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RENT Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
5.460
Open
5.460
VWAP
5.08
Vol
139.11K
Mkt Cap
165.43M
Low
4.840
Amount
707.15K
EV/EBITDA(TTM)
8.33
Total Shares
33.42M
EV
290.74M
EV/OCF(TTM)
83.07
P/S(TTM)
0.20
Rent the Runway, Inc. operates in the fashion industry and focuses on changing the way women get dressed through the Closet in the Cloud. Through the Company, customers can subscribe, rent items a-la-carte and shop resale from hundreds of designer brands. The Closet in the Cloud offers a wide assortment of items for every occasion, from evening wear and accessories to ready-to-wear, workwear, denim, casual, maternity, outerwear, blouses, knitwear, loungewear, jewelry, handbags, activewear and ski wear. The Company gives customers access to its unlimited closet through its subscription offering (Subscription) or the ability to rent a-la-carte through its reserve offering (Reserve). It also gives its subscribers and customers the ability to buy its products through its Resale offering. The Company has built a two-sided discovery engine, which connects engaged customers and differentiated brand partners on a platform built around its brand, data, logistics and technology.
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Events Timeline

(ET)
2026-04-14
16:20:00
Major Averages Rise on Renewed U.S.-Iran Diplomacy Optimism
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2026-04-14
12:00:00
Major U.S. Averages Broadly Higher, Nasdaq Up 1.66%
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2026-04-14
08:20:00
Rent the Runway Sees Q1 Adjusted EBITDA Margin Down 5%-7%
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2026-04-14
08:20:00
Rent the Runway Q4 Revenue Reaches $91.7M, Active Subscribers Rise to 143,796
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2026-04-14
08:20:00
Sees FY26 Adjusted EBITDA Margin 4%-7%
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2026-03-09 (ET)
2026-03-09
09:20:00
Rent the Runway Appoints Dhiren Fonseca as Executive Chairman of the Board
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2026-02-27 (ET)
2026-02-27
09:10:00
Rent the Runway Grants 802,395 RSUs to Dhiren Fonseca
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2025-12-12 (ET)
2025-12-12
16:10:00
S&P 500 Pulls Back as Tech Stocks Sell Off
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2025-12-12
12:21:00
S&P 500 Pulls Back as Gold Hits Record High
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2025-12-12
08:10:00
Company Reports Q3 Revenue of $87.6M, Up 15.5% Year-over-Year
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News

seekingalpha
9.5
04-14seekingalpha
Rent the Runway Q4 2025 Earnings Call Insights
  • Significant User Growth: Rent the Runway ended fiscal 2025 with 144,000 active subscribers, marking a 20% increase year-over-year, which indicates the company's success in attracting new users and enhancing engagement, thereby strengthening its competitive position in the market.
  • Revenue and Cash Flow Pressure: Despite achieving Q4 revenue of $91.7 million, a 20% year-over-year increase, free cash flow declined to negative $46 million primarily due to increased upfront inventory investments, which may impact future financial flexibility.
  • Strategic Transformation Plans: Management plans to shift focus in fiscal 2026 from inventory acquisition to customer discovery, launching AI-driven product recommendations and marketing strategies to enhance user experience and diversify revenue streams, demonstrating confidence in future growth.
  • Cautious Future Outlook: The CFO guided Q1 revenue to be between $85 million and $87 million, with expected EBITDA margins of negative 5% to negative 7%, reflecting the high revenue share expenses and uncertain macroeconomic environment the company faces.
seekingalpha
9.5
04-14seekingalpha
Rent the Runway Achieves Record Quarterly Sales and Subscriber Growth
  • Quarterly Sales Surge: Rent the Runway achieved $91.7 million in sales for Q4, a 20% increase year-over-year, indicating the success of its inventory investment strategy and significantly improving its financial position.
  • Subscriber Growth: The company ended the year with over 143,000 active subscribers, up 20% year-over-year, demonstrating significant success in attracting new users and enhancing customer retention.
  • Add-On Revenue Boom: Add-on revenue surged by 67% in Q4, compared to just 4% growth in Q1, reflecting the effectiveness of the company's strategy to drive revenue growth through expanded membership flexibility.
  • Optimistic Future Outlook: Rent the Runway expects double-digit revenue growth in 2026, with adjusted EBITDA margins projected between 4% and 7%, showcasing the company's confidence in its future development.
seekingalpha
9.5
04-14seekingalpha
Rent the Runway Reports Strong Q4 Results with Revenue Growth
  • Financial Highlights: Rent the Runway reported a Q4 GAAP EPS of -$0.04, with revenue reaching $91.7 million, reflecting a 20% year-over-year growth, indicating a potential recovery in the market.
  • Subscriber Growth: The company ended the quarter with 143,796 active subscribers, a 20.1% increase from the previous year, demonstrating significant progress in attracting new customers and strengthening the revenue base for the future.
  • Future Outlook: For fiscal year 2026, Rent the Runway expects double-digit revenue growth primarily driven by ongoing improvements in product and inventory experience, with an adjusted EBITDA margin projected between 4% and 7%, suggesting enhanced profitability potential.
  • Quarterly Expectations: For Q1 of fiscal year 2026, the company anticipates revenue between $85 million and $87 million, although the adjusted EBITDA margin is expected to be between -5% and -7%, reflecting ongoing short-term challenges.
CNBC
8.5
04-09CNBC
GLP-1 Drugs Drive Growth in U.S. Apparel Spending
  • Surge in Apparel Demand: Approximately 80% of GLP-1 users anticipate needing new clothing due to size changes, with a Circana survey revealing that 55% of active users have already purchased new items, indicating a fresh wave of consumer spending in the apparel market.
  • Significant Market Potential: Bernstein estimates that GLP-1 users could purchase between 150 million and 700 million apparel items due to weight loss, translating to an additional $13 billion in annual spending in the U.S. apparel sector, highlighting robust market demand.
  • Brands Adapting to Change: Retailers like Stitch Fix have launched targeted marketing campaigns for weight loss users, with client mentions of weight loss requests tripling over the past two years, demonstrating brands' proactive adaptation to this emerging trend.
  • Shift in Consumer Behavior: An increasing number of consumers are opting for more affordable clothing during their weight loss journey, with Destination XL's CEO noting that about 25% of their customers are using GLP-1 drugs, leading to a preference for cost-effective options.
Newsfilter
5.0
03-09Newsfilter
Rent the Runway Appoints New Executive Chairman
  • Executive Appointment: Rent the Runway has appointed Dhiren Fonseca as Executive Chairman of the Board, effective since October 2025, leveraging his extensive experience in scaling high-growth technology and consumer companies to guide future innovations and strategic partnerships.
  • Strategic Value: Fonseca's successful tenure at Expedia and RentPath positions him to effectively drive Rent the Runway's business strategy, particularly in enhancing consumer experience and deepening supplier relationships, which is expected to yield long-term profitable growth for the company.
  • Leadership Background: With over 30 years of experience in corporate strategy, mergers, and business development, Fonseca's previous role as CEO of RentPath showcases his capability in scaling digital platforms and managing complex supplier ecosystems, bringing crucial operational insights to the company.
  • Market Impact: Since its founding in 2009, Rent the Runway has aimed to disrupt the fashion industry by changing how women dress through its “Closet in the Cloud” model, and Fonseca's addition is set to further this mission, enhancing the brand's competitive edge in the market.
Newsfilter
5.0
02-27Newsfilter
Rent the Runway Grants Inducement Award to Executive Chair
  • Inducement Award Granted: Rent the Runway has awarded 802,395 restricted stock units (RSUs) to Executive Chair Dhiren Fonseca, aimed at attracting him to the company and enhancing management stability.
  • Vesting Schedule: 25% of the RSUs will vest on October 28, 2026, with the remaining 75% vesting in equal quarterly installments through October 28, 2029, ensuring Fonseca's continued contribution during his tenure.
  • Board Approval: The inducement award was unanimously approved by Rent the Runway's Board of Directors, including all independent directors, in accordance with Nasdaq Listing Rule 5635(c)(4), demonstrating the company's commitment to attracting top talent.
  • Strategic Implications: This award not only aims to attract top-tier talent but also seeks to strengthen management to enhance the company's competitiveness in the rapidly evolving fashion industry.

