Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RENT
STRONG SELLREMOVERent the Runway, Inc. · Consumer Cyclical · United States · $108M · Avg Vol: $306K/d
A broken business model with high capital intensity and persistent unprofitable growth, failing both the Terry Smith and Warren Buffett quality filters.
COMPANY DESCRIPTION
Rent the Runway, Inc. operates an online platform for renting designer apparel and accessories, offering a sustainable and accessible alternative to purchasing high-end fashion. The company leverages a sophisticated logistics and cleaning infrastructure to manage its vast inventory and fulfill customer orders. Its pioneering subscription-based model and extensive brand partnerships provide a significant first-mover advantage and brand recognition in the fashion rental market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 296.4M | 298.2M | 306.2M | 329.8M | 3.6% |
| EPS | -152.85 | -3.75 | -3.14 | -2.05 | 1.89 | — |
| Shares | — | 33.6M | 33.6M | 33.6M | 33.4M | -0.6% |
| Debt | — | 315.2M | 356.6M | 380.8M | 198.3M | -14.3% |
| Equity | — | -35.3M | -122.3M | -182.5M | -36.1M | — |
| Op CF | — | -47.7M | -15.7M | 12.9M | 3.5M | -72.9% |
| Inv CF | — | -44.3M | -54.6M | -20.1M | -49.5M | — |
| Fin CF | — | -4.0M | 0.7M | -0.3M | 18.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of RENT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RENT | Rent the Runway, Inc.(you) | $108M | 9 | STRONG SELL |
| BIRD | Smartbird, Inc | $57M | 16 | STRONG SELL |
| CATO | The Cato Corporation | $64M | 33 | SELL |
| CURV | Torrid Holdings Inc. | $188M | 33 | SELL |
| SFIX | Stitch Fix, Inc. | $530M | 25 | SELL |
| CAL | Caleres, Inc. | $437M | 42 | HOLD |
| ZUMZ | Zumiez Inc. | $301M | 51 | HOLD |
| DLTH | Duluth Holdings Inc. | $153M | 79 | BUY |
| JILL | J.Jill, Inc. | $218M | 76 | BUY |
| SCVL | Shoe Station Group Inc. | $473M | 65 | HOLD |
Peer medians: ROE 10.2% · P/E 22.7x · Gross margin 37.5%