Paula Jews
Analyst, Citigroup
Replay available
Reformation Inc. (REF) Q2 2026 Earnings Call
Reformation Inc. (NYSE: REF) Q2 2026 earnings conference call, held 2026-09-10. Replay captured from the company's public earnings webcast.
Investor webinar replay
Meeting Overview The meeting was an earnings conference call for Reformation, discussing the company's financial results for the second quarter of 2026. Key highlights included a strong year-over-year revenue growth, the success of their recent IPO, and insights into their business model and competitive advantages. Key Discussion Points - Overview of Reformation's financial performance in Q2 2026. - Discussion of the company's IPO and its significance. - Presentation of year-over-year net revenue growth of 24%. - Insights into the company's customer demographics and retention rates. - Explanation of Reformation's merchandising model and supply chain efficiency. - Details on the successful spring collaboration with Courtney Grow. - Overview of the company's DTC-first selling strategy and technology integration. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Continue monitoring and reporting on financial performance and growth strategies. -...
Featured Presenters
Jean Fontana
Head of Investor Relations
Janine Stitchter
Analyst, U.S. Bancorp
Hallie Bornstein
Chief Executive Officer
Mark Altschwager
Analyst, Baird
Joshua Moore
Chief Financial Officer
Matthew Boss
Analyst, J.P. Morgan
Alex Stratton
Analyst, Morgan Stanley
Dylan Cardin
Analyst, William Blair
Simeon Siegel
Analyst, Guggenheim
Dana Telsey
Analyst, Telsey Advisory Group
Replay transcript excerpt
Speaker 1: Good afternoon Speaker 1: and welcome to the Reformation Speaker 1: 2nd 0.25 2026 Speaker 1: Earnings Conference Call. Speaker 1: All participants will be in listen-only mode. Speaker 1: Should you need assistance, Speaker 1: please signal a conference specialist by pressing the star key followed by 0. Speaker 1: After today's presentation Speaker 1: there will be an opportunity to ask questions. Speaker 1: To ask a question you may press star then 1 on your telephone keypad. Speaker 1: To withdraw your question please press star then 2. Speaker 1: Please note this event is being recorded. Speaker 1: I would now like to turn the conference over to Jean Fontana. Please go ahead. Speaker 2: Good afternoon, everyone. Thank you for joining us today to discuss Reformation's 2nd 0.25 2026 results. Speaker 2: Joining me on the call today are Hallie Bornstein, Chief Executive Officer, and Joshua Moore, Chief Financial Officer. Speaker 2: Before we begin, I'd like to remind you that this conference call will include forward-looking statements, including statements regarding our future financial and operating performance, Speaker 2: including our outlook and guidance for the full year 2026. Speaker 2: These statements are subject to various risks, uncertainties, and assumptions that could cause our actual results to differ materially Speaker 2: from these statements, including the risks mentioned in this afternoon's press release and RSEC filings, all of which can be found on our website at investors.thereformation.com. Speaker 2: We undertake no obligation to revise or update any forward-looking statements or information except as required by law. Speaker 2: During our call today, we'll also reference certain non-GAP financial information, including adjusted EBITDA...