Revolve Group, Inc. (RVLV) Q2 2026 Earnings Call Transcript

SA Transcripts 161.48K Followers Follow Revolve Group, Inc. ( RVLV ) Q2 2026 Earnings Call August 4, 2026 4:30 PM EDT Company Participants Erik Randerson - Senior Vice President of Investor Relations Michael Karanikolas - Co-Founder, Co-CEO & Chairman of the Board Michael Mente - Co-Founder, Co-CEO & Director Jesse Timmermans - Chief Financial Officer Conference Call Participants Rakesh Patel - Raymond James & Associates, Inc., Research Division Nathaniel Feather - Morgan Stanley, Research Division Michael Binetti - Evercore Inc. Anna Andreeva - Piper Sandler & Co., Research Division Janine Hoffman Stichter - BTIG, LLC, Research Division Peter McGoldrick - Stifel, Nicolaus & Company, Incorporated, Research Division Mark Altschwager - Robert W. Baird & Co. Incorporated, Research Division Matt Koranda - ROTH Capital Partners, LLC, Research Division Jay Sole - UBS Investment Bank, Research Division Oliver Chen - TD Cowen, Research Division Jonathan Elias Presentation Operator Good afternoon. My name is Jordan and I'll be your conference operator today. And at this time, I'd like to welcome everyone to the Revolve Group Second Quarter 2026 earnings call. [Operator Instructions] I would now like to turn the conference over to Erik Randerson, SVP of Investor Relations. You may begin. Erik Randerson Senior Vice President of Investor Relations Afternoon, everyone, and thanks for joining us to discuss Revolve's Second Quarter 2026 Results. Before we begin, I'd like to mention that we have posted a presentation containing Q2 2026 financial highlights for our investor relations website located at investors.revolve.com. I'd also like to remind you that this conference call will include forward-looking statements, including statements related to our future growth, our inventory balance, our key priorities and business initiatives, industry trends, our marketing events and their expected impact, our physical retail stores, our own brand and luxury brand expansions, our use of AI, our market position and competitive positioning, our partnerships, and our outlook for net sale, gross margin, operating expenses, and effective tax rate.