Added to YB: 2025-08-15
Pitch date: 2025-08-13
RERE [neutral]
ATRenew Inc.
+20.69%
current return
Author Info
No bio for this author
Company Info
ATRenew Inc., together with its subsidiaries, operates pre-owned consumer electronics transactions and services platform in the People’s Republic of China.
Market Cap
$6.5B
Pitch Price
$4.35
Price Target
5.90 (+9%)
Dividend
N/A
EV/EBITDA
8.55
P/E
33.42
EV/Sales
0.26
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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