Carson Paull's questions to Revolve Group Inc (RVLV) leadership • Q2 2025
Question
Carson Paull, on for Michael Binetti, asked about the merchandising strategy for the remainder of the year, its impact on Average Order Value (AOB), and the outlook for markdowns.
Answer
CFO Jesse Timmermans projected a flat AOB for the second half, with price increases offset by product diversification. Co-Founder & Co-CEO Michael Mente outlined a strategy of enhancing core categories while expanding into newer areas like cold-weather apparel and launching new owned brands.