RVLV Revolve Group, Inc.
FY2025 10-K
Revolve Group, Inc. (RVLV) filed its fiscal year 2025 10-K annual report with the SEC on Feb 25, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business: digital-first premium fashion retailer targeting Millennial and Gen Z with curated apparel, footwear, beauty, accessories, and owned brands
- • Owned brands contributed 19.8% of REVOLVE segment net sales in 2025, with 28 owned brands and 4 in top 10 by sales
Management Discussion & Analysis
- • Net sales international $253.3M (20.7%) in 2025 vs $226.4M (20.0%) in 2024; total active customers 2,841K vs 2,668K; total orders 9,477K vs 8,867K
- • Gross margin 53.5% in 2025 vs 52.5% in 2024; Adjusted EBITDA $93.8M vs $69.5M; net income $61.1M vs $48.8M
Risk Factors
- • Supreme Court ruling Feb 20, 2026 against President Trump’s use of IEEPA for tariffs; impact on prior tariffs remains uncertain
- • Tariffs on imports from China reached up to 152.5% total rate in 2025; sourcing from China critical for own brand products
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