Revolve crushed Q2 expectations with $347M in revenue and a record 3M+ active users, but investors reacted negatively as rising costs—shipping, marketing, and AI investments—weighed on profits. Despite strong sales growth and new customer gains, management says strategic spending will pay off long-term, especially as AI reshapes inventory and personalization. Key watchpoints: new beauty brands, Cardi B’s impact, and the rollout of physical stores—all critical to sustaining momentum.
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