News report 📈 Stocks 🌍 United States

Reformation Revenue Climbs 24% to $155M as Active Customers Reach 1.2 Million

Reformation shares show momentum after Q2 earnings beat estimates, driven by a 23% increase in active customers and successful international expansion in key markets like France.

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1 assets impacted. Net bias: 1 Bullish, 0 Bearish, 0 Neutral. Strongest signal: REF ↑ 8/10 (68% confidence).

📊 Affected Assets (1)

REF
Bullish 🤖 68%
📅 Short-term 🌍 US · Explicit

Reformation reported Q2 2026 revenue and profit above estimates, with 24.1% revenue growth and raised full-year outlook, indicating strong business momentum.

🎯 Key Takeaways

  • Net revenue reached $155.2 million, marking 21 consecutive quarters of double-digit growth.
  • Adjusted EBITDA surged 54% to $25.4 million, with margins expanding to 16.4%.
  • The company successfully reduced debt by $110 million using proceeds from its recent IPO.
  • International revenue grew 36.8%, bolstered by strong performance in new Paris store locations.

📝 Executive Summary

Reformation reported a strong second quarter for 2026, with revenue rising 24.1% year over year to $155.2 million. The company saw broad-based growth across direct-to-consumer, wholesale, and international channels, while maintaining its full-year revenue guidance of $602 million to $606 million.

❓ FAQ

What is Reformation's outlook for the remainder of 2026?

The company reaffirmed its full-year revenue guidance of $602 million to $606 million and expects to end the year with a total store count of 79 to 80 locations.