings a refreshing vision and personal style to L'Academie, to reimagine the brand's aesthetic. Marianna Hewitt, Co-Founder of Summer Fridays - a top selling beauty brand on REVOLVE, will be instrumental in shaping the overarching concept and trend direction for L'Academie. From the vision to the curation of its overall aesthetic, Marianna will be deeply involved in every step of the process including fabric and color selection, fittings and design meetings, and offering her keen insights to determine the style direction of each piece. Marianna will continue to work closely alongside the REVOLVE team throughout the entire lifecycle of the brand's collections and collaborate on editorial direction for campaigns as well as site merchandising. Marianna notes that she "collaborated closely with the L'Academie team to curate my dream wardrobe with versatile essentials to wear effortlessly from meetings to my next trip. REVOLVE and Marianna are excited to introduce the new L'Academie, a Parisian-inspired collection, bringing a touch of Paris to fashion enthusiasts around the world. The collection features timeless pieces that elevate everyday wear, promising versatility and sophistication for seasons to come. Marianna's passion for creating a wardrobe that seamlessly transitions from professional settings to leisure aligns perfectly with the ethos of L'Academie and REVOLVE.お知らせ • Feb 01Revolve Group, Inc. to Report Q4, 2023 Results on Feb 27, 2024Revolve Group, Inc. announced that they will report Q4, 2023 results After-Market on Feb 27, 2024Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$255, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 15x in the Specialty Retail industry in South America. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$117 per share.Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: US$0.043 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.043 (down from US$0.16 in 3Q 2022). Revenue: US$257.6m (down 4.1% from 3Q 2022). Net income: US$3.18m (down 74% from 3Q 2022). Profit margin: 1.2% (down from 4.5% in 3Q 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.お知らせ • Oct 18Revolve Group, Inc. to Report Q3, 2023 Results on Nov 01, 2023Revolve Group, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.099 (vs US$0.22 in 2Q 2022)Second quarter 2023 results: EPS: US$0.099 (down from US$0.22 in 2Q 2022). Revenue: US$273.7m (down 5.6% from 2Q 2022). Net income: US$7.30m (down 55% from 2Q 2022). Profit margin: 2.7% (down from 5.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Aug 03Revolve Group, Inc. (NYSE:RVLV) announces an Equity Buyback for $100 million worth of its shares.Revolve Group, Inc. (NYSE:RVLV) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A common stock. Repurchases under the program will be funded from company's existing cash and cash equivalents or future cash flow. The program has no expiration date but it may be modified, suspended or terminated at any time.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$330, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Specialty Retail industry in South America. Total loss to shareholders of 7.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$620 per share.Reported Earnings • May 04First quarter 2023 earnings released: EPS: US$0.19 (vs US$0.30 in 1Q 2022)First quarter 2023 results: EPS: US$0.19 (down from US$0.30 in 1Q 2022). Revenue: US$279.6m (down 1.4% from 1Q 2022). Net income: US$14.2m (down 37% from 1Q 2022). Profit margin: 5.1% (down from 7.9% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in South America.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Mex$372, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 63% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$694 per share.お知らせ • Jan 28Revolve Group, Inc. to Report Q4, 2022 Results on Feb 23, 2023Revolve Group, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.23 in 3Q 2021)Third quarter 2022 results: EPS: US$0.16 (down from US$0.23 in 3Q 2021). Revenue: US$268.7m (up 10% from 3Q 2021). Net income: US$12.0m (down 28% from 3Q 2021). Profit margin: 4.5% (down from 6.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in South America.お知らせ • Oct 18Revolve Group, Inc. to Report Q3, 2022 Results on Nov 02, 2022Revolve Group, Inc. announced that they will report Q3, 2022 results After-Market on Nov 02, 2022Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to Mex$501, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 58% over the past year.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.22 (vs US$0.44 in 2Q 2021)Second quarter 2022 results: EPS: US$0.22 (down from US$0.44 in 2Q 2021). Revenue: US$290.1m (up 27% from 2Q 2021). Net income: US$16.3m (down 48% from 2Q 2021). Profit margin: 5.6% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 28% growth forecast for the industry in Mexico.お知らせ • Jul 21Revolve Group, Inc. to Report Q2, 2022 Results on Aug 03, 2022Revolve Group, Inc. announced that they will report Q2, 2022 results After-Market on Aug 03, 2022Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorated over the past weekAfter last week's 43% share price decline to Mex$572, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Online Retail industry globally. Total loss to shareholders of 40% over the past year.Reported Earnings • May 04First quarter 2022 earnings released: EPS: US$0.31 (vs US$0.30 in 1Q 2021)First quarter 2022 results: EPS: US$0.31 (up from US$0.30 in 1Q 2021). Revenue: US$283.5m (up 59% from 1Q 2021). Net income: US$22.6m (up 2.9% from 1Q 2021). Profit margin: 8.0% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 45% growth forecast for the industry in Mexico.