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Mar 31, 2025
Revolve Q1 2025 Earnings Report
Revolve Group announced financial results for the first quarter ended March 31, 2025.
Key Takeaways
Revolve Group delivered strong first-quarter 2025 results with double-digit top-line growth, significant growth in operating income, and strong operating cash flow, driven by effective execution and efficiency improvements.
Net sales increased by 10% year-over-year to $296.7 million.
Operating income grew by 57% year-over-year to $14.7 million.
Net income increased by 5% year-over-year to $11.4 million.
Net cash provided by operating activities was $45.1 million, an 18% increase year-over-year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company provided updated full-year 2025 guidance and guidance for the second quarter of 2025, taking into account the current macroeconomic environment and potential headwinds.
Positive Outlook
- Gross margin expected to be between 52.0% to 53.0% in Q2 2025.
- Fulfillment expenses expected to be 3.1% of net sales in Q2 2025.
- Selling and distribution expenses expected to be 17.9% of net sales in Q2 2025.
- Marketing expenses expected to be 15.0% of net sales in Q2 2025.
- General and administrative expenses expected to be $39.0 million in Q2 2025.
Challenges Ahead
- Updated FY 2025 gross margin guidance lowered to 50.0% to 52.0% from 52.4% to 52.9%.
- Updated FY 2025 selling and distribution expenses guidance raised to 17.2% to 17.5% of net sales from 17.0% to 17.2%.
- Updated FY 2025 general and administrative expenses guidance slightly lowered to $154 million to $157 million from $155 million to $158 million.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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