Rent the Runway 過去の業績
過去 基準チェック /26
Rent the Runwayは36.2%の年平均成長率で業績を伸ばしているが、Specialty Retail業界はdecliningで3.9%毎年増加している。売上は成長しており、年平均11.6%の割合である。
主要情報
36.18%
収益成長率
68.96%
EPS成長率
| Specialty Retail 業界の成長 | 26.64% |
| 収益成長率 | 11.64% |
| 株主資本利益率 | n/a |
| ネット・マージン | 8.51% |
| 前回の決算情報 | 30 Apr 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Jun 08
Rent the Runway: Leadership In Flux, Valuation In Your Favour
Summary 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. Material risks include Nasdaq non-compliance, internal control weaknesses, and operational strains from rapid growth and competitive pressures. Read the full article on Seeking Alpha分析記事 • Feb 11
Risks Still Elevated At These Prices As Rent the Runway, Inc. (NASDAQ:RENT) Shares Dive 26%
Rent the Runway, Inc. ( NASDAQ:RENT ) shares have retraced a considerable 26% in the last month, reversing a fair...分析記事 • Dec 04
Rent the Runway, Inc. (NASDAQ:RENT) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected
Rent the Runway, Inc. ( NASDAQ:RENT ) shareholders are no doubt pleased to see that the share price has bounced 29% in...分析記事 • Sep 12
Even With A 82% Surge, Cautious Investors Are Not Rewarding Rent the Runway, Inc.'s (NASDAQ:RENT) Performance Completely
Rent the Runway, Inc. ( NASDAQ:RENT ) shareholders would be excited to see that the share price has had a great month...
新しいナラティブ • Apr 14
Subscription Improvements And Cash Flow Breakeven Will Shape Future Success
Rent the Runway aims for cash flow breakeven and enhanced margins by focusing on subscriber growth, marketing efficiency, and inventory expansion.分析記事 • Jan 01
Rent the Runway, Inc.'s (NASDAQ:RENT) 28% Cheaper Price Remains In Tune With Revenues
Rent the Runway, Inc. ( NASDAQ:RENT ) shares have had a horrible month, losing 28% after a relatively good period...分析記事 • Dec 12
Earnings Release: Here's Why Analysts Cut Their Rent the Runway, Inc. (NASDAQ:RENT) Price Target To US$30.50
One of the biggest stories of last week was how Rent the Runway, Inc. ( NASDAQ:RENT ) shares plunged 22% in the week...分析記事 • Oct 20
Revenues Tell The Story For Rent the Runway, Inc. (NASDAQ:RENT) As Its Stock Soars 26%
Those holding Rent the Runway, Inc. ( NASDAQ:RENT ) shares would be relieved that the share price has rebounded 26% in...分析記事 • Aug 21
Rent the Runway, Inc.'s (NASDAQ:RENT) Share Price Is Still Matching Investor Opinion Despite 28% Slump
Unfortunately for some shareholders, the Rent the Runway, Inc. ( NASDAQ:RENT ) share price has dived 28% in the last...分析記事 • Jul 05
Rent the Runway, Inc. (NASDAQ:RENT) Shares Slammed 41% But Getting In Cheap Might Be Difficult Regardless
The Rent the Runway, Inc. ( NASDAQ:RENT ) share price has softened a substantial 41% over the previous 30 days, handing...Seeking Alpha • May 25
Rent the Runway: There's Salvage Value Here
Summary Rent the Runway's stock has tripled year to date in sympathy with other small-cap meme stocks, but the company has also made significant fundamental improvements. The company offers a subscription membership for renting designer items, starting at $89/month. While subscribers have been declining, Rent the Runway is focusing on improving profitability and pushing inventory sales. The company expects to improve adjusted EBITDA margins to 16% in FY24, alongside hitting FCF breakeven. The stock trades at just 7x FY24 adjusted EBITDA. Read the full article on Seeking Alpha分析記事 • May 21
Rent the Runway, Inc. (NASDAQ:RENT) Stocks Shoot Up 191% But Its P/S Still Looks Reasonable
Rent the Runway, Inc. ( NASDAQ:RENT ) shares have continued their recent momentum with a 191% gain in the last month...分析記事 • Apr 04
Is Now The Time To Look At Buying Rent the Runway, Inc. (NASDAQ:RENT)?
While Rent the Runway, Inc. ( NASDAQ:RENT ) might not have the largest market cap around , it saw significant share...分析記事 • Feb 13
The Price Is Right For Rent the Runway, Inc. (NASDAQ:RENT) Even After Diving 26%
Rent the Runway, Inc. ( NASDAQ:RENT ) shareholders won't be pleased to see that the share price has had a very rough...分析記事 • Jan 31
Calculating The Intrinsic Value Of Rent the Runway, Inc. (NASDAQ:RENT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Rent the Runway fair value estimate is US$0.70 Current share...分析記事 • Jan 03
What Is Rent the Runway, Inc.'s (NASDAQ:RENT) Share Price Doing?
