Rent the Runway, Inc. (RENT)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Rent the Runway Q2 Earnings Call Highlights
Rent the Runway NASDAQ: RENT reported record second-quarter revenue and expanded profitability as the fashion rental platform emphasized its core rental, resale and customer-experience initiatives while pausing several noncore pilots.
Rent the Runway: Leadership In Flux, Valuation In Your Favour
Rent the Runway remains a buy, with a P/S-based target price range of $9.64–$16.03, implying significant upside from current levels. Q1 FY26 revenue grew 29% year-over-year, but profitability and free cash flow remain negative; subscriber growth is moderate, and seasonality is a concern. Leadership risk is elevated following the CEO and CFO departures, with interim management drawn from Nordstrom, but permanent appointments are still pending.
Rent the Runway Q1 Earnings Call Highlights
Rent the Runway NASDAQ: RENT reported sharply higher first-quarter fiscal 2026 revenue and reiterated its full-year outlook, as management pointed to stronger subscriber monetization, growth in add-on items and early progress in new revenue initiatives.
Rent The Runway Reaffirms 2026 Guidance as CEO Announces Successor
Rent the Runway announced an upcoming CEO transition Wednesday (May 13), saying that Co-founder Jennifer Hyman will step down as CEO, president and board member on Friday (May 15) and be succeeded by Board Member Teri Bariquit, who will serve as interim CEO and president.
Rent the Runway, Inc. (RENT) Q4 2026 Earnings Call Prepared Remarks Transcript
Rent the Runway, Inc. (RENT) Q4 2026 Earnings Call Prepared Remarks Transcript
Rent The Runway: On The Brink Of Profitability In An Unforgiving Industry
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: Back In Growth Mode, But Profitability Remains The Key Question
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
Rent the Runway, Inc. (RENT) Q3 2026 Earnings Call Prepared Remarks Transcript
Rent The Runway, Inc. (RENT) Q2 2025 Earnings Call Transcript
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.
How Urban Outfitters' Nuuly Stole the Show From Rent the Runway
The future of online clothing rental doesn't lie with the company that pioneered it.
Rent the Runway Plans to Double Inventory to Retain Subscribers
Rent the Runway reportedly expects greater selection and cost-effectiveness to help it keep the recent momentum it has gained in growing its base of active subscribers. [contact-form-7] The apparel-rental company saw its number of active subscribers grow 23% to reach over 147,000 during the quarter ended April 30, the Wall Street Journal (WSJ) reported Tuesday (June 17).
Rent the Runway Sees Rebound in Subscribers, and Aims to Add More Styles to Keep Them
The apparel-rental company recently saw its active-subscriber base rise to its highest level ever, CFO says.
