Filing Flows › Revolve Group (RVLV) › Guidance & outlook
Revolve Group (RVLV) guidance and outlook
Revolve Group (RVLV) raised its guidance on Nov 3, 2026: Gross margin 53.9%–54% for FY2026; Tax rate 25%–26% for FY2026; Gross margin 52.3%–52.8% for Q4 2026. Revolve Group's 10-Q filed Nov 3, 2026 makes 20 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Gross margin | FY2026 | 53.9%–54% | raised |
| Tax rate | FY2026 | 25%–26% | raised |
| Gross margin | Q4 2026 | 52.3%–52.8% | new |
From the earnings release filed Nov 3, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 3, 2026
- our ability to obtain and maintain sufficient inventory at prices that will keep our business model profitable, and of a quality that will continue to retain existing customers and attract new customers;
- our ability to accurately forecast demand for our products and our results of operations;
- We intend to continue to invest in and develop international markets while maintaining our focus on the core U.S. market.
- Merchandise mix will vary from period to period and if we do not accurately forecast demand, our growth, margins and inventory levels may be adversely affected.
- Total orders placed, together with average order value, is an indicator of the net sales we expect to recognize in a given period.
- If U.S. tariffs on China or other countries from which we source products are reinstated under alternative authorities or are increased further, it will increase our cost of sales and may also increase the price of our products.
- Our focus since inception has been on profitable growth, which has created our disciplined approach to acquiring new customers and retaining existing customers at a reasonable cost, relative to the contributions we expect from such customers.
- If our marketing efforts do not connect with our customer or fail to cost-effectively promote our brands or convert impressions into new customers, our net sales growth and profitability will be adversely affected.
- These changes may reduce the visibility and effectiveness of our email communications, which could negatively impact customer engagement and, over time, affect customer retention.
- We plan to continue to conduct events at varying levels of scale in the future and make opportunistic investments in marketing initiatives that could increase marketing as a percentage of net sales to levels in excess of historical levels for certain quarters or periods of time in the future.
- Over the long term, we expect to continue to make capital investments in our inventory, fulfillment centers, and logistics infrastructure as we grow our customer base, launch new brands, expand internationally and drive operating efficiencies.
- We believe these investments will yield positive returns in the long term; however, we cannot be certain that these efforts will grow our customer base or be cost-effective in the short term.
Revolve Group's latest quarter
Revolve Group, Q3 2026: revenue $356M (+20% year over year), operating margin 5.3%, net earnings $14.5M, operating cash flow −$24.3M. The chart follows the revenue to costs, profit and cash.
Questions
Did Revolve Group raise or lower its guidance?
Revolve Group (RVLV) raised its guidance on Nov 3, 2026: Gross margin 53.9%–54% for FY2026; Tax rate 25%–26% for FY2026; Gross margin 52.3%–52.8% for Q4 2026.
What does Revolve Group expect?
our ability to obtain and maintain sufficient inventory at prices that will keep our business model profitable, and of a quality that will continue to retain existing customers and attract new customers; our ability to accurately forecast demand for our products and our results of operations; We intend to continue to invest in and develop international markets while maintaining our focus on the core U.S. market.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.