Reformation Inc. (REF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Reformation Inc. reported Q3 2026 revenue of $173.57 million, flat year-over-year but beating consensus estimates by 1.81%. EPS matched expectations at $0.02. The company showed strength across key segments including DTC revenue of $152.8 million and U.S. revenue of $137.17 million, both exceeding analyst estimates. The stock has gained 40.8% over the past month and carries a Zacks Rank #2 (Buy) rating.