NEXT vs REVOLVE

NEXT plc publishes Half Year Results 2026/27 and Trading Statement

The company's regulatory news page now lists the Half Year Results for 2026/27 (published 17 Sep 2026) and a Trading Statement (published 05 Aug 2026), indicating the release of its interim financial results.

Important Victory For NEXT In Equal Pay Appeal

NEXT plc announced an important victory in its equal pay appeal, as listed in the Regulatory News and Alerts section.

Kendall Jenner Named FWRD Global Creative Director

Revolve Group has expanded its partnership with Kendall Jenner, appointing her as Global Creative Director of its luxury platform FWRD, a role she has held since 2021 but now with an expanded international scope. In addition, she will serve as brand ambassador for Revolve Los Angeles. The announcement, made last week, aims to strengthen the brand's international positioning and growth in the luxury segment. Jenner will be involved in selecting designer brands and collections, providing regular product recommendations, and developing major marketing campaigns. The company is also working with Donatella Versace on a new fashion and beauty brand slated for 2027. In fiscal 2025, Revolve Group reported net revenue of $1.23 billion, with FWRD contributing $171.6 million (14% of group revenue). FWRD saw 14% revenue growth in the first half of 2026.

• Revolve Group appoints Kendall Jenner Global Creative Director of luxury platform FWRD, expanding her role since 2021.
• Jenner also becomes brand ambassador for Revolve Los Angeles.
• Revolve Group reported net revenue of $1.23 billion in fiscal 2025, up 8% year-over-year; FWRD contributed $171.6 million (14% of group revenue).

8-K Financial Filing Analysis for REVOLVE (2026-08-04)

On August 4, 2026, Revolve Group, Inc. filed a Current Report on Form 8-K under Item 2.02 to furnish a press release announcing its financial results for the second quarter ended June 30, 2026. The filing serves as the formal SEC furnished notice under Exchange Act Section 18 for Exhibit 99.1, conveying quarterly performance without including detailed financial tables directly within the body of the 8-K.

• Revolve Group reported its Q2 2026 financial results for the period ended June 30, 2026, via an earnings press release dated August 4, 2026.
• The financial results are furnished pursuant to Item 2.02 (Results of Operations and Financial Condition) and incorporated by reference via Exhibit 99.1.
• The filing was formally authorized and signed by Chief Financial Officer Jesse Timmermans on August 4, 2026.

10-Q Financial Filing Analysis for REVOLVE (2026-08-04)

Revolve Group, Inc. reported solid financial results for Q2 2026, with net sales increasing 12.4% year-over-year to $347.4 million, fueled by an 11.4% rise in shipped orders and reduced return rates. Revenue growth was broad-based, with the core REVOLVE segment advancing 12.7% to $302.5 million and the luxury FWRD segment climbing 10.7% to $44.9 million. Profitability expanded meaningfully as net income rose 86.0% to $18.6 million, supported by gross margin expansion to 56.6% due to lower markdowns and $5.6 million in IEEPA tariff refunds, offsetting higher performance marketing and fulfillment expenses.

• Net sales grew 12.4% YoY to $347.4 million, with REVOLVE segment revenue reaching $302.5 million (+12.7%) and FWRD segment revenue at $44.9 million (+10.7%).
• Gross margin expanded 250 basis points to 56.6%, bolstered by shallower markdowns and a $5.6 million reduction in cost of sales from IEEPA tariff refunds, driving net income up to $18.6 million.
• Operating liquidity was reinforced by an amended credit agreement extending maturity to February 2, 2031, with borrowing capacity of up to $75.0 million.