US · Consumer Cyclical · Luxury Goods
EPS came in at -0.16 against a street estimate of -0.05 — a miss of 220.0%.
Analysts rate TheRealReal Inc a strong buy (7 buy, 2 hold, 0 sell out of 9) with an average price target of $17.75.
CONFIDENT The RealReal delivered record Q3 GMV, revenue and orders, expanded margins, generated free cash flow, and raised full-year guidance as supply and buyer engagement strengthened. Q3 FY26 The call did not provide regional revenue or profitability detail. Analysts focused on margin durability, order growth, consignor acquisition, supply channels, AI monetization, cash flow and the balance sheet. Management emphasized stable core economics, seasonal mix, diversified supply and continued technology leverage. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.38% |
| Divisadero Street Capital Management, LP | 7.56% |
| FMR Inc | 4.15% |
| D. E. Shaw & Co LP | 4.01% |
| Vanguard Capital Management, LLC | 3.87% |
| Two Sigma Investments LLC | 3.28% |
| Arrowstreet Capital Limited Partnership | 3.24% |
| American Century Companies Inc | 3.06% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $206,116,000, up from $173,573,000 in Q3 2025. • Q3 2026 net income was $16,006,000, versus a net loss of $5 | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 GMV was $642 million, up 23% year over year; total revenue was $206 million, up 19%. • Orders reached a quarterly record | 2026-10-29 |
| Material agreement · Q4 2026 BALANCE SHEET & CASH • The RealReal entered into a new credit agreement on October 9, 2026, with Fortress Credit Corp. as administrative and collater | 2026-10-15 |
| Quarterly report · Q2 2026 SUMMARY: THE REALREAL, INC. — Q2 2026 10-Q FILING HEADLINE NUMBERS • Total Revenue (6M 2026): $382.3 million, up 17.5% vs. $325.2 million in 6M 2025 | 2026-08-06 |
| Results announced · Q3 2026 THE REALREAL Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • GMV (Gross Merchandise Value): $617 million in Q2 2026, up 22% year-over-year; fourth conse | 2026-08-06 |
| Shareholder vote results · Q2 2026 THE REALREAL, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 10, 2026 • Three Class I directors elected to serve th | 2026-06-12 |
| Quarterly report · Q1 2026 THE REALREAL, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $189.7 million (up 18.5% from $160.0 million in Q1 2025) • Consi | 2026-05-07 |
| Results announced · Q2 2026 THE REALREAL, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • GMV (Gross Merchandise Value): $606 million, up 24% year-over-year • Total Revenue: | 2026-05-07 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for TheRealReal Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.