RealReal Leadership Overhaul Puts Focus On Execution And Investor Expectations
AI Sentiment
Positive
7/10
as of 03-23-2026 3:52pm EST
The RealReal is the largest pure-play luxury resale platform in the US, generating $1.8 billion in 2024 gross merchandise volume and addressing a niche (personal luxury resale) that had previously been serviced by inefficient upscale boutiques and local pawn shops. The company generates revenue via consignment and first-party sales on its online marketplace, and through a small volume of direct sales. With a hands-on approach that actively sources inventory and authenticates every item on its platform, The RealReal is able to justify much higher take rates than peers, working out to roughly 36% of net merchandise value in 2024, which excludes returns, cancellations, and first-party sales.
| Founded: | 2011 | Country: | United States |
| Employees: | N/A | City: | SAN FRANCISCO |
| Market Cap: | 1.9B | IPO Year: | 2019 |
| Target Price: | $17.00 | AVG Volume (30 days): | 3.5M |
| Analyst Decision: | Buy | Number of Analysts: | 8 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | -0.70 | EPS Growth: | 43.55 |
| 52 Week Low/High: | $4.61 - $17.39 | Next Earning Date: | 05-07-2026 |
| Revenue: | $692,845,000 | Revenue Growth: | 15.38% |
| Revenue Growth (this year): | 14.3% | Revenue Growth (next year): | 10.19% |
| P/E Ratio: | -12.30 | Index: | N/A |
| Free Cash Flow: | 18.4M | FCF Growth: | +45.78% |
Machine learning model trained on 25+ technical indicators
Disclaimer: This prediction is generated by an AI model and should not be considered as financial advice. Always conduct your own research and consult with financial professionals before making investment decisions.
Chief Financial Officer
Avg Cost/Share
$9.29
Shares
51,585
Total Value
$479,224.65
Owned After
1,179,307
SEC Form 4
Chief Accounting Officer
Avg Cost/Share
$10.72
Shares
16,962
Total Value
$181,832.64
Owned After
172,351
Chief Executive Officer
Avg Cost/Share
$10.72
Shares
121,399
Total Value
$1,301,397.28
Owned After
1,583,574
Chief Product & Tech Officer
Avg Cost/Share
$10.72
Shares
19,609
Total Value
$210,208.48
Owned After
490,417
Chief Financial Officer
Avg Cost/Share
$10.72
Shares
31,381
Total Value
$336,404.32
Owned After
1,179,307
Chief Legal Officer and Secret
Avg Cost/Share
$10.72
Shares
45,947
Total Value
$492,551.84
Owned After
560,563
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Madan Gopal Ajay | REAL | Chief Financial Officer | Mar 19, 2026 | Sell | $9.29 | 51,585 | $479,224.65 | 1,179,307 | |
| Lo Steve Ming | REAL | Chief Accounting Officer | Feb 23, 2026 | Sell | $10.72 | 16,962 | $181,832.64 | 172,351 | |
| Sahi Levesque Rati | REAL | Chief Executive Officer | Feb 23, 2026 | Sell | $10.72 | 121,399 | $1,301,397.28 | 1,583,574 | |
| Friang Luke Thomas | REAL | Chief Product & Tech Officer | Feb 23, 2026 | Sell | $10.72 | 19,609 | $210,208.48 | 490,417 | |
| Madan Gopal Ajay | REAL | Chief Financial Officer | Feb 23, 2026 | Sell | $10.72 | 31,381 | $336,404.32 | 1,179,307 | |
| Suko Todd A | REAL | Chief Legal Officer and Secret | Feb 23, 2026 | Sell | $10.72 | 45,947 | $492,551.84 | 560,563 |
SEC 8-K filings with transcript text
Feb 26, 2026 · 100% conf.
