The RealReal

The RealReal, Inc. operates an online marketplace for consigned luxury goods. It engages in the consignment of luxury goods across multiple categories, including women's, men's, kids, jewelry, watches, home and art. It sells pieces from designers such as Chanel, Christian Louboutin, Gucci, Hermes, Louis Vuitton, Prada, Celine, Jimmy Choo, Burberry, and Valentino. The company was founded by Julie Wainwright and Marcy Carmack on March 29, 2011 and is headquartered in San Francisco, CA.

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The RealReal reports positive Q4 earnings, targets profitability by 2024

The RealReal's Q4 2022 earnings call highlighted positive financial progress, a focus on achieving profitability, and key initiatives to drive operational efficiency. Challenges include addressing concerns about take rate and buyer behavior post-commission changes. Opportunities lie in refining operations, adjusting commission rates, and enhancing the buyer value proposition.

The RealReal surpasses revenue targets, eyes profitability by 2024

The RealReal delivered strong financial performance, focusing on cost management and profitability. Optimized consignment supply and customer service enhancements drove revenue growth.
Challenges include declining direct revenue and the need to balance pricing optimization with customer loyalty. Opportunities lie in new revenue streams and customer experience enhancements.
Confidence in achieving profitability by 2024, with a commitment to customer loyalty and sustainability in luxury resale market.

The RealReal beats Q2 expectations, eyes profitability in 2024

The RealReal's Q2 performance exceeded expectations with a focus on high-margin consignment business.
Efforts to optimize marketing spend, explore new revenue streams, and grow membership base are key strengths.
Challenges include managing convertible notes, returns, and balancing traditional business with new partnerships.
Opportunities lie in growing supply, unlocking more buyers, and deploying advertising for revenue enhancement.

The RealReal (REAL) surpasses Q3 expectations, eyes profitability in 2024

The RealReal (REAL) delivered strong financial performance in Q3 2023, exceeding revenue and EBITDA guidance.
While facing challenges such as decelerating active buyer growth and CFO transition, the company remains focused on profitability and operational efficiencies.
Opportunities lie in optimizing marketing strategies, driving growth in direct revenue, and leveraging high-end product quality and supply dynamics.
Overall, The RealReal (REAL) is well-positioned for future success with a strategic focus on higher-margin consignment business and customer-centric operations.

The RealReal exceeds Q4 expectations, eyes growth through strategic initiatives

The RealReal's strong financial performance in Q4 2023, leadership updates, and strategic initiatives position the company for continued growth and profitability.
While facing challenges such as fluctuating active buyers and revenue mix, opportunities in automation, AI, and customer engagement present avenues for future success.
With a focus on operational efficiency, debt reduction, and revenue diversification, The RealReal aims to achieve breakeven adjusted EBITDA in 2024 and drive sustainable growth.
Emphasis on pricing power, customer engagement, and sustainability underscores The RealReal's commitment to delivering a luxury resale experience and capturing market opportunities.

The RealReal (REAL) reports robust Q1 growth and focuses on AI-driven profitability

The RealReal (REAL) delivered a strong Q1 performance with a focus on profitable growth and enhancing the client experience through AI and automation. While facing challenges in managing costs and sustaining growth, the company is well-positioned to capitalize on opportunities in new supply channels and operational efficiencies.

The RealReal (REAL) reports robust Q2 results and positive 2024 outlook

REAL's Q2 performance reflects strong growth and financial improvement, with a positive outlook for full year 2024.
The company's focus on operational efficiencies, margin expansion, and new supply channels positions it for continued success.
Challenges lie in addressing seasonal patterns, revenue expectations, and maintaining consumer interest amidst evolving trends.

The RealReal reports strong Q3 results, focuses on growth strategies

The RealReal's Q3 performance reflects solid growth and financial stability, driven by effective sales, marketing, and operational strategies. While facing challenges in margin improvements and competitive landscape, the company's focus on operational excellence and service remains a key strength. Opportunities lie in optimizing margins, leveraging consumer trends, and strategic expansion.

