Revolve Group, Inc. closed 2025 with a strong finish, delivering double digit fourth quarter net sales growth, higher margins, and sharply improved profitability as it leans into AI, owned brands, and global expansion for 2026 .
Q4 2025: acceleration into year-end In the fourth quarter of 2025 , Revolve Group grew total net sales to $324.4 million , up 10% year over year, an acceleration from the 4% growth posted in Q3 2025 . Trailing 12 month active customers increased by 94,000 in the quarter, its best
quarterly gain in more than three years, taking the active base up 6% year over year to 2,841,000 as of December 31, 2025 . Gross profit climbed to $172.9 million , up 12% year over year, with gross margin expanding 78 basis points to 53.3%, driven largely by stronger margins in the FWRD segment.
Net income jumped 58% to $18.6 million , Adjusted EBITDA rose 44% to $26.3 million , and diluted EPS reached $0.26 , up 53% versus the prior year period. Segment and category trends Both operating segments posted double digit top line growth in Q4 2025 .
REVOLVE segment net sales reached $276.6 million , up 10% year over year, while FWRD segment net sales were $47.8 million , up 14%. By geography, domestic net sales were $260.1 million , up 10% , and international net sales were $64.2 million , up 13% year over year.
Management noted that average order value edged down slightly, primarily due to mix shift as beauty sales grew an exceptional 43% year over year, pulling in more first time customers at lower order values…
