Professional
Added to YB: 2026-04-14
Pitch date: 2026-04-10
REAL [neutral]
The RealReal, Inc.
+8.94%
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
$1.2B
Pitch Price
$9.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.76
P/E
-13.79
EV/Sales
2.11
Sector
Specialty Retail
Category
growth
Cedar Grove Capital Management Portfolio Holding: The RealReal, Inc.
REAL (holding update): Omnichannel luxury resale retailer in second-hand fashion category growing 11.6% vs 5.2% for traditional luxury. AI-driven authentication & listing efficiency boosting operating leverage. FY26 guide: double-digit topline growth, ~200bps adj EBITDA margin expansion. Supply expansion driving GMV, revenue growth. Tariff-free domestic consignment model differentiates from traditional luxury headwinds.
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