Professional
Added to YB: 2024-05-23
Pitch date: 2024-05-22
RVLV [bullish]
Revolve Group, Inc.
-1.95%
current return
Author Info
No bio for this author
Company Info
Revolve Group, Inc. operates as a fashion retailer for millennial and generation z consumers in the United States and internationally.
Market Cap
$1.3B
Pitch Price
$19.46
Price Target
27.00 (+42%)
Dividend
N/A
EV/EBITDA
10.56
P/E
20.84
EV/Sales
0.81
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.
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