Reformation Inc (REF)

Currency in USD
13.02
+0.17(+1.32%)
Closed·
13.020.00(0.00%)
·
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Fair Value
Day's Range
12.4813.13
52 wk Range
11.8517.26
Key Statistics
Prev. Close
13.02
Open
12.82
Day's Range
12.48-13.13
52 wk Range
11.85-17.26
Volume
497.25K
Average Volume (3m)
663.28K
1-Year Change
-
Book Value / Share
-
Fair Value
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Fair Value Upside
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REF Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
19.25
Upside
+47.85%
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
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Buy

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 19.25
(+47.85% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
BTIG
Buy20.00+53.61%-Maintain11/09/2026

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: 10/09/2026, 23:16
Read Full Transcript

Earnings

Latest Release
10/09/2026
EPS / Forecast
0.23 / --
Revenue / Forecast
155.23M / --
EPS Revisions
Last 90 days

Compare REF to Peers and Sector

Metrics to compare
REF
Peers
Sector
Relationship
P/E Ratio
66.7x−7.7x9.7x
PEG Ratio
-−0.050.02
Price/Book
2.0x3.7x1.4x
Price / LTM Sales
1.4x1.0x0.9x
Upside (Analyst Target)
49.8%44.5%33.5%
Fair Value Upside
Unlock5.3%12.5%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

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FAQ

What Is the Reformation (NYSE: REF) Share Price Today?

The Reformation stock price today is 13.02 USD.

What Stock Exchange Does Reformation (REF) Trade On?

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

What Is the Ticker (Stock Symbol) for Reformation?

The stock symbol (also called a 'ticker') for Reformation is "REF."

What Is the Current Reformation Market Capitalisation?

As of today, Reformation (NYSE: REF) market cap is 769.21M USD.

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

The Reformation EPS is currently 0.22 (Trailing Twelve Months).

When Is the Next Reformation Earnings Date?

Reformation's next earnings report will be released on 02/12/2026.

Is REF a Buy or Sell From a Technical Analyst Perspective?

Based on today's Reformation moving averages and other technical indicators, the daily buy/sell signal for REF stock is Neutral.

How Many Times Has Reformation Stock Split?

Reformation has split 0 times. (See the REF stock split history page for full effective split date and price information.)

How Many Employees Does Reformation Have?

Reformation has 1353 employees, based on their latest Companies House report.

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

As of 06/10/2026, Reformation (REF) is trading at a share price of 13.02 USD, with a previous close of 13.02 USD. The stock has fluctuated within a day range of 12.48 USD to 13.13 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 +47.85% Upside potential.

What Is the REF Premarket Price?

REF's last pre-market stock price is 13.37 USD. The pre-market share volume is 120.00, and the stock has decreased by 0.52, or 4.05%.
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