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Reformation Inc. (REF) reported strong top-line growth for the quarter ended June 27, 2026, with net revenue of $155.2 million, up 24.1% from a year earlier, driven by 21.2% DTC growth and 48.7% wholesale growth. Gross margin improved to 66.7% from 64.4%, reflecting lower tariffs and higher average pricing despite faster wholesale growth.
Quarterly net income rose to $12.4 million from $6.9 million, while year-to-date net income was $0.3 million versus $1.4 million, weighed down by a large, one-time stock-based compensation charge linked to option modifications. Cash from operations for the first half was roughly breakeven, and the company invested $13.2 million in property and equipment.
Active Customers grew to 1.204 million (up 23%) and store count increased to 70 from 53, supporting distribution expansion. During the quarter Reformation amended its credit facility, increasing term-loan borrowings to $246.7 million and funding an $89.7 million recapitalization dividend. Subsequent to quarter-end, an IPO raised $132.2 million, of which $110.0 million was used to repay term loans.
Reformation Inc. (REF) reported strong second quarter fiscal 2026 results, with net revenue up 24.1% to $155.2 million, driven by 21.2% growth in direct-to-consumer and 48.7% growth in wholesale. Gross margin expanded 230 basis points to 66.7%, reflecting lower tariff rates and higher average unit retail.
Net income rose 79.4% to $12.4 million (diluted EPS $0.23), while Adjusted EBITDA increased 53.9% to $25.4 million, with margin improving to 16.4%. International revenue grew 36.8% to $31.2 million, and the company ended the quarter with 70 stores globally and cash of $76.6 million.
Reformation amended its credit agreement, adding $92.0 million of term loans and using proceeds to fund an approximately $90.0 million dividend (about $1.63 per share), bringing total debt to $246.7 million and net debt to $170.1 million. For full year 2026, it guides net revenue of $602–$606 million (about 18.6–19.5% growth) and Adjusted EBITDA margin of 14–14.2%.
Reformation Inc. (REF) reported that director and ten percent owner Yael Aflalo, through the Aflalo Family Trust, sold 60,298 shares of common stock on September 1, 2026 at $13.95 per share. The sale was as a selling stockholder in Reformation’s initial public offering, tied to the underwriter’s exercise of its over-allotment option. After this transaction, the trust held 11,665,505 shares indirectly. No Rule 10b5-1 trading plan is reported.
Reformation Inc. (REF) reports that an affiliated holder, Refo SCSp, sold 149,596 shares of Common Stock on September 1, 2026 at $13.95 per share as a selling stockholder in the company’s initial public offering, in connection with an underwriter’s exercise of its over-allotment option. After this transaction, Refo SCSp is reported as holding 28,942,153 shares of Reformation Inc. common stock. The filing states that P6 GP Sarl, Permira VI L.P.1 and Permira VI G.P. Ltd are upstream entities related to Refo SCSp and each disclaims beneficial ownership except to the extent of its pecuniary interest, if any. No Rule 10b5-1 trading plan is reported.
Allen Zipporah reported acquisition or exercise transactions in this Form 4 filing.
Reformation Inc. director Zipporah Allen reported a compensation-related equity award. On 2026-07-29, Allen received 9,333 restricted stock units (RSUs) of common stock at a stated price of $0.00 per share. The RSUs vest in full on the first anniversary of the grant date, subject to continued service, and each RSU represents a contingent right to receive one share of common stock. Following this grant, Allen holds 9,333 shares/RSUs directly.
Reformation Inc. reported that Chief Financial Officer Joshua Moore received equity awards on July 29, 2026. He was granted a stock option for 58,831 shares of common stock at an exercise price of $15.00 per share, vesting over three years and expiring on July 29, 2036. He also received three restricted stock unit grants: 14,666 fully vested RSUs that will settle after IPO lock-up expiration or by March 15, 2027, 160,000 RSUs vesting in two equal annual installments, and 82,333 RSUs vesting in three equal annual installments. A total of 324,781 shares of common stock are described as underlying RSUs.
RAUCH STACEY reported acquisition or exercise transactions in this Form 4 filing.
Reformation Inc. director Stacey Rauch received a grant of 9,333 restricted stock units (RSUs) of common stock on 2026-07-29. The RSUs vest in full on the first anniversary of the grant date, subject to continued service, and each RSU represents a right to receive one common share. Following this grant, Rauch directly holds 9,333 shares/units.
Reformation Inc. director, CEO and President Hali Borenstein reported multiple equity transactions. On July 29, 2026, she received equity awards covering 300,000 PSUs and 833,332 RSUs, plus a grant of 294,155 stock options with a $15.00 exercise price expiring in 2036. The same day, fully vested options over 538,410 shares and, on July 31, 170,876 common shares were disposed of to the issuer at $13.95 in a synthetic secondary transaction connected to the company’s IPO. She also reports indirect holdings of 61,075 shares held by Borenstein Irrevocable Trust, for which she disclaims beneficial ownership beyond her pecuniary interest.
Kleine Brigitte reported acquisition or exercise transactions in this Form 4 filing.
Reformation Inc. director Brigitte Kleine received a grant of 9,333 restricted stock units (RSUs) of common stock on July 29, 2026. The RSUs were awarded at $0.00 per share and will vest in full on the first anniversary of the grant date, subject to her continued service. Each RSU represents a contingent right to receive one share of common stock, so her reported direct holdings after the award are 9,333 shares/RSUs.
Refo SCSp, a ten percent owner of Reformation Inc., reported the sale of 2,987,199 shares of common stock on 2026-07-31 at $13.95 per share in connection with the issuer’s initial public offering. Following this transaction, Refo SCSp holds 29,091,749 shares of common stock.