Breakeven Date Change • May 20
Forecast breakeven date moved forward to 2026 The 9 analysts covering RealReal previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$29.8m in 2026. Earnings growth of 98% is required to achieve expected profit on schedule. Aankondiging • Apr 17
The RealReal, Inc. to Report Q1, 2026 Results on May 07, 2026 The RealReal, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026 Aankondiging • Apr 16
The RealReal, Inc., Annual General Meeting, Jun 10, 2026 The RealReal, Inc., Annual General Meeting, Jun 10, 2026. Aankondiging • Mar 10
The RealReal, Inc. Announces Management and Committee Changes The RealReal, Inc. announced the appointment of Jennifer McKeehan to its Board of Directors as a Class II Director, with her term expiring at the Company’s 2027 annual meeting of stockholders or upon her successor having been elected and qualified. Ms. McKeehan will serve on the Corporate Governance and Nominating Committee of the Board and the departure of Niki Leondakis from her role as a Board member, both effective March 6, 2026. Ms. McKeehan has served as Chief Operating Officer of Fanatics Commerce of Fanatics Inc. since September 2024. Prior to this, Ms. McKeehan worked at Walmart, Inc. as Senior Vice President, Transportation and Delivery, Spark Driver Platform and Revenue, from August 2022 to August 2024; Peloton Interactive as Senior Vice President and Head, Global Operations and Supply Chain, from October 2020 to August 2022; and Home Depot, Inc. in various capacities from 2008 to 2020, most recently having served as Vice President, Supply Chain, from 2016 to 2020. Ms. McKeehan holds a bachelor's degree in industrial engineering from the Georgia Institute of Technology. The RealReal, Inc. also announced the addition of two senior executives to its leadership team: Tiffany Stevenson has joined the Company as Chief People Officer. Stevenson previously served in executive leadership roles at Weight Watchers, Box, and Sephora, where she led global people strategy, organizational development, and culture initiatives supporting periods of growth and transformation. Tom Hanrahan has joined the Company as Chief Revenue Officer, overseeing revenue growth strategy across merchandising, supply acquisition, and commercial operations. Hanrahan previously spent 11 years at Square, where he held executive leadership roles launching new profit levers and scaling outbound sales initiatives. Aankondiging • Feb 27
The RealReal, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026 The RealReal provided earnings guidance for the first quarter and full year of 2026. Based on market conditions as of February 26, 2026, the company expects total revenue of $185 to $189 million for the first quarter of 2026.
For the full year, the company expects total revenue of $765 million to $780 million. Aankondiging • Jan 28
The RealReal, Inc. to Report Q4, 2025 Results on Feb 26, 2026 The RealReal, Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026 Aankondiging • Nov 19
The RealReal, Inc. Announces Resignation of Gilbert L. (Chip) Baird III from the Board of Directors The RealReal, Inc. announced that on November 17, 2025, Gilbert L. (Chip) Baird III resigned from the Board of Directors of the company. Mr. Baird is a co-founder and managing partner of GreyLion Partners LP, a pre-IPO investor in the Company, which sold its shareholding in the Company on November 17, 2025. Mr. Baird will continue to provide consulting services to the Company through June 30, 2026. In connection with Mr. Baird’s resignation, the size of the Board has been reduced by one director such that the Board consists of seven directors. Aankondiging • Oct 14
The RealReal, Inc. to Report Q3, 2025 Results on Nov 10, 2025 The RealReal, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025 Aankondiging • Jul 18
The RealReal, Inc. to Report Q2, 2025 Results on Aug 07, 2025 The RealReal, Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025 Aankondiging • May 09
The RealReal, Inc. Provides Earnings Guidance for the Second Quarter 2025 and Reaffirms Earnings Guidance for the Full Year 2025 The RealReal, Inc. provided earnings guidance for the second quarter 2025 and reaffirmed earnings guidance for the full year 2025. For the quarter, the company expects Total Revenue in the range of $157 million – $161 million.
