The RealReal

The RealReal, Inc. operates an online marketplace for consigned luxury goods. It engages in the consignment of luxury goods across multiple categories, including women's, men's, kids, jewelry, watches, home and art. It sells pieces from designers such as Chanel, Christian Louboutin, Gucci, Hermes, Louis Vuitton, Prada, Celine, Jimmy Choo, Burberry, and Valentino. The company was founded by Julie Wainwright and Marcy Carmack on March 29, 2011 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

The RealReal reports positive Q4 earnings, targets profitability by 2024

The RealReal's Q4 2022 earnings call highlighted positive financial progress, a focus on achieving profitability, and key initiatives to drive operational efficiency. Challenges include addressing concerns about take rate and buyer behavior post-commission changes. Opportunities lie in refining operations, adjusting commission rates, and enhancing the buyer value proposition.

The RealReal surpasses revenue targets, eyes profitability by 2024

The RealReal delivered strong financial performance, focusing on cost management and profitability. Optimized consignment supply and customer service enhancements drove revenue growth.
Challenges include declining direct revenue and the need to balance pricing optimization with customer loyalty. Opportunities lie in new revenue streams and customer experience enhancements.
Confidence in achieving profitability by 2024, with a commitment to customer loyalty and sustainability in luxury resale market.

The RealReal beats Q2 expectations, eyes profitability in 2024

The RealReal's Q2 performance exceeded expectations with a focus on high-margin consignment business.
Efforts to optimize marketing spend, explore new revenue streams, and grow membership base are key strengths.
Challenges include managing convertible notes, returns, and balancing traditional business with new partnerships.
Opportunities lie in growing supply, unlocking more buyers, and deploying advertising for revenue enhancement.

The RealReal (REAL) surpasses Q3 expectations, eyes profitability in 2024

The RealReal (REAL) delivered strong financial performance in Q3 2023, exceeding revenue and EBITDA guidance.
While facing challenges such as decelerating active buyer growth and CFO transition, the company remains focused on profitability and operational efficiencies.
Opportunities lie in optimizing marketing strategies, driving growth in direct revenue, and leveraging high-end product quality and supply dynamics.
Overall, The RealReal (REAL) is well-positioned for future success with a strategic focus on higher-margin consignment business and customer-centric operations.

The RealReal exceeds Q4 expectations, eyes growth through strategic initiatives

The RealReal's strong financial performance in Q4 2023, leadership updates, and strategic initiatives position the company for continued growth and profitability.
While facing challenges such as fluctuating active buyers and revenue mix, opportunities in automation, AI, and customer engagement present avenues for future success.
With a focus on operational efficiency, debt reduction, and revenue diversification, The RealReal aims to achieve breakeven adjusted EBITDA in 2024 and drive sustainable growth.
Emphasis on pricing power, customer engagement, and sustainability underscores The RealReal's commitment to delivering a luxury resale experience and capturing market opportunities.

The RealReal (REAL) reports robust Q1 growth and focuses on AI-driven profitability

The RealReal (REAL) delivered a strong Q1 performance with a focus on profitable growth and enhancing the client experience through AI and automation. While facing challenges in managing costs and sustaining growth, the company is well-positioned to capitalize on opportunities in new supply channels and operational efficiencies.

The RealReal (REAL) reports robust Q2 results and positive 2024 outlook

REAL's Q2 performance reflects strong growth and financial improvement, with a positive outlook for full year 2024.
The company's focus on operational efficiencies, margin expansion, and new supply channels positions it for continued success.
Challenges lie in addressing seasonal patterns, revenue expectations, and maintaining consumer interest amidst evolving trends.

