TD Cowen Insights
TD Cowen Insights
TD Securities, TD Cowen
RVLV's Next-Gen AI, New Brands & Physical Expansion
18 minutes Posted Jun 5, 2026 at 8:28 pm.
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Recorded on 06/02/26
A Gen Z Leader Not Standing Still. We host RVLV’s CFO, Jesse Timmermans, at TD Cowen's 10 Annual Future of the Consumer Conference to unpack Revolve's tech-enabled model & expanding AI use, driving conversion & margin expansion. With ~3M active customers (+8% y/y) and ~3% penetration in the US, growth is supported by owned brands (~20% mix vs. ~36% peak), physical retail roll-out, & in-house brands Revolve LA & GrowGood, with 2026 as an investment year.