The RealReal (REAL)

• Market cap: $1.27B
• 1 day: 1.57%
• 5 days: -10.43%
• 1 month: 5.77%
• 3 months: 99.46%
• 6 months: 55.89%
• Year to date: 11.69%
• 1 year: 193.85%
• 5 years: -32.37%
• 10 years: -61.97%
• Sector: Consumer Discretionary
• Industry: Luxury Goods

About: The RealReal is the largest pure-play luxury resale platform in the US, generating $1.8 billion in 2024 gross merchandise volume and addressing a niche (personal luxury resale) that had previously been serviced by inefficient upscale boutiques and local pawn shops. The company generates revenue via consignment and first-party sales on its online marketplace, and through a small volume of direct sales. With a hands-on approach that actively sources inventory and authenticates every item on its platform, The RealReal is able to justify much higher take rates than peers, working out to roughly 36% of net merchandise value in 2024, which excludes returns, cancellations, and first-party sales.

Employees: 3,011