Dylan Carden

Jay Sole

Anna Andreeva

Mark Altschwager

Matt Koranda

Michael Binetti

Nathaniel Feather

Oliver Chen

Trevor Young

Ashley Owens

Janet Kloppenburg

Janine Hoffman Stichter

Janine Stichter

Jim Duffy

Lorraine Hutchinson

Peter McGoldrick

Rakesh Patel

Carson Paull

Kathryn Hallberg

Lorraine Maikis

Lucas Cohen

Matthew Koranda

Nathan Feather

Randal Konik

Rick Patel

Simeon Siegel

- The **FWRD segment** achieved **double-digit acceleration** and **improved profitability** in the past quarter, driven by new customer acquisition and increased frequency from existing customers.  **[1746618_2137457_0]** **[1746618_2137457_1]** 
- Revolve Group is expanding its **physical retail presence**, with a **permanent Aspen location** and a **new L.A. store opening in Q4**, viewing it as a **new customer acquisition tool** and a **potential billion-dollar opportunity**.  **[1746618_2137457_4]** **[1746618_2137457_5]** 
- The company expects to be a **net beneficiary of de minimis changes**, which will **level the playing field** and improve marketing efficiency; **2025 performance will be de minimis-free**.  **[1746618_2137457_3]** 
- Revolve Group successfully mitigated the majority of **tariff impacts** in Q2, leading to a **slight increase in gross margin**, and anticipates further margin benefits from **own brand expansion**.  **[1746618_2137457_7]** 
- The company is leveraging **AI** extensively, including an **internally developed search algorithm** that generated a **seven-figure gross revenue annualized lift**, and for various operational efficiencies.  **[1746618_2137457_7]** **[1746618_2137457_8]**

Revolve Group Discusses FWRD Growth, Physical Retail Expansion, and Strategic Initiatives

- The **FWRD segment** achieved **double-digit growth** and improved profitability, driven by new customer acquisition and increased frequency and revenue per active customer.  **[1746618_2137443_0]** **[1746618_2137443_1]**  Revolve maintains customer engagement through strong service, new merchandise, and personalization.  **[1746618_2137443_2]** 
- Revolve is pursuing significant growth opportunities, including a **joint venture with Cardi B** for beauty and apparel launching next year, aiming to create a "billion-dollar brand".  **[1746618_2137443_2]**  Additionally, a new physical retail store at **The Grove (LA)** is set to open in **Q4**, with physical retail seen as a **billion-dollar opportunity** and a key customer acquisition tool.  **[1746618_2137443_4]** **[1746618_2137443_5]** 
- Operational efficiencies have led to **five consecutive quarters of lower return rates** through policy changes and site improvements, with further reductions expected from category mix shifts and physical retail.  **[1746618_2137443_6]**  The company also successfully mitigated the majority of tariff impacts in Q2, contributing to a slight gross margin increase, and is expanding higher-margin own brands.  **[1746618_2137443_7]** 
- Revolve is actively leveraging AI, notably with an internally developed search algorithm that generated a **seven-figure gross revenue annualized lift**, and for various applications including conversion, recommendations, inventory management, and customer service.  **[1746618_2137443_7]** 
- Recent sales trends showed **double-digit growth in May and June**, but **July slowed to 7%** primarily due to international performance and tough comparisons, though the domestic business performed closer to Q2 levels.  **[1746618_2137443_3]**

Revolve Group Discusses FWRD Growth, Strategic Initiatives, Operational Efficiencies, and AI Integration

Revolve Group (RVLV)