Every material Form 8-K Revolve Group, Inc. has filed with the SEC since August 04, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Revolve Group reported third-quarter 2026 net sales of $356.0 million, up 20% from a year earlier, with active customers up 18%. Net income fell 27% to $15.5 million, and diluted EPS was $0.20 versus $0.29, while the prior-year quarter included a $4.5 million insurance recovery. The company also updated its 2026 outlook, raising the general and administrative expense estimate to $178.0 million, which may weigh on future profit.
Net sales were $356.0 million, up 20% year over year, with active customers at 3,243,000, up 18%.
Net income was $15.5 million, down 27% from $21.2 million; diluted EPS was $0.20 versus $0.29.
Adjusted EBITDA was $23.5 million, down 7%, and operating cash flow was negative $24.3 million in the quarter.
FY 2026 general and administrative expenses are now expected at $178.0 million, up from $170 million to $172 million.
Revolve Group disclosed in an 8-K that unauthorized access to certain of its systems may have exposed names, contact details, payment card numbers and expiration dates for customers who saved payment information on its e-commerce platform. The company says the activity was remediated, there was no operational disruption, and it does not believe the incident will have a material impact on its business.
Unauthorized actor may have obtained, through automated means, customer names, contact information, payment card numbers and card expiration dates for customers who saved payment information.
Incident caused no operational disruption or interruption of service to customers, per the filing.
Company notified federal law enforcement and engaged external cybersecurity experts; it believes the incident will not have a material impact on its business.
Filing is dated October 29, 2026 and was signed by CFO Jesse Timmermans.
Revolve Group reported second-quarter 2026 net sales of $347.4 million, up 12% year over year, and net income of $18.6 million, up 86%. Results included $5.9 million of net income from IEEPA tariff refunds, and the company raised its full-year marketing and general and administrative expense outlook while keeping its gross margin outlook unchanged.
Diluted EPS was $0.26 versus $0.14 a year earlier, including $0.06 per share from IEEPA tariff refunds.
Net cash used in operating activities was $8.2 million in the quarter, compared with $12.6 million provided a year earlier.
FY2026 marketing expense outlook was raised to 15.8% to 16.0% of net sales from 15.3% to 15.8%; G&A expense outlook was raised to $170 million to $172 million from $164 million to $168 million.
Net sales in July 2026 increased approximately 18% year over year.
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