Revolve Group Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 03, 2025 / 04:45PM GMT

Release Date Price: MXN430

Transcript

Nathan Feather

Morgan Stanley & Co Ltd - Analyst

Great. Well, good morning, everyone. Thanks so much for coming. My name is Nathan Feather. I'm Morgan Stanley's small and mid-cap Internet analyst. I am pleased to be joined by Jesse Timmermans, REVOLVE's CFO. Thanks so much for joining us.

Jesse Timmermans

Revolve Group Inc - Chief Financial Officer

Yes. Thanks for having us. Happy to be here.

Nathan Feather

Morgan Stanley & Co Ltd - Analyst

So before we begin, a few quick housekeeping items. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

And with that, let's kick it off. I want to start a little bit higher level. For those in the audience who may be newer to the REVOLVE story, can you provide some background on REVOLVE's business model,

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