| Stage | RVLV | % of rev | AMZN | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $356M | 100.00% | $202B | 100.00% | AMZN ×567.32 |
| Gross profit | $192M | 53.88% | $77.4B | 38.31% | RVLV +15.6pp |
| Operating income | $19M | 5.35% | $28.1B | 13.90% | AMZN +8.6pp |
| Pre-tax income | $21M | 5.97% | $26.9B | 13.31% | AMZN +7.3pp |
| Net income | $16M | 4.36% | $20.7B | 10.24% | AMZN +5.9pp |
| Stage | RVLV | AMZN | Gap · A − B |
|---|---|---|---|
| Revenue | $356M100.00% | $202B100.00% | AMZN ×567.32 |
| Gross profit | 53.88%$192M | 38.31%$77.4B | RVLV +15.6pp |
| Operating income | 5.35%$19M | 13.90%$28.1B | AMZN +8.6pp |
| Pre-tax income | 5.97%$21M | 13.31%$26.9B | AMZN +7.3pp |
| Net income |
| 4.36%$16M |
| 10.24%$20.7B |
| AMZN +5.9pp |
RVLV 10-KFeb 25 '26
“A significant portion of our customers' experience depends on third parties outside of our control, including vendors, suppliers and logistics providers such as UPS, FedEx and DHL.”
AMZN · UPS 10-KFeb 17 '26
“In 2025, one customer, Amazon.com, Inc. and its affiliates, represented approximately 10.6% of our consolidated revenues, substantially all of which was within our U.S. Domestic Package segment.”
RVLV 10-KFeb 25 '26
“For example, we maintain accounts on Instagram, Facebook, TikTok, Pinterest, YouTube and X.”
AMZN · PINS 10-KFeb 12 '26
“Our material cash requirements as of December 31, 2025 include our $312.3 million commitment with Amazon Web Services, for which we are not subject to annual purchase commitments, and our $323.5 million of operating lease obligations, of which $50.0 million is due within the next 12 months.”