Product Sourcing and Acquisition - The portion of products sourced through Share by RTR and Exclusive Designs increased from approximately 26% in fiscal year 2019 to approximately 58% in fiscal year 2022[49]. - Wholesale represented 42% of product acquisition in fiscal year 2022, with original retail prices set by brands often at a 2.5x mark-up to the wholesale price[50]. - Share by RTR accounted for 27% of product acquisition in fiscal year 2022, targeting to deliver 75% to 100% of comparable Wholesale cost to brands in the first year[51]. - Exclusive Designs represented 31% of product acquisition in fiscal year 2022, enabling brand partners to innovate at approximately 50% lower cost than Wholesale[54]. Customer Experience and Engagement - The company has captured thousands of unique data points per subscriber per year, enhancing customer experience and driving loyalty[61]. - The company has developed over 40 data science algorithms to optimize customer lifetime value and product monetization[64]. - The proprietary product catalog system supports management at the SKU level, improving the customer experience and operational efficiency[73]. - The company has invested in an inbound network for convenient returns, enhancing the overall customer experience[72]. - A new feature was introduced in March 2023, adding an extra item to each subscription shipment at no additional cost, providing 25% more value for subscribers[78]. - As of January 31, 2023, 82% of subscribers reported buying fewer clothes since joining the company, indicating a positive shift in consumer behavior[84]. Sustainability Initiatives - In fiscal year 2022, the company displaced the need for new production of 151,523 garments, contributing to its sustainability goals[85]. - The company performed approximately 1.1 million repairs in fiscal year 2022 to extend the life of its garments, enhancing clothing utilization[85]. - The company recycled over 215 tons of plastic garment covers in fiscal year 2022 through a partnership with Trex[86]. - The company aims to power its facilities with 100% renewable electricity by fiscal year end 2026, with current renewable energy usage at 1.82%[85]. - The company plans to eliminate unnecessary single-use plastic packaging in shipments to customers by fiscal year end 2023[86]. Financial Performance and Challenges - The company reported a net loss of $(138.7) million for the year ended January 31, 2023, compared to a net loss of $(211.8) million for the previous year[139]. - As of January 31, 2023, the company had an accumulated deficit of $(939.9) million[139]. - Revenue growth rate is anticipated to slow in fiscal year 2023, which may affect investor perception of the company's financial health[119]. - The company experienced a significant negative impact on subscriber retention levels following a price increase announced in April 2022[138]. - The company faces significant competition from other fashion rental companies and traditional retail, impacting its ability to attract and retain customers[124]. - Economic downturns and macroeconomic conditions have negatively influenced consumer discretionary spending, impacting customer demand[130]. Operational Efficiency and Technology - In fiscal year 2022, the company completed its migration to the cloud to enhance scalability and site speed[69]. - The company has two fulfillment centers with a total capacity to store over 2 million garments and accessories, aiming for delivery within 2 to 3 business days[77]. - The company is investing in improving its website and mobile app performance to enhance customer experience, but these efforts may not yield the desired results[158]. - The company must effectively manage its IT systems to avoid disruptions that could harm customer relationships and financial performance[162]. Competition and Market Position - The company faces intense competition from established brands with greater resources and lower-priced offerings, which may affect market share[127]. - The company aims to expand brand partner relationships and product assortment while increasing advertising and marketing spending[119]. - The company’s growth is dependent on its ability to attract and retain customers, which may require significant investment in marketing[133]. Employee and Organizational Challenges - As of January 31, 2023, the company had 880 full-time employees and 135 part-time employees, with a technology team of 182 employees[108]. - The company has experienced voluntary attrition at significant rates, which could adversely affect its strategic objectives and future growth prospects[184]. - The company’s restructuring plan initiated in September 2022 has negatively impacted employee morale, complicating recruitment and retention of key roles[186]. Legal and Regulatory Risks - The company is subject to various complex laws and regulations that could impact its business operations and growth strategies[99][100]. - Compliance with the Securities Exchange Act and other regulations is expected to increase legal, accounting, and financial compliance costs, straining resources[210]. - The company is subject to various legal proceedings that could incur significant expenses and divert management's attention[236]. Cybersecurity and Data Privacy - The company faces significant risks from cyberattacks, which could lead to unauthorized access to sensitive information and operational disruptions[165]. - The company relies on third-party service providers for critical operations, which may not have adequate security measures, increasing vulnerability to cyber incidents[167]. - The company is subject to stringent data privacy and security laws, with potential liabilities arising from non-compliance that could adversely affect operations and financial performance[248]. Intellectual Property and Innovation - The company relies on intellectual property rights to maintain its competitive edge, but failure to protect these rights could harm its brand and technology[239]. - The patent prosecution process is costly and time-consuming, and failure to secure patents could allow competitors to replicate its technology[240]. - The use of third-party open-source software may expose the company to legal risks and could require costly licenses or modifications to proprietary code[246].

1RENT THE RUNWAY Investor Presentation March 2023 CONFIDENTIAL CONFIDENTIAL RENT THE RUNWAY 2RENT THE RUNWAY 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, Rent the Runway's customer experience and satisfaction levels, future produ ...

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, 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 registra ...

Rent the Runway, Inc. (NASDAQ:RENT) Q3 2022 Earnings Conference Call December 7, 2022 4:30 PM ET Company Participants Jackie Blatt - Head, Investor Relations Jennifer Hyman - Co-Founder and CEO Scarlett O’Sullivan - Chief Financial Officer Conference Call Participants Abbey Zvejnieks - Piper Sandler Michael Binetti - Credit Suisse Eric Sheridan - Goldman Sachs Rick Patel - Raymond James Nathan Feather - Morgan Stanley Ashley Helgans - Jefferies Andrew Boone - JMP Securities Operator Welcome to Rent the Runw ...

RENT THE RUNWAY RENT THE RUNWAY Q3 2022 Earnings Presentation cember 7, 2022 2RENT THE RUNWAY CONFIDENTIAL Forward-Looking Statements Disclaimer 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 ...

Rent the Runway, Inc. (NASDAQ:RENT) Q2 2022 Earnings Conference Call September 12, 2022 5:00 PM ET Company Participants Janine Stichter - VP, IR Jenn Hyman - Co-Founder, Chairman and CEO Scarlett O'Sullivan - CFO Conference Call Participants Ike Boruchow - Wells Fargo Ashley Helgans - Jefferies Edward Yruma - Piper Sandler Lauren Schenk - Morgan Stanley Ross Sandler - Barclays Michael Binetti - Credit Suisse Rick Patel - Raymond James Andrew Boone - JMP Securities Dana Telsey - Telsey Advisory Group Noah Za ...

RENT THE RUNWAY RENT THE RUNWAY Q2 2022 Earnings Presentation September 12, 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 operation ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________ 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 specified in its charter) FORM 10-Q ____________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ...

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. _________________________ ...