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Gabriella Carbone

Research Analyst at TD Cowen

Gabriella Carbone's questions to Revolve Group (RVLV) leadership

Question · Q4 2025

Gabriella Carbone asked about Revolve's inventory positioning heading into 2026, noting that inventories grew roughly in line with sales in Q4 2025, and inquired about the impact of faster-growing categories and shifting mix, such as beauty.

Answer

CFO Jesse Timmermans expressed confidence in the inventory position, noting it grew about 10% in line with sales. He acknowledged a slight lag from Q3 2025 supply chain difficulties but emphasized the overall health of the inventory, particularly for FWRD, and the readiness to expand in other categories like beauty.

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