Rent the Runway Future Growth
Future criteria checks 0/6
We currently don't have sufficient analyst coverage to forecast growth and revenue for Rent the Runway.
Key information
n/a
Earnings growth rate
n/a
EPS growth rate
| Specialty Retail earnings growth | 9.9% |
| Revenue growth rate | n/a |
| Future return on equity | n/a |
| Analyst coverage | None |
| Last updated | n/a |
Recent future growth updates
Recent updates
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...Seeking Alpha • Jan 08
Rent The Runway: On The Brink Of Profitability In An Unforgiving Industry
Summary Rent the Runway (RENT) is rated 'Buy' due to its massive valuation discount and recent operational improvements, despite persistent profitability challenges. RENT operates in a highly fragmented, competitive market with modest pricing power and faces both direct and indirect competition across fashion retail and rental. Management expects to at least break even in FY2025, marking a potential first-ever profit, but cautions about sustainability given historical losses and economic sensitivity. With a price-sales multiple of 0.12 versus a sector median of 0.96, RENT offers extraordinary upside if valuation converges, though risks remain significant. Read the full article on Seeking AlphaAnalysis 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...
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 AlphaAnalysis 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.Seeking Alpha • Sep 12
Rent the Runway GAAP EPS of -$0.53 beats by $0.12, revenue of $76.5M beats by $2.93M
Rent the Runway press release (NASDAQ:RENT): Q2 GAAP EPS of -$0.53 beats by $0.12. Revenue of $76.5M (+63.8% Y/Y) beats by $2.93M. Shares +4.26%.In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Rent the Runway has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 1/31/2026 | 330 | 23 | -77 | 4 | N/A |
| 10/31/2025 | 315 | 11 | -76 | -2 | N/A |
| 7/31/2025 | 303 | -85 | -65 | 4 | N/A |
| 4/30/2025 | 301 | -74 | -44 | 17 | N/A |
| 1/31/2025 | 306 | -70 | -41 | 13 | N/A |
| 10/31/2024 | 306 | -81 | -64 | 4 | N/A |
| 7/31/2024 | 302 | -94 | -77 | -5 | N/A |
| 4/30/2024 | 299 | -105 | -89 | -8 | N/A |
| 1/31/2024 | 298 | -113 | -98 | -16 | N/A |
| 10/31/2023 | 298 | -115 | -94 | -16 | N/A |
| 7/31/2023 | 303 | -119 | -96 | -19 | N/A |
| 4/30/2023 | 304 | -126 | -105 | -34 | N/A |
| 1/31/2023 | 296 | -139 | -119 | -48 | N/A |
| 10/31/2022 | 285 | -152 | -128 | -58 | N/A |
| 7/31/2022 | 267 | -203 | -123 | -63 | N/A |
| 4/30/2022 | 237 | -212 | -101 | -51 | N/A |
| 1/31/2022 | 203 | -212 | -83 | -42 | N/A |
| 10/31/2021 | 173 | -211 | -66 | -32 | N/A |
| 7/31/2021 | 149 | -168 | -64 | -29 | N/A |
| 4/30/2021 | 147 | -169 | -95 | -39 | N/A |
| 1/31/2021 | 158 | -171 | -121 | -43 | N/A |
| 1/31/2020 | 257 | -154 | -199 | -38 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: Insufficient data to determine if RENT's forecast earnings growth is above the savings rate (3.5%).
Earnings vs Market: Insufficient data to determine if RENT's earnings are forecast to grow faster than the US market
High Growth Earnings: Insufficient data to determine if RENT's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: Insufficient data to determine if RENT's revenue is forecast to grow faster than the US market.
High Growth Revenue: Insufficient data to determine if RENT's revenue is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if RENT's Return on Equity is forecast to be high in 3 years time
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/26 14:04 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/01/31 |
| Annual Earnings | 2026/01/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
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Industry and Sector Metrics
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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.
| Analyst | Institution |
|---|---|
| Andrew Boone | Citizens JMP Securities, LLC |
| Eric Sheridan | Goldman Sachs |
| Lauren Cassel Schenk | Morgan Stanley |