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. — 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.
MMMK Development, Inc., a 10% owner of Revolve Group, Inc., sold 119,241 shares of Class A common stock in open-market transactions. The sales occurred over three days at weighted-average prices around $26 per share.
Before each sale, MMMK converted an equal number of its Class B common shares into Class A shares, then sold all of the converted Class A shares. These trades were carried out under a pre-arranged Rule 10b5-1 trading plan adopted by MMMK Development, Inc.
After these conversions and sales, MMMK continues to hold 29,988,606 shares of Class B common stock, which remain convertible into an equal number of Class A shares at any time.
Revolve Group Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 3,354,487 shares of Common Stock, representing 8.13% of the class. The filing states Vanguard entities exercise dispositive power over these shares and that holdings include Vanguard funds and managed accounts.
Revolve Inc. filed a Form 144 notice indicating 185,000 shares of Common Stock associated with Goldman Sachs & Co. LLC are to be sold.
The filing also lists multiple sales in the prior three months, including 49,882 shares on 01/28/2026 for $1,425,286.68 and other transactions on 01/27/2026, 02/11/2026, 02/12/2026, and 04/09/2026. The filing reports NYSE listing information and an as-of date of 04/27/2026.
Revolve Group, Inc. will hold its 2026 annual stockholder meeting virtually on June 5, 2026 at 11:00 a.m. Pacific Time via webcast at www.proxydocs.com/RVLV. Stockholders will vote on three items: electing five directors for one-year terms, ratifying KPMG LLP as independent auditor for the fiscal year ending December 31, 2026, and approving on a non-binding advisory basis the compensation of named executive officers. Holders of Class A and Class B common stock as of April 10, 2026 may vote, with Class A shares carrying one vote and Class B shares ten votes each. Co-founders Mike Karanikolas and Michael Mente and an affiliated entity collectively control about 88% of the voting power, allowing them to determine the outcome of all proposals. The board recommends voting “FOR” each director nominee, “FOR” auditor ratification, and “FOR” the say-on-pay resolution.