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

EPISODE · Jun 5, 2026 · 18 MIN

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

from TD Cowen Insights · host Oliver Chen, Jesse Timmermans

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.

What this episode covers

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.

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

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Frequently Asked Questions

How long is this episode of TD Cowen Insights?

This episode is 18 minutes long.

When was this TD Cowen Insights episode published?

This episode was published on June 5, 2026.

What is this episode about?

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....

Can I download this TD Cowen Insights episode?

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