Rent the Runway, Inc.

NasdaqGM:RENT Stock Report

Market Cap: US$114.9m

Rent the Runway Dividends and Buybacks

Dividend criteria checks 0/6

Rent the Runway does not have a record of paying a dividend.

Key information

n/a

Dividend yield

-11.1%

Buyback Yield

Total Shareholder Yield-11.1%
Future Dividend Yieldn/a
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

Recent updates

Seeking Alpha Jun 23

Rent The Runway: Severe Subscriber Compression On Thin Cash Balances (Downgrade)

Summary Rent The Runway has decayed sharply over the past few months as the company faced a slowdown in subscriber growth and transitions to a new CEO. Average subscriber growth of 12% y/y in Q1 slowed four points from Q4 growth at 16% y/y. The company has a very limited balance sheet (with ~$37 million in cash), which may limit its ability to purchase new rental inventory (which is its main growth lever). The stock is fairly valued at ~10x EBITDA, considering the recent hiccups in growth execution. Read the full article on Seeking Alpha
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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.

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if RENT's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if RENT's dividend payments have been increasing.


Dividend Yield vs Market

Rent the Runway Dividend Yield vs Market
How does RENT dividend yield compare to the market?
SegmentDividend Yield
Company (RENT)n/a
Market Bottom 25% (US)1.3%
Market Top 25% (US)4.2%
Industry Average (Specialty Retail)2.2%
Analyst forecast (RENT) (up to 3 years)n/a

Notable Dividend: Unable to evaluate RENT's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate RENT's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate RENT's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as RENT has not reported any payouts.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/08 01:01
End of Day Share Price 2026/07/08 00:00
Earnings2026/04/30
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Rent the Runway, Inc. is covered by 7 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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