1D
+11.46%
$13.73
Act: -0.57%
5D
+23.07%
$15.16
Act: -7.71%
20D
+27.80%
$15.75
real-202602260001573221falseTheRealReal, Inc.55 Francisco StreetSuite 400San FranciscoCA9413300015732212026-02-262026-02-26
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 26, 2026
The RealReal, Inc. (Exact name of Registrant as Specified in Its Charter)
Delaware001-3895345-1234222 (State or Other Jurisdiction of Incorporation) (Commission File Number)(IRS Employer Identification No.)
55 Francisco Street Suite 400 San Francisco, CA 94133
(855) 435-5893 (Registrant’s Telephone Number, Including Area Code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):
oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s) Name of each exchange on which registered Common stock, $0.00001 par value REALThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 2.02 Results of Operations and Financial Condition. On February 26, 2026, The RealReal, Inc. (“The RealReal”) issued a press release announcing its financial results for the quarter and fiscal year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.
Item 9.01 Financial Statements and Exhibits. (d) Exhibits
Exhibit Number Description 99.1Press Release dated February 26, 2026
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
1
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
The RealReal, Inc.
Date: February 26, 2026 By:/s/ Ajay Madan Gopal Ajay Madan Gopal Chief Financial Officer
Nov 10, 2025
real-202511100001573221falseTheRealReal, Inc.55 Francisco StreetSuite 400San FranciscoCA9413300015732212025-11-102025-11-10
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 10, 2025
The RealReal, Inc. (Exact name of Registrant as Specified in Its Charter)
Delaware001-3895345-1234222 (State or Other Jurisdiction of Incorporation) (Commission File Number)(IRS Employer Identification No.)
55 Francisco Street Suite 400 San Francisco, CA 94133
(855) 435-5893 (Registrant’s Telephone Number, Including Area Code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):
oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s) Name of each exchange on which registered Common stock, $0.00001 par value REALThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 2.02 Results of Operations and Financial Condition. On November 10, 2025, The RealReal, Inc. (“The RealReal”) issued a press release announcing its financial results for the quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.
Item 9.01 Financial Statements and Exhibits. (d) Exhibits
Exhibit Number Description 99.1Press Release dated November 10, 2025
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
1
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
The RealReal, Inc.
Date: November 10, 2025 By:/s/ Ajay Madan Gopal Ajay Madan Gopal Chief Financial Officer
2
Aug 7, 2025
real-202508070001573221falseTheRealReal, Inc.55 Francisco StreetSuite 400San FranciscoCA9413300015732212025-08-072025-08-07
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 7, 2025
The RealReal, Inc. (Exact name of Registrant as Specified in Its Charter)
Delaware001-3895345-1234222 (State or Other Jurisdiction of Incorporation) (Commission File Number)(IRS Employer Identification No.)
55 Francisco Street Suite 400 San Francisco, CA 94133
(855) 435-5893 (Registrant’s Telephone Number, Including Area Code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):
oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s) Name of each exchange on which registered Common stock, $0.00001 par value REALThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 2.02 Results of Operations and Financial Condition. On August 7, 2025, The RealReal, Inc. (“The RealReal”) issued a press release announcing its financial results for the quarter ended June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.
Item 9.01 Financial Statements and Exhibits. (d) Exhibits
Exhibit Number Description 99.1Press Release dated August 7, 2025
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
1
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
The RealReal, Inc.
Date: August 7, 2025 By:/s/ Ajay Madan Gopal Ajay Madan Gopal Chief Financial Officer
2
REAL Breaking Stock News: Dive into REAL Ticker-Specific Updates for Smart Investing
AI Sentiment
Positive
7/10
AI Sentiment
Neutral
5/10
See how REAL stacks up against similar companies in the market
Enhance your trading experience with our free tools
The information presented on this page, "REAL The RealReal Inc. - Stocks Price | History | Analysis", including historical data, forecasts, news, insider information, and predictions, is provided for educational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Decisions regarding investments should be made only after careful consideration and consultation with a qualified financial advisor. We do not endorse or guarantee the accuracy or reliability of the information provided, and we disclaim any liability for financial losses incurred as a result of decisions made based on the information presented.