お知らせ • May 04Revolve Group, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2022Revolve Group, Inc. provided earnings guidance for the second quarter ending June 30, 2022. For the period, the company announced with net sales in April 2022 growing more than 30% year-over-year against a more elevated prior-year comparison than company faced in the first quarter of 2022. Consistent with prior commentary, company continue to expect the second quarter ending June 30, 2022 to be the largest sales quarter of the year as the core customer gears up for a busy travel and event calendar in the warm summer months ahead.お知らせ • May 02Revolve Group, Inc., Annual General Meeting, Jun 10, 2022Revolve Group, Inc., Annual General Meeting, Jun 10, 2022, at 11:00 Pacific Standard Time. Agenda: To elect as directors the five nominees named in the accompanying proxy statement; to ratify the appointment of KPMG LLP as independent registered public accounting firm for current fiscal year ending December 31, 2022; to approve, on a non-binding advisory basis, the compensation of its named executive officers; to approve, on a non-binding advisory basis, the frequency of future stockholder non-binding advisory votes on the compensation of its named executive officers; and to consider other matters if any.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Melanie Cox was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 19Revolve Group, Inc. to Report Q1, 2022 Results on May 03, 2022Revolve Group, Inc. announced that they will report Q1, 2022 results After-Market on May 03, 2022Board Change • Apr 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Melanie Cox was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Mar 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Melanie Cox was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.69 (down from US$0.81 in FY 2020). Revenue: US$891.4m (up 54% from FY 2020). Net income: US$99.8m (up 76% from FY 2020). Profit margin: 11% (up from 9.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 21%, compared to a 66% growth forecast for the retail industry in Mexico.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$1,057, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the Online Retail industry globally. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,117 per share.お知らせ • Feb 01Revolve Group, Inc. to Report Q4, 2021 Results on Feb 23, 2022Revolve Group, Inc. announced that they will report Q4, 2021 results After-Market on Feb 23, 2022Buying Opportunity • Jan 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 41%. The fair value is estimated to be US$1,145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 67% per annum over the last 3 years.Board Change • Jan 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Melanie Cox was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$903, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 19x in the Online Retail industry globally. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,113 per share.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$1,400, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the Online Retail industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$965 per share.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$1,800, the stock trades at a forward P/E ratio of 72x. Average forward P/E is 22x in the Online Retail industry globally. Total returns to shareholders of 346% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,006 per share.Recent Insider Transactions • Nov 15Independent Non-Employee Director recently sold Mex$6.2m worth of stockOn the 11th of November, Marc Stolzman sold around 4k shares on-market at roughly Mex$1,709 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$11m more than they bought in the last 12 months.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.23 (vs US$0.28 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$244.1m (up 62% from 3Q 2020). Net income: US$16.7m (down 14% from 3Q 2020). Profit margin: 6.8% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$1,500, the stock trades at a forward P/E ratio of 65x. Average forward P/E is 23x in the Online Retail industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$920 per share.Executive Departure • Sep 19Chief Operating Officer David Pujades has left the companyOn the 15th of September, David Pujades' tenure as Chief Operating Officer ended after 9.1 years in the role. We don't have any record of a personal shareholding under David's name. David is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.00 years.Recent Insider Transactions • Aug 28Independent Non-Employee Director recently sold Mex$4.9m worth of stockOn the 24th of August, Marc Stolzman sold around 4k shares on-market at roughly Mex$1,257 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$0.43 (vs US$0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$228.6m (up 60% from 2Q 2020). Net income: US$31.5m (up 122% from 2Q 2020). Profit margin: 14% (up from 10.0% in 2Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$1,105, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 31x in the Online Retail industry globally. Total returns to shareholders of 189% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$940 per share.Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to US$840, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 25x in the Online Retail industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$910 per share.Reported Earnings • May 08First quarter 2021 earnings released: EPS US$0.31 (vs US$0.06 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$178.9m (up 23% from 1Q 2020). Net income: US$22.3m (up 435% from 1Q 2020). Profit margin: 12% (up from 2.8% in 1Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 28% share price gain to US$1,000, the stock is trading at a trailing P/E ratio of 56.7x, up from the previous P/E ratio of 44.2x. This compares to an average P/E of 30x in the Online Retail industry.Reported Earnings • Feb 28Full year 2020 earnings released: EPS US$0.81 (vs US$0.09 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$580.6m (down 3.4% from FY 2019). Net income: US$56.8m (up US$61.9m from FY 2019). Profit margin: 9.8% (up from net loss in FY 2019). The move to profitability was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 18%, compared to a 34% growth forecast for the Online Retail industry in Mexico.お知らせ • Feb 05Revolve Group, Inc. to Report Q4, 2020 Results on Feb 24, 2021Revolve Group, Inc. announced that they will report Q4, 2020 results After-Market on Feb 24, 2021Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$633, the stock is trading at a trailing P/E ratio of 46.8x, up from the previous P/E ratio of 40.3x. This compares to an average P/E of 30x in the Online Retail industry.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 35% share price gain to US$545, the stock is trading at a trailing P/E ratio of 36.5x, up from the previous P/E ratio of 27x. This compares to an average P/E of 29x in the Online Retail industry.Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 13%, compared to a 23% growth forecast for the Online Retail industry in Mexico.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS US$0.28The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: US$151.0m (down 2.0% from 3Q 2019). Net income: US$19.4m (up 103% from 3Q 2019). Profit margin: 13% (up from 6.2% in 3Q 2019). The increase in margin was driven by lower expenses.お知らせ • Oct 29Revolve Group, Inc. to Report Q3, 2020 Results on Nov 11, 2020Revolve Group, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 11, 2020お知らせ • Jul 31Revolve Group, Inc. to Report Q2, 2020 Results on Aug 12, 2020Revolve Group, Inc. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 12, 2020業績と収益の成長予測BMV:RVLV * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,568102N/AN/A212/31/20271,4417566971512/31/20261,341624269912/31/20251,226624859N/A9/30/20251,195556374N/A6/30/20251,183456471N/A3/31/20251,156512833N/A12/31/20241,130502127N/A9/30/20241,094411419N/A6/30/20241,068331722N/A3/31/20241,060252833N/A12/31/20231,069283943N/A9/30/20231,070333236N/A6/30/20231,081412934N/A3/31/20231,098501318N/A12/31/20221,101591823N/A9/30/20221,082802428N/A6/30/20221,057851720N/A3/31/20229961008083N/A12/31/20218911006062N/A9/30/2021792896466N/A6/30/2021699927678N/A3/31/2021613759699N/A12/31/2020581577174N/A9/30/2020587468890N/A6/30/2020591368185N/A3/31/2020610-63038N/A12/31/2019601-53446N/A9/30/2019581-9N/A30N/A6/30/2019553-14N/A24N/A3/31/201952321N/A30N/A12/31/201849920N/A27N/A9/30/201847313N/A30N/A6/30/201844710N/A30N/A3/31/20184237N/A20N/A12/31/20174003N/A16N/A12/31/20163122N/A-1N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: RVLV *の予測収益成長率 (年間12.5% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: RVLV *の収益 ( 12.5% ) はMX市場 ( 8.4% ) よりも速いペースで成長すると予測されています。高成長収益: RVLV *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: RVLV *の収益 ( 7.9% ) MX市場 ( 6% ) よりも速いペースで成長すると予測されています。高い収益成長: RVLV *の収益 ( 7.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: RVLV *の 自己資本利益率 は、3年後には低くなると予測されています ( 14.1 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 12:53終値2026/04/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Revolve Group, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Mark AltschwagerBairdRoss SandlerBarclaysTrevor YoungBarclays21 その他のアナリストを表示
お知らせ • May 04Revolve Group, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2022Revolve Group, Inc. provided earnings guidance for the second quarter ending June 30, 2022. For the period, the company announced with net sales in April 2022 growing more than 30% year-over-year against a more elevated prior-year comparison than company faced in the first quarter of 2022. Consistent with prior commentary, company continue to expect the second quarter ending June 30, 2022 to be the largest sales quarter of the year as the core customer gears up for a busy travel and event calendar in the warm summer months ahead.
お知らせ • Apr 27Revolve Group, Inc., Annual General Meeting, Jun 05, 2026Revolve Group, Inc., Annual General Meeting, Jun 05, 2026.
