Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RENT
Strong SellSinkerRent the Runway, Inc. · Consumer Cyclical · United States · $121M · Avg Vol: $168K/d
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 | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 296.4M | 298.2M | 306.2M | 329.8M | 3.6% | 350.1M |
| EPS | -152.85 | -3.75 | -3.14 | -1.94 | 1.89 | — | 7.57 |
| Shares | — | 33.6M | 33.6M | 33.6M | 33.4M | -0.6% | 33.6M |
| Debt | — | 315.2M | 356.6M | 380.8M | 198.3M | -14.3% | 198.0M |
| Equity | — | -35.3M | -122.3M | -182.5M | -36.1M | — | — |
| Op CF | — | -47.7M | -15.7M | 12.9M | 3.5M | -72.9% | -8.6M |
| 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) | $121M | 7 | Strong Sell |
| AKA | a.k.a. Brands Holding Corp. | $117M | 29 | Sell |
| BIRD | Smartbird, Inc | $57M | 19 | Strong Sell |
| TLYS | Tilly's, Inc. | $121M | 37 | Hold |
| CATO | The Cato Corporation | $53M | 23 | Sell |
| SFIX | Stitch Fix, Inc. | $420M | 16 | Strong Sell |
| REF | Reformation Inc. | $886M | 15 | Strong Sell |
| CURV | Torrid Holdings Inc. | $227M | 49 | Hold |
| ZUMZ | Zumiez Inc. | $307M | 44 | Hold |
| SHOE | Shoe Station Group Inc. | $372M | 58 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%