The RealReal reports strong Q3 results, focuses on growth strategies

The RealReal's Q3 performance reflects solid growth and financial stability, driven by effective sales, marketing, and operational strategies. While facing challenges in margin improvements and competitive landscape, the company's focus on operational excellence and service remains a key strength. Opportunities lie in optimizing margins, leveraging consumer trends, and strategic expansion.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The RealReal, Inc. is an online marketplace for consigned luxury goods, which engages in the consignment of luxury goods across multiple categories, including women's, men's, kids, jewelry, watches, home, and art. It sells pieces from designers such as Chanel, Christian Louboutin, Gucci, Hermes, Louis Vuitton, Prada, Celine, Jimmy Choo, Burberry, and Valentino. The company was founded by Julie Wainwright and Marcy Carmack on March 29, 2011 and is headquartered in San Francisco, CA.

Q2 2024 Revenue of $145 million, up $14 million or 11% Year-Over-YearQ2 2024 Net Loss of $(17) million, or (11.5%) of Total Revenue, an improvement of $25 million Year-Over-YearQ2 2024 Adjusted EBITDA of $(1.8) million or (1.2)% of Total Revenue, up $21 million Year-Over-Year

The RealReal Announces Second Quarter 2024 Results

FTAI Infrastructure LLC

FTAI Aviation Ltd

Immunovant Inc

Latch

OmniAb Inc

Purple Innovation

RCI Hospitality

In the first half of 2024, our long book performed strong relative to the Russell 2000, driven by our high-conviction positions. We are pleased with our relative performance and believe the Russell 2000 remains a more appropriate benchmark for comparison. Top gainers include FTAI Aviation and FTAI Infrastructure, while top detractors include Latch and Industrial Short.

Long Assets On Path To Creating Significant Value, Shorting Remains Very Challenging

SAN FRANCISCO, July 11, 2024 (GLOBE NEWSWIRE) -- The RealReal (Nasdaq: REAL)—the world's largest online marketplace for authenticated, resale luxury goods—today announced that it will release its financial results for the second quarter ended June 30, 2024 after the market closes on August 6, 2024.

The RealReal Announces Timing of Its Second Quarter 2024 Earnings Conference Call

Baidu

JD.com

While none of Michael Burry's more recent trades matched the scale or significance of his famous maneuver during the Great Recession, he has, nonetheless, continued investing in the stock market with substantial success.

Michael Burry's top 3 stocks for the end of 2024

Michael Burry's bet on the Chinese e-commerce and technology giant Alibaba (NYSE: BABA) has been extensively covered for approximately a year.

Michael Burry's best performing stock in the first half of 2024

NEW YORK, June 13, 2024 (GLOBE NEWSWIRE) -- Today, The RealReal, the world's largest online marketplace for authenticated, resale luxury goods, unveils an installation of fake handbags at 301 Canal Street. In a moment where authenticity has never been so important, we're drawing attention to the pervasive counterfeit crisis and provocatively prompting passer-bys to ask themselves what's real, with the goal of starting a conversation about why it matters on a street synonymous with counterfeit culture.

The RealReal ‘Opens' an Installation on Canal Street, Starting a Conversation About Fakes

The RealReal has returned to 2% y/y GMV growth in Q1, following a -9% y/y decline in Q4. Impressively, Q1 GMV also grew nominally versus the Q4 holiday quarter. The company expects continued GMV acceleration in Q2. REAL's decision to focus on consignment revenue and ditch its direct sales business has also dramatically improved its profitability.

RealReal: Return To GMV Growth May Spark The Beginning Of A Rebound

The RealReal, Inc. (NASDAQ:REAL ) Q1 2024 Earnings Conference Call May 7, 2024 5:00 PM ET Company Participants Caitlin Howe - SVP of IR John Koryl - CEO Rati Levesque - President and COO Ajay Gopal - CFO Conference Call Participants Marvin Fong - BTIG Ike Boruchow - Wells Fargo Chandana Madaka - KeyBanc Capital Markets Anna Andreeva - Needham Mark Altschwager - Baird Jay Sole - UBS Tom Nikic - Wedbush Operator Good day, and thank you for standing by. Welcome to the RealReal First Quarter 2024 Financial Results Conference Call.

