Professional
Added to YB: 2024-03-05
Pitch date: 2024-03-04
RVLV [bullish]
Revolve Group, Inc.
+14.11%
current return
Author Info
No bio for this author
Company Info
Revolve Group, Inc. operates as an online fashion retailer for millennial and generation z consumers in the United States and internationally.
Market Cap
$1.8B
Pitch Price
$21.97
Price Target
29.00 (+16%)
Dividend
N/A
EV/EBITDA
17.14
P/E
32.37
EV/Sales
1.26
Sector
Specialty Retail
Category
growth
Revolve Group, Inc.: No-Moat Revolve Poised for Strong Recovery as Macro Pressures Abate
RVLV: Targets millennials/Gen Z luxury e-commerce, cycling 300K styles. $400/buyer spend, 2.5M customers. Mobile 70% of sales. Expanding beauty, athleisure, int'l markets. Asset-light model, quick inventory turns, influencer marketing. No moat, reliant on marketing (15% of sales). $245M cash, no debt, high ROI. Very High Uncertainty Rating. $29 FVE despite near-term macro pressure.
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