Lucas Cohen's questions to Revolve Group Inc (RVLV) leadership • Q1 2025
Question
Lucas Cohen, on for Simeon Siegel, noted the absence of share repurchases for two consecutive quarters and asked about future plans for buybacks, especially in light of new CapEx investments for physical stores.
Answer
CFO Jesse Timmermans acknowledged the pause in Q4 and Q1 but revealed they had been active with repurchases in Q2 2025 (after the reporting period). He affirmed that a repurchase plan remains in place and that the company's strong cash balance allows them to simultaneously invest in core initiatives and return capital to shareholders.