Revolve Group マネジメント
マネジメント 基準チェック /44
現在、CEO に関する十分な情報がありません。
主要情報
Mike Karanikolas
最高経営責任者
US$484.6k
報酬総額
| CEO給与比率 | 92.87% |
| CEO在任期間 | no data |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 10.3yrs |
| 取締役会の平均在任期間 | 4.5yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 16
RVLV: Q1 Execution And 2026 Investments Will Support Renewed Bullish Momentum
Revolve Group's analyst price target has been revised from about $39.00 to $37.00, as analysts reflect slightly lower assumptions for revenue growth, profit margin and future P/E following a series of target cuts across major research firms. Analyst Commentary Recent Street research around Revolve Group reflects a cluster of price target cuts, but the reports also highlight several constructive points that bullish analysts continue to focus on when thinking about the stock's long term potential.
ナラティブの更新 • Jun 02
RVLV: New Fashion House Launch Will Test Market Skepticism On 2025 Margins
Revolve Group's analyst price target has been cut by several firms in recent days, with reductions ranging from $2 to $5 as analysts factor in updated expectations that include a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and a marginally lower future P/E multiple. Analyst Commentary Recent Street research has centered on trimming price targets for Revolve Group by US$2 to US$5, reflecting more conservative assumptions on growth, profitability, and the P/E multiple investors might be willing to pay.ナラティブの更新 • May 15
RVLV: Q4 Beat And New Fashion House Will Test 2025 Margin Discipline
Analysts have trimmed their average price targets on Revolve Group by a few dollars per share, generally citing updated views on growth, margins and valuation after recent earnings and guidance. Analyst Commentary Recent research updates show a shift from earlier optimism after Q4 toward a more cautious tone following the latest guidance, with several firms trimming price targets by US$2 to US$5.分析記事 • May 08
Revolve Group, Inc. Just Recorded A 7.1% EPS Beat: Here's What Analysts Are Forecasting Next
Revolve Group, Inc. ( NYSE:RVLV ) defied analyst predictions to release its quarterly results, which were ahead of...ナラティブの更新 • Apr 30
RVLV: Q4 Beat And 2026 Investments Will Drive Renewed Bullish Momentum
Analysts have lifted their average price targets on Revolve Group into a higher $20s to mid $30s range, citing a strong Q4 beat on revenue and margins, accelerating growth expectations into 2026, and confidence that recent investments in marketing, merchandising, and technology are gaining traction, even as some highlight near term margin pressure. Analyst Commentary Analysts with a positive view are generally responding favorably to Revolve Group's recent Q4 performance, refining their valuation frameworks around stronger execution on revenue growth and margins, even as they acknowledge near term margin pressure.
ナラティブの更新 • Apr 16
RVLV: Q4 Beat And Brand Investments Will Support More Constructive Outlook
Analysts have lifted their price expectations for Revolve Group by several dollars per share, with new targets clustered in the mid to high $20s and low $30s. They highlight the recent Q4 beat, improving top-line trends, and ongoing investment in growth, while also flagging that higher expenses and initial margin guidance could cap near term enthusiasm.Seeking Alpha • Apr 09
Revolve Group: A Solid GARP Play That Continues To Deliver On Growth
Summary Revolve Group targets Millennials and Gen Z with premium online fashion, leveraging influencer partnerships and a differentiated digital model. RVLV achieved robust growth: 2023–2025 revenue rose from $1.07 billion to $1.26 billion, net income nearly tripled to $61.7 million, and EBITDA more than doubled to $93.8 million. AI-driven personalization, expanded owned brands, and new luxury partnerships underpin continued growth, with recent revenue up 16% despite temporary wildfire headwinds. With no debt, $303.2 million in cash, and a GARP profile, RVLV merits a "Buy" rating based on growth trajectory and operational momentum. Read the full article on Seeking Alphaナラティブの更新 • Apr 01
RVLV: Q4 Execution And 2026 Investments Will Support Future Upside
Analysts have lifted the base fair value estimate for Revolve Group to about $39 from $35, reflecting updated views on slightly higher revenue growth, modestly stronger profit margins, and a marginally lower discount rate after a series of higher Street price targets following the Q4 beat. Analyst Commentary Street research has turned more constructive on Revolve Group, with a series of higher price targets following the recent Q4 beat.ナラティブの更新 • Mar 18
RVLV: Q4 Beat And Growth Investments Will Support More Constructive Outlook
