Rent the Runway, Inc. RENT

1.67 (0.12) (6.70%) as of 25 Sep
Market cap
$60.5M
P/E
0.1×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 0.15
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — 1 — 1
Insider Ownership 28.22%

Capital & Financial Ratios

Market Cap 60.46
Revenue 366.90
Net Income 43.30
Free Cash Flow (4.80)
Net Debt 124.50
Current Ratio 0.67
Debt/Equity (2.40)
P/E ratio 0.13
P/S ratio 0.15
P/B ratio 0.00
Past 5Y EPS Growth 17.02%
This Y EPS Growth (36.13%)
Next Y EPS Growth (0.32%)
Next 5Y EPS Growth 21.34%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 89 82 55 33
Receivables — — — —
Inventory — — — —
Other — — — —
102 94 67 45
2024 2025 2026 Q'26
Payables 6 6 10 4
ST’ Debt — — — —
Other 6 7 7 7
48 47 63 66
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 15.93% 3.62%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% 0.00%

Revenue

Apr Jul Oct Jan Year
’26 90 98 — — —
’26 70 81 88 92 330
’25 75 79 76 76 306
’24 74 76 73 76 298
’23 67 77 77 75 296
’22 34 47 59 64 203
’21 — 29 36 34 158
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Apr Jul Oct Jan Year
’26 (4) (1) — — —
’26 8 (10) (1) 7 4
’25 5 2 5 1 13
’24 (3) (1) (4) (8) (16)
’23 (17) (16) (6) (8) (48)
’22 (9) (4) (11) (19) (42)
’21 — — (34) (9) (43)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Apr Jul Oct Jan Year
’26 (5) (3) — — —
’26 7 (11) (2) 5 (1)
’25 4 1 4 0 9
’24 (4) (2) (5) (9) (20)
’23 (19) (18) (10) (9) (57)
’22 (10) (6) (13) (23) (53)
’21 — — (54) (13) (67)
in millions of $ · fiscal quarters ending in the months shown

EPS

Apr Jul Oct Jan Year
’26 (0.57) (0.38) — — —
’26 (6.58) (6.55) 13.65 (0.04) 1.88
’25 (6.03) (4.17) (4.94) (3.44) (18.51)
’24 (9.20) (8.00) (9.00) (7.02) (33.12)
’23 (13.40) (10.60) (11.20) (8.00) (43.20)
’22 (74.95) (75.04) (134.40) (12.40) (170.20)
’21 — (0.69) (79.71) (0.59) (307.21)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
— — — — 153.80 22.00 8.62 4.46 3.69 1.60

Analyst estimates 2027–2029

Powerpack
Low Price
— — — — 495.40 170.20 96.40 41.81 10.11 10.13
High Price
— — — — 974 1,096 1,015 1,104 1,053 1,015
Employees
— — — 0 0 0 0 0 0 0
Revenue/Emp
— — — 257 158 203 296 298 306 330
Revenue
— — — 20.86% 9.84% 34.28% 40.49% 40.14% 37.85% 32.60%
Gross Margin
— — — (154) (171) (212) (139) (113) (70) 23
EBT
— — — (59.98%) (108.63%) (104.33%) (46.86%) (37.89%) (22.73%) 6.88%
EBT Margin
— 0 — (154) (171) (212) (139) (113) (70) 23
Net Income
— — — 87 85 71 67 70 86 50
Depreciation
— — — 468.54 282.76 163.42 92.25 83.03 77.17 27.57
Revenue/Sh
— — — (280.71) (307.21) (170.20) (43.20) (33.12) (18.51) 1.89
Earnings/Sh
— — — (68.58) (76.84) (34.00) (14.85) (4.37) 3.25 0.29
Cash Flow/Sh
— — — (79.88) (42.73) (8.28) (2.77) (1.28) (1.11) (0.38)
Capex/Sh
— — — (148.46) (119.57) (42.28) (17.62) (5.65) 2.14 (0.09)
Free CF/Sh
— — — 0.00 (945.60) 57.15 (10.99) (34.05) (45.99) (3.02)
Book Value/Sh
— — — 1 1 1 3 4 4 12
Shares
— — — 0.00 0.00 0.00 0.00 0.00 0.00 13.10
PE Ratio
— — — 1.46 1.46 0.71 0.93 0.15 0.10 0.25
PS Ratio
— — — 0.00 0.00 2.02 0.00 0.00 0.00 0.00
PB Ratio
— — — 3.64 3.64 0.74 1.32 0.88 0.93 0.56
EV/Sales
— — — (6.52) (6.52) (2.88) (6.90) (12.89) 33.37 (166.51)
EV/FCF
— — — (38) (43) (42) (48) (16) 13 4
Op' Cash Flow
— — — (44) (24) (10) (9) (5) (4) (5)
Capex
— — — (81) (67) (53) (57) (20) 9 (1)
FCF
— — — (5) 63 196 112 54 47 4
Working Cap'
— — — 257 355 261 273 307 334 157
Total Debt
— — — 215 256 8 115 218 252 102
Net Debt
— — — 0 (527) 71 (35) (122) (182) (36)
Sh' Equity
— — — 0.00% (106.70%) (55.14%) (35.40%) (36.83%) (26.96%) 9.80%
ROA
— — — (37.81%) 0.00% (99.73%) (81.34%) (52.52%) (42.96%) (54.78%)
ROIC
— — — 34.55% 38.41% 92.98% (774.86%) 143.65% 45.87% (20.68%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Rent the Runway, Inc. peers in Apparel Retail