For the year, the company expects Total Revenue in the range of $645 million – $660 million. Aankondiging • Apr 22
The RealReal, Inc., Annual General Meeting, Jun 11, 2025 The RealReal, Inc., Annual General Meeting, Jun 11, 2025. Aankondiging • Apr 18
The RealReal, Inc. to Report Q1, 2025 Results on May 08, 2025 The RealReal, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025 Reported Earnings • Nov 05
Third quarter 2024 earnings released: US$0.17 loss per share (vs US$0.22 loss in 3Q 2023) Third quarter 2024 results: US$0.17 loss per share (improved from US$0.22 loss in 3Q 2023). Revenue: US$147.8m (up 11% from 3Q 2023). Net loss: US$17.9m (loss narrowed 22% from 3Q 2023). Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings. Aankondiging • Nov 05
The RealReal, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024 The RealReal, Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects total revenue of $158 million - $165 million. Aankondiging • Oct 11
The RealReal, Inc. to Report Q3, 2024 Results on Nov 04, 2024 The RealReal, Inc. announced that they will report Q3, 2024 results on Nov 04, 2024 Recent Insider Transactions • Sep 04
Independent Chairman recently sold €78k worth of stock On the 28th of August, Karen Katz sold around 33k shares on-market at roughly €2.35 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €198k. Karen has been a net seller over the last 12 months, reducing personal holdings by €55k. Recent Insider Transactions • Aug 23
President & COO recently sold €109k worth of stock On the 20th of August, Rati Levesque sold around 46k shares on-market at roughly €2.35 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €198k. Rati has been a net seller over the last 12 months, reducing personal holdings by €630k. Reported Earnings • Aug 07
Second quarter 2024 earnings released: US$0.16 loss per share (vs US$0.41 loss in 2Q 2023) Second quarter 2024 results: US$0.16 loss per share (improved from US$0.41 loss in 2Q 2023). Revenue: US$144.9m (up 11% from 2Q 2023). Net loss: US$16.7m (loss narrowed 60% from 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings. Aankondiging • Aug 07
The RealReal, Inc. Provides Earnings Guidance for the Third Quarter and Updates Earnings Guidance for the Full Year 2024 The RealReal, Inc. provided earnings guidance for the third quarter and updated earnings guidance for the full year 2024. For the quarter, the company expects Total Revenue of between $135 million to $142 million.
For the year, the company expects Total Revenue of between $580 million to $595 million. New Risk • Aug 06
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Negative equity (-US$327m). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$21m net loss in 3 years). Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Significant insider selling over the past 3 months (€1.1m sold). Aankondiging • Jul 12
The RealReal, Inc. to Report Q2, 2024 Results on Aug 06, 2024 The RealReal, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024 Recent Insider Transactions • Jun 17
Independent Director recently sold €198k worth of stock On the 12th of June, Niki Leondakis sold around 59k shares on-market at roughly €3.34 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months. Recent Insider Transactions • May 23
President & COO recently sold €179k worth of stock On the 20th of May, Rati Levesque sold around 46k shares on-market at roughly €3.91 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €218k. Rati has been a net seller over the last 12 months, reducing personal holdings by €681k. Aankondiging • May 09
The RealReal, Inc. Provides Revenue Guidance for the Second Quarter of Fiscal Year 2024 The RealReal, Inc. provided revenue guidance for the second quarter of fiscal year 2024. For the quarter, the company expected total revenue to be in the range of $135 to $145 million. Reported Earnings • May 08
First quarter 2024 earnings released: US$0.30 loss per share (vs US$0.83 loss in 1Q 2023) First quarter 2024 results: US$0.30 loss per share (improved from US$0.83 loss in 1Q 2023). Revenue: US$143.8m (up 1.3% from 1Q 2023). Net loss: US$31.1m (loss narrowed 62% from 1Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings. Aankondiging • Apr 28