The RealReal, Inc. (REAL) Q1 2024 Earnings Call Transcript

The RealReal (REAL) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to loss of $0.36 per share a year ago.

The RealReal (REAL) Reports Q1 Loss, Tops Revenue Estimates

The RealReal, a luxury clothing consignment platform, has seen a significant increase in its stock price this year. The company has implemented a turnaround plan focused on consignment and debt restructuring, which has improved its gross margin profile. The RealReal faces competition from platforms like Poshmark but distinguishes itself in the luxury space with a curated selection and lower fees for certain categories (watches, sneakers).

The RealReal: Turnaround Plan Deserves A Vote Of Confidence

Throughout the rest of Earth Month, customers can donate commission to support the planet's living ecosystems Throughout the rest of Earth Month, customers can donate commission to support the planet's living ecosystems

The RealReal Launches Retail Initiative to Benefit Conservation International

SAN FRANCISCO, April 11, 2024 (GLOBE NEWSWIRE) -- The RealReal  (Nasdaq: REAL)—the world's largest online marketplace for authenticated, resale luxury goods—today announced that it will release its financial results for the first quarter ended March 31, 2024 after the market closes on May 7, 2024.

The RealReal Announces Timing of Its First Quarter 2024 Earnings Conference Call

Advance Auto Parts

Qurate Retail Inc

Toast

While Michael Burry undoubtedly pulled off one of the most masterful stock market maneuvers during the 2008 crisis with his ‘Big Short,' Burry's performance since has been checkered, albeit leaning toward successful.

These are the best-performing ‘Big Short” Michael Burry stocks of 2024

The RealReal, Inc. (REAL) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, REAL's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.

Should You Buy The RealReal (REAL) After Golden Cross?

Does The RealReal (REAL) have what it takes to be a top stock pick for momentum investors? Let's find out.

What Makes The RealReal (REAL) a Strong Momentum Stock: Buy Now?

The RealReal (REAL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

The RealReal, Inc. (REAL) Hit a 52 Week High, Can the Run Continue?

The RealReal (REAL) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.

Why Fast-paced Mover The RealReal (REAL) Is a Great Choice for Value Investors

SAN FRANCISCO, March 04, 2024 (GLOBE NEWSWIRE) -- The RealReal, Inc. (NASDAQ: REAL) – the world's largest online marketplace for authenticated, resale luxury goods – today announced that it granted equity awards on March 4, 2024 as a material inducement to the employment of the company's newly-hired Chief People Officer, Chatelle Lynch, and Chief Marketing Officer, Sri Batchu.

The RealReal Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)

The second-hand luxury goods market is on fire, growing twice as fast as the primary market, advancing at an 11.6% compound annual growth rate since 2019 compared to 5.2% CAGR for the primary personal luxury goods market.

The RealReal May Have Turned The Corner To Profits In Luxury Resale

The RealReal (NASDAQ: REAL) stock price surged by more than 50% on Friday after the company published encouraging financial results. The stock jumped to a high of $2.88, its highest point since September 5th.

The RealReal stock price surged after earnings: still a buy?

The company is looking to set up smaller sites, of a size of around 250 feet, in wealthy, but more local neighborhoods.

The RealReal to Open New Stores in Strategic Shift

The RealReal, Inc. (REAL) Q4 2023 Earnings Call Transcript

While the top- and bottom-line numbers for The RealReal (REAL) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, The RealReal (REAL) Q4 Earnings: A Look at Key Metrics

The RealReal (REAL) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.29 per share a year ago.

The RealReal (REAL) Reports Q4 Loss, Tops Revenue Estimates

Q4 and FY 2023 Net Loss Improved Year-Over-Year by $17 million and $28 million, respectivelyQ4 2023 Adjusted EBITDA of positive $1.4 million, improving $22 million year-over-yearDebt Exchange Transactions Entered into with Certain Holders of Convertible Senior Notes due 2025 and 2028

News for The RealReal Stock (REAL)