Core Insights - The RealReal, Inc. is a leading online marketplace for authenticated luxury consignment, specializing in pre-owned luxury goods such as clothing, jewelry, and home decor [1] - The company is set to release its quarterly earnings on November 10, 2025, with Wall Street estimating an EPS of approximately -$0.06 and analysts predicting a more significant loss of $0.14 per share, indicating a 55.6% decline year-over-year [2][6] Financial Performance - Despite the anticipated decline in earnings, The RealReal's revenue is expected to rise by 14% year-over-year, reaching $168.47 million for the quarter ending in September 2025, suggesting an expanding market presence [3][6] - The company has a negative price-to-earnings (P/E) ratio of -88.62, indicating negative earnings, while the price-to-sales ratio is about 4.92, suggesting investors are willing to pay nearly five times the company's sales per share [5] - The enterprise value to sales ratio is approximately 5.51, reflecting the company's valuation relative to its sales [5] Market Sentiment - There has been an 8.3% downward revision in the consensus EPS estimate over the past 30 days, which may influence potential investor actions regarding the stock [4][6]

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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].

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]

Market Overview - The S&P 500 and NASDAQ are experiencing record highs, with the S&P up about 0.5% and NASDAQ up approximately 0.6% [2] - Alphabet has reached a market cap of over $3 trillion, joining Apple, Microsoft, and Nvidia in this exclusive club, with a year-to-date gain of 32% [3][4] Federal Reserve Insights - The Federal Reserve is widely expected to cut interest rates by 25 basis points, with discussions around the potential for one to three total cuts this year depending on labor market conditions and inflation [8][20] - Inflation remains above the Fed's 2% target, complicating the decision-making process for rate cuts [9][11] - Fed Chair Jay Powell's upcoming commentary is anticipated to provide insights into future rate cuts and the Fed's stance on inflation and employment [16][21] Trade and Economic Relations - Ongoing trade negotiations between the US and China are crucial, with Treasury Secretary Scott Besson meeting with Chinese officials to discuss tariffs and a potential TikTok deal [37][100] - The Chinese economy is showing signs of slowing, with retail sales and industrial output expanding less than expected, raising concerns about the property market's recovery [99][106] Gold Market Performance - Gold has seen significant gains, marking its best performance since 1979, driven by inflation concerns and central bank buying, particularly from China [77][81] - The current inflation rate is reported at approximately 2.9% according to CPI, with central banks continuing to purchase gold, contributing to its strength [80][82] - Seasonal trends indicate that September is typically a weak month for gold, but the metal has performed well despite this, suggesting potential strength moving into October and December [86][90] Company-Specific Developments - Micron's stock target has been raised by Deutsche Bank due to strong demand for high bandwidth memory chips, essential for AI data centers [51] - The RealReal has seen its price target increased by B. Riley Securities, citing significant margin potential and growth confidence [52] - Beyond Meat's stock has been downgraded by Argus Research due to declining sales and a weak balance sheet, with a 20% year-over-year revenue drop reported [54]

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]