Latest news with #RealReal
Yahoo
11-05-2025
- Business
- Yahoo
Earnings Beat: The RealReal, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
It's been a sad week for The RealReal, Inc. (NASDAQ:REAL), who've watched their investment drop 18% to US$5.05 in the week since the company reported its first-quarter result. It looks like a credible result overall - although revenues of US$160m were what the analysts expected, RealReal surprised by delivering a statutory profit of US$0.56 per share, instead of the previously forecast loss. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the most recent consensus for RealReal from eight analysts is for revenues of US$656.9m in 2025. If met, it would imply a reasonable 6.5% increase on its revenue over the past 12 months. Per-share losses are expected to explode, reaching US$0.52 per share. Before this latest report, the consensus had been expecting revenues of US$655.7m and US$0.47 per share in losses. While this year's revenue estimates held steady, there was also a considerable increase in loss per share expectations, suggesting the consensus has a bit of a mixed view on the stock. See our latest analysis for RealReal As a result, there was no major change to the consensus price target of US$8.73, with the analysts implicitly confirming that the business looks to be performing in line with expectations, despite higher forecast losses. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic RealReal analyst has a price target of US$15.00 per share, while the most pessimistic values it at US$2.40. As you can see the range of estimates is wide, with the lowest valuation coming in at less than half the most bullish estimate, suggesting there are some strongly diverging views on how analysts think this business will perform. With this in mind, we wouldn't rely too heavily the consensus price target, as it is just an average and analysts clearly have some deeply divergent views on the business. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's pretty clear that there is an expectation that RealReal's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 8.8% growth on an annualised basis. This is compared to a historical growth rate of 14% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 4.9% per year. Even after the forecast slowdown in growth, it seems obvious that RealReal is also expected to grow faster than the wider industry. The most important thing to take away is that the analysts increased their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. With that in mind, we wouldn't be too quick to come to a conclusion on RealReal. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for RealReal going out to 2027, and you can see them free on our platform here.. It is also worth noting that we have found 4 warning signs for RealReal (1 doesn't sit too well with us!) that you need to take into consideration. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-05-2025
- Business
- Yahoo
RealReal CEO Salary: Rati Levesque's Pay Rises to $11.5M
Rati Levesque was welcomed into the corner office at RealReal Inc. with stock awards valued at $10 million, which made up the bulk of her pay last year. Levesque, the resale platform's first employee, was president and chief operating officer until October, when she took over the role of chief executive officer after the departure of John Koryl. More from WWD How CEO Rati Levesque Is Rebuilding at The RealReal The RealReal Hits Financial Milestone With Adjusted EBITDA for 2024 Resale and Rental Show Signs of Life Headed Into 2025 Her compensation last year also included a salary of $540,385, bonus and incentive pay totalling $947,167. CEOs of public companies often see the bulk of their compensation coming from stock awards, which link the executive's own pocketbook with the fortunes of investors. Levesque has had a taste of the top job before, serving as co-interim CEO after founder Julie Wainwright abruptly left the business in 2022. But she took the job for real just as the company hit a financial milestone, logging adjusted earnings before interest, taxes, depreciation and amortization of $9 million last year. That touch of profitability came after the company increased the amount it charges for each sale, cut out items valued for less than $100, moved to a consignment model and eliminated unprofitable categories. 'We just went back to our core of fashion buying jewelry, watches, handbags, ready-to-wear, shoes,' Levesque told WWD in February. 'The P&L is different. The flow-through from revenue to adjusted EBITDA now is much healthier. Now we got back to growth.' The trick now is going to be to keep up that growth. Best of WWD Harvey Nichols Sees Sales Dip, Losses Widen in Year Marred by Closures Nike Logs $1.3 Billion Profit, But Supply Chain Issues Persist Zegna Shares Start Trading on New York Stock Exchange
Washington Post
08-05-2025
- Business
- Washington Post
The RealReal: Q1 Earnings Snapshot
SAN FRANCISCO — SAN FRANCISCO — The RealReal Inc. (REAL) on Thursday reported net income of $62.4 million in its first quarter. On a per-share basis, the San Francisco-based company said it had net loss of 14 cents.
Yahoo
22-02-2025
- Business
- Yahoo
RealReal Full Year 2024 Earnings: EPS Misses Expectations
Revenue: US$600.5m (up 9.3% from FY 2023). Net loss: US$134.2m (loss narrowed by 20% from FY 2023). US$1.24 loss per share (improved from US$1.66 loss in FY 2023). All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 75%. Looking ahead, revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the US. Performance of the American Specialty Retail industry. The company's shares are down 19% from a week ago. You should always think about risks. Case in point, we've spotted 4 warning signs for RealReal you should be aware of, and 1 of them is a bit concerning. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
