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Revolve Group's Men's and Beauty Categories Drive Growth Momentum
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Key Takeaways
RVLV's fashion category outperformed overall sales growth, while beauty and men's also posted strong gains.
Brand activations generated hundreds of millions of impressions and drove a record number of new customers.
Grow-Good Beauty launches sold out quickly, with strong repeat rates and nearly 670,000 Instagram followers.
Revolve Group, Inc. (RVLV - Free Report) highlighted that the fashion apparel category continued to outperform the company’s overall net sales growth in the second quarter of 2026, supported by strong performance across key wardrobe essentials. Meanwhile, emerging categories, including beauty, men’s and home, continued to perform strongly, outpacing overall business growth. The performance reflects continued momentum from both the company’s core apparel assortment and its expanding category mix.
Revolve Group had an active second quarter of brand building, with impactful activations at REVOLVE Festival and Stagecoach, its first-ever men’s brand marketing and World Cup activations and lifestyle events in Monaco and Spain. These initiatives collectively generated hundreds of millions of press and social media impressions. The company was pleased with the results, which drove a record number of new customers and strong growth in active customers.
Additionally, beauty represents an additional growth opportunity through Grow-Good Beauty, the Cardi B joint venture. Its first three launches sold out within hours, with key products selling out within minutes, while the late-July drop delivered the highest repeat and conversion rates of any launch to date. The brand had already attracted 670,000 Instagram followers, and nearly one-third of Grow-Good orders in early July came from customers who had previously purchased in April or May. Importantly, management said that Grow-Good customers are nearly all incremental, with very little overlap with REVOLVE and FWRD, while its gross margin is highly accretive.
The broader category momentum also continued into July, with management highlighting men’s and beauty as categories that outpaced overall growth. Management pointed to its years of investment in category expansion as one factor behind the continued progress, reinforcing category expansion as part of its longer-term growth strategy.
The Zacks Rundown for RVLV
RVLV stock has risen 23.5% in the past three months compared with the industry’s 4.8% growth. The company currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
From a valuation standpoint, RVLV trades at a forward price-to-earnings ratio of 24.39X compared with the industry’s average of 14.86X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RVLV’s current and next fiscal-year earnings implies a rise of 1.2% and 23.5%, respectively, from the year-ago period.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks have been discussed below:
Victoria’s Secret & Co. (VSXY - Free Report) operates as a specialty retailer of women's intimate apparel and other apparel and beauty products worldwide. At present, VSXY sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for VSXY’s current fiscal-year sales and earnings implies growth of 9.1% and 56.7%, respectively, from the year-ago figures. VSXY has delivered a trailing four-quarter earnings surprise of 81.9%, on average.
FIGS, Inc. (FIGS - Free Report) operates as a direct-to-consumer healthcare apparel and lifestyle company in the United States and internationally. At present, FIGS carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for FIGS’ current fiscal-year sales and earnings implies growth of 18.2% and 89.5%, respectively, from the year-ago figures. FIGS has delivered a trailing four-quarter earnings surprise of 201.8%, on average.
Fossil Group, Inc. (FOSL - Free Report) designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. At present, FOSL carries a Zacks Rank of 2.
The Zacks Consensus Estimate for FOSL’s current fiscal-year sales indicates a decline of 4%, while the same for earnings indicates growth of 96.7% from the year-ago figures. FOSL delivered a trailing four-quarter negative earnings surprise of 236.2%, on average.
View the Zacks #1 Rank List
Image: Bigstock
Revolve Group's Men's and Beauty Categories Drive Growth Momentum
Key Takeaways
Revolve Group, Inc. (RVLV - Free Report) highlighted that the fashion apparel category continued to outperform the company’s overall net sales growth in the second quarter of 2026, supported by strong performance across key wardrobe essentials. Meanwhile, emerging categories, including beauty, men’s and home, continued to perform strongly, outpacing overall business growth. The performance reflects continued momentum from both the company’s core apparel assortment and its expanding category mix.
Revolve Group had an active second quarter of brand building, with impactful activations at REVOLVE Festival and Stagecoach, its first-ever men’s brand marketing and World Cup activations and lifestyle events in Monaco and Spain. These initiatives collectively generated hundreds of millions of press and social media impressions. The company was pleased with the results, which drove a record number of new customers and strong growth in active customers.
Additionally, beauty represents an additional growth opportunity through Grow-Good Beauty, the Cardi B joint venture. Its first three launches sold out within hours, with key products selling out within minutes, while the late-July drop delivered the highest repeat and conversion rates of any launch to date. The brand had already attracted 670,000 Instagram followers, and nearly one-third of Grow-Good orders in early July came from customers who had previously purchased in April or May. Importantly, management said that Grow-Good customers are nearly all incremental, with very little overlap with REVOLVE and FWRD, while its gross margin is highly accretive.
The broader category momentum also continued into July, with management highlighting men’s and beauty as categories that outpaced overall growth. Management pointed to its years of investment in category expansion as one factor behind the continued progress, reinforcing category expansion as part of its longer-term growth strategy.
The Zacks Rundown for RVLV
RVLV stock has risen 23.5% in the past three months compared with the industry’s 4.8% growth. The company currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
From a valuation standpoint, RVLV trades at a forward price-to-earnings ratio of 24.39X compared with the industry’s average of 14.86X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RVLV’s current and next fiscal-year earnings implies a rise of 1.2% and 23.5%, respectively, from the year-ago period.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks have been discussed below:
Victoria’s Secret & Co. (VSXY - Free Report) operates as a specialty retailer of women's intimate apparel and other apparel and beauty products worldwide. At present, VSXY sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for VSXY’s current fiscal-year sales and earnings implies growth of 9.1% and 56.7%, respectively, from the year-ago figures. VSXY has delivered a trailing four-quarter earnings surprise of 81.9%, on average.
FIGS, Inc. (FIGS - Free Report) operates as a direct-to-consumer healthcare apparel and lifestyle company in the United States and internationally. At present, FIGS carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for FIGS’ current fiscal-year sales and earnings implies growth of 18.2% and 89.5%, respectively, from the year-ago figures. FIGS has delivered a trailing four-quarter earnings surprise of 201.8%, on average.
Fossil Group, Inc. (FOSL - Free Report) designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. At present, FOSL carries a Zacks Rank of 2.
The Zacks Consensus Estimate for FOSL’s current fiscal-year sales indicates a decline of 4%, while the same for earnings indicates growth of 96.7% from the year-ago figures. FOSL delivered a trailing four-quarter negative earnings surprise of 236.2%, on average.