Revolve (NYSE:RVLV) Posts Q1 Sales In Line With Estimates But Stock Drops
Is now the time to buy Revolve? Find out in our full research report.
Revolve (RVLV) Q1 CY2025 Highlights:
Revenue: $296.7 million vs analyst estimates of $297.4 million (9.7% year-on-year growth, in line)
EPS (GAAP): $0.16 vs analyst estimates of $0.14 (14.7% beat)
Adjusted EBITDA: $19.3 million vs analyst estimates of $15.3 million (6.5% margin, 26.1% beat)
Operating Margin: 5%, up from 3.4% in the same quarter last year
Free Cash Flow Margin: 14.4%, up from 0.7% in the previous quarter
Active Customers : 2.7 million, up 152,000 year on year
Market Capitalization: $1.36 billion
"I am very proud of our team's continued outstanding execution and flexibility that has driven our strong performance," said co-founder and co-CEO Michael Mente.
Company Overview
Launched in 2003 by software engineers Michael Mente and Mike Karanikolas, Revolve (NASDAQ:RVLV) is a fashion retailer leveraging social media and a community of fashion influencers to drive its merchandising strategy.
Sales Growth
A company's long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last three years, Revolve grew its sales at a sluggish 5.1% compounded annual growth rate. This fell short of our benchmark for the consumer internet sector and is a tough starting point for our analysis.
Revolve Quarterly Revenue
This quarter, Revolve grew its revenue by 9.7% year on year, and its $296.7 million of revenue was in line with Wall Street's estimates.
Looking ahead, sell-side analysts expect revenue to grow 7.9% over the next 12 months. While this projection suggests its newer products and services will fuel better top-line performance, it is still below average for the sector.
Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) stock benefiting from the rise of AI. Click here to access our free report one of our favorites growth stories.
Active Customers
Buyer Growth
As an online retailer, Revolve generates revenue growth by expanding its number of users and the average order size in dollars.
Over the last two years, Revolve's active customers , a key performance metric for the company, increased by 7.4% annually to 2.7 million in the latest quarter. This growth rate is slightly below average for a consumer internet business. If Revolve wants to reach the next level, it likely needs to enhance the appeal of its current offerings or innovate with new products.
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