Announcement • 10h
Revolution Beauty Group plc to Report Fiscal Year 2026 Results on Jul 21, 2026 Revolution Beauty Group plc announced that they will report fiscal year 2026 results at 8:00 AM, GMT Standard Time on Jul 21, 2026 New Risk • Jun 15
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Negative equity (-UK£34m). Shareholders have been substantially diluted in the past year (172% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported August 2025 fiscal period end). Share price has been volatile over the past 3 months (9.4% average weekly change). Market cap is less than US$100m (UK£40.8m market cap, or US$54.7m). New Risk • Jun 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 9.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-UK£34m). Shareholders have been substantially diluted in the past year (172% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (9.1% average weekly change). Market cap is less than US$100m (UK£36.1m market cap, or US$48.4m). Reported Earnings • Nov 28
First half 2026 earnings released: UK£0.058 loss per share (vs UK£0.034 loss in 1H 2025) First half 2026 results: UK£0.058 loss per share (further deteriorated from UK£0.034 loss in 1H 2025). Revenue: UK£49.4m (down 32% from 1H 2025). Net loss: UK£18.4m (loss widened 69% from 1H 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Personal Products industry in the United Kingdom. Announcement • Sep 24
Revolution Beauty Group plc Announces Rachel Horsefield, A Non-Executive Director Will Not Seek Reelection , Effective September 29, 2025 Revolution Beauty Group plc notified the market that Rachel Horsefield, a non-executive director of the Company, will not be seeking re-election at the Company's annual general meeting on 29 September 2025 ("AGM"). Announcement • Sep 01
Revolution Beauty Group plc, Annual General Meeting, Sep 29, 2025 Revolution Beauty Group plc, Annual General Meeting, Sep 29, 2025. Location: the offices of macfarlanes llp, 20 cursitor street, ec4a 1lt, london United Kingdom Announcement • Aug 26
Revolution Beauty Group plc has completed a Follow-on Equity Offering in the amount of £0.15 million. Revolution Beauty Group plc has completed a Follow-on Equity Offering in the amount of £0.15 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 50,000,000
Price\Range: £0.003
Transaction Features: Regulation S Reported Earnings • Aug 24
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: UK£0.054 loss per share (down from UK£0.034 profit in FY 2024). Revenue: UK£142.6m (down 26% from FY 2024). Net loss: UK£17.2m (down 261% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Personal Products industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings. Announcement • Aug 08
Revolution Beauty Group Announces Response to Press Speculation on Ongoing Formal Sale Process Revolution Beauty Group plc (AIM:REVB) noted the recent press speculation in relation to its ongoing Formal Sale Process and speculation in relation to a potential capital raise. The Formal Sale Process, announced on 21 May 2025, continues to progress with ongoing engagement with a number of parties. As previously announced, the Company continues to advance its engagement with its shareholders, including in respect of a potential equity raise. Further announcements will be made as appropriate. Announcement • Jun 19
Frasers Group Intends Not to Make an Offer for Revolution Beauty Further to the announcement made on 10 June 2025 in relation to Frasers Group Plc (LSE:FRAS)'s ("Frasers Group") participation in the Revolution Beauty Group plc (AIM:REVB) Formal Sale Process announced on 21 May 2025, Frasers Group now confirms that it does not intend to make an offer for Revolution Beauty. As a result, Frasers Group and any person(s) acting in concert with it will, except with the consent of the Takeover Panel, be bound by the restrictions contained in Rule 2.8 of the Code. Under Note 2 on Rule 2.8 of the Code, Frasers Group, and any person(s) acting in concert with it, reserves the right to set the restrictions in Rule 2.8 of the Code aside in the following circumstances: a) with the agreement of the board of directors of Revolution Beauty; b) following the announcement by or on behalf of a third party of a firm intention to make an offer for Revolution Beauty; c) if Revolution Beauty announces a Rule 9 waiver proposal (as described in Note 1 of the Notes on Dispensations from Rule 9 of the Code) or a reverse takeover (as defined in the Code); and d) if there has been a material change of circumstances (as determined by the Takeover Panel). Announcement • Jun 13
