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.

Amarin Corporation Plc

Bioventus

CommScope Hld

1847 Holdings LLC

Gannett Co.

FiscalNote Holdings Inc

Precigen

Rackspace Technology, Inc.

TFF Pharmaceuticals

Engaging in the world of low-cost stocks often referred to as penny stocks, is appealing to those looking to capitalize on the potential upsides of the stock market. These stocks, priced below $5, are known for their intrinsic risk.

10 Top Penny Stocks To Buy According To Insiders In August

Investing in penny stocks represents an enticing prospect for those seeking to leverage the stock market's potential gains. Characterized by an inherent risk and the promise of significant rewards, these under-$5 shares often become the subjects of speculation.

7 Penny Stocks To Buy According To Insiders In August

Alibaba

Cigna

Capital One

Coherent Corp

CVS Health

Devon Energy

iShares MSCI Japan ETF

iShares MSCI Japan Value ETF

Expedia

Franklin FTSE Japan ETF

First Republic Bank

GEO Group

Generac Holdings

JD.com

SPDR S&P Regional Banking ETF

Liberty Latin America Ltd.

Liberty Latin America

MGM Resorts

New York Community Bancorp

PacWest Bancorp

Precision Drilling

Invesco QQQ

Qurate Retail Inc

Qurate Retail Inc - Ordinary Shares - Series B

Michael Burry closed out most of his Q1 positions in the second quarter, reducing positions in Signet Jewelers, Liberty Latin America, and New York Community Bancorp. Burry more than doubled his position in The RealReal Inc. and added shares of The GEO Group. Burry purchased a substantial number of put contracts on the S&P 500 ETF and the Invesco Nasdaq 100 ETF and added new positions in Expedia Group, MGM Resorts International, Generac Holdings, and CVS Health Corporation.

Analyzing 13Fs: Michael Burry's Scion Asset Management Q2 Update

Secondhand marketplace TheRealReal delivered better profitability than expected. Management has made significant changes to the company's cost structure that sets up a brighter future.

Why TheRealReal Stock Jumped Today

The beloved, if troubled, consignment platform is going up market, focusing on clothing and accessories, and adding advertising in its bid to become profitable. For real. Logging into luxury fashion and accessories platform The RealReal when new items are added—at 10 a.m.

Inside The RealReal's ambitious turnaround strategy

The RealReal, Inc. (NASDAQ:REAL ) Q2 2023 Earnings Conference Call August 8, 2023 5:30 PM ET Company Participants Caitlin Howe - Senior Vice President of Investor Relations John Koryl - Chief Executive Officer Rati Levesque - President & Chief Operating Officer Robert Julian - Chief Financial Officer Conference Call Participants Jason Napier - UBS Rick Patel - Raymond James Ike Boruchow - Wells Fargo Anna Andreeva - Needham Austin Ferner - Wedbush Securities Marvin Fong - BTIG Nathaniel Feather - Morgan Stanley Edward Yruma - Piper Sandler Mark Altschwager - Baird Operator Hello and thank you for standing by. Welcome to The RealReal's Second Quarter 2023 Earnings Conference Call.

The RealReal, Inc. (REAL) Q2 2023 Earnings Call Transcript

The headline numbers for The RealReal (REAL) give insight into how the company performed in the quarter ended June 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

The RealReal (REAL) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

The RealReal (REAL) came out with a quarterly loss of $0.30 per share versus the Zacks Consensus Estimate of a loss of $0.36. This compares to loss of $0.40 per share a year ago.

The RealReal (REAL) Reports Q2 Loss, Misses Revenue Estimates

Q2 2023 Gross Profit Margin Increased 908 basis points Year-Over-YearQ2 2023 Net Income of $(41.3) million or (31.6)% of Total RevenueQ2 2023 Adjusted EBITDA of $(22.3) million or (17.1)% of Total Revenue

The RealReal Announces Second Quarter 2023 Results

SAN FRANCISCO, July 12, 2023 (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, 2023 after the market closes on August 8, 2023.

