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REAL US​

TheRealReal, Inc.(REAL US)

$10.84+0.363.44%Ext:$11.99+1.1510.61%(Market Closed · 23:56:44 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

TheRealReal, Inc. — Company Profile

The RealReal, Inc. manages a digital platform dedicated to the online resale of luxury goods throughout the United States. Its diverse inventory encompasses a wide array of categories, such as clothing and accessories for women, men, and children, along with fine jewelry, watches, and home furnishings and art. This company was founded in 2011 and maintains its corporate headquarters in San Francisco, California.

Sector
Consumer Cyclical
Industry
Luxury Goods
Exchange
UQ
CEO
Rati Sahi Levesque
Headquarters
San Francisco, CA, US
IPO Date
Jun 28, 2019
Employees
3,140
Website
www.therealreal.com

Key Metrics

Price
$8.90
Market Cap
$1.07B
Revenue (TTM)
$189.72M
Net Income (TTM)
$38.94M
EPS (TTM)
0.33
P/E (TTM)
-16.43
P/B (TTM)
-2.98
Dividend Yield
0.00%
ROE (TTM)
-10.83%
ROA (TTM)
10.09%
Operating Margin
-1.20%
Beta
1.77

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

The RealReal, Inc. manages a digital platform dedicated to the online resale of luxury goods throughout the United States. Its diverse inventory encompasses a wide array of categories, such as clothing and accessories for women, men, and children, along with fine jewelry, watches, and home furnishings and art. This company was founded in 2011 and maintains its corporate headquarters in San Francisco, California.

Website
www.therealreal.com
Location
San Francisco, CA, US
Phone855 435 5893
Employees3,140
CEORati Sahi Levesque
SectorConsumer Cyclical
IndustryLuxury Goods
IPO DateJun 28, 2019

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Peer comparison
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Latest Documents

SEC Filings(689)

Expand
  • 8-KEntry into a Material Definitive Agreement15 Oct
  • 4Statement of changes in beneficial ownership1 Oct
  • 4Statement of changes in beneficial ownership1 Oct
  • 4Statement of changes in beneficial ownership24 Aug
  • 4Statement of changes in beneficial ownership24 Aug
  • 4Statement of changes in beneficial ownership24 Aug
  • 4Statement of changes in beneficial ownership24 Aug
  • 4Statement of changes in beneficial ownership24 Aug
  • 10-QQ2ended 30 Jun 20266 Aug
  • 8-KResults of Operations and Financial Condition6 Aug
  • SC 13G/ATheRealReal, Inc.30 Jul
  • 4Statement of changes in beneficial ownership29 Jul
  • 4Statement of changes in beneficial ownership29 Jul
  • 4Statement of changes in beneficial ownership29 Jul
  • 4Statement of changes in beneficial ownership29 Jul
  • 4Statement of changes in beneficial ownership29 Jul
  • 4Statement of changes in beneficial ownership29 Jul
  • SC 13G/ATheRealReal, Inc.8 Jul
  • 4Statement of changes in beneficial ownership1 Jul
  • 4Statement of changes in beneficial ownership1 Jul

