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Reformation Inc.
REF · NYSE · Consumer Discretionary · Apparel Retail
$12.39+0.1%Sep 28 close
- 1M
- -17.4%
REF · NYSE · Consumer Discretionary · Apparel Retail
$12.39+0.1%Sep 28 close
From the company’s own 8-K filing.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
“), the sustainable women’s fashion brand, today announced its financial results for the second quarter ended June 27, 2026. Second Quarter Fiscal 2026 Financial Highlights, Compared to the Second Quarter of Fiscal 2025 • Net revenue increased 24.1% to $155.2 million, driven by strength across channels o DTC net revenues increased 21.2% o Wholesale net revenues increased 48.7% • Gross margin expanded 230 basis points to 66.7% • Net income increased 79.4% to $12.4 million or $0.23 per diluted share • Adjusted EBITDA grew 53.9% to $25.4 million as margin expanded 320 bps to 16.4% “Reformation is beginning its public company journey from a position of strength. In the second quarter, we delivered 24% net revenue growth across channels and geographies alongside strong profitability,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land after the close or before the open, so the move is the session that follows.
Reformation is the largest sustainable womenswear brand on the planet (that we know of, anyways). We make beautiful, timeless apparel and accessories that inspire confidence across life stages and occasions. Over the past 17 years, we've built a culturally resonant brand designed to challenge retail conventions. Our business model pairs a smart approach to merchandising with a responsive supply chain, allowing us to consistently deliver covetable, on-trend products to more than one million active customers. As of the end of the second quarter of fiscal 2026, Reformation operated 70 retail stores across the US, UK, Canada and France, and currently serves more than 150 countries around the world through its e-commerce platform.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Reformation Inc.’s Item 2.02 8-K filed September 10, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
Call summaries are part of Pro
A two-minute read of every Reformation Inc. earnings call: the numbers that mattered, what management expects, whether they delivered on last quarter’s outlook, and what analysts asked that went unanswered.
See one first on , , or — open to everyone.