Revolution Beauty Group Provides Update on Formal Sale Process Revolution Beauty Group plc (AIM:REVB) provided an update regarding the formal sale process announced on 21 May 2025, when the Company requested that interested parties submit expressions of interest by 11 June 2025. The board of the Company (the "Board") confirmed it has received proposals from a number of parties, which the Board, together with its financial adviser, is currently evaluating and which may then result in further access to diligence materials being granted. Current discussions may be altered or terminated at any time and, accordingly, there can be no certainty that an offer will be made for the Company, nor as to the terms on which any offer may be made. In addition, the Company continues positive engagement with its shareholders, including in respect of an equity raise, and is making encouraging progress on its cost structure and go to market strategy. Announcement • Jun 09
Ashley's Frasers Reportedly Explores Bid for Ailing Revolution Beauty Mike Ashley, the high street billionaire, is exploring a cut-price takeover bid for struggling Revolution Beauty – a move that would stoke animosity between him and rival London-listed retailer Debenhams plc. Sky News has learnt that Frasers Group Plc (LSE:FRAS), which owns retailers ranging from House of Fraser to Evans Cycles, has approached Revolution Beauty Group plc (AIM:REVB) about a potential offer for the company. Retail industry sources said this weekend that Frasers was considering whether to bid but was not certain to do so. Revolution Beauty, which sells branded cosmetics, put itself up for sale last month as it warned investors that it was evaluating options to establish "a more robust capital structure with additional capital to invest into the company". It said it had received a takeover approach from a third party - thought to be a reference to a bidder other than Frasers Group - and invited other suitors to contact its advisers at Panmure Liberum, the investment bank. To facilitate the sale process, Revolution Beauty has parachuted in Iain McDonald, an experienced City figure whose directorships include a seat on the board of Debenhams Group, as chairman. Debenhams holds a large minority stake in Revolution Beauty, while Frasers is a big shareholder in Debenhams and blocked the change of its legal name from Boohoo earlier this year by voting against the plan. Revolution Beauty has had a torrid run on the London stock market, and now has a market capitalisation of barely £20 million. Frasers' interest in acquiring Revolution Beauty would reflect its growing interest in expanding beyond pure retailing in recent years. Under Chief Executive Officer Michael Murray, it has also built stakes in companies such as THG, the owner of beauty brands such as LookFantastic. Because the auction of Revolution Beauty is taking place through a formal sale process, the identity of prospective bidders does not have to be disclosed in the usual way. It was unclear on June 7, 2025 whether Frasers intends to make a statement confirming its interest to the London stock market next week. Any offer for Revolution Beauty is thought to be unlikely to ascribe a significant premium to its current valuation. Spokespeople for Frasers and Revolution Beauty both declined to comment. Announcement • Jun 05
Revolution Beauty Announces Peter Hallett and Erin Brookes Will Stand Down from Their Roles as Non-Executive Directors and Members of the Board, with Effect on June 5, 2025 The Board of Revolution Beauty, announced that Peter Hallett and Erin Brookes will stand down from their roles as Non-Executive Directors of the Company and members of the Board with effect on June 5, 2025. Announcement • May 21
Revolution Beauty Group plc Announces Update on Funding Options, Possible Offer & Sale Process Revolution Beauty Group plc (AIM:REVB) announced on 13 May 2025 that it was reviewing its funding structure and in light of this is exploring discussions in respect of support for an equity raise from its key shareholders. The board of the Company (the "Board") can now additionally confirm that it has received a preliminary approach regarding a possible offer for the entire issued and to be issued share capital of the Company. Against this background and to widen its strategic options, the Board has now unanimously concluded that it would also be appropriate to investigate the sale of the Company and therefore has decided to commence a "Formal Sale Process" for the Company (as referred to in Note 2 on Rule 2.6 of the Takeover Code) (the "Formal Sale Process"). The party who made the approach has agreed to participate in the Formal Sale Process. The Takeover Panel has agreed that any discussions with the party referred to above