お知らせ • Apr 17Revolve Group, Inc. to Report Q1, 2026 Results on May 05, 2026Revolve Group, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
お知らせ • Mar 05Revolve Group, Inc. Introduces Revolve Los AngelesRevolve Group, Inc. announced the launch of Revolve Los Angeles, its first eponymous fashion house born from a deep understanding of the modern woman, and inspired by the city where Revolve began. The launch marks a significant expansion of Revolve's portfolio of in-house brands and capabilities. Revolve Los Angeles debuts March 9, exclusively on Revolve and FWRD. Revolve Los Angeles is a reflection of Revolve's origins and evolution over time, capturing the essence of the city of Los Angeles. This is luxury shaped not by trends, but by instinct, and designed for women who know who they are and dress accordingly. Revolve Los Angeles is the culmination of that insight, delivering a collection that honors sensuality, strength, and a sense of self, implemented with couture-level craftsmanship and modern wearability. The debut collection features hand-embroidered eveningwear and elevated essentials designed to move with the body. Semi-transparent luxury jerseys are intricately embroidered to contour and empower, while bias-cut satin gowns are finished with sculptural, handmade straps. Materials are carefully sourced, from compact Italian knit meshes to architectural belts and art-inspired metal accents. Throughout the collection, silhouettes are intentional and cinematic, making Los Angeles not just the backdrop, but the point of view. To mark the launch, Revolve Los Angeles introduces its first ambassador, who stars in the brand's debut campaign, photographed by Mert Alas and Marcus Piggott, and styled by Carlos Nazario. The imagery celebrates modern seduction, strength, and individuality – for a woman defined by presence, not performance. Rooted in Los Angeles, a culture where fashion meets film, music, and individuality, Revolve Los Angeles transcends effortless glamour, introducing a refined vision of ready-to-wear and couture, and marking a powerful debut and new expression of modern luxury. Price range for the collection is: $200 - $3,500. Size range for the collection is: XXS - XL.
お知らせ • Jan 30Revolve Group, Inc. to Report Q4, 2025 Results on Feb 24, 2026Revolve Group, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$500, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$283 per share.
お知らせ • Oct 16Revolve Group, Inc. and Sofia Richie Grainge Announces the Launch of SRGRevolve Group, Inc. and Sofia Richie Grainge announced the launch of SRG. Created and designed by Sofia, SRG embodies her instinctive approach to style - polished yet effortless and timeless yet modern - marking an exciting addition to REVOLVE's growing portfolio of in-house brands. After years of shaping her identity as an entrepreneur, inspiration, and creative collaborator in the fashion world, Sofia is now translating her instinctive approach to style into SRG. With the creation of the brand, Sofia set out to create a timeless collection that reflects her personal philosophy on style: considered, confident, and entirely your own. Rooted in Sofia's warm, instinctive sensibility, the collection embodies an aesthetic that is polished yet effort less and timeless yet modern. Every detail is carefully considered, from the cut of a blazer to the drape of a silk shirt, with fabrics chosen for their quality and durability. Designed with intention, every detail carefully considered and fabrics chosen for their quality and durable, the SRG collection offers the modern consumer the opportunity to build a timeless wardrobe. The launch of SRG reinforces REVOLVE's position as a leading fashion destination, further expanding its in-house brand portfolio with this collection of timeless, exclusive styles designed to meet evolving consumer demands. The debut SRG collection offers a curated range of ready-to-wear staples, including suiting, elevated outerwear, silk sh discussing, and versatile dresses. Designed in neutral palettes with subtle seasonal highlights, the collection emphasizes effortless sophistication and enduring wearability. Prices will range from $250-$1,850 and will be available in sizes XXS-XL. The first drop of the collection is now available exclusively on REVOLVE.com, FWRD.com, and rrg-atelier.com.
お知らせ • Oct 15Revolve Group, Inc. to Report Q3, 2025 Results on Nov 04, 2025Revolve Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.14 (vs US$0.22 in 2Q 2024)Second quarter 2025 results: EPS: US$0.14 (down from US$0.22 in 2Q 2024). Revenue: US$309.0m (up 9.4% from 2Q 2024). Net income: US$10.2m (down 34% from 2Q 2024). Profit margin: 3.3% (down from 5.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year.
New Risk • Aug 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.06% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.06% per year for the foreseeable future.
お知らせ • Jul 17Revolve Group, Inc. to Report Q2, 2025 Results on Aug 05, 2025Revolve Group, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to Mex$365, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 11x in the Specialty Retail industry in South America. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$203 per share.
お知らせ • Apr 28Revolve Group, Inc., Annual General Meeting, Jun 06, 2025Revolve Group, Inc., Annual General Meeting, Jun 06, 2025.
