Segment Information (Tables)
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6 Months Ended |
Jun. 30, 2026 |
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| Segment Reporting [Abstract] |
|
| Summary of Net Sales, Cost of Sales and Gross Profit of Reportable Segments |
The following tables summarize our net sales, cost of sales and gross profit for each of our reportable segments (in thousands):
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Three Months Ended June 30, |
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Six Months Ended June 30, |
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Net sales |
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2026 |
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|
2025 |
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|
2026 |
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|
2025 |
|
REVOLVE |
|
$ |
302,515 |
|
|
$ |
268,421 |
|
|
$ |
595,758 |
|
|
$ |
522,816 |
|
FWRD |
|
|
44,890 |
|
|
|
40,550 |
|
|
|
94,527 |
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|
|
82,864 |
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Total |
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$ |
347,405 |
|
|
$ |
308,971 |
|
|
$ |
690,285 |
|
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$ |
605,680 |
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|
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Cost of sales |
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REVOLVE |
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$ |
125,594 |
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$ |
118,481 |
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|
$ |
259,310 |
|
|
$ |
234,091 |
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FWRD |
|
|
25,146 |
|
|
|
23,428 |
|
|
|
53,695 |
|
|
|
50,241 |
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Total |
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$ |
150,740 |
|
|
$ |
141,909 |
|
|
$ |
313,005 |
|
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$ |
284,332 |
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Gross profit |
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REVOLVE |
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$ |
176,921 |
|
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$ |
149,940 |
|
|
$ |
336,448 |
|
|
$ |
288,725 |
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FWRD |
|
|
19,744 |
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|
|
17,122 |
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|
|
40,832 |
|
|
|
32,623 |
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Total |
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$ |
196,665 |
|
|
$ |
167,062 |
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|
$ |
377,280 |
|
|
$ |
321,348 |
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| Schedule of Net Sales by Geographic Area |
The following table presents net sales by geographic area (in thousands):
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Three Months Ended June 30, |
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Six Months Ended June 30, |
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2026 |
|
|
2025 |
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|
2026 |
|
|
2025 |
|
United States |
|
$ |
269,051 |
|
|
$ |
241,623 |
|
|
$ |
543,040 |
|
|
$ |
480,866 |
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Rest of the world (1) |
|
|
78,354 |
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|
67,348 |
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|
147,245 |
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|
|
124,814 |
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Total |
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$ |
347,405 |
|
|
$ |
308,971 |
|
|
$ |
690,285 |
|
|
$ |
605,680 |
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(1) No individual country exceeded 10% of total net sales for any period presented.
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| Summary of Net Sales and Percentage of Net Sales by Product Category |
The following tables summarize net sales (in thousands) and percentage of net sales by product category for the three and six months ended June 30, 2026 and 2025:
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Three Months Ended June 30, |
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Six Months Ended June 30, |
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|
2026 |
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2025 |
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|
2026 |
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|
2025 |
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Net Sales |
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Fashion Apparel |
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$ |
154,788 |
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$ |
133,693 |
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$ |
317,043 |
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$ |
272,006 |
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Dresses |
|
|
100,287 |
|
|
|
94,709 |
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|
|
195,406 |
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|
|
176,898 |
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Handbags, Shoes and Accessories |
|
|
67,635 |
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|
|
62,978 |
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|
|
133,122 |
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|
|
122,967 |
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Beauty |
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|
14,326 |
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|
|
12,887 |
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|
|
30,546 |
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|
|
26,163 |
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Other (1) |
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|
10,369 |
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|
|
4,704 |
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|
|
14,168 |
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|
|
7,646 |
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Total net sales |
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$ |
347,405 |
|
|
$ |
308,971 |
|
|
$ |
690,285 |
|
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$ |
605,680 |
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As a percentage of net sales |
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Fashion Apparel |
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|
45 |
% |
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|
43 |
% |
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|
46 |
% |
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|
45 |
% |
Dresses |
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|
29 |
% |
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|
31 |
% |
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|
28 |
% |
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|
29 |
% |
Handbags, Shoes and Accessories |
|
|
19 |
% |
|
|
20 |
% |
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|
19 |
% |
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20 |
% |
Beauty |
|
|
4 |
% |
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|
4 |
% |
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|
5 |
% |
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|
5 |
% |
Other (1) |
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|
3 |
% |
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|
2 |
% |
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|
2 |
% |
|
|
1 |
% |
Total net sales |
|
|
100 |
% |
|
|
100 |
% |
|
|
100 |
% |
|
|
100 |
% |
(1)Includes Grow-Good product sales, shipping revenue, rental product revenue, wholesale revenue and other revenue.
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