The RealReal, Inc., Annual General Meeting, Jun 12, 2024 The RealReal, Inc., Annual General Meeting, Jun 12, 2024, at 09:00 Pacific Standard Time. Agenda: To consider the election of the two Class II directors named in the proxy statement; to consider the ratification of the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; to consider the approval, on an advisory basis, of the compensation of our named executive officers; to consider the approval of a management proposal to amend our Amended and Restated Certificate of Incorporation to phase in the declassification of our Board of Directors; to consider the approval of a management proposal to amend our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to the Delaware General Corporation Law and to consider the transaction of such other business as may properly come before the meeting, or any adjournment or postponement thereof. Aankondiging • Apr 12
The RealReal, Inc. to Report Q1, 2024 Results on May 07, 2024 The RealReal, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024 Recent Insider Transactions • Mar 11
Independent Director recently sold €76k worth of stock On the 6th of March, James Miller sold around 21k shares on-market at roughly €3.59 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €198k more than they bought in the last 12 months. Reported Earnings • Mar 03
Full year 2023 earnings released: US$1.66 loss per share (vs US$2.05 loss in FY 2022) Full year 2023 results: US$1.66 loss per share (improved from US$2.05 loss in FY 2022). Revenue: US$549.3m (down 9.0% from FY 2022). Net loss: US$168.5m (loss narrowed 14% from FY 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 55% per year, which means it is significantly lagging earnings. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. CEO & Director John Koryl was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Mar 01
The RealReal, Inc. Provides Revenue Guidance for the First Quarter and Full Year of 2024 The RealReal, Inc. provided revenue guidance for the first quarter and full year of 2024 . For the quarter, the company expects Total Revenue of between $135 million to $145 million. For the year, the company expects Total Revenue of between $580 million to $605 million. Aankondiging • Feb 08
The RealReal, Inc. to Report Q4, 2023 Results on Feb 29, 2024 The RealReal, Inc. announced that they will report Q4, 2023 results After-Market on Feb 29, 2024 Aankondiging • Jan 31
The RealReal, Inc. Appoints Todd Suko to Serve as Interim Chief Financial Officer, Effective February 1, 2024 The RealReal, Inc. previously announced the departure of Robert Julian, Chief Financial Officer, effective January 31, 2024. On January 29, 2024, the Board of Directors of the Company appointed Todd Suko to serve as Interim Chief Financial Officer, effective February 1, 2024, while the Board continues its search for a permanent Chief Financial Officer. Mr. Suko currently serves as the Company’s Chief Legal Officer and Secretary and will continue to serve in these capacities while serving as Interim Chief Financial Officer. Mr. Suko, age 57, joined the Company in May 2020 as Chief Legal Officer and Secretary. Previously, Mr. Suko served as Chief Legal Officer at OneMarket Limited (ASX:OMN) and its predecessor from November 2017 to May 2020, and also served as Chief Financial Officer from November 2018 to May 2020. Prior to joining OneMarket, Mr. Suko was at Harman International Industries, Inc. (NYSE:HAR) from September 2008 to June 2017, where he oversaw all legal affairs in his role as Executive Vice President and General Counsel. Mr. Suko previously served as Vice President, General Counsel and Secretary at United Agri Products, Inc. and UAP Holding Corp. (Nasdaq:UAPH) from February 2001 to August 2008, overseeing its environmental health and safety and transportation functions. Earlier, Mr. Suko was in private practice at McKenna & Cuneo, LLP from September 1996 to January 2001. Mr. Suko earned his undergraduate and law degrees from the University of Virginia. He also served as an aviator in the United States Navy and retired as a Commander in the Navy Reserve. Reported Earnings • Nov 08
Third quarter 2023 earnings released: US$0.22 loss per share (vs US$0.49 loss in 3Q 2022) Third quarter 2023 results: US$0.22 loss per share (improved from US$0.49 loss in 3Q 2022). Revenue: US$133.2m (down 6.7% from 3Q 2022). Net loss: US$22.9m (loss narrowed 51% from 3Q 2022). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings. Aankondiging • Oct 12
The RealReal, Inc. to Report Q3, 2023 Results on Nov 07, 2023 The RealReal, Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023 Aankondiging • Oct 01
Robert Julian to Step Down as Chief Financial Officer of The RealReal, Inc The RealReal, Inc. announced that Robert Julian will step down from his role as Chief Financial Officer (“CFO”) of the Company effective on the earlier of January 31, 2024 or the date a new CFO assumes the position. If a new CFO assumes the position prior to January 31, 2024, Mr. Julian will continue as an employee and serve as an executive advisor to the Company through January 31, 2024. To assist with the transition of his role, Mr. Julian has agreed to provide limited consulting services to the Company following his termination of employment from February 1, 2024 until June 30, 2024. New Risk • Aug 21