The analyst price target for Revolve Group has been raised by about $2, reflecting higher modeled revenue growth, improved profit margin assumptions, a modestly lower discount rate, and a reduced future P/E multiple that aligns with recent Street updates following the Q4 earnings beat and growth investment plans. Analyst Commentary Recent Street research on Revolve Group clusters around higher price targets following the Q4 earnings beat, with analysts split on how much of that performance and planned growth investment should be reflected in valuation today.ナラティブの更新 • Mar 04
RVLV: Revenue Momentum And Q4 Beat Will Test 2025 Margin Discipline
Our fair value estimate for Revolve Group moves to $24.00 from $20.00, reflecting analysts' higher price targets based on strong Q4 results, expectations for faster revenue growth and margin improvement, and continued investment in marketing, merchandising, and technology. Analyst Commentary Recent Street research on Revolve Group reflects a mix of optimism around the Q4 beat and growth investments, alongside some clear caution on valuation, margins, and execution risk.ナラティブの更新 • Feb 18
RVLV: GenAI ROIC Execution Will Support Future Upside Potential
Analysts have nudged their price targets on Revolve Group higher, with recent increases of $10 and $1. These changes are supported by views that the company can participate in areas of the internet sector that are expected to be rewarded for clear returns on invested capital from GenAI and related technologies.ナラティブの更新 • Feb 04
RVLV: GenAI Focus And New Grove Store Will Shape Balanced Outlook
Analysts have lifted their fair value estimate for Revolve Group by about US$4.50 to roughly US$29.07, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples in light of recent price target increases from the Street. Analyst Commentary Recent Street research around Revolve Group has focused on how the company fits into a broader internet sector picture that is increasingly influenced by GenAI and GPU related themes, as well as how much uncertainty exists around certain e commerce and digital categories.ナラティブの更新 • Jan 21
RVLV: GenAI Execution And New Flagship Store Will Support Higher Returns
Analysts have lifted their fair value estimate for Revolve Group to $35 from $30, citing updated expectations around discount rates, revenue growth, profit margins, and future P/E multiples in the context of recent price target adjustments and sector views on companies that can show stronger ROIC from GenAI and GPU related technologies. Analyst Commentary Bullish analysts are framing Revolve Group as a potential beneficiary of investor interest in companies that can show stronger returns on invested capital from GenAI and GPU related technologies.ナラティブの更新 • Jan 06
RVLV: Recent Revenue Resilience Will Conceal Persistent 2025 Margin Execution Risks
Analysts have nudged their price target on Revolve Group to $23 from $22, citing solid recent revenue trends and unchanged tariff assumptions that support existing FY25 guidance. Analyst Commentary Recent research points to a mixed setup for Revolve Group, with the updated US$23 price target paired with a Neutral stance that reflects both constructive and cautious views.分析記事 • Dec 30
The Returns On Capital At Revolve Group (NYSE:RVLV) Don't Inspire Confidence
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...ナラティブの更新 • Dec 15
RVLV: Revenue Momentum Will Mask 2025 Execution Risks And Downside Potential
Analysts have raised their fair value estimate for Revolve Group from $17.00 to $20.00 per share, citing solid recent revenue trends and confidence in the company’s ability to sustain its long term guidance. Analyst Commentary Recent research updates highlight that while the near term revenue backdrop appears constructive, sentiment on the stock remains balanced, with limited conviction that current momentum will translate into sustained outperformance versus expectations.分析記事 • Dec 05
Revolve Group, Inc.'s (NYSE:RVLV) 30% Price Boost Is Out Of Tune With Earnings
Revolve Group, Inc. ( NYSE:RVLV ) shares have had a really impressive month, gaining 30% after a shaky period...分析記事 • Sep 03
Revolve Group (NYSE:RVLV) Will Want To Turn Around Its Return Trends
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...ナラティブの更新 • Aug 07
International Expansion And Digital Focus Will Fuel Success
Despite consensus revenue growth forecasts remaining stable, a substantial decline in Revolve Group's future P/E multiple suggests lower expectations for profitability, resulting in the analyst price target staying unchanged at $24.57. What's in the News From April 1 to June 30, 2025, Revolve Group repurchased 92,583 shares for $1.74 million, completing the buyback program announced on August 2, 2023, with a total of 3,058,635 shares repurchased for $44.11 million (4.22% of shares outstanding).分析記事 • Jul 23
At US$22.24, Is It Time To Put Revolve Group, Inc. (NYSE:RVLV) On Your Watch List?
