Revolve Group, Inc. (RVLV) Q1 2026 Earnings Call Transcript
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
Anna Andreeva – Piper Sandler & Co., Research Division
Rakesh Patel – Raymond James & Associates, Inc., Research Division
Peter McGoldrick – Stifel, Nicolaus & Company, Incorporated, Research Division
Michael Binetti – Evercore Inc.
Nathaniel Feather – Morgan Stanley, Research Division
Julia Shelanski – TD Cowen, Research Division
Janine Hoffman Stichter – BTIG, LLC, Research Division
Simeon Siegel – Guggenheim Securities, LLC, Research Division
Dylan Carden – William Blair & Company L.L.C., Research Division
Jay Sole – UBS Investment Bank, Research Division
Matt Koranda – ROTH Capital Partners, LLC, Research Division
Ashley Owens – KeyBanc Capital Markets Inc., Research Division
Presentation
Operator
Ladies and gentlemen, good afternoon. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Revolve Group First Quarter 2026 Earnings Call. [Operator Instructions]
And I would now like to turn the conference over to Erik Randerson, Senior Vice President of Investor Relations. You may begin.
Erik Randerson
Senior Vice President of Investor Relations
Good afternoon, everyone, and thanks for joining us to discuss Revolve’s first quarter 2026 results.
Before we begin, I’d like to mention that we have posted a presentation containing Q1 2026 financial highlights to our Investor Relations website located at investors.revolve.com.
I would 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 our expected impact or physical retail stores, our own brand expansion our use of AI, our partnerships and our outlook
