InsidersTradesSigma
Follow the Revolve Group, Inc. stock price and the full directors' dealings record of the company, a listed equity based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Luxury & Fashion sector, Revolve Group, Inc. has recorded 163 public disclosures. Market capitalisation: €1.7bn. The latest transaction was disclosed on 9 June 2026 (Attribution). Among the most active insiders: Karanikolas Michael. All data is openly available.
163
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€9m
13 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Revolve Group, Inc. Buy (bullish), based on 13 analysts. Average price target: US$29.69.
51Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 10,947 of 29,063 companies
57.7
score / 100
Value45
Quality70
FCF yld2.9%
Earn yld3.8%
EV/EBITDA20.6x
ROE14%
Gross mgn54%
Net mgn5.0%
Debt/EBITDA0.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 9 June 2026
Declarations163 total
5,297 shares0Class A Common StockSEC:0001193125-26-263764:0
60,923 shares0Class A Common StockSEC:0001193125-26-192993:0
42,678 shares0Class A Common StockSEC:0001193125-26-192993:2
15,640 shares0Class A Common StockSEC:0001193125-26-192993:4
60,923 shares0Class A Common StockSEC:0001193125-26-192991:0
42,678 shares0Class A Common StockSEC:0001193125-26-192991:2
15,640 shares0Class A Common StockSEC:0001193125-26-192991:4
60,923 shares0Class A Common StockSEC:0001193125-26-192995:0
42,678 shares0Class A Common StockSEC:0001193125-26-192995:2
15,640 shares0Class A Common StockSEC:0001193125-26-192995:4
60,923 shares@ US$26.430.097% mcap51.2% of flowClass A Common StockSEC:0001193125-26-192993:1
42,678 shares@ US$26.350.068% mcap35.8% of flowClass A Common StockSEC:0001193125-26-192993:3
15,640 shares@ US$26.000.025% mcap13.0% of flowClass A Common StockSEC:0001193125-26-192993:5
60,923 shares@ US$26.430.097% mcap51.2% of flowClass A Common StockSEC:0001193125-26-192991:1
42,678 shares@ US$26.350.068% mcap35.8% of flowClass A Common StockSEC:0001193125-26-192991:3
15,640 shares@ US$26.000.025% mcap13.0% of flowClass A Common StockSEC:0001193125-26-192991:5
60,923 shares@ US$26.430.097% mcap51.2% of flowClass A Common StockSEC:0001193125-26-192995:1
42,678 shares@ US$26.350.068% mcap35.8% of flowClass A Common StockSEC:0001193125-26-192995:3
15,640 shares@ US$26.000.025% mcap13.0% of flowClass A Common StockSEC:0001193125-26-192995:5
15,972 shares0Class A Common StockSEC:0001193125-26-153347:0
15,972 shares0Class A Common StockSEC:0001193125-26-153345:0
15,972 shares0Class A Common StockSEC:0001193125-26-153348:0
15,972 shares@ US$25.9011.7% of flowClass A Common StockSEC:0001193125-26-153347:1
15,972 shares@ US$25.9011.7% of flowClass A Common StockSEC:0001193125-26-153345:1
15,972 shares@ US$25.9011.7% of flowClass A Common StockSEC:0001193125-26-153348:1
25 of 163 declarations
关于 Revolve Group, Inc.
Revolve Group, Inc. (NYSE: RVLV) 是一家在美国上市的数字时尚零售商，专注于高端和可及的奢侈服装。该公司由联合首席执行官 Michael Mente 和 Mike Karanikolas 于 2003 年创立，其核心是数字原生模式，结合了数据驱动的商品销售、编辑式商务以及强大的社交/网红参与，以吸引千禧一代和 Z 世代消费者。Revolve 总部位于加利福尼亚州洛杉矶县，使其置身于美国最相关的创意和时尚生态系统之一。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1746618/000119312526071307/rvlv-20251231.htm?utm_source=openai)） 该业务通过一个平台上的两个互补部门运营：REVOLVE 和 FWRD。REVOLVE 提供广泛的服装、鞋类、配饰和美容产品，这些产品来自新兴、成熟和自有品牌。FWRD 是面向奢侈品的部门，提供更精选的标志性及新兴高端品牌。这种双品牌结构使公司能够覆盖多种消费者场合和价格点，同时利用专有技术、集中履约和品牌主导的客户体验。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1746618/000119312526071307/rvlv-20251231.htm?utm_source=openai)） 从竞争角度来看，Revolve 通过策展、速度、品牌故事讲述以及与社交媒体和网红文化的异常紧密联系来脱颖而出。该公司将其平台描述为服务数百万消费者和数千名全球时尚网红，拥有超过 1,000 个品牌的商品。在碎片化的在线时尚市场中，Revolve 的定位更像是一个发现驱动的生活方式商务平台，而非传统零售商。这种定位帮助它建立了忠实的客户群和可识别的高端品牌形象。（[investors.revolve.com](https://investors.revolve.com/news/news-details/2022/Revolve-Group-Announces-Fourth-Quarter-and-Full-Year-2021-Financial-Results/default.aspx?utm_source=openai)） 从地理上看，Revolve 仍主要以美国为中心，但其电子商务模式支持国际客户群。公司最近的更新表明运营环境良好：在 2025 年第四季度和全年，管理层报告了两位数的销售增长、更高的净收入、更高的调整后 EBITDA 以及美容产品销售的显著增长，表明产品组合多样化。公司还在洛杉矶 The Grove 开设了一家永久性门店，并推出了 REVOLVE Los Angeles，这标志着其全渠道战略更加深思熟虑。（[investors.revolve.com](https://investors.revolve.com/news/news-details/2026/Revolve-Group-Announces-Fourth-Quarter-and-Full-Year-2025-Financial-Results/default.aspx?utm_source=openai)） 对于法语投资者而言，Revolve 最好被视为一家在美国上市的非必需消费品公司，具有时尚行业敞口，结合了数字增长、生活方式品牌和利润纪律。关键的投资问题仍然是其维持客户增长、深化 FWRD 奢侈品主张以及将全渠道举措转化为持久的长期价值创造的能力。（[investors.revolve.com](https://investors.revolve.com/news/news-details/2026/Revolve-Group-Announces-Fourth-Quarter-and-Full-Year-2025-Financial-Results/default.aspx?utm_source=openai)）