and other parties interested in making an offer for the Company may take place within the context of the Formal Sale Process, to enable such discussions to take place on a confidential basis. The Takeover Panel has granted a dispensation from the requirements of Rules 2.4(a), 2.4(b) and 2.6(a) of the Takeover Code, such that any party participating in the Formal Sale Process will not be required to be publicly identified as a result of this announcement and will not be subject to the 28 day deadline referred to in Rule 2.6(a) of the Takeover Code for so long as it is participating in the Formal Sale Process. Interested parties should note Rule 21.2 of the Takeover Code, which will prohibit any form of inducement fee or other offer-related arrangement, and that the Company, although it may do so in the future, has not at this stage requested any dispensation from this prohibition under Note 2 of Rule 21.2. As part of the Formal Sale Process, the Board invites expressions of interest from parties regarding a potential offer for the entire issued and to be issued ordinary share capital of the Company. The Formal Sale Process is being managed by Panmure Liberum, who are also advising the Board in respect of their obligations under the Takeover Code. Parties interested in submitting a proposal should contact Panmure Liberum using the contact details below. It is currently expected that any party interested in submitting a proposal for consideration in connection with the Formal Sale Process will, at the appropriate time, enter into a non-disclosure and standstill arrangement with the Company on terms satisfactory to the Board and on the same terms, in all material respects, as other interested parties before being permitted to participate in the Formal Sale Process. The Company then intends to provide such interested parties with certain information on its business, following which interested parties will be invited to submit their proposals. The Company expects interested parties to submit expressions of interest by 11 June 2025. The Board reserves the right to alter any aspect of the Formal Sale Process outlined above or to terminate the Formal Sale Process at any time, and in such cases will make an announcement as appropriate. The Board also reserves the right to reject any approach or terminate discussions with any interested party at any time. Shareholders are advised that this announcement does not represent a firm intention by any person to make an offer under Rule 2.7 of the Takeover Code and there can be no certainty that any offers will be made as a result of the Formal Sale Process, that any sale will be concluded, nor as to the terms on which any offer may be made. Shareholders are advised to take no action at this time. As a consequence of this announcement, an 'offer period' has now commenced in respect of the Company in accordance with the Takeover Code, and the attention of shareholders is drawn to the disclosure requirements of Rule 8 of the Takeover Code, which are summarised below in "Disclosure Requirements of the Takeover Code". New Risk • May 14
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: UK£548k Forecast net loss in 2 years: UK£2.7m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Negative equity (-UK£10m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£2.7m net loss in 2 years). Market cap is less than US$100m (UK£15.0m market cap, or US$20.0m). Buy Or Sell Opportunity • Apr 15
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 37% to UK£0.11. The fair value is estimated to be UK£0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 82%. Revenue is forecast to decline by 15% in a year. Earnings are forecast to decline by 916% in the next year. New Risk • Jan 24
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: UK£548k Forecast net loss in 2 years: UK£1.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-UK£10m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£1.4m net loss in 2 years). Market cap is less than US$100m (UK£34.7m market cap, or US$43.0m). New Risk • Jan 02
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Negative equity (-UK£10m). Minor Risk Market cap is less than US$100m (UK£56.7m market cap, or US$70.2m). Reported Earnings • Nov 22
First half 2025 earnings released: UK£0.034 loss per share (vs UK£0.001 profit in 1H 2024) First half 2025 results: UK£0.034 loss per share (down from UK£0.001 profit in 1H 2024). Revenue: UK£72.4m (down 20% from 1H 2024). Net loss: UK£10.9m (down UK£11.2m from profit in 1H 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Personal Products industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 53% per year, which means it is significantly lagging earnings. Announcement • Nov 19
