Retail Visionaries Podcast: Pretty & Powerful Gen Z Growth with Revolve's CFO

from TD Cowen Insights · host TD Securities

Recorded on 06/04/25Magic Meets Logic, Technology Meets Own Brands, & Influencer Innovation. On this episode of Retail Visionaries, we explore Revolve's foundation as a proprietary technology leader within the retail landscape with the company's Chief Financial Officer, Jesse Timmermans. The company owns just 3% of its target market and envisions opportunity to grow through best-in-class customer experiences and a curated but broad assortment with 100k SKU's available online across 1k brands. Secrets to success with respect to strategies include re-accelerating owned brands penetration (18% currently versus peak of 36% in 2019), investing in physical retail, and creating memorable events for key customers. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

Recorded on 06/04/25 Magic Meets Logic, Technology Meets Own Brands, & Influencer Innovation. On this episode of Retail Visionaries, we explore Revolve's foundation as a proprietary technology leader within the retail landscape with the company's Chief Financial Officer, Jesse Timmermans. The company owns just 3% of its target market and envisions opportunity to grow through best-in-class customer experiences and a curated but broad assortment with 100k SKU's available online across 1k brands. Secrets to success with respect to strategies include re-accelerating owned brands penetration (18% currently versus peak of 36% in 2019), investing in physical retail, and creating memorable events for key customers.

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Retail Visionaries Podcast: Pretty & Powerful Gen Z Growth with Revolve's CFO

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This episode was published on June 30, 2025.

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