Revolve Group reported net sales of $324.4 million for the fourth quarter ended December 31, 2025, up 10% year-over-year.
Net sales in the first seven weeks of 2026 increased approximately 16% year-over-year. The company noted that gross margin guidance incorporates current tariff levels and related mitigation steps.
Net income rose 58% to $18.6 million, driven by higher sales, gross margin expansion and operating expense leverage.
Full-year 2025 net sales reached $1.23 billion, up 8%. Net income increased 25% to $61.1 million. Active customers grew 6% to 2.84 million. Total orders rose 7% to 9.48 million.
Co-founder and co-CEO Mike Karanikolas stated: “We finished the year with an outstanding fourth quarter, highlighted by double-digit top-line growth, a 58% increase in net income and a 44% increase in Adjusted EBITDA year-over-year. We achieved these strong financial results while continuing to invest in many initiatives that we are very excited about, and which we believe set us up well for continued profitable growth and market share gains in 2026 and beyond.”
For 2026, the company expects full-year gross margin between 53.7% and 54.2%. First-quarter gross margin is expected between 52.8% and 53.3%. It also guided:
Co-founder and co-CEO Michael Mente stated: “We are thrilled with our momentum in delivering strong growth and profitability, which has continued in early 2026, and we are even more excited about what lies ahead. We are confident that our culture of innovation and technology DNA will allow us to remain a leader in the continued wave of AI innovation, driving higher conversion and efficiency. We are in a unique and opportunistic time, and with our strong financial position, powerful brand and momentum in the business, we intend to invest significantly and thoughtfully to take our brands to new heights.”
Net sales in the first seven weeks of 2026 increased approximately 16% year-over-year. The company noted that gross margin guidance incorporates current tariff levels and related mitigation steps.
Net income rose 58% to $18.6 million, driven by higher sales, gross margin expansion and operating expense leverage.
Full-year 2025 net sales reached $1.23 billion, up 8%. Net income increased 25% to $61.1 million. Active customers grew 6% to 2.84 million. Total orders rose 7% to 9.48 million.
Co-founder and co-CEO Mike Karanikolas stated: “We finished the year with an outstanding fourth quarter, highlighted by double-digit top-line growth, a 58% increase in net income and a 44% increase in Adjusted EBITDA year-over-year. We achieved these strong financial results while continuing to invest in many initiatives that we are very excited about, and which we believe set us up well for continued profitable growth and market share gains in 2026 and beyond.”
For 2026, the company expects full-year gross margin between 53.7% and 54.2%. First-quarter gross margin is expected between 52.8% and 53.3%. It also guided:
Co-founder and co-CEO Michael Mente stated: “We are thrilled with our momentum in delivering strong growth and profitability, which has continued in early 2026, and we are even more excited about what lies ahead. We are confident that our culture of innovation and technology DNA will allow us to remain a leader in the continued wave of AI innovation, driving higher conversion and efficiency. We are in a unique and opportunistic time, and with our strong financial position, powerful brand and momentum in the business, we intend to invest significantly and thoughtfully to take our brands to new heights.”