Form 4 Reformation Inc. For: Sep 01 Filed by: Aflalo Yael

Thu, 03 Sep 2026 17:58:00 -0400

si-local-file:///var/storage/secattach/20260903/27026230.html

Form 4 Reformation Inc. For: Sep 01 Filed by: Permira VI L.P.1

Thu, 03 Sep 2026 17:25:00 -0400

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Reformation to Announce Second Quarter Fiscal 2026 Results on September 10, 2026

Thu, 27 Aug 2026 09:00:00 -0400

LOS ANGELES, Aug. 27, 2026 /PRNewswire/ -- Reformation Inc. (NYSE:REF), the sustainable women's fashion brand, today announced that its financial results for the second quarter ended June 27, 2026, will be released after the market close on September 10, 2026.

BTIG Starts Reformation Inc (REF) at Buy

Mon, 24 Aug 2026 06:06:48 -0400

BTIG analyst Janine Stichter initiates coverage on Reformation Inc (NYSE: REF) with a Buy rating and a price target of $20.00.

The analyst comments "We initiate coverage of Reformation with a Buy rating and $20 PT. Founded in 2009, Reformation has scaled into the largest sustainable womenswear brand via its DTC-centric model. With a strong, consistent track record for growth, we see this continuing as the brand capitalizes on numerous remaining opportunities, including new stores, category expansion, wholesale, and international. Reformation brings competitive advantages across design and sourcing that make its business more stable and predictable than most traditional apparel brands.

Guggenheim Starts Reformation Inc (REF) at Buy

Mon, 24 Aug 2026 05:09:48 -0400

Guggenheim analyst Jonathan Elias initiates coverage on Reformation Inc (NYSE: REF) with a Buy rating and a price target of $20.00.

For an analyst ratings summary and ratings history on Reformation Inc click here. For more ratings news on Reformation Inc click here.

Shares of Reformation Inc closed at $14.48 yesterday.

William Blair Starts Reformation Inc (REF) at Outperform

Mon, 24 Aug 2026 05:06:55 -0400

William Blair analyst Dylan Carden initiates coverage on Reformation Inc (NYSE: REF) with a Outperform rating.

The analyst comments "We are initiating coverage of Reformation with an Outperform rating. We believe the company has a sustainable structural competitive advantage via speed to market and strong brand resonance that can translate over a considerably larger retail fleet at higher margin. Shares are valued at 16.5 times our 2028 EPS estimate, in line with a broader apparel retail space, including more mature brands where we believe there is room for valuation inflation with a more proven track record. We model 40% annualized earnings

William Blair Starts Reformation Inc (REF) at Outperform

Mon, 24 Aug 2026 05:06:55 -0400

William Blair analyst Dylan Carden initiates coverage on Reformation Inc (NYSE: REF) with a Outperform rating.

Telsey Starts Reformation Inc (REF) at Underperform

Mon, 24 Aug 2026 05:06:23 -0400

Telsey analyst Dana Telsey initiates coverage on Reformation Inc (NYSE: REF) with a Underperform rating and a price target of $20.00.

For an analyst ratings summary and ratings history on Reformation Inc click here. For more ratings news on Reformation Inc click here.

Shares of Reformation Inc closed at $14.48 yesterday.

Citi Starts Reformation Inc (REF) at Buy

Mon, 24 Aug 2026 05:04:57 -0400

Citi analyst Paul Lejuez initiates coverage on Reformation Inc (NYSE: REF) with a Buy rating and a price target of $20.00.

For an analyst ratings summary and ratings history on Reformation Inc click here. For more ratings news on Reformation Inc click here.

Shares of Reformation Inc closed at $14.48 yesterday.

JPMorgan Starts Reformation Inc (REF) at Overweight

Mon, 24 Aug 2026 03:59:34 -0400

JPMorgan analyst Matthew Boss initiates coverage on Reformation Inc (NYSE: REF) with a Overweight rating and a price target of $21.00.

The analyst comments: “We initiate coverage of Reformation (REF) with an Overweight rating and Dec ’27 price target of $21. Importantly, we see “durable drivers” of mid-to-high-teens(+) revenue growth (FY15-25 +34%, TTM +19%) for the next 3-5 years, and ~300bps of margin expansion opportunity with management focused on a quality > quantity financial lens. Specifically, Reformation operates with 90% DTC revenue mix and as fast as 30-day product lead-times from concept to market, launching new products roughly twice per week

JPMorgan Starts Reformation Inc (REF) at Overweight

Mon, 24 Aug 2026 03:59:34 -0400

JPMorgan analyst Matthew Boss initiates coverage on Reformation Inc (NYSE: REF) with a Overweight rating and a price target of $21.00.

Morgan Stanley Starts Reformation Inc (REF) at Equalweight

Mon, 24 Aug 2026 03:43:57 -0400

Morgan Stanley analyst Alex Straton initiates coverage on Reformation Inc (NYSE: REF) with a Equalweight rating and a price target of $16.00.

The analyst comments: “REF’s eCommerce-led model, agile supply chain, data/technology backbone, premium positioning, & iteration heavy assortment should support stronger growth, margins, & consistency than many women’s apparel peers over time. But these advantages do not insulate REF from the fashion, brand relevance, & competitive risks inherent in the category.