News

  • Can The RealReal (REAL) Climb 73.08% to Reach the Level Wall Street Analysts Expect?20 Oct
  • The RealReal (REAL) Soars 15.8%: Is Further Upside Left in the Stock?16 Oct
  • Why The RealReal Stock Popped on Thursday15 Oct
  • THE REALREAL ANNOUNCES REFINANCING OF 2029 SENIOR SECURED NOTES WITH NEW $150 MILLION TERM LOAN AND $25 MILLION REVOLVING CREDIT FACILITY15 Oct
  • The RealReal Announces Timing of Its Third Quarter 2026 Earnings Conference Call14 Oct
  • The RealReal Expands Ask TRR AI Shopping Agent With Google Cloud's Gemini Enterprise8 Oct
  • Cedar Grove Capital Q3 2026 Portfolio Update7 Oct
  • The RealReal: Debt Refinancing Could Unlock The Turnaround2 Oct
  • Real Matters Inc. (TSE:REAL) Stock Has Consensus Target Price of C$7.431 Oct
  • THE REALREAL OPENS FIRST MASSACHUSETTS STORE IN CHESTNUT HILL16 Sep
  • The RealReal Expands Los Angeles Presence with New Glendale Store9 Sep
  • Analyzing Logiq (OTCMKTS:LGIQ) & RealReal (NASDAQ:REAL)26 Aug
  • THE REALREAL'S 2026 RESALE REPORT REVEALS RESALE IS BECOMING FIRST CHOICE FOR SHOPPERS25 Aug
  • All You Need to Know About The RealReal (REAL) Rating Upgrade to Buy20 Aug
  • Wall Street Analysts See a 52.8% Upside in The RealReal (REAL): Can the Stock Really Move This High?20 Aug
  • A Look at The RealReal Inc (REAL) After 4.2% Gain -- GF Value $6.17 vs Price $11.4014 Aug
  • RealReal Q2 Earnings Call Highlights7 Aug
  • The RealReal, Inc. (REAL) Q2 2026 Earnings Call Transcript6 Aug
  • The RealReal (REAL) Reports Q2 Loss, Beats Revenue Estimates6 Aug
  • The RealReal (REAL) Reports Q2 Earnings: What Key Metrics Have to Say6 Aug

Mentions in Filings

  • … rings more than 15 years of leadership experience in the retail industry, with deep expertise in brand positioning and operational execution. She currently serves as President, Chief Executive Officer and a director of <strong>The RealReal</strong> (NASDAQ: REAL), where she has accelerated growth through a focus on digital innovation, elevating brands online, consumer engagement and merchandising strategy. Ms. Levesque joined The RealReal as its first employee in …
    DECKERS OUTDOOR CORPTheRealReal, Inc.·EX-99.2 - 8-K - Results of Operations and Financial Condition·Q3 27·22 Oct
  • … Board since February 2023 and as Chair of the Board since October 2024. Mr. Miller brings over 20 years of board, C-Suite and executive experience at leading technology and e-commerce companies such as Google, Wayfair, <strong>The RealReal</strong>, Amazon, Sanmina-SCI and Cisco. Since January 2023, Mr. Miller has served as a Senior Advisor of Boston Consulting Group, a global management and consulting firm. Mr. Miller previously served as Chief Technology Office …
    LIVEPERSON INCTheRealReal, Inc.·10-K/A - Annual report (amendment) FY 2025·FY25·30 Apr
  • … HamsaPay, Happiest Baby, Mayk.it, Merit Beauty, Rembrand, Seed Health, Stability.ai, Thrive Market, and Versed. Her notable exits include Bumble (IPO), Maker Studios (acquired by Disney), Pulse (acquired by LinkedIn), <strong>The RealReal</strong> (IPO), Trunk Club (acquired by Nordstrom), and WideOrbit (interest sold to company management). Ms. Settle is on the boards of directors of National Venture Capital Association and MNTN, Inc. She is a founding member o …
    IMAX CORPTheRealReal, Inc.·DEF 14A - Definitive proxy statement·Q2 26·24 Apr
  • … ngs, Inc. •Canada Goose Holdings Inc. •e.l.f. Beauty, Inc. •Etsy, Inc. •J. Jill, Inc. •Movado Group, Inc. •On Holding AG •Revolve Group, Inc. •Stitch Fix, Inc. •The Buckle, Inc. •The Honest Company, Inc. •<strong>The RealReal, Inc.</strong> •Warby Parker Inc. •YETI Holdings, Inc. As of October 2024, as compared to such peer group, we were at the 7th percentile for revenues for the preceding four quarters, the 36th percentile for 30-day average marke …
    FIGS, Inc.TheRealReal, Inc.·DEF 14A - Definitive proxy statement·Q4 25·23 Apr
  • … ands, Inc. | ThredUp Inc. | | Build-A-Bear Workshop, Inc. | Kirkland’s, Inc. | Revolve Group, Inc. | StitchFix, Inc. | Vivid Seats Inc. | | Duluth Holdings Inc. | PetIQ, Inc. | Lulu’s Fashion Lounge Holdings, Inc. | <strong>The RealReal, Inc.</strong> | Warby Parker Inc. | For roles where our Peer Group data is limited, the Compensation Committee also reviewed an evenly weighted blend of our Peer Group proxy data and supplemental market data from Radford Global …
    Bark, Inc.TheRealReal, Inc.·10-K/A - Annual report (amendment) FY 2026·FY26·29 Jul
  • … p | | Greenwich and Westport Collection (4 properties) | 1998 2012 2014 | 89.5% | | 39,593 | | — | | — | | 39,593 | | 100.0 | % | | — | % | | — | % | | 100.0 | % | | 100.0 | % | | 4,394,875 | | 111.00 | Veronica Beard, <strong>The RealReal</strong>, Blue Mercury, Splendid, Swarovski, Watches of Switzerland | | 2914 Third Avenue | 2006 | 100.0% | | — | | 21,650 | | 18,953 | | 40,603 | | — | % | | 100.0 | % | | 100.0 | % | | 100.0 | % | | 100.0 | % | | 1,148,294 | …
    ACADIA REALTY TRUSTTheRealReal, Inc.·EX-99.2 - 8-K - Results of Operations and Financial Condition·Q3 26·28 Jul

