Revolve GroupRVLV
About: The Revolve Group is an emerging e-commerce retailer, selling women's dresses, handbags, shoes, beauty products, and incidentals across its marketplace properties, Revolve and FWRD. The platform is built to suit the "next-generation customer," emphasizing mobile commerce, influencer marketing, and occupying an aspirational but attainable luxury niche. With $1.1 billion in 2023 net sales, the firm sits just outside the top 30 apparel retailers (by sales) in the US, but has consistently generated robust top-line growth as the industry continues to favor digital channels. Revolve generates approximately 20% of sales from private-label offerings, while focusing on building an inventory of unique products from emerging fashion brands with less than $10 million in annual sales.
Employees: 1,478
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
184% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 19
51% more capital invested
Capital invested by funds: $1.18B [Q3] → $1.78B (+$599M) [Q4]
17% more funds holding
Funds holding: 194 [Q3] → 227 (+33) [Q4]
5.38% less ownership
Funds ownership: 125.24% [Q3] → 119.86% (-5.38%) [Q4]
28% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 87
31% less call options, than puts
Call options by funds: $15.3M | Put options by funds: $22.2M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Keybanc Ashley Owens 27% 1-year accuracy 4 / 15 met price target | 29%upside $37 | Overweight Upgraded | 23 Jan 2025 |
Stifel Jim Duffy 52% 1-year accuracy 16 / 31 met price target | 43%upside $41 | Buy Maintained | 11 Dec 2024 |
Financial journalist opinion
Based on 3 articles about RVLV published over the past 30 days