All 32 Apparel Retail stocks →

Rent the Runway, Inc. (RENT) key facts

  • Rent the Runway, Inc. (RENT) is an Apparel Retail company in the Consumer Cyclical sector, listed on Nasdaq.
  • Rent the Runway, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $329.8 million, up 7.71% from fiscal 2025.
  • As of September 25, 2026, RENT traded at $1.67, a market capitalization of $60.5 million.
  • Return on equity was −20.7% and debt-to-equity -2.40.

Source: company filings (standardised) and stockrow calculations.

Rent the Runway, Inc. (RENT) Latest News

News by impact score

Fine-tune

17 Sep

3

Rent the Runway posted 20.8% revenue growth while questions remain on whether higher spending can deliver sustainable cash flow. Revenue growth and cash flow sustainability questions impact company valuation.

15 Sep

3 transcript

Rent the Runway (RENT) held its Q2 2026 earnings call discussing revenue, subscriber metrics, costs, and forward guidance. Quarterly earnings calls deliver updated financial results and outlook that typically move near-term stock sentiment without guaranteeing structural change.

12 Sep

4 transcript

Rent the Runway held its Q2 2026 earnings call covering financial results and outlook. Q2 2026 earnings and guidance directly shape investor views and stock movement.

11 Sep

4 transcript

Rent the Runway reported record Q2 2026 revenue during its earnings call and named a new CEO amid continuing operations. Record revenue and new CEO appointment indicate major performance gains and leadership shift that can alter company trajectory and investor views.

4

Rent the Runway, Inc. appoints Paige Thomas as Chief Executive Officer. CEO appointment represents a major leadership shift likely to affect strategy and investor views.

3

Rent the Runway names new CEO and advances discovery upgrades. New CEO appointment paired with upgrades may moderately shift operations and market position.

3 transcript

Rent the Runway held its Q2 earnings call, covering quarterly financial results, subscriber trends, and operational updates for its clothing rental business. Q2 earnings call provides performance data and guidance that can shift near-term stock sentiment and valuation.

3

Rent the Runway appoints a Nordstrom alum as its new CEO. New CEO from Nordstrom may shift Rent the Runway's retail strategy and operations.

3

Rent the Runway, Inc. announced its second quarter 2026 financial results. Quarterly results release can shift near-term investor views on operations and guidance.

29 Jul

4

Jennifer Hyman assumes Chief Executive Officer role at Babylist as founder Natalie Gordon transitions to Executive Chair. Jennifer Hyman's move from Rent the Runway CEO to Babylist CEO creates immediate leadership vacuum and strategic uncertainty at RENT.

10 Jul

3

Rent the Runway installs new leadership to overhaul rental operations, emphasizing technology integration, cost reduction, and broader customer access to drive subscription growth and stabilize finances amid competitive pressures. New leadership rollout introduces operational and strategic adjustments that may moderately affect financial performance and positioning without guaranteed transformation.

