Revolve Group SEC Filings

Revolve Group (RVLV) reported Q3 2025 results, showing steady growth and stronger profitability. Net sales were $295.6 million versus $283.1 million a year ago, and gross margin expanded to 54.6% from 51.2%, lifting income from operations to $21.0 million from $14.3 million. Net income rose to $21.2 million (diluted EPS $0.29) from $10.8 million ($0.15).

Both segments contributed: REVOLVE net sales were $254.6 million (up from $243.4 million) and FWRD reached $41.0 million (up from $39.7 million). Adjusted EBITDA was $25.3 million compared to $17.5 million. The company ended the quarter with cash and cash equivalents of $315.4 million and no borrowings on its $75.0 million revolving credit facility. Year‑to‑date, net cash from operating activities was $69.6 million and free cash flow was $59.0 million.

Inventory stood at $238.8 million. As of October 28, 2025, 40,415,438 Class A shares and 30,918,796 Class B shares were outstanding. Management highlighted typical retail risks, including consumer demand variability, inventory management, competition, tariffs, and operational factors.

Revolve Group, Inc. (RVLV) furnished an 8-K announcing it issued a press release with financial results for the third quarter ended September 30, 2025. The press release, dated November 4, 2025, is attached as Exhibit 99.1 and incorporated by reference.

The company states the information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, under the Exchange Act, and therefore is not subject to Section 18 liabilities nor automatically incorporated into other filings.

Fuller & Thaler Asset Management, Inc. filed an amended Schedule 13G reporting beneficial ownership of 300,529.86 shares of Revolve Group, Inc. common stock, representing 0.001% of the class. The filing shows sole voting power of 300,529.84 shares and sole dispositive power of 300,529.86 shares, with no shared voting or dispositive power. The filer certifies the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. The filing includes issuer and filer addresses and was signed by the filer’s Chief Compliance Officer.

Schedule 13G/A disclosure for Revolve Group, Inc. (Class A ordinary shares) shows Kayne Anderson Rudnick Investment Management, LLC beneficially owns 5,934,722 shares, or 14.7% of the class. Of those shares, Kayne Anderson reports 1,492,313 shares with sole voting power and 4,348,443 shares with shared voting power, and it separately reports sole dispositive power for 1,586,279 shares and shared dispositive power for 4,348,443 shares.

Two Virtus-related filers report substantial positions: Virtus Investment Advisers, LLC beneficially owns 3,576,187 shares (8.9%) with shared voting and dispositive power, and Virtus Equity Trust on behalf of Virtus KAR Small‑Cap Growth Fund reports 3,468,249 shares (8.6%) with shared voting and dispositive power. The filing explicitly states the Virtus amounts are included in the totals reported by Kayne Anderson. The filers certify these holdings are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Form: Current Report on Form 8-K filed August 5, 2025 by Revolve Group, Inc. (RVLV) under Section 13 or 15(d) of the Exchange Act.

Event: Item 2.02 reports that on August 5, 2025 the company issued a press release announcing its financial results for the quarter ended June 30, 2025; the press release is furnished as Exhibit 99.1 and is incorporated by reference. The filing states the information and exhibit are being furnished, not filed, and therefore are not subject to Section 18 liability and are not incorporated by reference into other filings.

Exhibits and Signature: Exhibits listed are 99.1 (Press Release dated August 5, 2025) and 104 (cover page interactive data file). The report is signed by Jesse Timmermans, Chief Financial Officer.