RVLVRevolve Group, Inc.
Retail-Catalog & Mail-Order Houses
- Revenue
- $1.2B
- 8.5% YoY
- Operating margin
- 6.1%
- 33% YoY
- EBITDA
- $79M
- 41% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear96% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear3% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $891M | $1.1B | $1.1B | $1.1B | $1.2B | 8.5% |
| Operating income | $105M | $73M | $22M | $51M | $74M | 44% |
| Net income | $100M | $59M | $28M | $50M | $62M | 25% |
| Operating cash flow | $62M | $23M | $43M | $27M | $59M | 123% |
| Capex | $2M | $5M | $4M | $6M | $11M | 102% |
| Stock-based comp | $5M | $6M | $6M | $10M | $11M | 5.4% |
| Buybacks | — | — | $31M | $12M | $2M | 83% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $485K | $485K | 97 | 144 |
| FY2024 | $482K | $482K | 107 | 133 |
| FY2023 | $981K | $481K | 53 | 119 |
| FY2022 | $984K | $484K | 71 | 98 |
| FY2021 | $473K | $473K | 180 | 143 |