Revolve Group, Inc. reported a strong financial performance for the fiscal year ending December 31, 2025, with net sales reaching $1.23 billion, an increase of 8.5% from $1.13 billion in 2024. The company's gross profit also rose to $655.8 million, reflecting a gross margin of 53.5%, up from 52.5% in the previous year. Net income for the year was $61.1 million, compared to $48.8 million in 2024, indicating a significant improvement in profitability. The increase in revenue was primarily driven by a 6.9% rise in the number of orders shipped, alongside a lower proportion of returned purchases.
In terms of operational metrics, Revolve's active customer base grew to approximately 2.84 million, up from 2.67 million in 2024. The average order value slightly decreased to $299 from $302, attributed to a shift in product mix and pricing strategies. The company also reported a total of 9.48 million orders placed during the year, reflecting a robust demand for its offerings. International sales accounted for 20.7% of total net sales, amounting to $253.3 million, which represents an 11.9% increase compared to the previous year.
Strategically, Revolve has focused on enhancing its technology platform and expanding its owned brand portfolio, which now includes 28 brands contributing nearly 20% of net sales. The company has also made significant investments in marketing, with total marketing expenses rising to $175.4 million, driven by performance marketing initiatives. Additionally, Revolve has initiated a stock repurchase program, authorizing up to $100 million in buybacks, with approximately $55.6 million remaining as of December 31, 2025.
Looking ahead, Revolve aims to continue its growth trajectory by expanding its international presence and enhancing customer loyalty through improved engagement strategies. The company plans to invest in new product categories and physical retail locations, having opened two stores in Aspen and Los Angeles in 2025. However, the company acknowledges potential risks, including economic downturns, increased tariffs, and challenges in managing inventory effectively, which could impact future performance. Overall, Revolve remains optimistic about its ability to navigate these challenges and sustain its growth in the competitive fashion retail landscape.
About Revolve Group, Inc.
Revolve Group, Inc. is a leading online fashion retailer targeting Millennial and Generation Z consumers. It offers over 110,000 curated apparel, footwear, beauty, accessories, and home products through a data-driven platform. The company emphasizes influencer marketing, owned brands, and personalized customer experiences to drive discovery, loyalty, and growth in the premium lifestyle and luxury sectors.
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