Core Viewpoint - The RealReal (REAL) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with actual results being crucial for stock price movement [1][2]. Financial Performance Expectations - The company is expected to post a quarterly loss of $0.14 per share, reflecting a year-over-year change of -55.6% [3]. - Revenues are projected to reach $168.47 million, representing a 14% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 8.33% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for The RealReal is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.70%, suggesting a bullish outlook from analysts [12]. Earnings Surprise Prediction - A positive Earnings ESP reading indicates a likely earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - The RealReal currently holds a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a higher probability of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, The RealReal was expected to post a loss of $0.15 per share but actually reported a loss of -$0.13, resulting in a positive surprise of +13.33% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates two times [14]. Industry Context - In the broader context of the Zacks Consumer Products - Discretionary industry, Interparfums (IPAR) is expected to report earnings of $1.85 per share for the same quarter, indicating a year-over-year change of -4.2% [18]. - Interparfums' revenue is expected to be $430.01 million, up 1.3% from the previous year, but it has an Earnings ESP of -8.11%, complicating predictions for an earnings beat [19][20].

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Core Insights - Luxury resale platforms are experiencing faster growth compared to the primary market, prompting major fashion houses to reconsider their strategies to retain customers [2] Industry Summary - The RealReal, a leading luxury resale platform, is highlighted as a significant player in this growing market [2]

Sales of secondhand luxury goods are growing faster than in brands' own stores. ...

Core Insights - The RealReal will release its financial results for Q3 2025 on November 10, 2025, after market close [1] - A conference call to discuss the financial results will take place at 2:00 p.m. Pacific Time [1] Company Overview - The RealReal is the largest online marketplace for authenticated resale luxury goods, boasting over 40 million members [3] - The company employs a rigorous authentication process with hundreds of in-house experts, including gemologists and brand authenticators [3] - The RealReal supports the circular economy by giving new life to luxury items across various categories, including fashion, jewelry, and home goods [3] - The company offers convenient selling options, including virtual appointments, in-home pickups, and direct shipping, handling all aspects of the consignment process [3]

Core Viewpoint - Real Matters Inc. will announce its fourth quarter and fiscal 2025 financial results on November 20, 2025, before market open [1] Company Overview - Real Matters is a leading network management services provider for the mortgage lending and insurance industries, combining proprietary technology with a network of independent qualified field professionals [3] - The company serves top 100 mortgage lenders in the U.S. and major banks and insurance companies in Canada, specializing in residential real estate appraisals and title and mortgage closing services [3] - Headquartered in Markham, Ontario, Real Matters has principal offices in Buffalo, New York, and Middletown, Rhode Island, and is listed on the Toronto Stock Exchange under the symbol REAL [3] Conference Call Details - A conference call to review the financial results will be held at 10:00 a.m. (ET) on November 20, 2025, hosted by the CEO and CFO [2] - Participants must pre-register to join the conference call, with registration details provided [4]

Core Insights - The RealReal's 2025 Resale Report highlights a cultural shift in luxury resale, emphasizing its desirability and accessibility, with over 40 million members engaging in the marketplace [1][10] - The report indicates that nearly one-third of clothing purchased in the U.S. last year was secondhand, with 58% of consumers preferring the secondary market [3] Market Trends - Fine jewelry and timeless handbags maintained strong demand, while nostalgia for 2010s fashion and 1980s maximalism influenced consumer preferences [2] - Vintage searches increased by nearly 30% year-over-year, as consumers sought long-term value through resale [2] Consumer Behavior - 47% of consumers now consider resale value before purchasing new items, reflecting a shift in buying habits due to inflation and rising retail prices [7] - The report notes a rejection of uniformity in fashion, with consumers favoring unique pieces that express personal style [3] Brand Performance - Resale values for luxury items showed significant increases: Rolex Datejusts (+17%), Goyard Saint Louis totes (+18%), and Hermès Birkin 30 (+15%) [7] - Isabel Marant emerged as the 1 most-searched contemporary label, with a 54% increase year-over-year [7] Notable Events - Celebrity influence was evident, with Kendrick Lamar's Celine Super Bowl jeans driving a 963% increase in related searches within 24 hours [7] - The report highlights a surge in wedding-related searches across generations, with vintage engagement rings seeing a 198% increase [11]

Core Insights - The RealReal has entered into strategic debt exchange transactions, converting a portion of its 1.00% Convertible Senior Notes due 2028 into 4.00% Convertible Senior Notes due 2031, reducing total indebtedness by over $6 million and extending maturities to 2031 [1][3] - Following the exchange, approximately $49.5 million of the 2028 Notes will remain outstanding, with the total amount of 4.00% Convertible Senior Notes due 2031 now at $190,079,000 [2] - The company has successfully reduced its total indebtedness by over $86 million since the beginning of 2024, enhancing its balance sheet and flexibility to manage remaining convertible debt [3] Company Overview - The RealReal is the largest online marketplace for authenticated resale luxury goods, boasting over 40 million members and a rigorous authentication process [4] - The company supports the circular economy by providing a platform for buying and selling luxury items across various categories, including fashion, jewelry, and art [4] - The RealReal offers services such as free virtual appointments, in-home pickups, and direct shipping, streamlining the selling process for consignors [4]

Core Insights - The RealReal is the largest online marketplace for authenticated, resale luxury goods, boasting over 40 million members [2] - The company emphasizes a rigorous authentication process managed by experts, ensuring a safe platform for buying and selling luxury items [2] - The RealReal supports the circular economy by giving new life to luxury items across various categories, including fashion, jewelry, art, and home goods [2] Company Overview - The RealReal employs hundreds of in-house gemologists, horologists, and brand authenticators who inspect thousands of items daily [2] - The company offers a seamless selling experience with services such as free virtual appointments, in-home pickup, drop-off, and direct shipping [2] - The RealReal utilizes AI and machine learning to determine optimal pricing for items, handling all aspects of the consignment process, including authentication, photography, listing, shipping, and customer service [2] Investor Engagement - The RealReal will participate in the B. Riley 8th Annual Consumer & TMT Conference on September 10, 2025, and the Wells Fargo 8th Annual Consumer Conference on September 16-17, 2025 [3]

Group 1 - The Q2 earnings season reveals a disconnect between the high stock market, particularly in large-cap tech stocks, and the challenges faced by the macroeconomy [1] - Investors are becoming aware that the stock market rally may not reflect the underlying economic conditions, especially for companies with exposure to these challenges [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry themes [1]