Revolve Group, Inc. 8-K

What Happened
Revolve Group, Inc. announced on Feb 4, 2026 (effective Feb 2, 2026) that it entered into a First Amendment to its Amended and Restated Credit Agreement (the “First Amendment”) with Bank of America, N.A. as administrative agent and the lenders party to the agreement. The amendment extends the maturity date of the Credit Agreement to February 2, 2031, modifies the eligible inventory component of the borrowing base, revises certain reporting obligations, and provides additional flexibility under some negative covenants. The filing notes there were no revolving loans outstanding under the Credit Agreement as of Feb 2, 2026.

Key Details

• First Amendment date: February 2, 2026; filing date: February 4, 2026.
• New maturity date for the Credit Agreement: February 2, 2031.
• Changes include adjustments to the eligible inventory component of the borrowing base, amended reporting obligations, and loosened restrictions under certain negative covenants.
• As of Feb 2, 2026, no revolving loans were outstanding under the facility.
• Bank of America, N.A. serves as administrative agent and collateral agent; lenders/affiliates may provide other banking services to the company.

Why It Matters
The amendment extends the company’s credit maturity horizon to 2031, reducing near-term refinancing pressure and preserving access to a revolving credit facility if needed. Changes to the borrowing base and reporting terms can affect how much Revolve can borrow against inventory and how the company must report financial/operational data to lenders. Investors should note the company currently had no revolver borrowings outstanding, but the amended agreement represents an available source of liquidity and potentially looser covenant constraints through 2031.