The RealReal (REAL) closed the last trading session at $5.71, gaining 13.1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $10.10 indicates a 76.9% upside potential.The mean estimate comprises five short-term price targets with a standard deviation of $3.09. While the lowest estimate of $7 indicates a 22.6% increase from the current price level, the most optimistic analyst expects ...

SUMMIT, N.J., June 05, 2025 (GLOBE NEWSWIRE) -- Today, The RealReal (Nasdaq: REAL), the world’s largest online marketplace for authenticated, resale luxury goods, proudly announces the opening of its newest store in Summit, New Jersey. This marks The RealReal’s 16th store nationwide and a continued expansion in the tri-state area, bringing expert-authenticated luxury resale to the vibrant Summit community. Designed to be as inspiring as it is shoppable, the Summit store blends sustainability and luxury with ...

TORONTO, June 04, 2025 (GLOBE NEWSWIRE) -- Real Matters Inc. ("Real Matters" or the "Company"), a leading network management services provider for the mortgage lending and insurance industries, today announced the appointment of John Walsh to its Board of Directors, effective June 4, 2025. Mr. Walsh will serve on the Company's Compensation, Nomination, Governance and Sustainability Committee. Following the appointment of Mr. Walsh, the Board will comprise seven directors, six of whom are independent. "On be ...

Shares of The RealReal (REAL) have gained 3% over the past four weeks to close the last trading session at $5.43, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $10.10 indicates a potential upside of 86%.The average comprises five short-term price targets ranging from a low of $7 to a high of $15, with a standard deviation of $3.09. While the lowest estimate indicates an increa ...

When tariffs were first announced in April, nearly all news headlines pointed to the very near certainty of a U.S. recession: even now, when tariffs are at bay, this may not be an outcome we're able to avoid. With so many consumer-facing companies sounding offWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He h ...

Q1 2025 FINANCIAL RESULTS May 8, 2025 Q1 2025 FINANCIAL RESULTS Safe Harbor/Disclosure Statement These materials contain forward-looking statements relating to, among other things, the future performance of The RealReal that are based on the company's current expectations, forecasts and assumptions and involve risks and uncertainties. In some cases, you can identify forward-looking statements by terminology such as "may," "will," "should," "could," "expect," "plan," "anticipate," "target," "contemplate," "p ...

Core Viewpoint - The RealReal reported a quarterly loss of $0.14 per share, slightly worse than the Zacks Consensus Estimate of a loss of $0.13, indicating a negative earnings surprise of -7.69% [1] Financial Performance - The RealReal's revenues for the quarter ended March 2025 were $160.03 million, missing the Zacks Consensus Estimate by 0.04%, but showing an increase from $143.8 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times [2] Stock Performance - The RealReal shares have declined approximately 35.5% since the beginning of the year, contrasting with the S&P 500's decline of -4.3% [3] - The current Zacks Rank for The RealReal is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.13 on revenues of $159.32 million, and for the current fiscal year, it is -$0.42 on revenues of $659.68 million [7] - The estimate revisions trend for The RealReal is currently unfavorable, which may impact future stock performance [6] Industry Context - The Consumer Products - Discretionary industry, to which The RealReal belongs, is currently ranked in the bottom 24% of over 250 Zacks industries, suggesting potential challenges ahead [8]

The RealReal (REAL) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Caitlin Howe - SVP of Investor RelationsRati Sahi Levesque - President & CEOAjay Gopal - Chief Financial OfficerMarvin Fong - Director Conference Call Participants Ashley Owens - Vice President & Senior Equity Research AnalystIke Boruchow - AnalystBobby Brooks - Vice President, Senior Equity Research AnalystMark Altschwager - Senior Research AnalystJay Sole - Analyst Operator You will then hear an automated message advis ...

Financial Data and Key Metrics Changes - In Q1 2025, GMV increased by 9% year over year to $490 million, while revenue rose by 11% to $160 million [25][8] - Adjusted EBITDA reached $4 million, an increase of $6 million compared to Q1 of the previous year, marking the third consecutive quarter of positive adjusted EBITDA [29][24] - Gross margin improved by 40 basis points year over year to 75%, driven by operational efficiencies [28][8] Business Line Data and Key Metrics Changes - Consignment revenue increased by 7%, while direct revenue surged by 61% compared to Q1 2024 [25] - Average order value (AOV) rose by 5% year over year to $564, indicating strong buyer engagement [8][57] - The company reported its highest number of new consignors in over two years, contributing to supply growth [8][9] Market Data and Key Metrics Changes - Active buyers increased by 7% on a trailing twelve-month basis, reaching 985,000 [25] - The company expects direct revenue to remain between 10% to 15% of total revenues going forward [26][46] Company Strategy and Development Direction - The company is focused on three strategic pillars: unlocking supply through a growth playbook, driving operational efficiencies, and obsessing over service [9][24] - The "Get Paid Now" program aims to enhance direct revenue by allowing consignors to receive upfront payments for high-demand items [14][26] - The company is leveraging AI and automation to improve operational efficiencies and customer experience [6][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate uncertainties in the macroeconomic environment, particularly due to its unique position in the luxury resale market [5][32] - The company anticipates that rising prices in the primary market could motivate consumers to monetize their closets, potentially increasing supply [88][87] - Guidance for Q2 2025 includes GMV expectations of $476 million to $486 million, reflecting 9% growth year over year [32][30] Other Important Information - The company ended Q1 2025 with $154 million in cash and cash equivalents [30] - Operating cash flow for Q1 was negative $28 million due to timing of incentive payments and working capital seasonality [30] Q&A Session Summary Question: Can you provide context around the improvements in direct gross margin? - Management noted that direct revenues consist of out-of-policy returns and vendor purchases, with the "Get Paid Now" initiative significantly improving profitability, achieving a margin of 25.5% compared to 3% last year [37][27] Question: What signals are being observed in consumer behavior amid macro uncertainty? - Management indicated that consumer health has been resilient, with consistent strength in buyer engagement and new consignor growth [39][41] Question: Is there seasonality in direct revenue as a percentage of total revenue? - Management confirmed that direct revenue is expected to remain between 10% to 15% of total revenues without inherent seasonality [46][46] Question: How did the revenue mix play out in Q1? - The revenue mix was consistent with expectations, with direct revenue comprising about 10% to 15% of total revenue [82][81] Question: What is the outlook for the second quarter revenue guidance? - Management reiterated that the guidance reflects a consistent growth pattern, with revenue expected to grow by 9% year over year [92][93]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ___________________________________________________ FORM 10-Q ___________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission File Number: 001-38953 _________ ...