7 Jul

4

Rent the Runway expands menswear rentals from tuxedos into everyday wear to capture broader market demand. Menswear expansion represents a major strategic move into new product categories that can alter revenue trajectory.

4 Jun

4 transcript

Rent the Runway (RENT) released its Q1 2026 earnings transcript covering quarterly financial results, subscriber metrics, and management outlook on operations and growth strategy. Quarterly earnings and forward guidance directly shape revenue expectations and valuation multiples for RENT.

4 transcript

Rent the Runway held its Q1 2026 earnings call, disclosing revenue, subscriber trends, margins, and forward guidance. Quarterly earnings releases and guidance routinely move valuation and investor positioning for the stock.

3

Former Nordstrom executives have joined Rent the Runway in senior roles. Hiring experienced retail executives strengthens Rent the Runway management and operations.

3 Jun

4

Rent the Runway, Inc. (RENT) announced first quarter 2026 results. Quarterly results releases typically drive immediate stock price moves and reset valuation expectations for RENT.

3 transcript

Rent the Runway reported strong revenue growth in Q1 2026 earnings call amid unspecified challenges. Q1 2026 earnings with strong revenue growth point to noticeable but not transformative effects on financial trajectory.

3

Rent the Runway updates its leadership team while posting a jump in first-quarter sales. Leadership update paired with Q1 sales growth points to moderate shifts in strategy and market perception without altering long-term trajectory.

3 transcript

Rent the Runway held its Q1 earnings call, covering financial results, operational metrics, and forward outlook for the rental platform business. Quarterly earnings updates typically produce moderate short-term share price moves without altering long-term competitive positioning.

13 May

4

Jennifer Hyman steps down as CEO of Rent the Runway, Inc. (RENT). CEO departure of founder introduces major leadership uncertainty and potential strategic shifts impacting investor sentiment and company trajectory.

4

Rent the Runway co-founder Jennifer Hyman steps down as CEO after leading the company for 16 years, with Ananth Raman appointed as interim CEO while a search for a permanent successor begins. The co-founder and long-time CEO's departure triggers a major leadership transition that could reshape strategic direction and investor sentiment for Rent the Runway.

4

Rent the Runway, Inc. announces CEO transition. CEO transition signals major leadership change with potential to reshape strategy and investor sentiment.

4

Jenn Hyman steps down as CEO of Rent the Runway, Inc. (RENT), stating she has 'left it all on the field' after leading the company since its founding in 2009. Founder-CEO departure represents a major leadership transition that could reshape strategic direction and investor confidence.

23 Apr

4

Rent the Runway, Inc. (RENT), the popular clothes rental service, announces a bold new AI initiative. Bold AI adoption signals major strategic innovation in personalization, inventory management, and customer retention for Rent the Runway.

21 Apr

4 transcript

Rent the Runway (RENT) Q4 2025 earnings call transcript covers financial results, subscriber metrics, revenue guidance, and management outlook. Q4 2025 earnings transcript discloses key financial metrics, future guidance, and strategic updates directly influencing investor sentiment and stock trajectory.

15 Apr

4

Rent the Runway Inc (RENT) Q4 2025 earnings call highlights strong subscriber growth and key strategic initiatives. Subscriber growth directly bolsters core subscription revenue model and enhances long-term market positioning.

14 Apr

4

Rent the Runway, Inc. (RENT) released Q4 2026 earnings call summary detailing financial results, subscriber metrics, and forward guidance. Q4 earnings call summary discloses key financial performance and strategic outlook directly impacting stock valuation and investor confidence.

4

Rent the Runway's Q4 earnings call highlighted financial results, subscriber metrics, operational updates, and forward guidance amid ongoing recovery efforts. Q4 earnings highlights disclose critical financial performance and strategic outlook directly shaping investor expectations and stock trajectory.

4

Rent the Runway expands into a marketplace model and sideline businesses to boost revenue amid core rental challenges. Shifting to marketplace and sideline businesses marks a major strategic pivot to diversify revenue and potentially reshape financial trajectory.

3

Rent the Runway plans to revamp its discovery experience to boost user conversions. Revamping discovery experience targets core conversion improvements with moderate potential to enhance financial performance amid operational challenges.

stockrow.com/RENT · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com