Revolution Beauty Group plc Reiterates Earnings Guidance for Fiscal Year 2025 Revolution Beauty Group plc reiterated its guidance that sales for fiscal year 2025 are expected to decline year on year at a slightly lower rate than in first half of 2025, with a return to growth in the fourth quarter as several of the Group's new strategic growth initiatives take effect, and this growth is expected to accelerate through fiscal year 2026. Announcement • Nov 08
Revolution Beauty Group plc to Report First Half, 2025 Results on Nov 19, 2024 Revolution Beauty Group plc announced that they will report first half, 2025 results on Nov 19, 2024 Announcement • Oct 09
Revolution Beauty Group plc Provides Sales Guidance for the Fiscal Year 2025 Revolution Beauty Group plc provided sales guidance for the fiscal year 2025. Sales for fiscal year 2025 are now expected to decline year on year at a slightly slower rate than in first half, with a return to growth in the fourth quarter as a number of the Group's new strategic growth initiatives take effect, and this growth is expected to accelerate through fiscal year 2026. Announcement • Jul 19
Revolution Beauty Announces Newest Peptide Powerhouse Duo: Peptide Strength Lash and Brow Serum & Juicy Peptide Lip Balms Revolution Beauty expanded their product portfolio with the introduction of two revolutionary peptide launches: Revolution Beauty Juicy Peptide Lip Balms and Revolution Beauty Peptide Strength Lash and Brow Serum. These highly-anticipated, beauty-boosting releases are set to strengthen and volumize brows and lashes and hydrate lips for all, providing innovative and multifunctional formulas that will be available at ULTA and Target this summer . Revolution Beauty Juicy Peptide Lip Balms are the brand's first collection of lip-loving, peptide infused butter balms available now in-store and online at Target, online at Amazon.com and in-store and online at Ulta. Where lip care meets color and with a sheer tint formula in four fun and fresh shades, this buttery balm formula hydrates, cares and repairs your lips for a juicy looking pout and long-lasting moisturization . Revolution Beauty Juicy Peptide Lip Balms are packed with lip-loving ingredients, including: Peptides to hydrate, repair and plump, Squalene that locks in moisture and hydrates, Vitamin E to smooth, soften and plump, Avocado Seed Oil, Cherry Seed Oil and Chamomile Extract to nourish and hydrate, Four flushes of color in four craveable scents will perfect your pout for any occasion: Spice – A warm nude glossy balm with an orange scent,, Latte – A brown nude glossy balm with a vanilla scent, Strawberry – A baby pink glossy balm with a strawberry scent. Revolution Beauty Juicy Peptide Lip Balms launch on the heels of yet another peptide powered innovation from the brand - Peptide Strength Lash and Brow Serum. Available now in-store and online at Ulta.com, and coming soon to Amazon, Revolution Beauty Peptide Strength Lash and Brow Serum is a peptide-powered formulation that visibly boosts brow and lash length, fullness, volume and strength in just 8 weeks. Formulated to be PGA, hormone and fragrance free, and with a multi-peptide complex and hyaluronic acid, Peptide Strength Lash and Brow Serum effectively promotes stronger, longer and thicker lashes and brows for a naturally enhanced, healthier look in just 8 weeks. Revolution Beauty put Peptide Strength Lash and Brow Serum to the test with a blind user trial of 60 testers in 8 weeks. The results:86% agree lashes look visibly longer, 84% agree lashes look fuller, 85% agree lashes look naturally enhanced, 84% agree brows look thicker, 89% agree lashes and brows look healthier. Reported Earnings • Jun 27
Full year 2024 earnings released: EPS: UK£0.034 (vs UK£0.11 loss in FY 2023) Full year 2024 results: EPS: UK£0.034 (up from UK£0.11 loss in FY 2023). Revenue: UK£191.3m (up 1.8% from FY 2023). Net income: UK£10.7m (up UK£44.3m from FY 2023). Profit margin: 5.6% (up from net loss in FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Personal Products industry in the United Kingdom. Announcement • Jun 27
Revolution Beauty Group plc, Annual General Meeting, Jul 31, 2024 Revolution Beauty Group plc, Annual General Meeting, Jul 31, 2024. Announcement • Jun 26
Revolution Beauty Group plc Provides Revenue Guidance for First and Second Half of Fiscal Year 2025 Revolution Beauty Group plc provided revenue guidance for the first and second half of fiscal year 2025. In fiscal year 2025, the company expects revenues to decline year-on-year in the first half at a slightly higher rate than in the second half of FY24, reflecting a more focused product portfolio and the impact of stock clearance in the first half of fiscal year 2024. The company expects a return to revenue growth in the second half of the year. Announcement • Jun 18
