Investment Thesis
Revolve (RVLV) is the leading premium online fashion retailer targeting millennials and Gen Z. It is one of the best users of the social media landscape and data. This is reflected in their best in class unit economics. We think that Revolve has a very long runway of growth with it being positioned at the epicenter of key retail trends. We don't think that the valuation reflects the company's market potential. We strongly recommend buying Revolve.
Revolve is a Play On The Influencer Industry
Revolve is the leading premium online fashion