Key Stats

Trading

Px/Chg 1D$8.90 / -0.56%
Avg Volume3.62M
Beta1.77
Mkt Cap1.07B
FD Mkt Cap1.25B

Float

Shrs Out/Float120.49M / 100.73M
Short Float0.08%
Days to Cover4.48
Stock Repurchased$0.00

Current Valuation

EV1.41B
EV/EBITDA-396.66
EV/Sales1.96
P/B-2.98
P/S1.48
FCF Yield-2.25%
ROE-10.83%
ROA10.09%
Current Ratio0.84

Estimates

P/E-16.43
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings-15.95-0.67-2.54-5.67-98.4227.54
Price / Sales5.520.220.781.2719.675.65
Price / Book Value-3.24-0.77-1.41-1.87-9.19-2.98
Price / Free Cash Flow-26.11-1.15-4.74-169.0188.83-44.50
ENTERPRISE VALUE METRICS
Enterprise Value1,588.0433.4830.31,134.94,128.81,412.9
Enterprise Value / Sales6.570.721.511.8921.287.45
Enterprise Value / EBITDA-35.11-2.74-6.60-14.29-177.9325.99
Enterprise Value / EBIT-23.75-2.33-5.27-10.08-131.6230.54

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue10.3%467.7603.5549.3600.5692.8
Gross Income15.3%273.5348.7376.3447.5483.8
EBITDA—-171.6-158.1-125.8-79.419.3
EBIT-49.7%-214.5-185.8-157.5-112.5-13.7
Net Income-35.1%-236.1-196.4-168.5-134.2-41.8
EPS (Diluted)-28.5%-2.60-2.04-1.64-1.24-0.68
BALANCE SHEET
Cash & ST Inv-22.5%418.2293.8175.7172.2151.2
Total Assets-14.2%754.9615.6446.9423.1409.0
Total Liabilities4.9%681.8785.7750.2830.5824.6
Total Shareholder Equity—73.1-170.1-303.3-407.4-415.5
CASH FLOW
Net Operating Cash Flow—-142.2-91.6-61.321.537.0
Cap Ex-20.8%-47.4-22.9-29.2-26.0-18.6
Free Cash Flow—-189.6-114.4-90.4-4.518.4

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)10.89
Basic Shares120.49
Market Cap1,312.0
Diluted Shares314.30
Fully Diluted Shares Outstanding314.30
Fully Diluted Market Cap3,422.3
+Consolidated Debt464.5
−In-the-Money Convertible Debt—
+Capital Leases89.2
+Operating Leases—
−Cash & Equivalents-124.0
−Short-term Investments-
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value1,652.5

Segment data

Revenue

by Products and services

  • Service77%
  • Product13%
  • Shipping And Handling10%

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