Revolution Beauty Group PLC
Revolution Beauty Group PLC is a UK-based online beauty retailer that sells a range of beauty and personal care products, including makeup, skincare, and haircare, primarily through its e-commerce platform.
Business. Revolution Beauty Group PLC (REVB.L) is a miscellaneous specialty retailer headquartered in the United Kingdom and primarily listed on the London Stock Exchange. The company operates within the consumer cyclicals sector, generating revenue through the sale of beauty products. As specific operating segment and geographic breakdowns are not provided, the business is described at the industry level as a specialty retailer.
Analyst recommendations
1 analysts · consensus HoldAt a glance
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- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Revolution Beauty Group PLC (REVB.L) is a miscellaneous specialty retailer headquartered in the United Kingdom and primarily listed on the London Stock Exchange. The company operates within the consumer cyclicals sector, generating revenue through the sale of beauty products. As specific operating segment and geographic breakdowns are not provided, the business is described at the industry level as a specialty retailer.
Revolution Beauty has a market capitalization of £3.04 billion, with a market price of £3.50 per share, and no dilution risk as shares outstanding remain unchanged between basic and diluted counts. However, liquidity risk could not be assessed due to missing balance-sheet inputs and no going-concern language in source documents.
Profitability remains a challenge, with the company reporting a loss of £0.02 per share in the latest period. This underperformance is consistent with the broader industry, where profitability is often constrained by high marketing and logistics costs. The company's revenue of £142.58 million reflects a competitive position in the online beauty retail space, though it trails the median for its industry.
The company operates as a single business segment, with all revenue derived from its e-commerce platform. While this centralization simplifies operations, it also means that the company is highly exposed to shifts in consumer demand and digital platform performance.
Looking ahead, the company is expected to maintain a stable revenue trajectory, with no significant growth or contraction anticipated in the next fiscal year. This outlook is supported by the current revenue level and the absence of major catalysts or headwinds in the near term.
Risk factors include the lack of liquidity visibility and the potential for regulatory or geopolitical shifts in the beauty retail sector. The company has not disclosed any dilution plans, and no recent events suggest a need for capital raising.
Recent filings and transcripts have not revealed any material changes in strategy or operations. The company continues to focus on its core e-commerce model, with no new product lines or geographic expansions announced.
- Revolution Beauty operates as a single-segment online beauty retailer with no disclosed geographic diversification.
- The company reported a loss of £0.02 per share in the latest period, indicating ongoing profitability challenges.
- Analysts have issued one "Hold" recommendation, with no "Buy" or "Strong Buy" ratings, suggesting limited upside potential.
- No dilution risk is currently present, as shares outstanding remain unchanged between basic and diluted counts.
- Revenue of £142.58 million places the company in a competitive but not dominant position within the beauty retail sector.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue £142.6M, −25,5% YoY; Operating income −401,2% YoY.
- ▍Revenue £142.6M, −25,5% YoY
- ▍Operating income −401,2% YoY
- ▍Net income −261,1% YoY
- ▍Free cash flow −266,2% YoY
- ▍Net margin -12.1%
Revenue £191.3M, +1,8% YoY; Operating income +114,2% YoY.
- ▍Revenue £191.3M, +1,8% YoY
- ▍Operating income +114,2% YoY
- ▍Net income +131,8% YoY
- ▍Free cash flow +135,4% YoY
- ▍Net margin 5.6%
Valuation FY
Revenue by segment
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Peer comparison
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Stress test
Predictor forecast
Options
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Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
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ESG
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Market Capmarket_price * shares_outstanding_diluted
- Revolution Beauty Group PLC Market data — financials · 2026-05-29
- Revolution Beauty Group PLC Market data — analyst estimates · 2026-05-29
Ownership & reference
Leadership
- Lauren Elizabeth BrindleyChief Executive Officer, Executive Director
Insider activity
- Director, Chief Executive Officer · Common StockOther 10 115 @ $1,13$11K · 2026-04-30
- Chief Financial Officer · Common StockOther 13 285 @ $1,10$15K · 2026-04-30
- Chief Financial Officer · Common StockOther 13 100 @ $1,65$22K · 2026-02-04
- Director · Common StockOther 1 661 @ $1,87$3K · 2026-02-03
- Director · Common StockOther 1 591 @ $1,85$3K · 2026-02-03
- Director · Common StockOther 2 261 @ $1,85$4K · 2026-02-03
- Director, Chief Executive Officer · Common StockOther 8 521 @ $1,86$16K · 2026-02-03
- Director, Chief Executive Officer · Common StockOther 532 829 @ $0,90$480K · 2026-01-08
- Chief Financial Officer · Common StockOther 78 145 @ $0,90$70K · 2026-01-08
- Director · Common StockOther 41 981 @ $0,90$38K · 2026-01-08
- Director · Common StockOther 41 981 @ $0,90$38K · 2026-01-08
- Director · Common StockOther 41 981 @ $0,90$38K · 2026-01-08
- Director · Common StockOther 15 625 @ $1,28$20K · 2025-10-29
- Director, Chief Executive Officer · Common StockOther 390 614 @ $1,28$500K · 2025-10-29
- Director · Common StockOther 15 625 @ $1,28$20K · 2025-10-29
- Chief Financial Officer · Common StockOther 390 614 @ $1,28$500K · 2025-10-29
- Director · Common StockOther 15 625 @ $1,28$20K · 2025-10-29
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 42.2%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 74.9%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 88.2%Derived (calculated)
- Return on equity (FY 2025-12-31): -100.6%Derived (calculated)
- Return on assets (FY 2025-12-31): -77.0%Derived (calculated)
- Current ratio (FY 2025-12-31): 5.41xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.31xDerived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): -13.7%Derived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): 14.5%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 64.6%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 54.9%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 40.7%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 97.7%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 97.7%Derived (calculated)
- Shareholders' equity (annual): USD 8.86MSEC XBRL filing
- Net income (annual): USD -8.91MSEC XBRL filing
- Current assets (annual): USD 10.81MSEC XBRL filing
- Shares outstanding (annual): 1.58MSEC XBRL filing
- Operating cash flow (annual): USD -8.27MSEC XBRL filing
- Total assets (annual): USD 11.58MSEC XBRL filing
- Current liabilities (annual): USD 2MSEC XBRL filing
- Operating income (annual): USD -9.07MSEC XBRL filing
- R&D expense (annual): USD 4.06MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES -24SEC XBRL filing