Revolve Group Q2 net sales rise 12% to $347.4 million; net income up 86%
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.
Key points
- 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.
The filing
Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 04, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.