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €214k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Negative equity (-US$276m). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$55m net loss in 3 years). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Significant insider selling over the past 3 months (€214k sold). Recent Insider Transactions • Aug 21
President & COO recently sold €195k worth of stock On the 17th of August, Rati Levesque sold around 88k shares on-market at roughly €2.22 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Rati has been a net seller over the last 12 months, reducing personal holdings by €198k. Reported Earnings • Aug 09
Second quarter 2023 earnings released: US$0.41 loss per share (vs US$0.56 loss in 2Q 2022) Second quarter 2023 results: US$0.41 loss per share (improved from US$0.56 loss in 2Q 2022). Revenue: US$130.9m (down 15% from 2Q 2022). Net loss: US$41.3m (loss narrowed 22% from 2Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 47% per year, which means it is performing significantly worse than earnings. Aankondiging • Aug 09
The RealReal, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2023 The RealReal, Inc. provided earnings guidance for the third quarter and full year of 2023. For the quarter, the company expects, total revenue to be between $120 million to $130 million. For the full year, the company expects total revenue to be between $540 million $560 million. Buying Opportunity • Jul 17
Now 24% undervalued Over the last 90 days, the stock is up 90%. The fair value is estimated to be €2.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 10%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings is also forecast to grow by 50% per annum over the same time period. Aankondiging • Jul 13
The RealReal, Inc. to Report Q2, 2023 Results on Aug 08, 2023 The RealReal, Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023 Aankondiging • Jun 25
The RealReal, Inc.(NasdaqGS:REAL) dropped from Russell Small Cap Comp Value Index The RealReal, Inc.(NasdaqGS:REAL) dropped from Russell Small Cap Comp Value Index Buying Opportunity • May 31
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.1%. The fair value is estimated to be €1.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has declined by 10%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 46% per annum over the same time period. Reported Earnings • May 10
First quarter 2023 earnings released: US$0.83 loss per share (vs US$0.61 loss in 1Q 2022) First quarter 2023 results: US$0.83 loss per share (further deteriorated from US$0.61 loss in 1Q 2022). Revenue: US$141.9m (down 3.3% from 1Q 2022). Net loss: US$82.5m (loss widened 44% from 1Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings. Aankondiging • May 10
The RealReal, Inc. Provides Revenue Guidance for the Second Quarter and Full Year of 2023 The RealReal, Inc. provided revenue guidance for the second quarter and full year of 2023. For the quarter, the company's Revenue is expected to be in the range of $125 million to $135 million.For the year, the company's Revenue is expected to be in the range of $535 million to $565 million. Reported Earnings • Mar 01
Full year 2022 earnings released: US$2.05 loss per share (vs US$2.58 loss in FY 2021) Full year 2022 results: US$2.05 loss per share (improved from US$2.58 loss in FY 2021). Revenue: US$603.5m (up 29% from FY 2021). Net loss: US$196.4m (loss narrowed 17% from FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 53% per year, which means it is performing significantly worse than earnings. Aankondiging • Feb 02
The RealReal, Inc. to Report Q4, 2022 Results on Feb 28, 2023 The RealReal, Inc. announced that they will report Q4, 2022 results After-Market on Feb 28, 2023 Reported Earnings • Nov 10
Third quarter 2022 earnings released: US$0.49 loss per share (vs US$0.62 loss in 3Q 2021) Third quarter 2022 results: US$0.49 loss per share (improved from US$0.62 loss in 3Q 2021). Revenue: US$142.7m (up 20% from 3Q 2021). Net loss: US$47.3m (loss narrowed 17% from 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 60% per year, which means it is performing significantly worse than earnings. Aankondiging • Nov 09
The RealReal, Inc. Provides Earnings Guidance for the Fourth Quarter of 2022 The RealReal, Inc. provided earnings guidance for the fourth quarter of 2022. For the quarter, the company expects total revenue to be in the range of $145 million to $165 million. Aankondiging • Oct 12
