Welcome to our dedicated page for Revolve Group SEC filings (Ticker: RVLV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Revolve Group, Inc. filings document financial results, governance and financing matters for its REVOLVE and FWRD fashion retail platform. The company’s Form 8-K reports furnish earnings releases for quarterly and annual periods, including segment, domestic and international sales disclosures, operating metrics, cash flow and balance sheet commentary.
RVLV regulatory records also include proxy materials covering board governance, executive compensation and shareholder voting matters. Other material-event filings document board and committee changes, outside director compensation references, and amendments to the company’s credit agreement involving operating subsidiaries and guarantors, including borrowing-base, covenant and maturity provisions.
Revolve Group, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 5, 2026. Stockholders elected directors Michael Karanikolas, Michael Mente, Melanie Cox, Erinn Murphy, and Oana Ruxandra to serve until the 2027 annual meeting.
Stockholders also ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 338,397,093 votes in favor. In addition, they approved, on a non-binding advisory basis, the compensation of the company’s named executive officers.
COX MELANIE reported acquisition or exercise transactions in this Form 4 filing.
Revolve Group, Inc. director Melanie Cox received a grant of 5,297 restricted stock units of Class A common stock as director compensation. The award was made at no cash cost and raises her direct holdings to 32,887 shares. All RSUs vest in a single tranche after roughly one year or just before the next annual shareholder meeting, subject to continued board service, and will fully vest earlier if there is a qualifying Change in Control.
Murphy Erinn Elisabeth reported acquisition or exercise transactions in this Form 4 filing.
Revolve Group, Inc. director Erinn Elisabeth Murphy received a grant of 5,297 restricted stock units (RSUs) of Class A common stock under the company’s 2019 Equity Incentive Plan. The RSUs were awarded at no cash cost and increase her directly held stake to 7,483 shares.
All 5,297 RSUs vest in a single tranche on the earlier of the one-year anniversary of the grant date or the day before the next annual stockholder meeting, as long as she continues serving as a non-employee director through that date. The RSUs also become fully vested upon a qualifying Change in Control, subject to continued service through that event.
Ruxandra Oana reported acquisition or exercise transactions in this Form 4 filing.
Revolve Group director Ruxandra Oana received a grant of 5,297 restricted stock units (RSUs). The award was made under Revolve Group, Inc.'s 2019 Equity Incentive Plan and is reported as Class A common stock at no cash cost per share.
Each RSU represents the right to receive one share of Class A common stock when it vests. All of the RSUs will vest 100% on the earlier of the one-year anniversary of the grant date or the day before the next annual stockholder meeting, subject to her continued service as a non-employee director. The RSUs will also become fully vested upon a qualifying Change in Control, if she continues serving through that date. Following this grant, Oana holds 26,175 shares of Class A common stock directly.
Revolve Group, Inc. furnished an updated investor presentation highlighting recent growth, profitability and capital allocation trends. The company reported 2025 net sales of $1.2B with a 6‑year net sales CAGR of 13% and net income of $61.1M, while Adjusted EBITDA reached $93.8M with a 7.7% margin.
In Q1 2026, net sales grew 16% year over year and diluted earnings per share increased 25%, with free cash flow of $44.9M. The presentation emphasizes a data‑ and AI‑driven e‑commerce model, about $303M of cash and equivalents at 2025 year‑end, and strategic investments such as the REVOLVE Los Angeles label, a Cardi B beauty joint venture, physical retail expansion and targeted share repurchases.
Revolve Group, Inc. — William Blair Investment Management, LLC reports beneficial ownership of 1,766,423 shares of Common Stock, representing 4.3% of the class as stated in this Amendment No. 1. The filing shows sole voting power for 1,390,636 shares and sole dispositive power for 1,766,423 shares as reported with a 03/31/2026 reference and signed on 05/07/2026.
Revolve Group, Inc. delivered higher sales and profits in the quarter ended March 31, 2026. Net sales rose to $342.9 million, up from $296.7 million a year earlier, driven by growth in both the REVOLVE and FWRD segments and higher average order value.
Net income increased to $13.8 million from $11.4 million, with diluted earnings per share improving to $0.20 from $0.16. Gross margin expanded slightly to 52.7%, while Adjusted EBITDA reached $21.1 million. Active customers climbed to 2,926 thousand and total orders placed grew to 2,581 thousand, showing broader customer engagement.
Revolve ended the quarter with a strong cash position of $335.8 million and no borrowings under its $75.0 million revolving credit facility, which was amended in February 2026 and extended to 2031. The company also invested $11.0 million for a 48% equity interest in a privately held apparel company and continues to face typical industry risks, including macroeconomic pressure on discretionary spending, tariffs, returns, competition and ongoing legal matters.
Revolve Group, Inc. reported strong growth for the first quarter ended March 31, 2026. Net sales reached $342.9 million, up 16% year-over-year, while gross margin improved to 52.7%. Net income rose 21% to $13.8 million and diluted EPS increased 25% to $0.20.
The company generated $49.4 million in operating cash flow and $44.9 million in free cash flow, ending the quarter with $335.8 million in cash and no debt. Active customers grew 8% to 2.93 million, with total orders up 12% and average order value at $298.
Management highlighted new growth initiatives, including the launch of the REVOLVE Los Angeles namesake label, the Grow-Good Beauty partnership with Cardi B, and a lease for a third retail store in Miami. The company provided updated 2026 guidance, tightening margin and expense ranges while reaffirming a debt-free balance sheet.
Revolve Group, Inc. co-CEO Michael Mente reported net share sales through an affiliated entity. Over April 27–29, 2026, MMMK Development, Inc., where he has shared voting and dispositive power, converted Class B common stock into Class A and sold 119,241 shares of Class A common stock in open-market transactions.
Weighted-average sale prices were $26.43, $26.35, and $26.00 per share on the three days. The transactions were carried out under a Rule 10b5-1 trading plan adopted on May 29, 2025. After these transactions, Mente continues to hold shares directly, including 73,000 Class A shares and Class B shares convertible into an equal number of Class A shares.
Revolve Group, Inc. co-CEO Michael Karanikolas, through MMMK Development, Inc., reported converting and selling a net 119,241 shares of Class B common stock. These Class B shares automatically converted into an equal number of Class A shares and were sold in open-market transactions on April 27–29 at weighted-average prices around $26 per share, in multiple trades within disclosed price ranges. The sales were executed under a pre-arranged Rule 10b5-1 trading plan. After these transactions, MMMK Development, Inc. continued to hold 29,988,606 shares of Class B common stock, and Karanikolas also reported direct ownership of 123,000 shares of Class A common stock.