Reformation Inc (REF)

Currency in USD
12.85
+0.15(+1.18%)
Closed·
12.850.00(0.00%)
·
REF is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
12.6613.08
52 wk Range
11.8517.26
Key Statistics
Prev. Close
12.85
Open
12.82
Day's Range
12.66-13.08
52 wk Range
11.85-17.26
Volume
494.26K
Average Volume (3m)
668.93K
1-Year Change
-
Book Value / Share
-
Fair Value
unlockUnlock
Fair Value Upside
unlockUnlock
REF Scorecardpro icon
Company’s Health
Unlock
Fair Value
Unlock Price
Fair Price
Upside
Price Target
19.25
Upside
+49.81%
Members' Sentiments
Bearish
Bullish
ProTips
Impressive gross profit margins

Reformation Inc News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Buy
Technical Indicators
Strong Buy
Moving Averages
Neutral

Analyst Ratings

8 Buy
1 Hold
0 Sell
Ratings:
9 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 19.25
(+49.81% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
BTIG
Buy20.00+55.64%-MaintainSep 11, 2026

Reformation Inc Earnings Call Summary for Q2/2026

  • Q2 revenue rose 24.1% YoY to $155.2M, marking 21st consecutive quarter of double-digit growth; adjusted EBITDA margin expanded to 16.4% from 13.2%.
  • Gross margin improved 230 bps to 66.7% driven by lower tariffs and higher pricing; net income reached $12.4M, up from $6.9M year-ago.
  • Company guided FY 2026 revenue to $602M-$606M (18.6%-19.5% growth) with adjusted EBITDA margin of 14.0%-14.2%; expects mid-to-high teens long-term growth.
  • Reformation plans 15-16 store openings in 2026, targeting 79-80 locations by year-end with path to double fleet over five years; capex set at $23M-$27M.
  • Shares fell 3.66% to $13.15 despite strong results, trading near 52-week low; wholesale revenue surged 48.7% though carries lower margins than DTC business.
Last Updated: 2026/09/11, 00:16
Read Full Transcript

Earnings

Latest Release
Sep 10, 2026
EPS / Forecast
0,23 / --
Revenue / Forecast
155,23M / --
EPS Revisions
Last 90 days

REF Income Statement

Compare REF to Peers and Sector

Metrics to compare
REF
Peers
Sector
Relationship
P/E Ratio
65.8x−7.7x9.7x
PEG Ratio
-−0.050.02
Price/Book
2.0x3.7x1.4x
Price / LTM Sales
1.3x1.0x0.9x
Upside (Analyst Target)
49.8%44.8%33.8%
Fair Value Upside
Unlock5.3%13.0%Unlock

Reformation Inc. manufactures and sells sustainable women's clothing and accessories in the United States and Internationally. It offers dresses, tops, pants, skirts, shorts, jeans, sweaters, shoes, jumpsuits, two-piece sets, outerwear, sleep and loungewear, swimwear, and accessories. The company also offers wedding collection. It retails its product through website, online channels, and stores, well as through wholesalers and other channels. The company was formerly known as REF Topco, Inc. and changed its name to Reformation Inc. in April 2025. Reformation Inc. was founded in 2009 and is headquartered in Vernon, California.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
4,41M7,47%56,72M
Other Institutional Investors
32,60M55,18%418,92M
Public Companies & Retail Investors
22,06M37,35%283,53M
Total
59,08M100,00%759,17M

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Permira Advisers Ltd.48,99%28 942 153371 907
SG Growth Partners III, LP3,10%1 829 15523 505

FAQ

What Is the Reformation (REF) Stock Price Today?

The Reformation stock price today is 12,85 USD.

What Stock Exchange Does Reformation Trade On?

Reformation is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Reformation?

The stock symbol for Reformation is "REF."

What Is the Reformation Market Cap?

As of today, Reformation market cap is 759,17M USD.

What Is Reformation's Earnings Per Share (TTM)?

The Reformation EPS (TTM) is 0,22.

When Is the Next Reformation Earnings Date?

Reformation will release its next earnings report on Dec 02, 2026.

From a Technical Analysis Perspective, Is REF a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Sell.

How Many Times Has Reformation Stock Split?

Reformation has split 0 times.

How Many Employees Does Reformation Have?

Reformation has 1353 employees.

What is the current trading status of Reformation (REF)?

As of Oct 04, 2026, Reformation (REF) is trading at a price of 12,85 USD, with a previous close of 12,85 USD. The stock has fluctuated within a day range of 12,66 USD to 13,08 USD, while its 52-week range spans from 11,85 USD to 17,26 USD.

What Is Reformation (REF) Price Target According to Analysts?

The average 12-month price target for Reformation is 19,25 USD, with a high estimate of 21 USD and a low estimate of 16 USD. 8 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +49,81% Upside potential.
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2026 - Fusion Media Limited. All Rights Reserved.