Revolve (RVLV) Stock Forecast & Price Target

Revolve Group Inc. is on track for substantial growth in 2024, projecting net sales of $1.1 billion while exhibiting strong performance in both gross customer additions and reactivations, demonstrating a 5% increase in these metrics. The company has witnessed a notable 6% improvement in active customers in the first two quarters of 2025, indicating positive engagement and retention among its existing user base. Additionally, Revolve's ability to beat second-quarter 2025 estimates with accelerating double-digit sales growth in May and June reflects a rebound in demand from the aspirational consumer segment, further underpinning the company's strong market position.

Revolve Group Inc. reported projected net sales of $1.1 billion in 2024, situating the company just outside the top 30 apparel retailers in the U.S. However, the firm generates only 18% of its sales from private-label offerings, which may limit its pricing power and brand loyalty in a competitive market. Additionally, the reliance on distinctive products from emerging fashion brands, which typically have less than $10 million in annual sales, raises concerns about supply chain stability and potential quality control issues.