Revolve’s third-quarter revenue forecast at $344.9 million ahead of results
Key Facts
Revolve heads into its third-quarter 2026 results announcement with revenue expected to reach $344.9 million, up about 17% year over year, according to estimates cited by Investing.com from Reuters ahead of the results. Analysts expected earnings of 22 cents per share for the same period. The company’s stock was at $22 on November 2, according to Revolve’s investor relations page. The company is scheduled to hold its results conference call on November 3 at 4:30 p.m. Eastern time. Investors are therefore focused on whether results will meet expectations and on the path of margins amid capital spending that raised concerns ahead of the announcement.
The forecasts follow the company’s report of net sales of $347.405 million in the second quarter of 2026, up 12% year over year, according to its published results. Active customers in the 12 months ended June 30, 2026, totaled about 3.041 million, an annual increase of 11%. These figures provide context for the third-quarter estimate, but relate to the prior period and are not results for the quarter the market is awaiting. They also show that sales and customer growth were in place in the second quarter ahead of the new results. The third quarter’s year-over-year comparison remains tied to the figures the company will report for the same period.
Second-quarter growth included both of the company’s brands: REVOLVE sales rose 13% to $302.5 million, while FWRD sales increased 11% to $44.9 million year over year. Geographically, domestic sales climbed 11% to $269.1 million, while international sales rose 16% to $78.4 million. These prior results reflect the contribution of both segments and markets to sales in the period ended in the second quarter. The second-quarter statement included these figures in its financial results. The $344.9 million forecast relates to the third quarter, and the available source does not break it down by brand or region.
Ahead of the announcement, a BTIG analyst said investors’ concern was the impact on margins of increased capital spending during the year. That makes the quality of growth a parallel focus alongside expected revenue and earnings per share. In guidance issued on August 4 with its second-quarter results, Revolve projected fiscal 2026 general and administrative expenses of between $170 million and $172 million. This is the earlier guidance range that can be considered in the context of costs, while no verified third-quarter figures are available here on any revision to that range. The effect of expenses on margins therefore remains subject to what the company reports in its results and conference call.
On comparisons, a pre-results report said year-over-year comparisons in the fourth quarter would be tougher than those in October. This puts year-end in a different context from the period for which the market is now awaiting figures, as tougher comparisons could make future growth rates harder to interpret, according to the report. The company also disclosed a customer data security incident on October 29 and said it did not expect a material impact on its business. The incident came days before the results announcement but does not change the published third-quarter revenue estimate. Investors’ next scheduled event is the results conference on November 3, where the company will present and discuss the period’s figures.