Latest revenue
$189.7M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.11B
- Enterprise value
- $1.11B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $17.39
- 52-wk low
- $4.70
- Beta
- —
- Shares out
- 120.5M
5-year trend
What this company does
Item 1. Business. Overview The RealReal is the world’s largest online marketplace for authenticated, resale luxury goods. We are revolutionizing luxury resale by providing an end-to-end service that unlocks supply and creates a trusted, curated online marketplace for buyers globally. Since our inception, we have cultivated a loyal and engaged consignor and buyer base through continuous investment in our technology platform, logistics infrastructure, brand and people. We offer a wide selection of authenticated, primarily pre-owned luxury goods on our online marketplace bearing the brands of thousands of luxury and premium designers. The top-selling luxury designers on our online marketplace…
AI summary unavailable — showing raw filing excerpt
Generated from REAL's filing dated 2026-02-26
Key risks
Table of Contents Item 1A. Risk Factors. Risk Factors Summary The following is a summary of the principal risks and uncertainties described in more detail in this Annual Report on Form 10-K. Risks Relating to Our Business and Industry •We have a history of losses and we may not be able to achieve or maintain profitability in the future. •We may not be able to return to historic levels of revenue growth rate or effectively manage growth or new opportunities. •We may not accurately forecast revenue and appropriately plan our expenses. •We have experienced seasonal and quarterly variations in our revenue and operating results. •Greater than expected product returns may exceed our reserve for…
AI summary unavailable — showing raw filing excerpt
Generated from REAL's filing dated 2026-02-26
Profitability
Gross margin
74.6%
0.1%Operating margin
-3.5%
63.3%Net margin
-6.0%
73.0%Return on equity
10.1%
77.3%Return on assets
-10.2%
67.8%Leverage
Debt / equity
-1.98×
17.1%Long-term debt / equity
-0.34×
23.5%Debt / assets
201.6%
17.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $189.7M | +18.5% | — | — | — |
Q4 2025 2025-12-31 | $194.1M | +18.3% | — | — | — |
Q3 2025 2025-09-30 | $173.6M | +17.5% | — | — | — |
Q2 2025 2025-06-30 | $165.2M | +14.0% | — | — | — |
Q1 2025 2025-03-31 | $160.0M | +11.3% | — | — | — |
Q4 2024 2024-12-31 | $164.0M | — | — | — | — |
Q3 2024 2024-09-30 | $147.8M | +11.0% | — | — | — |
Q2 2024 2024-06-30 | $144.9M | +10.8% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Retail-Miscellaneous Retail · SIC 5900
Your notes
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Insider activity
Insider buying
$0
Insider selling
$115.2M
Net activity
−$115.2M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns REAL
Institutional value
$325.9M
Total shares held
36.4M
Distinct holders
121
-112 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.1M | $82.7M | +343.4K (+3.9%) | Added |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | $41.2M | — | New |
| 3 | JANE STREET GROUP, LLC | 2.5M | $22.6M | +2.0M (+454.5%) | Added |
| 4 | BNP PARIBAS FINANCIAL MARKETS | 2.3M | $21.0M | -678.0K (-22.6%) | Trimmed |
| 5 | Nuveen, LLC | 2.2M | $20.2M | +20.5K (+0.9%) | Added |
| 6 | Crestwood Capital Management, L.P. | 1.4M | $12.9M | +75.0K (+5.6%) | Added |
| 7 | UBS Group AG | 1.4M | $12.8M | -1.4M (-50.0%) | Trimmed |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.0M | $9.4M | — | New |
| 9 | JUPITER ASSET MANAGEMENT LTD | 963.5K | $8.7M | -849.2K (-46.8%) | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | 769.0K | $7.0M | +512.1K (+199.3%) | Added |
| 11 | VANGUARD FIDUCIARY TRUST CO | 662.4K | $6.0M | — | New |
| 12 | JPMORGAN CHASE & CO | 706.3K | $5.7M | +173.0K (+32.4%) | Added |
| 13 | ROYCE & ASSOCIATES LP | 570.7K | $5.2M | -186.5K (-24.6%) | Trimmed |
| 14 | Capricorn Fund Managers Ltd | 548.7K | $5.0M | +155.8K (+39.7%) | Added |
| 15 | Hudson Bay Capital Management LP | 539.3K | $4.9M | +0 (+0.0%) | No change |
| 16 | Counterpoint Mutual Funds LLC | 492.8K | $4.5M | — | New |
| 17 | FEDERATED HERMES, INC. | 451.6K | $4.1M | -540 (-0.1%) | Trimmed |
| 18 | Hillsdale Investment Management Inc. | 435.6K | $4.0M | — | New |
| 19 | DEUTSCHE BANK AG\ | 368.8K | $3.3M | +237.9K (+181.7%) | Added |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 348.7K | $3.2M | +76.2K (+28.0%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once REAL's latest filing finishes processing.