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The RealReal, Inc. is an online marketplace for consigned luxury goods, which engages in the consignment of luxury goods across multiple categories, including women's, men's, kids, jewelry, watches, home, and art. It sells pieces from designers such as Chanel, Christian Louboutin, Gucci, Hermes, Louis Vuitton, Prada, Celine, Jimmy Choo, Burberry, and Valentino. The company was founded by Julie Wainwright and Marcy Carmack on March 29, 2011 and is headquartered in San Francisco, CA.

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Although the revenue and EPS for The RealReal (REAL) give a sense of how its business performed in the quarter ended September 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Here's What Key Metrics Tell Us About The RealReal (REAL) Q3 Earnings

The RealReal has been doing a lot of cleanup in 2023, and the luxury consignment shop is hopeful to see the fruits of its labor in the first half of 2024. This update comes directly from the company, which released its earnings report on Tuesday (Nov 7).

The RealReal Revamp of Payout Structure Ups Demand

The RealReal, Inc. (NASDAQ:REAL ) Q3 2023 Earnings Conference Call November 7, 2023 5:00 PM ET Company Participants Caitlin Howe - Senior Vice President of Investor Relations John Koryl - Chief Executive Officer Robert Julian - Chief Financial Officer Rati Levesque - President & Chief Operating Officer Conference Call Participants Mark Altschwager - Baird Marvin Fong - BTIG Ike Boruchow - Wells Fargo Tom Nikic - Wedbush Securities Edward Yruma - Piper Sandler Ashley Owens - KeyBanc Capital Markets Rick Patel - Raymond James Operator Good day and thank you for standing by. Welcome to The RealReal's Third Quarter 2023 Earnings Conference Call.

The RealReal, Inc. (REAL) Q3 2023 Earnings Call Transcript

Q3 2023 Gross Profit Increased $8.3 million Year-Over-YearQ3 2023 Net Income of $(22.9) million or (17.2)% of Total RevenueQ3 2023 Adjusted EBITDA of $(7.0) million or (5.2)% of Total Revenue

The RealReal Announces Third Quarter 2023 Results

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SAN FRANCISCO, Oct. 11, 2023 (GLOBE NEWSWIRE) -- The RealReal  (Nasdaq: REAL)—the world's largest online marketplace for authenticated, resale luxury goods—today announced that it will release its financial results for the third quarter ended September 30, 2023 after the market closes on November 7, 2023.

The RealReal Announces Timing of Its Third Quarter 2023 Earnings Conference Call

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The RealReal Launches Consign Commitment on National Consignment Day

The RealReal shares tumbled on Friday on the news its finance chief Robert Julian will be stepping down from his role as the company attempts to return to profitability by focusing on the higher-margin portion of its consignment business. Shares of the luxury resale store fell more than 10% before paring its losses to trade down about 3.6% at US$2.16 in the early afternoon.

The RealReal shares go out of style on CFO's exit

CFO Robert Julian said he will resign by January if no replacement is found. CFO resignations are sometimes seen as red flags for struggling companies.

Why The RealReal Stock Was Falling Today

SAN FRANCISCO,, Sept. 29, 2023 (GLOBE NEWSWIRE) -- The RealReal (the “Company” or “The RealReal”) (Nasdaq: REAL)—the world's largest online marketplace for authenticated, resale luxury goods—today announced that Robert Julian will step down from his role as Chief Financial Officer (“CFO”) of the Company effective on the earlier of January 31, 2024 or the date a new CFO assumes the position.

Robert Julian to Step Down as Chief Financial Officer of The RealReal

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The RealReal has deferred tax assets valued at $291.8 million, surpassing its market capitalization of $260 million. The company's financial health and operational efficiency, including diversified revenue streams and strong cash position, make it an attractive investment. REAL's potential for M&A activity, leveraging its DTAs and ongoing restructuring efforts, could unlock significant value and make it a compelling target for acquirers.

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The RealReal's is a big player in the resale industry and its turnaround plan is uncertain. What does that mean for the future of resale?

The RealReal's Turnaround Plan And The Future Of Resale

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The RealReal 2023 Luxury Resale Report Finds Consumers Shopping Smarter

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News for The RealReal Stock (REAL)