Revolve Group, Inc. ( NYSE:RVLV ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...分析記事 • Jul 02
Some Shareholders Feeling Restless Over Revolve Group, Inc.'s (NYSE:RVLV) P/E Ratio
With a price-to-earnings (or "P/E") ratio of 30.1x Revolve Group, Inc. ( NYSE:RVLV ) may be sending very bearish...分析記事 • May 09
Revolve Group, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for Revolve Group, Inc. ( NYSE:RVLV ) shares in the week since its quarterly...分析記事 • Apr 25
Estimating The Intrinsic Value Of Revolve Group, Inc. (NYSE:RVLV)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Revolve Group fair value estimate is US$21.59 With US$20.80...Seeking Alpha • Mar 18
Revolve Group: Overperformance Offsetting The Luxury Downturn
Summary I rate RVLV a buy with a 1-year price target of $27.5 per share, projecting a 23% upside due to its attractive valuation. RVLV's fundamentals are solid, with steady revenue, profitability, and cash flow; FY 2024 saw revenue growth of 6% and operating income more than doubled. AI-driven improvements in marketing, inventory management, and customer service are expected to continue boosting profitability and international segment growth. Risks include a potential downturn in the luxury sector, which could impact RVLV's growth, especially in international markets. Read the full article on Seeking Alpha分析記事 • Mar 14
Revolve Group, Inc.'s (NYSE:RVLV) 30% Cheaper Price Remains In Tune With Earnings
Unfortunately for some shareholders, the Revolve Group, Inc. ( NYSE:RVLV ) share price has dived 30% in the last thirty...分析記事 • Jan 15
Revolve Group, Inc. (NYSE:RVLV) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing
Revolve Group, Inc. ( NYSE:RVLV ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...分析記事 • Jan 12
Revolve Group (NYSE:RVLV) Might Be Having Difficulty Using Its Capital Effectively
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Jan 03
Revolve: Margin Dynamics Don't Sustain Valuation (Rating Downgrade)
Summary Revolve's growth momentum is improving, with web traffic pointing towards accelerated Q4 revenues. Online apparel retailers' margin dynamics are challenging due to high logistics, customer return, and customer acquisition costs. Revolve's margins remain low, and competitors' earnings highlight the challenges. RVLV stock's incredibly high valuation doesn't support the relatively low margin outlook. I estimate 35% downside to a fair value of $21.7. Read the full article on Seeking Alpha分析記事 • Dec 22
Revolve Group, Inc.'s (NYSE:RVLV) Intrinsic Value Is Potentially 19% Below Its Share Price
Key Insights The projected fair value for Revolve Group is US$27.59 based on 2 Stage Free Cash Flow to Equity Revolve...分析記事 • Nov 07
Revolve Group, Inc. (NYSE:RVLV) Stocks Shoot Up 42% But Its P/E Still Looks Reasonable
Revolve Group, Inc. ( NYSE:RVLV ) shareholders have had their patience rewarded with a 42% share price jump in the last...分析記事 • Oct 13
Revolve Group (NYSE:RVLV) Will Be Hoping To Turn Its Returns On Capital Around
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Sep 22
Estimating The Fair Value Of Revolve Group, Inc. (NYSE:RVLV)
Key Insights The projected fair value for Revolve Group is US$21.44 based on 2 Stage Free Cash Flow to Equity Current...Seeking Alpha • Sep 20
Revolve Group's Epic Marketing Is A Hit, But Its Valuation May Be Too Bold
Summary Revolve Group is a next-gen fashion retailer targeting Gen Z and millennials with a dynamic online platform offering 100,000 styles and 1,200 premium brands. Revolve Group’s innovative, community-driven marketing approach has boosted customer engagement and efficiency, highlighted by successful events and strategic investments, including its acquisition of haute couture brand Alexandre Vauthier. Revolve Group returned to topline growth in Q2, boosting revenue, gross margins, and doubling net income, while achieving impressive logistics efficiencies and positioning itself for future growth. Revolve's stock, despite its growth, appears overvalued at nearly $25, trading at a significant premium compared to its peers, making it difficult to justify a buy at the current price. Read the full article on Seeking Alpha
新しいナラティブ • Sep 13
Tactical Moves And AI Integration Set To Propel Luxury Market Dominance And Earnings Surge