Revolution Beauty Group plc to Report Fiscal Year 2024 Results on Jun 26, 2024 Revolution Beauty Group plc announced that they will report fiscal year 2024 results on Jun 26, 2024 New Risk • Jun 08
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: UK£78.1m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-UK£10m). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Market cap is less than US$100m (UK£78.1m market cap, or US$99.4m). New Risk • Jun 02
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-UK£10m). Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Share price has been volatile over the past 3 months (7.9% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Announcement • Apr 17
Makeup Revolution Launches Bright Light Drops, an Instant Drop of Radiance for Sun-Kissed Skin in Secures Makeup Revolution announced the launch of their new Bright Light Drops, an illuminating formula made to create a sun-kissed look in seconds. Available in 4 glowing shades, including two bronzers, a universal blush and a highlighter, Makeup Revolution Bright Light Drops are available online now at RevolutionBeauty.US, available in-store and online at Target.com on June 2, and in-store and online at ULTA.com on July 7. Customizable and easy to use, Makeup Revolution Bright Light Bronzing Drops add an instant drop of radiance to the complexion, with 91% of users agreeing that the skin looks instantly sun-kissed without the glitter. Bursting with skin-loving ingredients, including squalane, hyaluronic acid and grapeseed oil, this formula instantly delivers a radiant, youthful glow while hydrating, softening, and soothing the skin. With a sheer tint formula, the four universal bronzer, blush and highlighter shades are suitable for all skin-tones and types. Makeup Revolution put Bright Light Drops to the test with a blind user trial of 42 consumers over 2 weeks. The results? 91% Agreed Skin looks Instantly Sun-kissed; 89% Agreed Skin looksInstantly Illuminated; 85% Agreed Skin Feels Hydrated; Tested on 41 consumers over 2 weeks. Bronze and glow user way with Bright Light Drops multi-use formula: Use the drops alone and after skincare for a sun-kissed glow; Mix with foundation to add a glowy finish to base; Mix with foundation to adding a glowy finish to user base; Mix with moisturizer as part of skincare routine for added hydration and radiance; Wear as a liquid bronzer, blush or highlight in the usual complexion routine. Pick a shade best for user, or mix and match for a customizable glow: Revolution Bronze Light Bronzing Drops Bronze Scorched; Revolution Bronze Light Bronzing Drops Deep Bronze Summer Spice; Revolution Rose Light Blush Drops Pink Rosie; Revolution Gold Light Glow Drops Golden Star Dew. Announcement • Mar 29
Revolution Beauty Group plc Revises Earnings Guidance for the Fiscal Year 2024 Revolution Beauty Group plc revised earnings guidance for the fiscal year 2024. The Board now expects to report revenue growth of approximately 2% for Fiscal Year 2024. This compares to the previous guidance of revenue growth of low single digits. New Risk • Mar 27
New major risk - Financial position The company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -UK£4.4m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-UK£4.4m free cash flow). Negative equity (-UK£10m). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (2.8% increase in shares outstanding). New Risk • Feb 08
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-UK£4.4m free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Negative equity (-UK£10m). Earnings have declined by 24% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Reported Earnings • Nov 17
First half 2024 earnings released: EPS: UK£0.001 (vs UK£0.044 loss in 1H 2023) First half 2024 results: EPS: UK£0.001 (up from UK£0.044 loss in 1H 2023). Revenue: UK£90.4m (up 20% from 1H 2023). Net income: UK£345.0k (up UK£14.1m from 1H 2023). Profit margin: 0.4% (up from net loss in 1H 2023). Announcement • Nov 10
Revolution Beauty Group plc to Report First Half, 2024 Results on Nov 14, 2023 Revolution Beauty Group plc announced that they will report first half, 2024 results on Nov 14, 2023 Announcement • Sep 05
