Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
REAL
SellHot AirThe RealReal, Inc. · Consumer Cyclical · United States · $1.3B · Avg Vol: $30M/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% | 749.9M | 795.5M | 883.4M | 12.9% |
| EPS | -2.05 | -1.65 | -1.24 | -0.36 | — | -0.71 | — | — | — |
| Shares | 99.1M | 104.7M | 111.2M | 118.3M | +19.4% | 121.7M | — | — | — |
| Debt | 595.7M | 577.4M | 546.6M | 463.3M | -8.0% | 463.3M | — | — | — |
| Equity | -170.1M | -303.3M | -407.4M | -415.5M | — | — | — | — | — |
| Op CF | -91.6M | -61.3M | 26.8M | 37.0M | 37.9% | 53.8M | — | — | — |
| 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 | 26 | Sell |
| BRLT | Brilliant Earth Group, Inc. | $135M | 39 | Hold |
| ELA | Envela Corporation | $358M | 72 | Buy |
| MOV | Movado Group, Inc. | $769M | 97 | Strong Buy |
| TPR | Tapestry, Inc. | $25.0B | 55 | Hold |
| ACVA | ACV Auctions Inc. | $1.2B | 26 | Sell |
| DFH | Dream Finders Homes, Inc. | $1.3B | 23 | Sell |
| TRIP | Tripadvisor, Inc. | $1.1B | 28 | Sell |
| AIN | Albany International Corp. | $1.7B | 29 | Sell |
| BH-A | Biglari Holdings Inc. | $1.2B | 20 | Strong Sell |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%