Rent the Runway Past Earnings Performance
Past criteria checks 2/6
Rent the Runway has been growing earnings at an average annual rate of 42.5%, while the Specialty Retail industry saw earnings declining at 6.9% annually. Revenues have been growing at an average rate of 10.3% per year.
Key information
42.47%
Earnings growth rate
71.36%
EPS growth rate
| Specialty Retail Industry Growth | 26.64% |
| Revenue growth rate | 10.32% |
| Return on equity | n/a |
| Net Margin | 11.80% |
| Last Earnings Update | 31 Jul 2026 |
Recent past performance updates
Recent updates
Rent the Runway: Profit Is Maturing, But Subscriber Declines Remain Concerning (Rating Upgrade)
Summary Rent the Runway has suffered a ~70% share price decline in 2026 despite maintaining >20% y/y revenue growth and positive adjusted EBITDA. I now rate RENT as neutral, seeing a more balanced risk/reward profile at current depressed valuations and attractive multiples. RENT's gross margins are improving due to lower depreciation and logistics costs, but risks include slowing subscriber growth and capital intensity. Competition, especially from Nuuly (URBN), and reliance on loyal customers challenge RENT's ability to scale and sustain growth. Read the full article on Seeking AlphaRisks 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...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...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...
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.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...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...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...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...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...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 AlphaRent 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...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...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...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...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...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...Revenue & Expenses Breakdown
How Rent the Runway makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Jul 26 | 367 | 43 | 117 | 39 |
| 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 |
Quality Earnings: RENT has a high level of non-cash earnings.
Growing Profit Margin: RENT became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: RENT has become profitable over the past 5 years, growing earnings by 42.5% per year.
Accelerating Growth: RENT has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: RENT has become profitable in the last year, making it difficult to compare its past year earnings growth to the Specialty Retail industry (16.5%).
Return on Equity
High ROE: RENT's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/20 06:43 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/07/31 |
| 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 |
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| 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.
Analysis Model and Snowflake
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Learn about the 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.
| Analyst | Institution |
|---|---|
| Andrew Boone | Citizens JMP Securities, LLC |
| Eric Sheridan | Goldman Sachs |
| Lauren Cassel Schenk | Morgan Stanley |