Revenue Growth - Revenue for the three months ended July 31, 2022, was $76.5 million, representing a 63.8% year-over-year growth compared to $46.7 million in the same period of 2021[138]. - Total revenue for the six months ended July 31, 2022, was $143.6 million, an increase of $63.4 million, or 79.1%, compared to $80.2 million for the same period in 2021[192]. - Subscription and Reserve rental revenue was $70.0 million for the three months ended July 31, 2022, an increase of $27.1 million, or 63.2%, driven by a 27% year-over-year increase in Active Subscriber count[181]. - Other revenue was $6.5 million for the three months ended July 31, 2022, an increase of $2.7 million, or 71.1%, representing 8.5% of total revenue, up from 8.1% in the same period of 2021[182]. Subscriber Growth - Active Subscribers grew to 124,131, a 27% increase year-over-year from 97,614, while Total Subscribers reached 173,321, marking a 37% growth year-over-year[138]. - Active Subscribers reached 124,131 as of July 31, 2022, representing a 27% year-over-year increase compared to 97,614 in the same quarter of fiscal year 2021[163]. Profitability and Loss - Gross Profit for the three months ended July 31, 2022, was $32.4 million, with a gross margin of 42.4%, up from 39.0% in the prior year[138]. - The company reported a Net Loss of $(33.9) million for the three months ended July 31, 2022, which is a significant improvement from a Net Loss of $(42.4) million in the same period of 2021[138]. - Adjusted EBITDA improved to $1.8 million for the three months ended July 31, 2022, compared to a loss of $(1.9) million in the same period of 2021, reflecting an Adjusted EBITDA Margin of 2.4%[165]. - Adjusted EBITDA margin improved to 2.4% for the three months ended July 31, 2022, compared to (4.1)% for the same period in 2021[207]. Expenses and Cost Management - Total costs and expenses were $102.1 million for the three months ended July 31, 2022, an increase of $31.9 million, or 45.4%, compared to $70.2 million for the same period in 2021[183]. - Fulfillment expenses were $23.4 million for the three months ended July 31, 2022, an increase of $9.9 million, or 73.3%, representing 30.6% of revenue[184]. - Technology expenses were $14.9 million for the three months ended July 31, 2022, an increase of $4.4 million, or 41.9%, representing 19.5% of revenue[185]. - Marketing expenses were $9.0 million for the three months ended July 31, 2022, an increase of $4.2 million, or 87.5%, compared to $4.8 million for the same period in 2021[186]. - General and Administrative expenses were $29.6 million for the three months ended July 31, 2022, an increase of $8.0 million, or 37.0%, compared to $21.6 million for the same period in 2021[187]. - General and Administrative expenses are expected to decrease significantly as a result of the restructuring plan, while long-term growth may lead to an increase in these expenses[172]. Cash and Financing - The company achieved a Cash and Cash Equivalents balance of $192.3 million as of July 31, 2022, compared to $104.0 million in the prior year[138]. - Cash consumption, measured as net cash used in operating and investing activities, was $(53.8) million for the six months ended July 31, 2022, compared to $(16.1) million for the same period in 2021[214]. - Total indebtedness as of July 31, 2022, was $269.8 million following a debt repayment of $140.7 million concurrent with the IPO[211]. - The company may require additional equity or debt financing in the future to support growth, which could lead to dilution or increased debt service obligations[213]. - As of July 31, 2022, total debt outstanding was approximately $269.8 million, with none payable within the next 12 months[221]. Market and Economic Conditions - The macroeconomic environment, including inflationary pressures and supply chain issues, continues to impact consumer discretionary spending and purchasing behavior[156]. - The company expects transportation costs to continue rising in fiscal year 2022 and is diversifying its transportation network to mitigate these costs[159]. - Fulfillment expenses are anticipated to increase due to rising shipping costs and competitive pressures in the labor market, with a focus on automation to drive efficiencies[169]. - Inflation has increased significantly, but the company does not believe it has had a material effect on its business or financial condition[229]. - The full impact of the COVID-19 pandemic on future results remains uncertain, with potential implications for operations and financial condition[160].

Rent the Runway, Inc. (NASDAQ:RENT) Q1 2022 Earnings Conference Call June 9, 2022 4:30 PM ET Company Participants Janine Stichter - Vice President of Investor Relations Jenn Hyman - Co-Founder, Chairman & Chief Executive Officer Scarlett OÂ'Sullivan - Chief Financial Officer Conference Call Participants Lauren Schenk - Morgan Stanley Ike Boruchow - Wells Fargo Ross Sandler - Barclays Eric Sheridan - Goldman Sachs Michael Binetti - Credit Suisse Abbey Zvejnieks - Piper Sandler Andrew Boone - JMP Securities A ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 April 30, 2022 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 001-40958 RENT THE RUNWAY, INC. _________________________ ...

Rent the Runway, Inc. (NASDAQ:RENT) Q4 2021 Earnings Conference Call April 13, 2022 5:00 PM ET Company Participants Janine Stichter - Vice President of Investor Relations Jen Hyman - Co-Founder, Chair & Chief Executive Officer Scarlett O'Sullivan - Chief Financial Officer Conference Call Participants Lauren Schenk - Morgan Stanley Ike Boruchow - Wells Fargo Dan Silverstein - Credit Suisse Eric Sheridan - Goldman Sachs Ross Sandler - Barclays Andrew Boone - JMP Securities Dana Telsey - Telsey Advisory Group ...

RENT THE RUNWAY RENT THE RUNWAY RENT THE RUNWAY Q4 2021 Earnings Presentation ril 13, 2022 Forward-Looking Statements Disclaimer CONFIDENTIAL This presentation contains forward-looking statements within the meaning of the the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward looking statements. These statements include, but are not limited to, statements regarding our future results of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________ FORM 10-K ____________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2022 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 001-40958 RENT THE RUNWAY, INC. (Exact name of registrant as sp ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 October 31, 2021 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 001-40958 RENT THE RUNWAY, INC. _______________________ ...

Rent the Runway, Inc. (NASDAQ:RENT) Q3 2021 Earnings Conference Call December 8, 2021 5:00 PM ET Company Participants Cara Schembri - General Counsel Jennifer Hyman - Co-Founder, Chair and CEO Scarlett O'Sullivan - CFO Conference Call Participants Eric Sheridan - Goldman Sachs Nathan Feather - Morgan Stanley Michael Binetti - Credit Suisse Erinn Murphy - Piper Sandler Ike Boruchow - Wells Fargo Andrew Boone - JMP Securities Edward Yruma - KeyBanc Dana Telsey - The Telsey Advisory Group Disclaimer*: This tra ...