The RealReal, Inc. to Report Q3, 2022 Results on Nov 08, 2022 The RealReal, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 08, 2022 Reported Earnings • Aug 12
Second quarter 2022 earnings released: US$0.56 loss per share (vs US$0.78 loss in 2Q 2021) Second quarter 2022 results: US$0.56 loss per share (up from US$0.78 loss in 2Q 2021). Revenue: US$154.4m (up 47% from 2Q 2021). Net loss: US$53.2m (loss narrowed 25% from 2Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 32% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings. Aankondiging • Aug 10
The RealReal, Inc. Provides Revenue Guidance for the Third Quarter and Full Year 2022 The RealReal, Inc. provided revenue guidance for the third quarter and full year 2022. For the third quarter, the company expects Total Revenue to be in the range of $145 million to $155 million.For the full year, the company expects Total Revenue to be in the range of $615 million to $635 million. Aankondiging • Jul 15
The RealReal, Inc. to Report Q2, 2022 Results on Aug 09, 2022 The RealReal, Inc. announced that they will report Q2, 2022 results After-Market on Aug 09, 2022 Board Change • May 31
High number of new directors Director Karen Katz was the last director to join the board, commencing their role in 2021. Aankondiging • May 12
The RealReal, Inc. Provides Revenue Guidance for the Second Quarter and Full Year 2022 The RealReal, Inc. provided revenue guidance for the second quarter and full year 2022. For the quarter, the company expects total revenue of $150 million - $160 million. For the full year, the company expects total revenue of $635 million - $665 million. Reported Earnings • May 11
First quarter 2022 earnings released: US$0.61 loss per share (vs US$0.62 loss in 1Q 2021) First quarter 2022 results: US$0.61 loss per share. Revenue: US$146.7m (up 49% from 1Q 2021). Net loss: US$57.4m (loss widened 2.5% from 1Q 2021). Over the next year, revenue is forecast to grow 33%, compared to a 28% growth forecast for the industry in Germany. Aankondiging • May 03
The Rosen Law Firm, P.A. Announces Proposes Securities Class Action Settlement on Behalf of Purchasers of The RealReal, Inc The Rosen Law Firm, P.A. announces that the United States District Court for the Northern District of California has approved the following announcement of a proposed securities class action settlement that would benefit purchasers of The RealReal, Inc. common stock the investors ARE HEREBY NOTIFIED, pursuant to an Order of the United States District Court for the Northern District of California, that a hearing will be held on July 28, 2022 at 9:00 a.m. before the Honorable Edward J. Davila, United States District Judge for the Northern District of California, San Jose Courthouse, 280 South 1st Street, Courtroom 4, San Jose, CA 95113, or by telephonic or videoconference means as directed by the Court, for the purpose of determining: (1) whether the proposed Settlement of the claims in the above-captioned Action for consideration including the sum of $11,000,000 should be approved by the Court as fair, reasonable, and adequate; (2) whether the proposed plan to distribute the Settlement proceeds is fair, reasonable, and adequate; (3) whether the application by Lead Counsel for an award of attorneys’ fees of up to 25% of the Settlement Amount (or $2,750,000), reimbursement of expenses of no more than $75,000, and a Compensatory Award of reasonable costs and expenses (including lost wages) directly relating to their representation of the Settlement Class of no more than $17,000 total for Plaintiffs should be approved; and (4) whether the Action should be dismissed with prejudice as set forth in the Stipulation of Settlement, dated November 5, 2021 (“Stipulation”). If purchased TRR common stock between June 27, 2019 and November 20, 2019, both dates inclusive (“Settlement Class Period”), rights may be affected by this Settlement, including the release and extinguishment of claims may possess relating to ownership interest in TRR common stock. Aankondiging • May 02
The RealReal, Inc., Annual General Meeting, Jun 15, 2022 The RealReal, Inc., Annual General Meeting, Jun 15, 2022, at 09:00 Pacific Standard Time. Agenda: To the ratification of the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2022; To the approval, on an advisory basis, of the compensation of named executive officers; To the transaction of such other business as may properly come before the meeting, or any adjournment or postponement thereof. Board Change • Apr 29
