Short answer
Revolve Group, Inc. (RVLV) filed an 8-K current report with the SEC on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 fiscal 2026 results for quarter ended June 30, 2026.
Revolve Group, Inc. 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release issued August 4, 2026 with financial results
- Exhibit 99.1 contains the substantive earnings details
Item EX-99.1 · Exhibit EX-99.1
- Q2 net sales rose 12% to $347.4M, with REVOLVE up 13% and FWRD up 11%, confirming broad-based demand
- Net income increased 86% to $18.6M and diluted EPS reached $0.26, aided by $4.4M after-tax tariff refunds
- Underlying gross margin expanded approximately 90 basis points excluding tariff refunds, while marketing increased to 16.5% of sales
- Active customers grew 11% to 3.041M and July net sales increased approximately 18%, strengthening near-term growth momentum
- Cash generation weakened as quarterly free cash flow fell to $(10.9)M and inventory rose 25% to $275.8M; debt-free balance sheet retained $311.6M cash
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