Online fashion retailer Revolve (NASDAQ: RVLV) will be reporting results this Tuesday after the bell. Here’s what to look for.
Revolve missed analysts’ revenue expectations last quarter, reporting revenues of $295.6 million, up 4.4% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ EBITDA estimates but a slight miss of analysts’ revenue estimates. It reported 2.75 million active buyers, up 4.5% year on year.
Is Revolve a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Revolve’s revenue to grow 4% year on year, slowing from the 13.9% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Revolve has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Revolve’s peers in the online retail segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Carvana delivered year-on-year revenue growth of 58%, beating analysts’ expectations by 6.8%, and Wayfair reported revenues up 6.9%, topping estimates by 1.1%. Carvana traded down 8.5% following the results while Wayfair was also down 10.6%.
Read our full analysis of Carvana’s results here and Wayfair’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Unfortunately, online retail stocks have struggled in this environment as share prices are down 17.1% on average over the last month. Revolve is down 15.9% during the same time and is heading into earnings with an average analyst price target of $29.07 (compared to the current share price of $25.19).
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