The RealReal is benefiting from shifting consumer spending, with strong Q3 results and accelerating revenue. REAL's stock surged nearly 20% post-earnings, and I reiterate a "Buy" rating, expecting the rally to continue as the company grows. At a $1.64 billion enterprise value and 26x FY26 adjusted EBITDA, REAL is a compelling growth play, not a value stock, with improving margins.
The RealReal reported third-quarter results on Monday (Nov. 10) showing stronger sales and improved efficiency as the luxury resale market continues to attract cost-conscious consumers.
The RealReal (REAL) came out with a quarterly loss of $0.49 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to a loss of $0.09 per share a year ago.
The headline numbers for The RealReal (REAL) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Besides Wall Street's top-and-bottom-line estimates for The RealReal (REAL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
The RealReal (REAL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The RealReal delivered a strong Q2 beat-and-raise, demonstrating durable GMV and active buyer growth, prompting my upgrade to a "Buy" rating. The company's successful shift to a high-margin, consignment-only marketplace model and focus on luxury goods provide a compelling long-term growth thesis. Disciplined cost controls and automation are driving significant margin expansion, meeting my key criteria for a bullish stance.
The RealReal, Inc. (NASDAQ:REAL ) Q2 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants Ajay Gopal - Chief Financial Officer Caitlin Howe - Senior VP of Finance Rati Sahi Levesque - President, CEO & Director Conference Call Participants Anna Glaessgen - B. Riley Securities, Inc., Research Division Ashley Anne Owens - KeyBanc Capital Markets Inc., Research Division Irwin Bernard Boruchow - Wells Fargo Securities, LLC, Research Division Jay Daniel Sole - UBS Investment Bank, Research Division Mark R.
The RealReal (REAL) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.15. This compares to a loss of $0.13 per share a year ago.
The RealReal (REAL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
The average of price targets set by Wall Street analysts indicates a potential upside of 76.9% in The RealReal (REAL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
The average of price targets set by Wall Street analysts indicates a potential upside of 86% in The RealReal (REAL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.