Added to YB: 2025-11-17
Pitch date: 2025-11-13
REAL [neutral]
The RealReal, Inc.
-19.94%
current return
Author Info
Company Info
The RealReal, Inc. operates an online marketplace for resale luxury goods worldwide. It provides a range of product categories, including women’s fashion, men’s fashion, jewelry, and watches.
Market Cap
$1.3B
Pitch Price
$13.94
Price Target
19.62 (+76%)
Dividend
N/A
EV/EBITDA
46.26
P/E
-10.70
EV/Sales
2.46
Sector
Specialty Retail
Category
growth
Bunch of Quick Earnings Updates - Part II: The RealReal, Inc.
REAL (earnings): Luxury consignment platform up 3x since initial call; Q3 GMV +20% YOY on secondhand adoption trends. AI-powered Athena processing 27% of items, cutting processing time 14→7 days, driving opex leverage. Strong AOV growth, retail stores driving supply. Trade worked but heavy Tuesday move raises questions on remaining upside.
Read full article (4 min)