Rent the Runway

RENT

Market cap $268M

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.

NEW YORK, Oct. 28, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: RENT) – Rent the Runway, Inc. (the “Company” or “RTR”), a pioneer in apparel rental that created one of the world's leading fashion subscription platforms, today announced the closing of its previously announced recapitalization transactions, a strategic step to enhance the Company's financial position and flexibility by meaningfully reducing outstanding debt, extending the maturity of its remaining debt balance, and providing additional capital to support the Company's growth initiatives. As part of the recapitalization, Aranda Principal Strategies (“APS”) converted a substantial portion of its extant debt investment into common equity ownership, and an investor group consisting of APS, STORY3 Capital Partners (“STORY3”) and Nexus Capital Management (“Nexus”) contributed $20 million of cash to RTR's balance sheet.

Rent the Runway is continuing to roll out new personalized recommendations and artificial intelligence (AI)-powered enhancements as part of a wide-ranging transformation of its fashion subscription, rental and resale platform.

Rent the Runway, Inc. (NASDAQ:RENT ) Q2 2025 Earnings Call September 11, 2025 4:30 PM EDT Company Participants Cara Schembri - Chief Legal & Administrative Officer Jennifer Hyman - Co-Founder, CEO, President & Chairman Siddharth Thacker - Chief Financial Officer Presentation Operator Greetings, and welcome to Rent the Runway's Quarter 2 2025 Earnings Conference Call. [Operator Instructions] Please note this conference is being recorded.

Rent The Runway, Inc. RENT stock plunged after the released its second-quarter results after Thursday's closing bell. Here's a look at the details in the report.

NEW YORK, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Rent the Runway, Inc. (“Rent the Runway”) (Nasdaq: RENT) announced today that it expects to release its second quarter 2025 financial results for the quarter ended July 31, 2025 on Thursday, September 11, 2025, after market close. Rent the Runway will host a conference call and live webcast with the investment community at 4:30 p.m. Eastern Time that same day to discuss its results and to provide a business update.