Revolution Beauty Group plc, Annual General Meeting, Sep 28, 2023 Revolution Beauty Group plc, Annual General Meeting, Sep 28, 2023, at 09:00 Coordinated Universal Time. Location: offices of Macfarlanes LLP at 20 Cursitor Street, EC4A 1LT London United Kingdom Agenda: To elect Lauren Brindley as a director of the Company; to elect Neil Catto as a director of the Company; to elect Chris Fry as a director of the Company; to elect Peter Hallett as a director of the Company; to elect Colin Henry as a director of the Company; to elect Rachel Horsefield as a director of the Company; to elect Elizabeth Lake as a director of the Company; to elect Alistair McGeorge as a director of the Company; and to discuss other matters. Reported Earnings • Sep 01
Full year 2023 earnings released: UK£0.11 loss per share (vs UK£0.15 loss in FY 2022) Full year 2023 results: UK£0.11 loss per share (improved from UK£0.15 loss in FY 2022). Revenue: UK£187.8m (up 1.8% from FY 2022). Net loss: UK£33.6m (loss narrowed 23% from FY 2022). Announcement • Aug 21
Revolution Beauty Group plc to Report Fiscal Year 2023 Results on Aug 31, 2023 Revolution Beauty Group plc announced that they will report fiscal year 2023 results on Aug 31, 2023 Recent Insider Transactions • Jul 24
Interim Chief Executive Officer recently sold UK£675k worth of stock On the 19th of July, Robert Holt sold around 2m shares on-market at roughly UK£0.30 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by UK£257k. Announcement • Jul 21
Revolution Beauty Group plc Announces Executive Changes Revolution Beauty Group plc announced that the matters described in the announcement published by the Company and boohoo Group plc on 18 July 2023 have now taken place: Bob Holt OBE and Derek Zissman have now resigned from the board of Revolution Beauty, although Bob will remain with the business as interim CEO until 31 August 2023; Alistair McGeorge, Neil Catto, Rachel Horsefield and Peter Hallett have been appointed to the Board, with Alistair having been appointed as executive chairman, Neil having been appointed as a non-independent non-executive director, and Rachel and Peter having been appointed as independent non-executive directors. The following information regarding the appointment of Alistair Kenneth McGeorge, aged 64, is disclosed under Schedule Two, paragraph (g) (i)-(viii) of the AIM Rules for Companies: Current directorships and partnerships: boohoo Group plc: East Imperial plc; OFS (DS) Holdings Limited; Retail Trust; H.Littlewood (Scotland) Limited. In addition, Alistair has held the following directorships in the past five years: Finesse Golf LLP; Ellestone Apparel LLP; Top Gun Realisations Limited; New Look Retailers Limited; Top Gun Realisations 76 Limited; Top Gun Realisations 90 Limited; Top Gun Realisations 73 plc; Top Gun Realisations 74 plc; Top Gun Realisations 101 Limited; Top Gun Realisations 102 Limited; Top Gun Realisations 203 plc; New Look Limited. Alistair was a director of Top Gun Realisations 73 plc, Top Gun Realisations 74 plc, Top Gun Realisations 101 Limited and Top Gun Realisations 102 Limited when they entered creditors' voluntary liquidations in August 2019. Top Gun Realisations 73 plc and Top Gun Realisations 74 plc were dissolved in September 2020, with a shortfall to creditors of £184.6m and £308.9m, respectively. He was also a director of Top Gun Realisations Limited when it entered administration in May 2019, and that company was dissolved in September 2020 with £580m owed to creditors via a guarantor arrangement. Alistair was a director of New Look Retailers Limited when it entered into a company voluntary arrangement in March 2018. This was completed and terminated in September 2020, with no payments to creditors. A second company voluntary arrangement, which remains ongoing, was launched in September 2020, which was within 12 months of Alistair's resignation as a director. The following information regarding the appointment of Neil James Catto, aged 56, is disclosed under Schedule Two, paragraph (g) (i)-(viii) of the AIM Rules for Companies: Current directorships and partnerships: tinyBuild Inc.; In addition, Neil has held the following directorships in the past five years: Boohoo.com UK Limited; Boohoo.com USA Limited; Boohoo.com Australia PTY; Boohoo France SAS; Boohoo.com UK Limited Liaison Office Turkey; Boohoo.com Italy SRL; Boohoo Property Holdings 2 Limited; Boohoo Holdings Limited; Boo Who Limited; Boohooman.com UK Limited; Boohoo.com Germany GmbH; boohoo Group plc; Debenhams Brands Limited; Debenhams Holdings Limited; Nasty Gal Limited; NastyGal.com USA Inc; Prettylittlething.com Limited; Prettylittlething.com Limited USA Inc; Miss Pap UK Limited; Coastlondon.com Limited; Karenmillen.com Limited; Oasis Fashions Online Limited; Dorothy Perkins Online Limited; Burton Online Limited; Redherring.com Online Limited; Principles.com Online Limited; Maine.com Online Limited; Mantaray.com Online Limited; PGBH Limited; Pancorp1 Limited; Shanghai