RealReal, Inc. (REAL)

The RealReal's stock has gained +104.53% in the past six months. On November 10, 2025, Q3 2025 earnings reported an EPS of -$0.04, surpassing expectations by 55.56%. The next earnings call is scheduled for February 26, 2026. On January 22, 2026, KeyBanc raised its price target to $20.00 from $16.00, citing growth in the luxury resale market. As of February 5, 2026, the stock price was $12.57 per share, a 47.19% increase from February 6, 2025.

The RealReal experiences seasonality in supply and demand, with increases in both during the third and fourth quarters. Demand also rises in the fourth quarter, resulting in a stronger average order value and faster sell-through. The company incurs higher operating expenses in the last four months of the year, increasing advertising and expanding headcount to manage increased volumes.

The RealReal, Inc. (NASDAQ: REAL) is an online marketplace specializing in authenticated, consigned luxury goods within the recommerce industry. It provides a platform for buying and selling pre-owned luxury items, emphasizing authenticity through expert authentication. Its major product categories include women's and men's fashion, fine jewelry, watches, fine art, and homewear, featuring luxury designers such as Cartier, Chanel, Gucci, and Hermes.

Headquartered in San Francisco, California, The RealReal, Inc. operates its online marketplace globally. It maintains a physical retail presence across the United States, including flagship stores in major cities like Los Angeles and New York, and smaller neighborhood stores in several states. The company also has 17 Luxury Consignment Offices, with 14 locations offering shopping.

The RealReal has a strong brand reputation built on authenticity and quality in the luxury resale market. Its expert authentication process, augmented by AI, builds consumer trust. The 2025 Resale Report highlighted the company's role in redefining luxury resale, with a community of over 40 million members. Consumers increasingly consider resale value in purchase decisions. The company's focus on sustainability enhances its brand appeal. Recent financial performance and strategic pivot towards profitability have been highlighted.

The RealReal, Inc. is a publicly traded company on the Nasdaq Global Select Market. Institutional investors hold the largest stake, accounting for approximately 64.73% to 78.44% of shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., and FMR LLC. Public/retail float accounts for about 23.54% of shares, while insiders hold approximately 11.73%.