High number of new directors Director Karen Katz was the last director to join the board, commencing their role in 2021. Aankondiging • Apr 14
The RealReal, Inc. to Report Q1, 2022 Results on May 10, 2022 The RealReal, Inc. announced that they will report Q1, 2022 results After-Market on May 10, 2022 Buying Opportunity • Mar 16
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 46%. The fair value is estimated to be US$6.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% per annum over the last 3 years. Earnings per share has grown by 67% per annum over the last 3 years. Reported Earnings • Feb 24
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: US$2.58 loss per share (down from US$2.01 loss in FY 2020). Revenue: US$467.7m (up 56% from FY 2020). Net loss: US$236.1m (loss widened 34% from FY 2020). Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 28%, compared to a 44% growth forecast for the retail industry in Germany. Aankondiging • Feb 13
Emma Grede Resigns from the Board of Directors of the RealReal, Inc On February 8, 2022, Emma Grede resigned from the Board of Directors of The RealReal, Inc. While Ms. Grede’s expanded professional and personal responsibilities prevent her from continuing to serve on the Board, the Company is grateful for her valued service during her tenure. Aankondiging • Feb 05
The RealReal, Inc. to Report Q4, 2021 Results on Feb 23, 2022 The RealReal, Inc. announced that they will report Q4, 2021 results After-Market on Feb 23, 2022 Recent Insider Transactions • Nov 24
Founder recently sold €214k worth of stock On the 20th of November, Julie Wainwright sold around 16k shares on-market at roughly €13.51 per share. This was the largest sale by an insider in the last 3 months. Julie has been a seller over the last 12 months, reducing personal holdings by €573k. Aankondiging • Nov 24
The RealReal Circular Resource Lab Releases Upcycled ReCollection 02 The RealReal released ReCollection 02, the first project from its new Circular ReSource Lab that works to create impactful solutions to the fashion waste crisis. The RealReal created its ReCollection upcycling program to put damaged pieces most likely to end up in landfills back in circulation. Recirculating just 1 in 5 existing items would help put fashion on track to achieve the 1.5-degree pathway laid out by the Paris Climate Accord, according to McKinsey. The RealReal ReCollection 02 features more than 60 one-of-a-kind pieces of women’s ready-to-wear and accessories upcycled from luxury items that could not be worn in their current state, giving them new life and new value. Sourced from The RealReal’s repository of damaged items by brands including Prada, Gucci, Celine and Alexander McQueen (which have no direct affiliation with the collection), ReCollection 02 turns pieces at the higher risk of being landfilled into unique new looks. Long coats were reimagined as skirt sets to remove worn fabric. Luxe cardigans with holes were given new life as blazers with matching bralettes. Trousers were transformed through tying techniques into a minidress to remove staining. Using insights from its more than 24 million members, The RealReal incorporated seasonal styles, colors and silhouettes that are in high demand among its shoppers when designing the collection. ReCollection 02 mixes core staples for winter like outerwear and knitwear with party-ready holiday looks including two-piece sets and cocktail dresses. Prices for these one-of-a-kind pieces range from $200 to $680. The RealReal ReCollection 02 is exclusively available for sale at therealreal.com/recollection02 and in the company’s New York store in Soho. Reported Earnings • Nov 09
Third quarter 2021 earnings released: US$0.62 loss per share (vs US$0.49 loss in 3Q 2020) The company reported a solid third quarter result with improved revenues and control over costs, although losses increased. Third quarter 2021 results: Revenue: US$118.8m (up 52% from 3Q 2020). Net loss: US$57.2m (loss widened 32% from 3Q 2020). Reported Earnings • Aug 10
Second quarter 2021 earnings released: US$0.78 loss per share (vs US$0.49 loss in 2Q 2020) The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: US$104.9m (up 83% from 2Q 2020). Net loss: US$70.7m (loss widened 65% from 2Q 2020). Recent Insider Transactions • May 25
Founder recently sold €183k worth of stock On the 20th of May, Julie Wainwright sold around 15k shares on-market at roughly €12.60 per share. This was the largest sale by an insider in the last 3 months. Julie has been a seller over the last 12 months, reducing personal holdings by €387k. Reported Earnings • May 12