~20% growth is possible – but not our base case today, with the NTM hard to call. While our work suggests REF can grow closer to ~20% over time, we

Morgan Stanley Starts Reformation Inc (REF) at Equalweight

Mon, 24 Aug 2026 03:43:57 -0400

Morgan Stanley analyst Alex Straton initiates coverage on Reformation Inc (NYSE: REF) with a Equalweight rating and a price target of $16.00.

~20% growth is possible – but not our base case today, with the NTM hard to call. While our work suggests REF can grow closer to ~20% over time, we

Baird Starts Reformation Inc (REF) at Outperform

Mon, 24 Aug 2026 03:05:02 -0400

Baird analyst Mark Altschwager initiates coverage on Reformation Inc (NYSE: REF) with a Outperform rating and a price target of $19.00.

The analyst comments: “We are initiating coverage of REF with an Outperform rating and a $19 price target, based on 11.2x our NTM +1 adjusted EBITDA estimate of $110M. Reformation is a premium women’s brand that reached roughly $500M of revenue while remaining profitable, largely full-price, and largely unpaid on customer acquisition. Management is extending that model through a store fleet that we expect to grow from 64 doors exiting 2025 to 106 exiting 2028E, expansion of underpenetrated product categories,

Baird Starts Reformation Inc (REF) at Outperform

Mon, 24 Aug 2026 03:05:02 -0400

Baird analyst Mark Altschwager initiates coverage on Reformation Inc (NYSE: REF) with a Outperform rating and a price target of $19.00.

Baird Starts Reformation Inc (REF) at Outperform

Mon, 24 Aug 2026 03:05:02 -0400

Baird analyst Mark Altschwager initiates coverage on Reformation Inc (NYSE: REF) with a Outperform rating and a price target of $19.00.

Baird Starts Reformation Inc (REF) at Outperform

Mon, 24 Aug 2026 03:05:02 -0400

Baird analyst Mark Altschwager initiates coverage on Reformation Inc (NYSE: REF) with a Outperform rating and a price target of $19.00.

RBC Capital Starts Reformation Inc (REF) at Outperform

Mon, 24 Aug 2026 03:03:57 -0400

RBC Capital analyst Irene Nattel initiates coverage on Reformation Inc (NYSE: REF) with a Outperform rating and a price target of $18.00.

The analyst comments: “Initiating coverage of Reformation Inc. at OP, $18 PT; REF IPO'd at $15/share on July 29. We characterize REF as a compelling emerging-growth, sustainability-anchored specialty retailer underpinned by differentiated brand positioning, proven customer economics, a long and visible store expansion runway validated by our proprietary RBC ElementsTM analysis, and compelling optionality around margin expansion and valuation re-rating. Our OP rating reflects relative forecasted growth and profitability, upside to target, and note that if/as REF delivers on

RBC Capital Starts Reformation Inc (REF) at Outperform

Mon, 24 Aug 2026 03:03:57 -0400

RBC Capital analyst Irene Nattel initiates coverage on Reformation Inc (NYSE: REF) with a Outperform rating and a price target of $18.00.

Form 8-K Reformation Inc. For: Jul 31

Mon, 03 Aug 2026 17:13:00 -0400

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Form 4 Reformation Inc. For: Jul 29 Filed by: Allen Zipporah

Fri, 31 Jul 2026 21:55:00 -0400

si-local-file:///var/storage/secattach/20260731/26851992.html

Form 4 Reformation Inc. For: Jul 29 Filed by: RAUCH STACEY

Fri, 31 Jul 2026 21:54:00 -0400

si-local-file:///var/storage/secattach/20260731/26851990.html

Form 4 Reformation Inc. For: Jul 29 Filed by: Moore Joshua

Fri, 31 Jul 2026 21:54:00 -0400

si-local-file:///var/storage/secattach/20260731/26851991.html

StreetInsider.com News Articles

Form 4 Reformation Inc. For: Sep 01 Filed by: Aflalo Yael

Form 4 Reformation Inc. For: Sep 01 Filed by: Permira VI L.P.1

Reformation to Announce Second Quarter Fiscal 2026 Results on September 10, 2026

BTIG Starts Reformation Inc (REF) at Buy

Guggenheim Starts Reformation Inc (REF) at Buy

William Blair Starts Reformation Inc (REF) at Outperform

William Blair Starts Reformation Inc (REF) at Outperform

Telsey Starts Reformation Inc (REF) at Underperform

Citi Starts Reformation Inc (REF) at Buy

JPMorgan Starts Reformation Inc (REF) at Overweight

JPMorgan Starts Reformation Inc (REF) at Overweight

Morgan Stanley Starts Reformation Inc (REF) at Equalweight

Morgan Stanley Starts Reformation Inc (REF) at Equalweight

Baird Starts Reformation Inc (REF) at Outperform

Baird Starts Reformation Inc (REF) at Outperform

Baird Starts Reformation Inc (REF) at Outperform

Baird Starts Reformation Inc (REF) at Outperform

RBC Capital Starts Reformation Inc (REF) at Outperform

RBC Capital Starts Reformation Inc (REF) at Outperform

Form 8-K Reformation Inc. For: Jul 31

Form 4 Reformation Inc. For: Jul 29 Filed by: Allen Zipporah

Form 4 Reformation Inc. For: Jul 29 Filed by: RAUCH STACEY

Form 4 Reformation Inc. For: Jul 29 Filed by: Moore Joshua