Professional
Added to YB: 2025-09-19
Pitch date: 2025-07-18
RVLV [bullish]
Revolve Group, Inc.
+10.04%
current return
Author Info
Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.
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
$1.7B
Pitch Price
$21.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.83
P/E
37.59
EV/Sales
1.21
Sector
Specialty Retail
Category
value
Optimist Fund Added On Portfolio Holding: Revolve Group, Inc.
RVLV added to position: Only portfolio decliner on mgmt comments of mid-single digit April revenue growth vs prior double digits + tariff impact guidance. Since then, co indicated return to double-digit growth & reduced China tariff headwinds. Stock pressured despite improvement - added at attractive vals.
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