Rent the Runway

RENT

Market cap $165M

Rent the Runway spent fiscal year 2025 making the biggest inventory bet in its history. More clothes in circulation meant fewer cancellations, stronger retention and a path back to growth.

Rent the Runway, Inc. (RENT) Q4 2026 Earnings Call Prepared Remarks Transcript

NEW YORK, April 14, 2026 (GLOBE NEWSWIRE) -- Rent the Runway, Inc. (“Rent the Runway” or "RTR") (NASDAQ: RENT), the company transforming the way women get dressed, today reported financial results for the fiscal quarter and fiscal year 2025 ended January 31, 2026.

Fonseca brings decades of leadership in digital transformation, strategic growth, and scaling complex marketplaces to the Rent the Runway Board of Directors Fonseca brings decades of leadership in digital transformation, strategic growth, and scaling complex marketplaces to the Rent the Runway Board of Directors

NEW YORK, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Rent the Runway, Inc. (“Rent the Runway”) (Nasdaq: RENT) announced today the grant of an inducement award to Dhiren Fonseca, the Executive Chair of Rent the Runway's Board of Directors, effective February 27, 2026.

Rent the Runway (RENT) is rated 'Buy' due to its massive valuation discount and recent operational improvements, despite persistent profitability challenges. RENT operates in a highly fragmented, competitive market with modest pricing power and faces both direct and indirect competition across fashion retail and rental. Management expects to at least break even in FY2025, marking a potential first-ever profit, but cautions about sustainability given historical losses and economic sensitivity.

Rent the Runway is rated 'Hold' as revenue growth is offset by rising costs and a challenging cost structure. Recent initiatives—debt-to-equity conversion, inventory investment, and improved algorithms—have boosted liquidity and organic growth, yet profitability remains elusive. The customer base has rebounded above pre-pandemic levels, with subscription and resale revenues both showing double-digit year-over-year growth.

Rent the Runway, Inc. (RENT) Q3 2026 Earnings Call Prepared Remarks Transcript

Continued Growth of the Business with Q3 Ending Active Subscribers +12.4% YoY; Revenue up 15.4% YOY Closed Transformative Recapitalization Plan, Strengthening the Balance Sheet and Injecting Capital into the Business Expanded our Community-driven Organic Growth Strategy to Drive Brand Awareness and Acquisition NEW YORK, Dec. 12, 2025 (GLOBE NEWSWIRE) -- Rent the Runway, Inc. (“Rent the Runway” or "RTR") (NASDAQ: RENT), the company transforming the way women get dressed, today reported financial results for the fiscal quarter ended October 31, 2025. Rent the Runway is delivering on its multi-year transformation plan, achieving substantial growth on the heels of its largest inventory investment in company history.

NEW YORK, Nov. 21, 2025 (GLOBE NEWSWIRE) -- Rent the Runway, Inc. (“Rent the Runway”) (Nasdaq: RENT) announced today that it expects to release its third quarter 2025 financial results for the quarter ended October 31, 2025 on Friday, December 12, 2025, before market open. Rent the Runway will host a conference call and live webcast with the investment community at 8:30 a.m. Eastern Time that same day to discuss its results and to provide a business update.