Revolve Group, Inc. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Revolve reported Q3 2026 net sales of $356.0M (+20% YoY), with active customers growing 18% to 3.243M. However, net income fell 27% to $15.5M from $21.2M, Adjusted EBITDA declined 7% to $23.5M, and free cash flow turned negative at $(27.0)M vs. +$6.6M prior year. Inventory surged 23% to $293.3M YoY; cash declined $30.8M to $284.6M. Management cited higher shipping/marketing costs and unfavorable working capital changes.
Why this rating
Sales growth impressive, but profitability collapse and negative FCF are concerning. Inventory buildup and cash burn material for $804M company; worrying trend despite topline strength.
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