Added to YB: 2025-08-15
Pitch date: 2025-08-13
RERE [neutral]
ATRenew Inc.
+15.96%
current return
Author Info
No bio for this author
Company Info
ATRenew Inc., together with its subsidiaries, sell pre-owned consumer electronics through its online platforms and other channels in the People’s Republic of China.
Market Cap
$7.2B
Pitch Price
$4.25
Price Target
5.90 (+20%)
Dividend
2.10%
EV/EBITDA
9.27
P/E
23.51
EV/Sales
0.28
Sector
Specialty Retail
Category
turnaround
ATRenew Inc. (NYSE: RERE)
RERE (overview): China's top refurbished electronics seller turned profitable in 2023-25. Strategic partnerships with Apple, Xiaomi, Huawei, Oppo. $70M buybacks announced. Automation driving margin expansion to mid-single digits. Trading at 0.4x P/S despite turnaround. Risks: competition, regulations, economic slowdown. 30%+ upside if improvements continue.
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