Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$1.1B
122M shares
52-week range
$8.05 – $17.39
15% from low
Sector
RETAIL-MISCELLANEOUS RETAIL
Exchange
NASDAQ
CS
P/S (TTM)
1.5
EV / FCF (TTM)
49.3
The RealReal Inc is an online marketplace for authenticated, resale luxury goods, providing an end-to-end service that unlocks supply and creates a trusted, curated marketplace for buyers globally. Since its inception, the company has cultivated a loyal and engaged consignor and buyer base through continuous investment in its technology platform, logistics infrastructure, brand and people. It offers a wide selection of authenticated, mainly pre-owned luxury goods bearing the brands of thousands of luxury and premium designers, including Cartier, Chanel, Christian Dior, Gucci, Hermes, Louis Vuitton and Rolex. The company offers products across women's fashion, men's fashion, jewelry, and watches, promoting the recirculation of luxury goods and contributing to a more sustainable world.
www.therealreal.comNo one on the platform currently holds REAL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,646,200 | $14.9M |
| Scion Asset Managementas of 2024-09-30 | 500,000 | $1.6M |
No one on the platform has traded REAL yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 15.4% | 18.2% | ||||
| Profit Margin % | -6.0% | -28.4% | ||||
| Free Cash Flow Margin % | 2.7% | -14.8% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +36.3% on the P/E track.
At today's price, your expected annual return is +44.5% on the P/E track.
At today's price, your expected annual return is +51.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $796M | +15.4% | $0.10 | $0.07–$0.12 | 98.3× | 4 |
| 2027 | $883M | +11.0% | $0.24 | $0.18–$0.26 | 40.2× | 5 |
| 2028 | $982M | +11.1% | $0.48 | $0.46–$0.49 | 19.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-0.02 | $-0.01 | +43.2% |
| 2026-05-07 | $-0.01 | $-0.01 | +0.0% |
| 2026-02-26 | $0.04 | $0.06 | +50.0% |
| 2025-11-10 | $-0.06 | $-0.49 | -708.2% |
| 2025-08-07 | $-0.15 | $-0.13 | +13.3% |
| 2025-05-08 | $-0.13 | $-0.14 | -7.7% |
| 2025-02-20 | $-0.03 | $-0.62 | -1966.7% |
| 2024-11-04 | $-0.21 | $-0.09 | +57.1% |
| $1.7B |
| — |
| GTXGarrett Motion Inc. | $26.27 | +0.04% | $4.9B | — |
| HOGHarley-Davidson, Inc. | $25.93 | -2.15% | $2.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$REAL from BTIG "Refinancing likely. REAL's 4.25%/8.75% PIK/cash senior secured notes due 2029 become callable at par on October 1, 2026. The principal value of the notes was $146.9MM as of June 30, 2026. We expect REAL to likely refinance these notes as soon as practicable, although management was noncommittal as to the structure of any new financing it would undertake to pay off the 2029 notes."
View on StockTwits ↗
$REAL https://www.advfn.com/stock-market/NASDAQ/REAL/stock-news/99320740/the-realreal-opens-first-massachusetts-store-in-ch
View on StockTwits ↗$REAL 2 point summary of BTIG. 1= supply. BTIG says TRR has materially improved how it sources inventory. The luxury manager program is more efficient and the supply base is more diversified than in prior years, which the firm argues should ease the old bottleneck of not having enough authenticated goods to sell. This supports continued high growth rather than another stall when inbound product tightens. 2= demand and engagement. The firm frames online luxury resale as a structurally growing category as more shoppers choose authenticated secondhand over new. It highlights RealReal’s user engagement—customers spending an average of 42 hours a year on the platform—as evidence of a sticky base that can push GMV and take rate above current Street numbers and help the company take share. No new financial model changes, margin math, or a detailed path to profitability. It is a reiteration after whatever latest check or print BTIG reviewed
View on StockTwits ↗$REAL https://www.gurufocus.com/news/9085771/real-reiterated-by-btig-price-target-maintained-at-1700?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news
View on StockTwits ↗
$REAL Another new store today. It's difficult to read the acceleration of new stores opening as anything other than bullish
View on StockTwits ↗$REAL RealReal to open its first Massachusetts store at The Street Chestnut Hill one more yes
View on StockTwits ↗$REAL is meeting with BTIG in NYC tomorrow. We are coming up on October 1st, when TRR can repay or refinance their PIK debt that is costing them 13%. I expect them to deleverage via paying down with cash and potentially also a credit facility and then rolling over the rest at a lower rate. TRR is now cash flow positive so they need a structure to allow them to pay down as they accumulate cash. The next tranche of debt isnt due until 2028, and is a small amount. They should have $60M of FCF next year, so debt repayment becomes a big tailwind.
View on StockTwits ↗$REAL these store are working a lot , I saw and was inside as seller and buyers in New York and miami and both were full of people many times. if someone was selling his items in the past calling the agents , appointment and so on right now really understand that that way to sell is easier , you spare a lot of time and is working properly . I totally agree with that idea to open more stores in the future. the store in Miami is located in the design district were al the luxury brands as gucci, Prada, Luis Vuitton , dior are present with theirs own building that means very luxury place
View on StockTwits ↗$REAL https://www.advfn.com/stock-market/NASDAQ/REAL/stock-news/99277293/the-realreal-expands-los-angeles-presence-with-new
View on StockTwits ↗
$AENT $GME $REAL My first post on the AENT board. May 12 2026. 120 days ago. I do my OWN research (ZERO AI SLOP) and, if you search my posts, you’ll see I’m a highly successful momentum trader. My strategy? 1. Avoid meme stocks and Reddit pumps 2. Find a profitable company trading under its sector P/E ratio 3. Research the growth and balance sheet of said company 4. If step 3 checks out, I buy and hold Worked for BFAM PTRN UHS EVER LIFE ML DAVE SEZL HPE HITI BILL GEN….the list goes on and on!
View on StockTwits ↗$AENT Daily volume only 18k shares. Super low float for one of the largest distributors of physical media (CDs, DVDs, vinyl) in the US. There’s a reason this will continue to soar: collectibles are exploding in popularity! $EBAY $REAL
View on StockTwits ↗$AENT $GME $REAL Hey, who called this four months ago….AENT up 150% today….
View on StockTwits ↗$REAL not good but why? https://www.nasdaq.com/market-activity/stocks/real/short-interest
View on StockTwits ↗$REAL This new Glendale CA store is opening on 1st October, shortly after they opened a Florida store in August. It looks like the pace of opening new stores is increasing, which is a bullish sign because they drive growth. So far 3 stores have been opened in 2026 which is what I was expecting for the entire year Despite this being bullish, we are/will feel pressure from the bond market sell-off happening right now
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.