RVLV's Next-Gen AI, New Brands & Physical Expansion

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. 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.