お知らせ • Apr 17Revolve Group, Inc. to Report Q1, 2025 Results on May 06, 2025Revolve Group, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
お知らせ • Mar 06Revolve Group and Muus Collective, Inc. Announce Worldwide Launch, Bringing Fashion and Gaming TogetherRevolve Group (RVLV) and Muus Collective, Inc. announced the worldwide launch of BELLEMINT, the cutting-edge fashion styling game that seamlessly merges interactive play with real-world shopping. Following a successful U.S. launch, BELLEMINT is now available globally, allowing fashion lovers to engage with REVOLVE's renowned brand portfolio in an immersive, gamified shopping experience. As BELLEMINT's exclusive retail partner, REVOLVE continues to push the boundaries of digital fashion engagement. To enhance the experience, U.S.-based players can now link their REVOLVE Loyalty accounts within the game to unlock exclusive loyalty points and even earn double points on qualifying purchases made through BELLEMINT for the first three months. BELLEMINT users (known as Stylists) have a strong affinity for REVOLVE's top-selling categories, with dresses leading the way, followed by a mix of tops, skirts, and pants. REVOLVE-owned brand, Lovers + Friends, has emerging as the most-shopping brand within the game, with additional styles from REVOLVE and FWRD playing a key role in the platform's success. BELLEMINT's seamless integration with REVOLVE's e-commerce platform offers a truly unique shopping journey. Players can experiment with styling curated looks, customize digital avatars with diverse sizes and skin tones, participate in daily challenges that inspire personal expression, and provide feedback on other Stylists' looks to spotlight the best style. The result? A deeper connection between gaming and shopping, where digital engagement translates into real-world fashion purchases. With BELLEMINT now available globally, REVOLVE continues to innovate at the intersection of fashion, technology, and community, offering an aspirational yet accessible platform for the next generation of style enthusiasts.
Reported Earnings • Mar 03Full year 2024 earnings released: EPS: US$0.70 (vs US$0.39 in FY 2023)Full year 2024 results: EPS: US$0.70 (up from US$0.39 in FY 2023). Revenue: US$1.13b (up 5.7% from FY 2023). Net income: US$49.6m (up 76% from FY 2023). Profit margin: 4.4% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 31Revolve Group, Inc. to Report Q4, 2024 Results on Feb 25, 2025Revolve Group, Inc. announced that they will report Q4, 2024 results After-Market on Feb 25, 2025
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to Mex$652, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$447 per share.
New Risk • Nov 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Large one-off items impacting financial results.
Buy Or Sell Opportunity • Nov 06Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 86% to Mex$652. The fair value is estimated to be Mex$511, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
お知らせ • Oct 29Revolve Group Through Its Partnership with Muus Collective Inc. and Griffin Gaming Partners, Launch Mobile Fashion Game BELLEMINT in the U.SRevolve Group through its partnership with Muus Collective Inc. and Griffin Gaming Partners, has launched mobile fashion game BELLEMINT in the U.S. This advanced fashion styling game integrates the renowned brand portfolios of REVOLVE and FWRD into an immersive shopping experience. As BELLEMINT's exclusive retail partner, REVOLVE is expanding its digital presence, offering a distinctive blend of virtual and real-world fashion, designed to deepen customer engagement and expand its reach to new audiences. In BELLEMINT, players (known as Stylists) explore REVOLVE's latest collections from popular brands, including A.L.C., Andrea Iyamah, Bronx and Banco, Hemant and Nandita, Maria Lucia Hohan,Rococo Sand, and others in an interactive digital format, providing an innovative channel for style inspiration and direct purchasing. Stylists tap into self-expression by creating looks, customizing digital avatars (Muses) with inclusive options for size, skin tone, and hair texture, and participating in daily styling challenges. They can connect with other stylists through voting on their looks and can follow and friend others who inspire them. By tapping into the gaming world through a sophisticated and stylized platform, BELLEMINT supports REVOLVE's commitment to providing exclusive, interactive experiences that foster customer loyalty and drive innovation in retail.
お知らせ • Oct 18Revolve Group, Inc. to Report Q3, 2024 Results on Nov 05, 2024Revolve Group, Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to Mex$427, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$378 per share.
