Rent the Runway, Inc.

NasdaqGM:RENT 주식 리포트

시가총액: US$114.2m

Rent the Runway 경영진

경영진 기준 점검 1/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Teri Bariquit

최고경영자

US$191.0k

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간less than a year

최근 경영진 업데이트

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
분석 기사 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...
분석 기사 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...
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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.

CEO

Teri Bariquit (60 yo)

less than a year
재임 기간
US$191,011
보수

Ms. Teri J. Bariquit is Interim CEO, Interim President & Director of Rent the Runway, Inc. from May 15, 2026. She is Director of Rent the Runway, Inc. from October 28, 2025. She had been Chief Merchandisin...


리더십 팀

이름직위재임 기간보수지분
Teri Bariquit
Interim CEOless than a yearUS$191.01k데이터 없음
Jennifer Hyman
Advisorless than a yearUS$12.58m0.44%
$ 500.2k
Sarah Tam
Chief Merchant Officer8.8yrsUS$3.00m0.065%
$ 74.0k
Dhiren Fonseca
Executive Chair of the Boardless than a year데이터 없음데이터 없음
David Loretta
Interim Chief Financial Officerno data데이터 없음데이터 없음
Cara Schembri
Chief Legal6.5yrs데이터 없음0.061%
$ 69.1k
Drew Rau
Chief Supply Chain Officer3.4yrs데이터 없음0.051%
$ 57.9k
Paige Thomas
Chief Commercial Officerno data데이터 없음데이터 없음
0.4yrs
평균 재임 기간
53.5yo
평균 나이

경험이 풍부한 관리: RENT의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.4 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Teri Bariquit
Interim CEOless than a yearUS$191.01k데이터 없음
Dhiren Fonseca
Executive Chair of the Boardless than a year데이터 없음데이터 없음
Daniel Rosensweig
Independent Director & Advisor1.1yrsUS$245.37k0.015%
$ 17.4k
Damian Giangiacomo
Independent Directorless than a year데이터 없음데이터 없음
Peter Comisar
Directorless than a year데이터 없음데이터 없음
0.7yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: RENT의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 0.7 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/20 11:46
종가2026/06/18 00:00
수익2026/04/30
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Rent the Runway, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrew BooneCitizens JMP Securities, LLC
Eric SheridanGoldman Sachs
Lauren Cassel SchenkMorgan Stanley