TheRealReal, Inc. (REAL)

Sector: Consumer Cyclical
Industry: Retail-Miscellaneous Retail
Country: United States
Exchange: NASDAQ
Market cap: $1.15B
The RealReal is the largest pure-play luxury resale platform in the US, generating $1.8 billion in 2024 gross merchandise volume and addressing a niche (personal luxury resale) that had previously been serviced by inefficient upscale boutiques and local pawn shops. The company generates revenue via consignment and first-party sales on its online marketplace, and through a small volume of direct sales. With a hands-on approach that actively sources inventory and authenticates every item on its platform, The RealReal is able to justify much higher take rates than peers, working out to roughly 36% of net merchandise value in 2024, which excludes returns, cancellations, and first-party sales.
Latest financial period: June 30, 2026
Filed with the SEC: August 6, 2026
Estimated earnings date: November 9, 2026
Profit #1362 of 1484 companies
| | Jun 26 | Mar 26 | Dec 25 | Sep 25 |
|---|
| ROA | -18.0% | -14.3% | -17.0% | -19.1% |
Growth #142 of 1484 companies
Payout #1117 of 1484 companies
Safety #1460 of 1484 companies
Price #1242 of 1484 companies