New Risk • Aug 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.22 (vs US$0.099 in 2Q 2023)Second quarter 2024 results: EPS: US$0.22 (up from US$0.099 in 2Q 2023). Revenue: US$282.5m (up 3.2% from 2Q 2023). Net income: US$15.4m (up 111% from 2Q 2023). Profit margin: 5.4% (up from 2.7% in 2Q 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 18Revolve Group, Inc. to Report Q2, 2024 Results on Aug 06, 2024Revolve Group, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
お知らせ • Jun 27Revolve Group, Inc. (NYSE:RVLV) acquired an unknown majority stake in Alexandre Vauthier SARL.Revolve Group, Inc. (NYSE:RVLV) acquired an unknown majority stake in Alexandre Vauthier SARL on June 25, 2024. The strategic move further differentiates REVOLVE Group, Inc. in the premium and high-end fashion market, taking a significant step forward in its mission to redefine the fashion landscape. This exciting partnership between REVOLVE Group, Inc. and Alexandre Vauthier presents an opportunity to leverage each other's strengths. By integrating REVOLVE and FWRD's cutting-edge marketing strategies, data-driven merchandising techniques, and renowned operational infrastructure with Alexandre Vauthier's iconic brand identity and exceptional craftsmanship, the collaboration aims to propel Alexandre Vauthier to new heights within the luxury fashion landscape. As part of the transaction, Revolve Group, Inc. will contribute purchased assets to a newly formed entity and will invest €6 million over three years. Revolve Group, Inc. (NYSE:RVLV) completed the acquisition of an unknown majority stake in Alexandre Vauthier SARL on June 25, 2024.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$0.15 (vs US$0.19 in 1Q 2023)First quarter 2024 results: EPS: US$0.15 (down from US$0.19 in 1Q 2023). Revenue: US$270.6m (down 3.2% from 1Q 2023). Net income: US$10.9m (down 23% from 1Q 2023). Profit margin: 4.0% (down from 5.0% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 28Revolve Group, Inc., Annual General Meeting, Jun 07, 2024Revolve Group, Inc., Annual General Meeting, Jun 07, 2024, at 11:00 Pacific Standard Time. Agenda: To consider elect as directors the five nominees named in the accompanying proxy statement; to ratify the appointment of KPMG LLP as independent registered public accounting firm for current fiscal year ending December 31, 2024; to approve, on a non-binding advisory basis, the compensation of named executive officers; to approve an amendment to certificate of incorporation to limit the liability of certain officers of the company in specific circumstances as permitted by Delaware law; and to transact other business that may properly come before the annual meeting or any adjournments or postponements thereof.
お知らせ • Apr 20Revolve Group, Inc. to Report Q1, 2024 Results on May 07, 2024Revolve Group, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 42%After last week's 42% share price gain to Mex$370, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 15x in the Specialty Retail industry in South America. Total loss to shareholders of 61% over the past three years.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$0.39 (vs US$0.80 in FY 2022)Full year 2023 results: EPS: US$0.39 (down from US$0.80 in FY 2022). Revenue: US$1.07b (down 3.0% from FY 2022). Net income: US$28.1m (down 52% from FY 2022). Profit margin: 2.6% (down from 5.3% in FY 2022). Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 27Revolve Appoints Marianna Hewitt as Creative Director of Exclusive LabelREVOLVE announced the appointment of Marianna Hewitt as the Creative Director of their exclusive in-house label, L'Academie. This announcement comes off the success of Marianna x REVOLVE curated collection that launched in December 2022. As an entrepreneur, fashion enthusiast, and leading influencer, Marianna Hewitt brings a refreshing vision and personal style to L'Academie, to reimagine the brand's aesthetic. Marianna Hewitt, Co-Founder of Summer Fridays - a top selling beauty brand on REVOLVE, will be instrumental in shaping the overarching concept and trend direction for L'Academie. From the vision to the curation of its overall aesthetic, Marianna will be deeply involved in every step of the process including fabric and color selection, fittings and design meetings, and offering her keen insights to determine the style direction of each piece. Marianna will continue to work closely alongside the REVOLVE team throughout the entire lifecycle of the brand's collections and collaborate on editorial direction for campaigns as well as site merchandising. Marianna notes that she "collaborated closely with the L'Academie team to curate my dream wardrobe with versatile essentials to wear effortlessly from meetings to my next trip. REVOLVE and Marianna are excited to introduce the new L'Academie, a Parisian-inspired collection, bringing a touch of Paris to fashion enthusiasts around the world. The collection features timeless pieces that elevate everyday wear, promising versatility and sophistication for seasons to come. Marianna's passion for creating a wardrobe that seamlessly transitions from professional settings to leisure aligns perfectly with the ethos of L'Academie and REVOLVE.
お知らせ • Feb 01Revolve Group, Inc. to Report Q4, 2023 Results on Feb 27, 2024Revolve Group, Inc. announced that they will report Q4, 2023 results After-Market on Feb 27, 2024
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$255, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 15x in the Specialty Retail industry in South America. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$117 per share.
Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: US$0.043 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.043 (down from US$0.16 in 3Q 2022). Revenue: US$257.6m (down 4.1% from 3Q 2022). Net income: US$3.18m (down 74% from 3Q 2022). Profit margin: 1.2% (down from 4.5% in 3Q 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
お知らせ • Oct 18Revolve Group, Inc. to Report Q3, 2023 Results on Nov 01, 2023Revolve Group, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.099 (vs US$0.22 in 2Q 2022)Second quarter 2023 results: EPS: US$0.099 (down from US$0.22 in 2Q 2022). Revenue: US$273.7m (down 5.6% from 2Q 2022). Net income: US$7.30m (down 55% from 2Q 2022). Profit margin: 2.7% (down from 5.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Aug 03Revolve Group, Inc. (NYSE:RVLV) announces an Equity Buyback for $100 million worth of its shares.Revolve Group, Inc. (NYSE:RVLV) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A common stock. Repurchases under the program will be funded from company's existing cash and cash equivalents or future cash flow. The program has no expiration date but it may be modified, suspended or terminated at any time.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$330, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Specialty Retail industry in South America. Total loss to shareholders of 7.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$620 per share.
Reported Earnings • May 04First quarter 2023 earnings released: EPS: US$0.19 (vs US$0.30 in 1Q 2022)First quarter 2023 results: EPS: US$0.19 (down from US$0.30 in 1Q 2022). Revenue: US$279.6m (down 1.4% from 1Q 2022). Net income: US$14.2m (down 37% from 1Q 2022). Profit margin: 5.1% (down from 7.9% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in South America.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Mex$372, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 63% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$694 per share.
お知らせ • Jan 28Revolve Group, Inc. to Report Q4, 2022 Results on Feb 23, 2023Revolve Group, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.23 in 3Q 2021)Third quarter 2022 results: EPS: US$0.16 (down from US$0.23 in 3Q 2021). Revenue: US$268.7m (up 10% from 3Q 2021). Net income: US$12.0m (down 28% from 3Q 2021). Profit margin: 4.5% (down from 6.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in South America.
お知らせ • Oct 18Revolve Group, Inc. to Report Q3, 2022 Results on Nov 02, 2022Revolve Group, Inc. announced that they will report Q3, 2022 results After-Market on Nov 02, 2022
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to Mex$501, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 58% over the past year.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.22 (vs US$0.44 in 2Q 2021)Second quarter 2022 results: EPS: US$0.22 (down from US$0.44 in 2Q 2021). Revenue: US$290.1m (up 27% from 2Q 2021). Net income: US$16.3m (down 48% from 2Q 2021). Profit margin: 5.6% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 28% growth forecast for the industry in Mexico.
お知らせ • Jul 21Revolve Group, Inc. to Report Q2, 2022 Results on Aug 03, 2022Revolve Group, Inc. announced that they will report Q2, 2022 results After-Market on Aug 03, 2022
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorated over the past weekAfter last week's 43% share price decline to Mex$572, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Online Retail industry globally. Total loss to shareholders of 40% over the past year.
Reported Earnings • May 04First quarter 2022 earnings released: EPS: US$0.31 (vs US$0.30 in 1Q 2021)First quarter 2022 results: EPS: US$0.31 (up from US$0.30 in 1Q 2021). Revenue: US$283.5m (up 59% from 1Q 2021). Net income: US$22.6m (up 2.9% from 1Q 2021). Profit margin: 8.0% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 45% growth forecast for the industry in Mexico.
お知らせ • May 04Revolve Group, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2022Revolve Group, Inc. provided earnings guidance for the second quarter ending June 30, 2022. For the period, the company announced with net sales in April 2022 growing more than 30% year-over-year against a more elevated prior-year comparison than company faced in the first quarter of 2022. Consistent with prior commentary, company continue to expect the second quarter ending June 30, 2022 to be the largest sales quarter of the year as the core customer gears up for a busy travel and event calendar in the warm summer months ahead.
お知らせ • May 02Revolve Group, Inc., Annual General Meeting, Jun 10, 2022Revolve Group, Inc., Annual General Meeting, Jun 10, 2022, at 11:00 Pacific Standard Time. Agenda: To elect as directors the five nominees named in the accompanying proxy statement; to ratify the appointment of KPMG LLP as independent registered public accounting firm for current fiscal year ending December 31, 2022; to approve, on a non-binding advisory basis, the compensation of its named executive officers; to approve, on a non-binding advisory basis, the frequency of future stockholder non-binding advisory votes on the compensation of its named executive officers; and to consider other matters if any.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Melanie Cox was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 19Revolve Group, Inc. to Report Q1, 2022 Results on May 03, 2022Revolve Group, Inc. announced that they will report Q1, 2022 results After-Market on May 03, 2022
Board Change • Apr 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Melanie Cox was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Mar 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Melanie Cox was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.69 (down from US$0.81 in FY 2020). Revenue: US$891.4m (up 54% from FY 2020). Net income: US$99.8m (up 76% from FY 2020). Profit margin: 11% (up from 9.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 21%, compared to a 66% growth forecast for the retail industry in Mexico.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$1,057, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the Online Retail industry globally. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,117 per share.
