1. RVLV reported 9% net sales growth year-over-year. 2. Adjusted EBITDA grew 12%, marking operational efficiency. 3. Net income decreased by 35%, affected by tax rate increase. 4. Healthy cash flow enables investment in AI and new brands. 5. Company outlook remains cautious due to macroeconomic headwinds.
The solid growth in sales and EBITDA reflects operational strength, although profit drop weighs negatively. A similar situation was seen in Q4 2020 when sales increase but profits fell, leading to smart market maneuvers.
The substantial growth in key financial metrics and planned investments strongly indicate potential for future growth, making the content highly relevant.
Sustained investment in AI and brand development suggests a long-term growth trajectory, while current macroeconomic headwinds may create short-term volatility.
LOS ANGELES, Aug. 5, 2025 /PRNewswire/ -- Revolve Group, Inc. (NYSE: RVLV), the next-generation fashion retailer for Millennial and Generation Z consumers, today announced financial results for the second quarter ended June 30, 2025.
“We delivered strong second quarter results, highlighted by 9% growth in net sales year-over-year, 10% growth in operating income year-over-year, our highest Adjusted EBITDA margin in three years, and our highest operating cash flow for any second quarter in the past four years,” said co-founder and co-CEO Mike Karanikolas. “I am especially proud of the team for delivering the strong second quarter results within such a volatile environment and amidst all the macro uncertainty surrounding tariff policy announcements in early April.”
“Our ability to deliver profitable growth and market share gains in the second quarter, while at the same time continuing to invest in exciting long-term growth drivers, is a true reflection of the platform we have built, our operating excellence, and the team's ability to execute,” said co-founder and co-CEO Michael Mente. “Importantly, our healthy cash flow generation gives us the capacity to continue to invest in exciting initiatives such as AI enhancements, developing new owned brands, physical retail exploration, and category expansion that collectively have the potential to accelerate our profitable growth and market share gains for years to come.”
Three Months Ended June 30,
Three Months Ended June 30,
Based on information available to us as of August 5, 2025, we are providing the following guidance for the full year ending December 31, 2025 and the third quarter ending September 30, 2025:
Revolve Group management will host a call today at 4:30 pm ET / 1:30 pm PT to discuss today's results in more detail. To participate, please dial (888) 596-4144 within the United States or (646) 968-2525 outside the United States approximately 10 minutes before the scheduled start of the call. The conference ID for the call is 2756104. The conference call will also be accessible, live via audio broadcast, on the Investor Relations section of the Revolve Group website at investors.revolve.com. A replay of the conference call will be available online at investors.revolve.com.
Revolve Group, Inc. (NYSE: RVLV) is the next-generation fashion retailer for Millennial and Generation Z consumers. As a trusted premium lifestyle brand and a go-to online source for discovery and inspiration, we deliver an engaging customer experience from a vast yet curated offering of apparel, footwear, accessories, beauty and home products. Our dynamic platform connects a deeply engaged community of millions of consumers, thousands of global fashion influencers and more than 1,000 emerging, established and owned brands.