Revolve' Upward Trend Is Likely To Continue

Sep. 23, 2021 12:02 PM ETRevolve Group, Inc. (RVLV) StockRVLV8 Comments
Rogue Trader
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Summary

  • Reopening companies tied to consumer spending related to social interactions are well-positioned. Revolve is the perfect consumer reopening play.
  • Revolve has best in class margins due to structural advantages and near best in class growth profile.
  • Revolve has shown stellar price performance and brought itself to all-time high multiples.
  • The rich valuation isn't a deterrent and revolve is still a buy.
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Investment thesis

Revolve (NYSE:RVLV) is the perfect consumer reopening play. It should see significant demand from consumers wanting to dress up for social gatherings as social gatherings begin to happen. The macro-backdrop favors reopening plays leveraging consumer spend as well with

This article was written by

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Ex HF portfolio manager, Ex management consultant. Now I manage my own money and focus on anything that can create alpha. I will write on any idea I have and lay out my thesis and analysis openly to get feedback from and discuss with the SA community.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RVLV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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