お知らせ • Feb 01Revolve Group, Inc. to Report Q4, 2021 Results on Feb 23, 2022Revolve Group, Inc. announced that they will report Q4, 2021 results After-Market on Feb 23, 2022
Buying Opportunity • Jan 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 41%. The fair value is estimated to be US$1,145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 67% per annum over the last 3 years.
Board Change • Jan 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Melanie Cox was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$903, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 19x in the Online Retail industry globally. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,113 per share.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$1,400, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the Online Retail industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$965 per share.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$1,800, the stock trades at a forward P/E ratio of 72x. Average forward P/E is 22x in the Online Retail industry globally. Total returns to shareholders of 346% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,006 per share.
Recent Insider Transactions • Nov 15Independent Non-Employee Director recently sold Mex$6.2m worth of stockOn the 11th of November, Marc Stolzman sold around 4k shares on-market at roughly Mex$1,709 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$11m more than they bought in the last 12 months.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.23 (vs US$0.28 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$244.1m (up 62% from 3Q 2020). Net income: US$16.7m (down 14% from 3Q 2020). Profit margin: 6.8% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$1,500, the stock trades at a forward P/E ratio of 65x. Average forward P/E is 23x in the Online Retail industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$920 per share.
Executive Departure • Sep 19Chief Operating Officer David Pujades has left the companyOn the 15th of September, David Pujades' tenure as Chief Operating Officer ended after 9.1 years in the role. We don't have any record of a personal shareholding under David's name. David is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.00 years.
Recent Insider Transactions • Aug 28Independent Non-Employee Director recently sold Mex$4.9m worth of stockOn the 24th of August, Marc Stolzman sold around 4k shares on-market at roughly Mex$1,257 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$0.43 (vs US$0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$228.6m (up 60% from 2Q 2020). Net income: US$31.5m (up 122% from 2Q 2020). Profit margin: 14% (up from 10.0% in 2Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$1,105, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 31x in the Online Retail industry globally. Total returns to shareholders of 189% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$940 per share.
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to US$840, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 25x in the Online Retail industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$910 per share.
Reported Earnings • May 08First quarter 2021 earnings released: EPS US$0.31 (vs US$0.06 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$178.9m (up 23% from 1Q 2020). Net income: US$22.3m (up 435% from 1Q 2020). Profit margin: 12% (up from 2.8% in 1Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 28% share price gain to US$1,000, the stock is trading at a trailing P/E ratio of 56.7x, up from the previous P/E ratio of 44.2x. This compares to an average P/E of 30x in the Online Retail industry.
Reported Earnings • Feb 28Full year 2020 earnings released: EPS US$0.81 (vs US$0.09 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$580.6m (down 3.4% from FY 2019). Net income: US$56.8m (up US$61.9m from FY 2019). Profit margin: 9.8% (up from net loss in FY 2019). The move to profitability was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 18%, compared to a 34% growth forecast for the Online Retail industry in Mexico.
お知らせ • Feb 05Revolve Group, Inc. to Report Q4, 2020 Results on Feb 24, 2021Revolve Group, Inc. announced that they will report Q4, 2020 results After-Market on Feb 24, 2021
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$633, the stock is trading at a trailing P/E ratio of 46.8x, up from the previous P/E ratio of 40.3x. This compares to an average P/E of 30x in the Online Retail industry.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 35% share price gain to US$545, the stock is trading at a trailing P/E ratio of 36.5x, up from the previous P/E ratio of 27x. This compares to an average P/E of 29x in the Online Retail industry.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 13%, compared to a 23% growth forecast for the Online Retail industry in Mexico.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS US$0.28The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: US$151.0m (down 2.0% from 3Q 2019). Net income: US$19.4m (up 103% from 3Q 2019). Profit margin: 13% (up from 6.2% in 3Q 2019). The increase in margin was driven by lower expenses.
お知らせ • Oct 29Revolve Group, Inc. to Report Q3, 2020 Results on Nov 11, 2020Revolve Group, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 11, 2020
お知らせ • Jul 31Revolve Group, Inc. to Report Q2, 2020 Results on Aug 12, 2020Revolve Group, Inc. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 12, 2020