Revolve Group — Third Quarter 2026 Earnings Summary

Revolve Group reported third-quarter 2026 net sales of $356.0 million, representing a 20% year-over-year increase driven by a 19% rise in total orders placed. The company's active customer base grew 18% to 3.24 million over the trailing twelve months, while gross margin decreased to 53.9% due to lower average order values and higher fulfillment and marketing expenses. Net income for the quarter was $15.5 million, down from $21.2 million in the prior year, as the previous period benefited from a $4.5 million insurance recovery. The company provided updated full-year 2026 guidance, projecting gross margins between 53.9% and 54.0% and general and administrative expenses of $178.0 million.