Valuation Metrics

The current forward P/E ratio for Rent the Runway Inc (RENT.O) is 0.00, compared to its 5-year average forward P/E of -1.18. For a more detailed relative valuation and DCF analysis to assess Rent the Runway Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-1.18
Current PE
0.00
Overvalued PE
-0.06
Undervalued PE
-2.30

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
7.01
Current EV/EBITDA
6.76
Overvalued EV/EBITDA
53.41
Undervalued EV/EBITDA
-39.39

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
0.53
Current PS
0.62
Overvalued PS
1.19
Undervalued PS
-0.13

Financials

AI Analysis
Annual
Quarterly

Whales Holding RENT

A
Ares Management LLC
Holding
RENT
-9.60%
3M Return

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Frequently Asked Questions

What is Rent the Runway Inc (RENT) stock price today?

The current price of RENT is 4.95 USD — it has decreased -10.16

What is Rent the Runway Inc (RENT)'s business?

Rent the Runway, Inc. operates in the fashion industry and focuses on changing the way women get dressed through the Closet in the Cloud. Through the Company, customers can subscribe, rent items a-la-carte and shop resale from hundreds of designer brands. The Closet in the Cloud offers a wide assortment of items for every occasion, from evening wear and accessories to ready-to-wear, workwear, denim, casual, maternity, outerwear, blouses, knitwear, loungewear, jewelry, handbags, activewear and ski wear. The Company gives customers access to its unlimited closet through its subscription offering (Subscription) or the ability to rent a-la-carte through its reserve offering (Reserve). It also gives its subscribers and customers the ability to buy its products through its Resale offering. The Company has built a two-sided discovery engine, which connects engaged customers and differentiated brand partners on a platform built around its brand, data, logistics and technology.

What is the price predicton of RENT Stock?

Wall Street analysts forecast RENT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RENT is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Rent the Runway Inc (RENT)'s revenue for the last quarter?

Rent the Runway Inc revenue for the last quarter amounts to 91.70M USD, increased 20.03

What is Rent the Runway Inc (RENT)'s earnings per share (EPS) for the last quarter?

Rent the Runway Inc. EPS for the last quarter amounts to -0.04 USD, decreased -98.84

How many employees does Rent the Runway Inc (RENT). have?

Rent the Runway Inc (RENT) has 912 emplpoyees as of April 21 2026.

What is Rent the Runway Inc (RENT) market cap?

Today RENT has the market capitalization of 165.43M USD.