Revolve Group Inc Class A

RVLV: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Revolve Earnings: Unexpected Double-Digit Sales Growth Drives Stock Surge; Shares Fairly Priced

Sean Dunlop

Nov 6, 2024

No-moat Revolve Group's unexpected return to double-digit sales growth during the third quarter of 2024 drove shares 15% to 16% higher in aftermarket trading, with investors viewing results as the first definitive sign that the upscale retailer has turned a corner after a challenging few years. We view that conclusion as appropriate and plan to raise our $27.50 fair value estimate by a high-single-digit percentage after mulling over results, leaving shares trading in a range we'd consider fairly valued.

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Revolve Group Inc Class A

Revolve Earnings: Unexpected Double-Digit Sales Growth Drives Stock Surge; Shares Fairly Priced

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