Rent the Runway, Inc. ( NASDAQ:RENT ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • Dec 08
Market Participants Recognise Rent the Runway, Inc.'s (NASDAQ:RENT) Revenues Pushing Shares 25% Higher
Rent the Runway, Inc. ( NASDAQ:RENT ) shareholders are no doubt pleased to see that the share price has bounced 25% in...Seeking Alpha • Sep 30
Rent The Runway: Gone In A New York Minute
Summary Today, we take a first look at Rent The Runway, a unique retailing concern. This retailer seems to have come public at the wrong time and is leaking cash even as its posts solid revenue growth. Can the company survive without significant dilution until brighter days arrive? An investment analysis follows in the paragraphs below. At that darkest moment, while drowning in the Abyss of Emotional Bankruptcy, reflect on this universal truth: the difference between success and failure is one more time.”― Ken Poirot Today, we shine the spotlight on Rent The Runway (RENT) for this first time. This unique retail concept came public late in 2021, right at the end of the IPO boom of last year. The company has delivered solid revenue growth, but profitability remains an issue and the stock has been pummeled in the unforgiving market environment. Management recently announced a major restructuring plan, will this be enough to right the ship? An analysis follows below. Seeking Alpha Company Overview: This fashion retailer is located in Brooklyn, New York. Through Rent The Runway, customers can subscribe, rent items a-la-carte and shop resale from over 800 designer brands. These include items such as evening wear and accessories to ready-to-wear, casual, maternity, outerwear, blouses, knitwear, jewelry, handbags, activewear, ski wear, home goods and kidswear. The stock currently trades right around $2.25 a share and sports an approximate market capitalization of $150 million. Second Quarter Results: On September 12th, the company posted second quarter numbers. The company lost 53 cents a share as revenues surged more than 60% on a year-over-year basis to $76.5 million. Both top and bottom line numbers nicely beat the consensus. September Company Presentation The company also saw a 37% increase in subscribers compared to 2Q2021 ending the quarter with just over 173,000. It should be noted that active sub growth dropped eight percent in the quarter vs analyst consensus calling for seven percent growth and decelerating from 17% growth in the first quarter of this year. Active sub growth was up 27% from the same period a year ago at just under 127,000 active subscribers. Gross margins also rose three percent to 42%. Management guided to $285 million to $290 million in revenue in FY2022. September Company Presentation Leadership also announced a large restructuring plan that will cut annual costs by $25 million to $27 million and hopefully boost the company to profitability over time. Among other things, this effort will result in the layoffs of 24% of the company's workforce and an approximate $2.5 million charge. September Company Presentation Analyst Commentary & Balance Sheet: The analyst community seems happy to give the company the benefit of the doubt at the moment. Since the restructuring plan was announced, eight analyst firms including Wells Fargo, Barclays and Goldman Sachs have reissued Buy ratings. Price targets proffered range from the $6 to $8 a share. Credit Suisse seems to be the lone skeptic maintaining their Hold rating and $4 price target. The analyst at Credit Suisse noted that 'this online retailer is more susceptible to macro pressures than anticipated'. September Company Presentation Not surprisingly, nearly 15% of the outstanding float in currently short in RENT. Insiders have been frequent but generally smallish sellers of the shares throughout 2022 despite the declining stock price. No insider purchases have occurred in the shares since the company came public. The company ended the second quarter with just over $190 million in cash and marketable securities on its balance sheet against just over $290 million in long term debt. The company had a net loss of $33.9 million in the second quarter of this year.収支内訳
収支内訳
Rent the Runway の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Apr 26 | 350 | 30 | 118 | 39 |
| 31 Jan 26 | 330 | 23 | 116 | 39 |
| 31 Oct 25 | 315 | 11 | 115 | 39 |
| 31 Jul 25 | 303 | -85 | 115 | 37 |
| 30 Apr 25 | 301 | -74 | 113 | 36 |
| 31 Jan 25 | 306 | -70 | 115 | 36 |
| 31 Oct 24 | 306 | -81 | 119 | 38 |
| 31 Jul 24 | 302 | -94 | 122 | 41 |
| 30 Apr 24 | 299 | -105 | 126 | 46 |
| 31 Jan 24 | 298 | -113 | 133 | 49 |
| 31 Oct 23 | 298 | -115 | 134 | 51 |
| 31 Jul 23 | 303 | -119 | 138 | 53 |
| 30 Apr 23 | 304 | -126 | 142 | 55 |
| 31 Jan 23 | 296 | -139 | 144 | 55 |
| 31 Oct 22 | 285 | -152 | 148 | 55 |
| 31 Jul 22 | 267 | -203 | 159 | 54 |
| 30 Apr 22 | 237 | -212 | 147 | 49 |
| 31 Jan 22 | 203 | -212 | 131 | 45 |
| 31 Oct 21 | 173 | -211 | 114 | 43 |
| 31 Jul 21 | 149 | -168 | 86 | 39 |
| 30 Apr 21 | 147 | -169 | 83 | 38 |
| 31 Jan 21 | 158 | -171 | 85 | 38 |
| 31 Jan 20 | 257 | -154 | 122 | 40 |
質の高い収益: RENT 非現金収入 のレベルが高いです。
利益率の向上: RENT過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: RENT過去 5 年間で収益を上げており、収益は年間36.2%増加しています。
成長の加速: RENTは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: RENT昨年収益を上げたため、昨年の収益成長をSpecialty Retail業界 ( 2.7% ) と比較することは困難です。
株主資本利益率
高いROE: RENTの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/09 21:30 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Rent the Runway, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Andrew Boone | Citizens JMP Securities, LLC |
| Eric Sheridan | Goldman Sachs |
| Lauren Cassel Schenk | Morgan Stanley |