Wasabi Frog Trading Co Limited; Faith.com Online Limited; Wallis Online Limited; 21Three Clothing Company Limited; Warehouse Fashions Online Limited. The following information regarding the appointment of Rachel May Horsefield, aged 35, is disclosed under Schedule Two, paragraph (g) (i)-(viii) of the AIM Rules for Companies: Current directorships and partnerships: RMH Group Ltd: Petbuddy Group AB In addition, Rachel has held the following directorships in the past five years: THG plc. The following information regarding the appointment of Peter John Hallett, aged 65, is disclosed under Schedule Two, paragraph (g) (i)-(viii) of the AIM Rules for Companies: Current directorships and partnerships: Altitude Group plc Paradigm Global Services (UK) Limited. In addition, Peter has held the following directorships in the past five years: Paradigm Global (Holdings) Limited and Hylo Athletics Limited. New Risk • Jul 20
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 46% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Recent Insider Transactions • Jun 30
CEO & Director recently bought UK£260k worth of stock On the 28th of June, Robert Holt bought around 1m shares on-market at roughly UK£0.26 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months. Board Change • Jun 29
High number of new and inexperienced directors There are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Non-Executive Chairman & Senior Independent Non-Executive Director Derek Zissman is the most experienced director on the board, commencing their role in 2021. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Announcement • Jun 20
Revolution Beauty Group plc Announces Board Non-Reappointments boohoo, the beneficial owner of approximately 26.6% of the issued share capital of Revolution Beauty Group plc announced that it has notified the board of Revolution Beauty of its intention to vote against the reappointment of Bob Holt, Derek Zissman, and Elizabeth Lake at the upcoming AGM of Revolution Beauty which has been convened for 27 June 2023. boohoo has, in addition, requisitioned a general meeting of Revolution Beauty pursuant to Section 303 of the Companies Act 2006, at which ordinary resolutions will be proposed to remove Bob Holt, Elizabeth Lake and Derek Zissman as directors of Revolution Beauty, and to appoint Alistair McGeorge and Neil Catto as directors. Announcement • Jun 03
Revolution Beauty Group plc, Annual General Meeting, Jun 27, 2023 Revolution Beauty Group plc, Annual General Meeting, Jun 27, 2023, at 12:30 Coordinated Universal Time. Location: the offices of Macfarlanes LLP at 20 Cursitor Street London United Kingdom Announcement • May 25
Revolution Beauty Group plc Announces Board Changes Revolution Beauty Group plc announced the appointment of Derek Zissman as Non-Executive Chairman, replacing Tom Allsworth. Tom Allsworth is resigning as a director of Revolution Beauty with immediate effect, prior to the publication of the Company's fiscal 2022 accounts, as previously referenced in the Company's announcement of 13 January 2023. Derek was appointed as Senior Non-Executive Director to the Company on its IPO in July 2021, and more recently led the investigation committee in relation to the independent investigation. Derek has led the structural and governance changes which followed the outcome of the independent investigation. Buying Opportunity • Aug 02
Now 26% undervalued after recent price drop Over the last 90 days, the stock is down 79%. The fair value is estimated to be UK£0.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making. Board Change • Apr 27
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jeremy Schwartz was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Buying Opportunity • Mar 16
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 7.3%. The fair value is estimated to be UK£1.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% per annum over the last 3 years. The company became loss making over the last 3 years. Buying Opportunity • Jan 24
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 15%. The fair value is estimated to be UK£1.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% per annum over the last 3 years. The company became loss making over the last 3 years. Board Change • Dec 06
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jeremy Schwartz was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • Jul 20
Revolution Beauty Group plc has completed an IPO in the amount of £300 million. Revolution Beauty Group plc has completed an IPO in the amount of £300 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 187,500,000
Price\Range: £1.6
Transaction Features: Direct Listing