REVOLVE GROUP, INC.
In the published model solve dated 2026-Q2, anchored at $25.34, REVOLVE GROUP, INC. (RVLV) is priced for +36.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Revolve sells fashion to a young, online audience through its REVOLVE and FWRD brands, built on an influencer-and-community model rather than traditional advertising. • The balance sheet is the standout: about $336 million of cash and no debt, unusual strength for a discretionary retailer trading at a beaten-down price. • The watch item is whether growth reaccelerates to justify the price; Q1 2026 net sales rose to $342.9 million from $296.7 million, but the price embeds roughly 33% annual ope
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194 institutional managers reported holding RVLV in 13F filings for the quarter ended 2026-03-31. Together they hold about 65% of the company; the top 10 hold 37%. 28 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 4.4M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RVLV has cut its share count 1.3% over the past five years, spending $44.72M on repurchases. It pays no dividend. Cash returned over the past three years: $44.72M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at RVLV over the trailing three years. Absence is a fact about the company, not a signal. 7 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RVLV's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -7.5% | -19.9% |
| 2023-11-02 | -2.9% | +15.3% |
| 2024-02-28 | +25.8% | -7.7% |
| 2024-05-08 | +4.6% | -30.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RVLV's latest 8-K filings: 2026-08-04 (items 2.02, 9.01); 2026-06-09 (items 5.07); 2026-06-03 (items 7.01, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-03-20 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.