The RealReal Announces Timing of Its Second Quarter 2023 Earnings Conference Call

Alto Ingredients

Traeger

Lifetime Brands

Traeger (COOK), Alto Ingredients (ALTO), The RealReal (REAL) and Lifetime Brands (LCUT) focus on a superior product strategy and prudent capital investments.

4 Consumer Products-Discretionary Stocks to Tap Amid Improving Industry Trends

This stock is interestingly different from most stocks Michael Burry owns.

1 Michael Burry Stock Down 93% You'll Regret Not Buying on the Dip

The RealReal Inc has finally got a cohesive strategy to get out of its self-induced mess. RealReal's platform benefits from a virtuous network effect; besides, there is a genuine need for a niche market and RealReal is fulfilling it at scale. Dr Michael Burry, the great bear who made a killing in the Great Financial Crisis Housing Bubble, has bought 684,000 shares in Q1-2023.

The RealReal Turnaround Is For Real

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

Fast-paced Momentum Stock The RealReal (REAL) Is Still Trading at a Bargain

Since our recommendation, the stock has increased by 40%, and we continue to hold it. Despite considering The RealReal to be a small-cap stock and a short- to medium-term hold, we don't trade. The Q1 2023 earnings report showed promising progress.

The RealReal: Resilient And Expanding Customer Base, Maintain 'Buy'

Caterpillar

ChargePoint Holdings

OpGen

Trevena

Tap five stocks with increasing P/E ratios to try out a different approach. These stocks include OpGen (OPGN), The RealReal (REAL), Trevena (TRVN), ChargePoint (CHPT) and Caterpillar (CAT).

Go Beyond Bargain Hunting; Buy 5 Stocks With Rising P/E

Luxury consignment resale platform The RealReal Inc. NASDAQ: REAL shares have been sinking from $30.22 in February 2021 to a low of $1.00 in March 2023. However, an unlikely buyer has been accumulating shares in the troubled retailer.

Is This Why Mike Burry Took a Stake in The RealReal Stock?

The RealReal (REAL) came out with a quarterly loss of $0.36 per share versus the Zacks Consensus Estimate of a loss of $0.40. This compares to loss of $0.47 per share a year ago.

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

Q1 2023 Gross Merchandise Value Increased 4% Year-Over-YearQ1 2023 Total Revenue Decreased 3% Year-Over-YearQ1 2023 Consignment Revenue Grew 22% Year-Over-Year

The RealReal Announces First Quarter 2023 Results

Genius Brands

Prestige Brands Holdings

Prestige Consumer Healthcare (PBH), Traeger (COOK), The RealReal (REAL) and Genius Brands (GNUS) have been focusing on a superior product strategy and prudent capital investments.

4 Stocks to Track Despite Consumer Products-Discretionary Industry Woes

The RealReal, Inc. went public in June 2019 at a price of $20.00 per share, while the stock is now barely above $1.00. The firm operates a premium online apparel marketplace and retail location network.

The RealReal Is Facing A Challenging Transition Period Ahead

SAN FRANCISCO, April 13, 2023 (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, 2023 after the market closes on May 9, 2023.

The RealReal Announces Timing of Its First Quarter 2023 Earnings Conference Call

The New CEO aims to increase the supply of high-value goods and focus on consignor clients. This could improve The RealReal's profitability and leverage its strength better. The company continues to grow its client base and its operating metrics are still stable.

New CEO Likely To Walk The RealReal Towards Profitability

The RealReal has added resources to help consignors do business on the luxury resale marketplace. The firm has enhanced its consignment service model and added new sources of pricing data, The RealReal said in a Wednesday (March 29) press release.

The RealReal Adds Concierge Team and Data Sources for Consignors

The RealReal has just brought in a new CEO with the initial mandate to reach profitability. Over the past eight months, interim co-ceos started the process with results starting to show.

News for The RealReal Stock (REAL)