Revolve Group Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Mike Karanikolas

Chief executive officer

US$980.6k

Total compensation

CEO salary percentage	46.0%
CEO tenure	no data
CEO ownership	0.2%
Management average tenure	8.2yrs
Board average tenure	2.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Mike Karanikolas's remuneration changed compared to Revolve Group's earnings?
Date	Total Compensation	Salary	Company Earnings
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
Sep 30 2019	n/a	n/a	-US$9m
Jun 30 2019	n/a	n/a	-US$14m
Mar 31 2019	n/a	n/a	US$21m
Dec 31 2018	US$349k	US$329k	US$20m
Sep 30 2018	n/a	n/a	US$13m
Jun 30 2018	n/a	n/a	US$10m
Mar 31 2018	n/a	n/a	US$7m
Dec 31 2017	US$320k	US$300k	US$3m

Compensation vs Market: Mike's total compensation ($USD980.62K) is above average for companies of similar size in the MX market ($USD700.52K).

Compensation vs Earnings: Mike's compensation has been consistent with company performance over the past year.

CEO

Mike Karanikolas (46 yo)

no data

Tenure

US$980,616

Compensation

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...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Michael Karanikolas	Co-Founder	no data	US$980.62k	0.17% MX$ 82.5m
Michael Mente	Co-Founder	no data	US$960.61k	0.15% MX$ 72.6m
Jesse Timmermans	Chief Financial Officer	7.8yrs	US$1.92m	0.0043% MX$ 2.0m
Erik Randerson	Vice President of Investor Relations	no data	no data	no data
Jodi Chapin	General Counsel & Corporate Secretary	11.3yrs	no data	no data
Raissa Gerona	Chief Brand Officer	8.6yrs	no data	no data
Mitch Moseley	Chief Executive Officer of Owned Brands	10.8yrs	no data	no data
Ray Lingao	Chief Planning Officer	5.8yrs	no data	no data
Lauren Yerkes	Chief Merchandising Officer	3.7yrs	no data	no data
Divya Mathur	Chief Merchandising Officer & Fashion Director	no data	no data	no data

8.2yrs

Average Tenure

45yo

Average Age

Experienced Management: RVLV *'s management team is seasoned and experienced (8.2 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Michael Karanikolas	Co-Founder	no data	US$980.62k	0.17% MX$ 82.5m
Michael Mente	Co-Founder	no data	US$960.61k	0.15% MX$ 72.6m
Melanie Cox	Lead Independent Director	4.3yrs	US$167.50k	0.025% MX$ 11.8m
Jennifer Moser	Independent Director	less than a year	no data	0% MX$ 0
Oana Ruxandra	Independent Director	2.8yrs	US$162.50k	0.015% MX$ 7.3m

2.8yrs

Average Tenure

44yo

Average Age

Experienced Board: RVLV *'s board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.

Revolve Group Management

Management criteria checks 2/4

Key information

Recent management updates

Revolve Group, Inc., Annual General Meeting, Jun 07, 2024

Revolve Appoints Marianna Hewitt as Creative Director of Exclusive Label

Revolve Group, Inc., Annual General Meeting, Jun 10, 2022

Less than half of directors are independent

Less than half of directors are independent

Less than half of directors are independent

Recent updates

Investor sentiment improves as stock rises 26%

New minor risk - Earnings quality

Now 28% overvalued after recent price rise

Revolve Group Through Its Partnership with Muus Collective Inc. and Griffin Gaming Partners, Launch Mobile Fashion Game BELLEMINT in the U.S

Revolve Group, Inc. to Report Q3, 2024 Results on Nov 05, 2024

Investor sentiment improves as stock rises 22%

New minor risk - Earnings quality

Second quarter 2024 earnings released: EPS: US$0.22 (vs US$0.099 in 2Q 2023)

Revolve Group, Inc. to Report Q2, 2024 Results on Aug 06, 2024

Revolve 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.

First quarter 2024 earnings released: EPS: US$0.15 (vs US$0.19 in 1Q 2023)

Revolve Group, Inc., Annual General Meeting, Jun 07, 2024

Revolve Group, Inc. to Report Q1, 2024 Results on May 07, 2024

Investor sentiment improves as stock rises 42%

Full year 2023 earnings released: EPS: US$0.39 (vs US$0.80 in FY 2022)

Revolve Appoints Marianna Hewitt as Creative Director of Exclusive Label

Revolve Group, Inc. to Report Q4, 2023 Results on Feb 27, 2024

Investor sentiment improves as stock rises 15%

Third quarter 2023 earnings released: EPS: US$0.043 (vs US$0.16 in 3Q 2022)

Revolve Group, Inc. to Report Q3, 2023 Results on Nov 01, 2023

Second quarter 2023 earnings released: EPS: US$0.099 (vs US$0.22 in 2Q 2022)

Revolve Group, Inc. (NYSE:RVLV) announces an Equity Buyback for $100 million worth of its shares.

Investor sentiment improves as stock rises 16%

First quarter 2023 earnings released: EPS: US$0.19 (vs US$0.30 in 1Q 2022)

Investor sentiment deteriorates as stock falls 21%

Revolve Group, Inc. to Report Q4, 2022 Results on Feb 23, 2023

Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.23 in 3Q 2021)

Revolve Group, Inc. to Report Q3, 2022 Results on Nov 02, 2022

Investor sentiment deteriorated over the past week

Second quarter 2022 earnings released: EPS: US$0.22 (vs US$0.44 in 2Q 2021)

Revolve Group, Inc. to Report Q2, 2022 Results on Aug 03, 2022

Investor sentiment deteriorated over the past week

First quarter 2022 earnings released: EPS: US$0.31 (vs US$0.30 in 1Q 2021)

Revolve Group, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2022

Revolve Group, Inc., Annual General Meeting, Jun 10, 2022

Less than half of directors are independent

Revolve Group, Inc. to Report Q1, 2022 Results on May 03, 2022

Less than half of directors are independent

Less than half of directors are independent

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Investor sentiment improved over the past week

Revolve Group, Inc. to Report Q4, 2021 Results on Feb 23, 2022

Now 20% undervalued after recent price drop

Less than half of directors are independent

Investor sentiment deteriorated over the past week

Investor sentiment deteriorated over the past week

Investor sentiment improved over the past week

Independent Non-Employee Director recently sold Mex$6.2m worth of stock

Third quarter 2021 earnings released: EPS US$0.23 (vs US$0.28 in 3Q 2020)

Investor sentiment improved over the past week

Chief Operating Officer David Pujades has left the company

Independent Non-Employee Director recently sold Mex$4.9m worth of stock

Second quarter 2021 earnings released: EPS US$0.43 (vs US$0.20 in 2Q 2020)

Investor sentiment improved over the past week

Investor sentiment deteriorated over the past week

First quarter 2021 earnings released: EPS US$0.31 (vs US$0.06 in 1Q 2020)

Investor sentiment improved over the past week

Full year 2020 earnings released: EPS US$0.81 (vs US$0.09 loss in FY 2019)

Revenue beats expectations

Revolve Group, Inc. to Report Q4, 2020 Results on Feb 24, 2021

Investor sentiment improved over the past week

Investor sentiment improved over the past week

Revenue misses expectations

Third quarter 2020 earnings released: EPS US$0.28

Revolve Group, Inc. to Report Q3, 2020 Results on Nov 11, 2020

Revolve Group, Inc. to Report Q2, 2020 Results on Aug 12, 2020

CEO Compensation Analysis

CEO