First quarter 2021 earnings released: US$0.62 loss per share (vs US$0.44 loss in 1Q 2020) The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$98.8m (up 26% from 1Q 2020). Net loss: US$56.0m (loss widened 46% from 1Q 2020). Is New 90 Day High Low • Mar 03
New 90-day high: €23.60 The company is up 103% from its price of €11.60 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.63 per share. Recent Insider Transactions • Feb 27
CFO & Treasurer recently sold €149k worth of stock On the 22nd of February, Matthew Gustke sold around 7k shares on-market at roughly €21.51 per share. This was the largest sale by an insider in the last 3 months. Matthew has been a seller over the last 12 months, reducing personal holdings by €161k. Reported Earnings • Feb 23
Full year 2020 earnings released: US$2.03 loss per share (vs US$2.11 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: US$298.3m (down 6.2% from FY 2019). Net loss: US$177.5m (loss widened 77% from FY 2019). Analyst Estimate Surprise Post Earnings • Feb 23
Revenue misses expectations Revenue missed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 39%, compared to a 55% growth forecast for the Online Retail industry in Germany. Aankondiging • Feb 20
The RealReal Announces Management Changes The RealReal announced former Neiman Marcus Group CEO Karen Katz and Good American CEO and Co-Founder and SKIMS Founding Partner Emma Grede have joined its board of directors. These appointments are the latest advancements in The RealReal’s ongoing work to create a board reflective of its diverse community. Katz brings more than 30 years of deep luxury and retail experience having helmed Neiman Marcus Group and served as its director. Among her accomplishments, Katz leveraged Neiman Marcus’ brick-and-mortar presence (40+ Neiman Marcus stores, Bergdorf Goodman in New York and the Last Call Off-Price division) to launch its omnichannel strategy, integrating customers’ online and in-store experiences through technology and personalization. Grede lends valuable retail and brand marketing experience, having founded both Good American—the first fully size-inclusive fashion brand, which reached $1 million in sales on its first day of release—and, before that, ITB Worldwide, a talent management and marketing firm beloved by luxury brands including Vivienne Westwood and Christian Dior. As a Black female leader and innovator in inclusive fashion, Grede is a champion for diverse and inclusive representation at all levels of internal and external business operations, having built companies upon those values. In another milestone moment, the company has also promoted former Chief Operating Officer Rati Levesque to the role of President. As The RealReal’s first employee, Levesque has been a critical part of building the business since day one. Having led the company’s merchandising team, then expanded her focus to include operations, she has a deep understanding of the business from every perspective. The RealReal’s Chief Revenue Officer will now report to Levesque, allowing the company to more tightly couple consignor servicing with its brick-and-mortar rollout—an important element in its work to provide a unified, cross-channel consignor experience. Aankondiging • Feb 04
The RealReal, Inc. to Report Q4, 2020 Results on Feb 22, 2021 The RealReal, Inc. announced that they will report Q4, 2020 results on Feb 22, 2021 Recent Insider Transactions • Jan 27
Founder recently sold €55k worth of stock On the 22nd of January, Julie Wainwright sold around 2k shares on-market at roughly €22.34 per share. In the last 3 months, they made an even bigger sale worth €107k. Julie has been a seller over the last 12 months, reducing personal holdings by €162k. Is New 90 Day High Low • Jan 07
New 90-day high: €17.80 The company is up 36% from its price of €13.10 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.48 per share. Is New 90 Day High Low • Dec 17
New 90-day high: €14.00 The company is up 5.0% from its price of €13.30 on 18 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.66 per share. Recent Insider Transactions • Nov 25
Founder recently sold €107k worth of stock On the 20th of November, Julie Wainwright sold around 10k shares on-market at roughly €11.00 per share. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months. Analyst Estimate Surprise Post Earnings • Nov 11
Revenue misses expectations Revenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 28%, compared to a 48% growth forecast for the Online Retail industry in Germany. Reported Earnings • Nov 11
Third quarter 2020 earnings released: US$0.49 loss per share The company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: US$78.1m (down 3.0% from 3Q 2019). Net loss: US$43.3m (loss widened 71% from 3Q 2019).