About this episode

The episode features an interview with RVLV’s CFO, Jesse Timmermans, discussing the company's tech-enabled model and growth strategies.

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.

People in this episode

Host: TD Cowen

Guest: Jesse Timmermans

Topics covered

• AI technology
• consumer growth
• retail expansion
• Gen Z leadership
• e-commerce strategy

Mentioned in this episode

Organizations: RVLV, Revolve

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