Strategic marketing and operational efficiencies hint at better margins and cost-effective brand promotion, enhancing earnings without increasing expenses.分析記事 • Aug 31
With Revolve Group, Inc. (NYSE:RVLV) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 49.2x Revolve Group, Inc. ( NYSE:RVLV ) may be sending very bearish...分析記事 • Jun 01
This Is Why Shareholders May Want To Hold Back On A Pay Rise For Revolve Group, Inc.'s (NYSE:RVLV) CEO
Key Insights Revolve Group to hold its Annual General Meeting on 7th of June Total pay for CEO Mike Karanikolas...分析記事 • May 31
Market Participants Recognise Revolve Group, Inc.'s (NYSE:RVLV) Earnings
Revolve Group, Inc.'s ( NYSE:RVLV ) price-to-earnings (or "P/E") ratio of 52.9x might make it look like a strong sell...Seeking Alpha • May 19
Revolve Group: Margin Expansion Potential With Decent Risk-Reward
Summary Revolve Group is an e-commerce fashion company targeting Gen Z and Millennials. The company's share performance has been lackluster, but it has seen recent momentum with a 28% increase in share price over the past year. Despite uncertain revenue growth, Revolve Group has the potential for margin expansion through optimization strategies on return and exchange policies. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$64m |
| Dec 31 2025 | US$485k | US$450k | US$62m |
| Sep 30 2025 | n/a | n/a | US$55m |
| Jun 30 2025 | n/a | n/a | US$45m |
| Mar 31 2025 | n/a | n/a | US$51m |
| Dec 31 2024 | US$482k | US$450k | US$50m |
| Sep 30 2024 | n/a | n/a | US$41m |
| Jun 30 2024 | n/a | n/a | US$33m |
| Mar 31 2024 | n/a | n/a | US$25m |
| Dec 31 2023 | US$981k | US$451k | US$28m |
| Sep 30 2023 | n/a | n/a | US$33m |
| Jun 30 2023 | n/a | n/a | US$41m |
| Mar 31 2023 | n/a | n/a | US$50m |
| Dec 31 2022 | US$984k | US$451k | US$59m |
| Sep 30 2022 | n/a | n/a | US$80m |
| Jun 30 2022 | n/a | n/a | US$85m |
| Mar 31 2022 | n/a | n/a | US$100m |
| Dec 31 2021 | US$473k | US$451k | US$100m |
| Sep 30 2021 | n/a | n/a | US$89m |
| Jun 30 2021 | n/a | n/a | US$92m |
| Mar 31 2021 | n/a | n/a | US$75m |
| Dec 31 2020 | US$473k | US$297k | US$57m |
| Sep 30 2020 | n/a | n/a | US$46m |
| Jun 30 2020 | n/a | n/a | US$36m |
| Mar 31 2020 | n/a | n/a | -US$6m |
| Dec 31 2019 | US$472k | US$451k | -US$5m |
報酬と市場: Mikeの 総報酬 ($USD 484.57K ) は、 US市場 ($USD 5.13M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Mike Karanikolas (48 yo)
no data
在職期間
US$484,573
報酬
Mr. Michael Karanikolas, also known as Mike, is the Co-Founder, Co-Chief Executive Officer and Chairman of the Board at Revolve Group, Inc. (formally known as Advance Holdings, LLC) and has been serves as...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | no data | US$484.57k | 0.17% $ 2.8m | |
| Co-Founder | no data | US$469.62k | 0.15% $ 2.5m | |
| Chief Financial Officer | 9.4yrs | US$1.71m | 0.032% $ 515.6k | |
| Senior Vice President of Investor Relations | no data | データなし | データなし | |
| General Counsel & Corporate Secretary | 13yrs | データなし | データなし | |
| Chief Brand Officer | 10.3yrs | データなし | データなし | |
| President of Owned Brands | 12.5yrs | データなし | データなし | |
| Chief Planning Officer | 7.4yrs | データなし | データなし | |
| Chief Merchandising Officer & Fashion Director | no data | データなし | データなし | |
| Senior VP of Logistics & Customer Service | no data | データなし | データなし | |
| Chief Business Intelligence Officer | no data | データなし | データなし | |
| Chief Creative Officer | no data | データなし | データなし |
10.3yrs
平均在職期間
47yo
平均年齢
経験豊富な経営陣: RVLVの経営陣は経験豊富で経験豊富です（平均在職期間は10.3年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | no data | US$484.57k | 0.17% $ 2.8m | |
| Co-Founder | no data | US$469.62k | 0.15% $ 2.5m | |
| Lead Independent Director | 6yrs | US$167.49k | 0.039% $ 625.0k | |
| Director | less than a year | データなし | データなし | |
| Independent Director | 4.5yrs | US$162.49k | 0.029% $ 472.9k |
4.5yrs
平均在職期間
45yo
平均年齢
経験豊富なボード: RVLVの 取締役会 は 経験豊富 であると考えられます ( 4.5年の平均在任期間)。
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 | 2026/07/07 13:51 |
| 終値 | 2026/07/07 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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. 14 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 Altschwager | Baird |
| Ross Sandler | Barclays |
| Trevor Young | Barclays |