Professional
Added to YB: 2024-05-23
Pitch date: 2024-05-22
RVLV [bullish]
Revolve Group, Inc.
+46.15%
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
$1.5B
Pitch Price
$19.46
Price Target
27.00 (-5%)
Dividend
N/A
EV/EBITDA
13.80
P/E
27.04
EV/Sales
1.02
Sector
Specialty Retail
Category
growth
Revolve Well-Positioned to Benefit From Growing E-Commerce Penetration as Near-Term Pressures Ease
RVLV: E-commerce apparel retailer targeting millennials/Gen Z. 2.5M active buyers, $400+ net sales/customer. Growth via mobile (70% of sales), new categories, international expansion. Risks: increasing competition, macro sensitivity. Lowered FVE to $27 on near-term headwinds; LT upside from wallet share gains. Exemplary capital allocation: strong balance sheet, strategic investments, share buybacks. PT $27.
Read full article (11 min)