Sign in

    Carson Paull

    Senior Associate - Equity Research Analyst at Evercore

    Carson Paull is a Senior Associate - Equity Research Analyst at Evercore, specializing in covering consumer and retail companies including Revolve Group. He has contributed to strong analytical performance, supporting significant investment decisions and helping drive positive results such as margin growth and efficient inventory management for covered firms. Paull began his analyst career at Credit Suisse Securities, transitioned to Fisher Investments in 2018, and joined Evercore Group LLC in 2023, bringing diverse experience from major financial institutions. He holds securities licenses and is registered with FINRA, demonstrating his professional credentials and commitment to industry standards.

    Carson Paull's questions to Revolve Group (RVLV) leadership

    Carson Paull's questions to Revolve Group (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.

    Ask Fintool Equity Research AI