Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
REAL
STRONG SELLThe RealReal, Inc. · Consumer Cyclical · United States · $1.3B · Avg Vol: $36M/d
COMPANY DESCRIPTION
The RealReal, Inc. is a leading online marketplace dedicated to the consignment and resale of authenticated luxury goods, encompassing categories like fashion, jewelry, and home decor. The company's core competitive advantage is its rigorous, expert-led authentication process, which builds critical trust among both buyers and sellers in the pre-owned luxury market. As a prominent e-commerce platform, The RealReal capitalizes on the growing circular economy trend in luxury goods.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 603.5M | 549.3M | 600.5M | 692.8M | 4.7% | 722.5M | 780.6M | 861.9M | 11.5% |
| EPS | -2.05 | -1.65 | -1.24 | -0.36 | — | -0.65 | — | — | — |
| Shares | 99.1M | 104.7M | 111.2M | 118.3M | +19.4% | 120.5M | — | — | — |
| Debt | 595.7M | 577.4M | 546.6M | 463.3M | -8.0% | 464.5M | — | — | — |
| Equity | -170.1M | -303.3M | -407.4M | -415.5M | — | — | — | — | — |
| Op CF | -91.6M | -61.3M | 26.8M | 37.0M | 37.9% | 48.7M | — | — | — |
| Inv CF | -36.9M | -42.1M | -25.6M | -29.2M | — | — | — | — | — |
| Fin CF | 4.1M | 0.2M | -4.8M | -28.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of REAL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| REAL | The RealReal, Inc.(you) | $1.3B | 20 | STRONG SELL |
| BRLT | Brilliant Earth Group, Inc. | $115M | 22 | SELL |
| ELA | Envela Corporation | $536M | 79 | BUY |
| MOV | Movado Group, Inc. | $812M | 90 | STRONG BUY |
| ACVA | ACV Auctions Inc. | $1.3B | 16 | STRONG SELL |
| OI | O-I Glass, Inc. | $1.4B | 24 | SELL |
| SVV | Savers Value Village, Inc. | $1.4B | 26 | SELL |
| FUN | Six Flags Entertainment Corporation | $1.8B | 16 | STRONG SELL |
| MBC | MasterBrand, Inc. | $1.1B | 25 | SELL |
| GT | The Goodyear Tire & Rubber Company | $2.1B | 21 | SELL |
Peer medians: ROE 9.9% · P/E 22.6x · Gross margin 37.5%