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Reformation (REF) reported second quarter fiscal 2026 net revenue of $155.2 million, up 24.1% year over year, with strong profitability gains.
DTC net revenue rose 21.2% to $135.3 million, driven by a 22.9% increase in Active Customers, while DTC Net Revenue per Customer declined 1.4%. Wholesale and Other revenue grew 48.7% to $19.9 million. International revenue increased 36.8% to $31.2 million and U.S. revenue grew 21.3% to $124.0 million. Gross margin expanded 230 bps to 66.7%. Net income rose 79.4% to $12.4 million, or $0.23 per diluted share. Adjusted EBITDA increased 53.9% to $25.4 million, with margin up 320 bps to 16.4%. The company ended the quarter with 70 stores, cash of $76.6 million, total debt of $246.7 million and issued an approximately $90.0 million dividend funded by new term loans.
Reformation (NYSE:REF) will release its financial results for the second quarter of fiscal 2026, covering the period ended June 27, 2026, after the market close on September 10, 2026. Management will review the results and business outlook on a live conference call and webcast at 5:00 p.m. Eastern Time. U.S. participants can dial (877) 270-2148, and international participants can dial (412) 317-6060, using passcode 10211237. A live webcast and an archived replay, available about two hours after the call, will be accessible through the investors section of Reformation’s website at investors.thereformation.com.
Reformation (NYSE: REF) priced its initial public offering of 14,062,500 common shares at $15.00 per share. Reformation is issuing 9,478,821 shares, while Selling Stockholders are offering 4,583,679 shares, with a 30‑day underwriters’ option for up to 2,109,375 additional shares.
The shares are expected to begin trading on the New York Stock Exchange on July 30, 2026, with closing anticipated on July 31, 2026, subject to customary conditions. J.P. Morgan and Morgan Stanley are joint lead bookrunning managers, supported by several additional bookrunners and a co‑manager.
Reformation (NYSE: REF) has launched a roadshow for its initial public offering of 14,062,500 common shares, including 9,478,821 new shares and 4,583,679 shares from selling stockholders, at an expected price range of $15.00–$17.00 per share.
The selling stockholders plan to grant underwriters a 30-day option for up to 2,109,375 additional shares. The IPO remains subject to market conditions and effectiveness of the Form S-1 registration statement.