Revolve (RVLV)
Curates premium fashion through REVOLVE, FWRD, and a growing owned-brand engine.
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Curates premium fashion, accessories, footwear, and beauty through the larger REVOLVE assortment and the luxury-focused FWRD segment. Mixes third-party labels with owned brands and leans on influencer-led discovery to reach Millennial and Generation Z shoppers.
Serves Millennial and Generation Z shoppers through two connected fashion e-commerce banners. REVOLVE is the larger business, centered on premium apparel, footwear, beauty, and accessories from emerging, established, and owned brands, while FWRD focuses on a more curated luxury assortment.
Owned brands are a meaningful part of the mix rather than a side label program, and the platform ties merchandising to digital discovery across websites, mobile apps, stores, and a broad influencer network. Most sales still come from the United States, though the customer base and checkout stack are built for international reach.
Execution depends on keeping trend judgment, brand curation, and influencer marketing aligned. Founder control remains concentrated through the dual-class structure, and influencer-marketing compliance is a live operating dependency.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 5, 2026 | Roth Capital | Reiterate | Rating: —Target: $30 | Target: $37 |
| Aug 5, 2026 | UBS | Reiterate | Rating: —Target: $28 | Target: $29 |
| May 7, 2026 | Barclays | Reiterate | Rating: —Target: $24 | Target: $26 |
| May 6, 2026 | UBS | Reiterate | Rating: —Target: $27 | Target: $28 |
| May 6, 2026 | Morgan Stanley | Target | Target: $28 | Target: $27 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $311.6M · Total debt $30.9M · Total assets $844.5M · Shareholders' equity $538.2M
- Revenue
- $347.4M
- Operating income
- $22.1M
- Net income
- $18.6M
No dividends on record.
| Institutions | 63.60% | 45.21M shares | |
|---|---|---|---|
| 216 holders · as of Jun 30, 2026 | |||
| Insiders | 19.00% | 13.51M shares | |
| 5 holders · as of Jun 9, 2026 | |||
| Strategic holders | 42.19% | 29.99M shares | |
| 1 holder · as of Apr 29, 2026 | |||
| Adds to | 124.79% | ||
71.09M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 124.79%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
MMMK Development, Inc.1,2Strategic10 percent owner | 42.19% | 30.12M COMPANY | filed Apr 29, 2026 |
Jennifer Baxter MoserInsiderdirector | 18.87% | 13,515 A · 13.40M B | filed Jun 10, 2025 |
FMR LLCInstitution | 8.74% | 6.21M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.43% | 4.57M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.05% | 3.59M A | as of Jun 30, 2026 |
- MMMK Development, Inc.'s transaction reports restate only vehicles that traded; the 2026 ownership statement (30.12M) less the 135.2K net shares sold since is used instead.
- MMMK Development, Inc. reports a block also reported by another filer; it is counted once, under that filer.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 27, 2026 | MMMK Development, Inc. | 10 percent owner | −60,923 | $26.43 |
| Apr 28, 2026 | MMMK Development, Inc. | 10 percent owner | −42,678 | $26.35 |
| Apr 29, 2026 | MMMK Development, Inc. | 10 percent owner | −15,640 | $26.00 |
| Apr 27, 2026 | Michael Karanikolas | director, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | −60,923 | $26.43 |
| Apr 28, 2026 | Michael Karanikolas | director, 10 percent owner, officer: CO-CHIEF EXECUTIVE OFFICER | −42,678 | $26.35 |
- Urban Outfitters
Women's fashion, rental, and lifestyle overlap across digital channels
- a.k.a. Brands
Social-first online fashion for the same Gen Z and Millennial shopper
- Abercrombie & Fitch
Gen Z and Millennial apparel overlap with a larger omnichannel base
- The RealReal (ADR)
Luxury handbags, shoes, and accessories compete for affluent spend
- Lulus
Occasion-driven women's online fashion targets the same life moments
- American Eagle Outfitters
Young women's apparel overlap expands through digital scale
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Revolve | $21.02 | −0.61% | $1.51B | 20.9 | 22.0 | 1.2 | +12.4% |
| Urban Outfitters | $75.35 | +1.53% | $6.35B | 11.6 | 11.6 | 1.0 | +10.4% |
| a.k.a. Brands | $10.76 | +0.37% | $116.0M | — | — | 0.2 | −0.3% |
| Abercrombie & Fitch | $135.70 | −0.78% | $6.08B | 11.7 | 11.0 | 1.1 | +4.8% |
| The RealReal (ADR) | $9.79 | +1.35% | $1.16B | — | 56.2 | 1.6 | +16.6% |
| Lulus | $12.23 | +8.13% | $32.4M | — | — | 0.1 | −16.8% |
| American Eagle Outfitters | $15.78 | +2.04% | $2.59B | 7.9 | 8.8 | 0.5 | +7.5% |
| Median | 11.6 | 11.3 | 0.7 | +6.2% |