SAN FRANCISCO, July 11, 2024 (GLOBE NEWSWIRE) -- The RealReal (Nasdaq: REAL)—the world’s largest online marketplace for authenticated, resale luxury goods—today announced that it will release its financial results for the second quarter ended June 30, 2024 after the market closes on August 6, 2024. The RealReal will host a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to review its financial results. Investors and analysts can access the call at https://register.vevent.com/register/BI7e ...

NEW YORK, June 13, 2024 (GLOBE NEWSWIRE) -- Today, The RealReal, the world’s largest online marketplace for authenticated, resale luxury goods, unveils an installation of fake handbags at 301 Canal Street. In a moment where authenticity has never been so important, we’re drawing attention to the pervasive counterfeit crisis and provocatively prompting passer-bys to ask themselves what’s real, with the goal of starting a conversation about why it matters on a street synonymous with counterfeit culture. At fi ...

NEW YORK, June 13, 2024 (GLOBE NEWSWIRE) -- Today, The RealReal, the world's largest online marketplace for authenticated, resale luxury goods, unveils an installation of fake handbags at 301 Canal Street. In a moment where authenticity has never been so important, we're drawing attention to the pervasive counterfeit crisis and provocatively prompting passer-bys to ask themselves what's real, with the goal of starting a conversation about why it matters on a street synonymous with counterfeit culture. At fi ...

triocean/iStock via Getty Images As the stock market continues to hover near all-time highs, I continue to sprinkle small pieces of my portfolio into small-cap turnaround plays that will have less correlation to the broader markets if a correction happens. One of the most interesting rebound plays here is The RealReal (NASDAQ:REAL), a luxury consignment platform that has recently undergone a major business transition and is poised to return to growth. Year to date, shares of The RealReal have jumped more th ...

财务数据和关键指标变化 - 公司在Q1实现了整体收入增长,主要得益于二手商品销售收入增长13%,达到历史最高毛利率74.6% [7][8][31] - 公司GMV和订单量均有所增长,反映了消费者需求的恢复 [14][15][49][62] - 公司毛利率维持在较高水平,主要得益于直接销售占比提升和二手商品销售毛利率的持续扩大 [31][32][33] 各条业务线数据和关键指标变化 - 公司二手商品销售收入增长13%,成为公司最赚钱的业务 [7][15] - 公司正在测试新的供给渠道,如二手手表等,以拓展供给来源 [37][38][39] 各个市场数据和关键指标变化 - 公司未具体披露各个市场的表现,但整体来看消费者需求较为健康,平均客单价和客单量均有所增长 [14][15][16][17] - 公司正密切关注中端价位商品的供给情况,并采取个性化促销策略以吸引该类商品 [49][50][51] 公司战略和发展方向及行业竞争 - 公司将继续专注于核心二手商品销售业务,并通过提升销售和营销效率来提高供给质量和盈利能力 [7][8][9][11] - 公司正在投资自动化和人工智能技术,以提升定价、销售和客户服务的效率 [18][19][20][24][25] - 公司认为自身作为奢侈品二手市场的领导者,有望持续受益于该行业的增长 [11][66][67] 管理层对经营环境和未来前景的评论 - 管理层对公司当前的供给和需求状况表示乐观,预计全年将实现正的调整后EBITDA [10][49] - 管理层认为公司正处于重新进入整体增长模式,未来将继续投资新的增长点 [7][9][10] - 管理层表示将密切关注消费者对价格的敏感度,并根据市场变化调整定价策略 [16][17][77] 问答环节重要的提问和回答 问题1 **Marvin Fong 提问** 询问公司在消费者行为方面的观察,包括订单量、客单价等指标的变化 [14] **Rati Levesque 回答** 公司在Q1观察到客单价、平均售价和客单量均有所增长,反映了消费者需求的恢复 [15][16][17] 问题2 **Ike Boruchow 提问** 询问公司毛利率和EBITDA的变化趋势 [30] **Ajay Gopal 回答** Q1毛利率创历史新高,主要得益于直销占比提升和二手商品毛利率扩大;Q2受到一些季节性因素和投资压力的影响,EBITDA有所下降 [31][32][33][34] 问题3 **Chandana Madaka 提问** 询问公司新推出的二手手表业务的进展情况 [37] **Rati Levesque 回答** 该业务仍处于初期阶段,公司正在测试和优化,未来将继续关注拓展新的供给渠道 [38][39]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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 March 31, 2024 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: 001-38953 _________ ...

Exhibit 99.1 THE REALREAL ANNOUNCES FIRST QUARTER 2024 RESULTS Q1 2024 Gross Merchandise Value Increased 2% Year-Over-Year Q1 2024 Consignment Revenue Increased 13% Year-Over-Year Q1 2024 Net Loss Improved $51 million Year-Over-Year Q1 2024 Adjusted EBITDA Loss of $2.3, an improvement of $25 million Year-Over-Year SAN FRANCISCO, May 7, 2024 — The RealReal (Nasdaq: REAL)—the world’s largest online marketplace for authenticated, resale luxury goods—today reported financial results for its first quarter ended ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-K ___________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(ad) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o 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 001-38953 ____________________________________ ...

The RealReal, Inc. (NASDAQ:REAL) Q4 2023 Earnings Conference Call February 29, 2024 5:00 PM ET Company Participants Caitlin Howe - Senior Vice President of Investor Relations John Koryl - Chief Executive Officer Rati Levesque - President & Chief Operating Officer Todd Suko - Chief Legal Officer Conference Call Participants Mark Altschwager - Baird Anna Andreeva - Needham Rick Patel - Raymond James Jason Napier - UBS Marvin Fong - BTIG Ike Boruchow - Wells Fargo Ashley Owens - KeyBanc Capital Markets Tom Nik ...

净亏损情况 - 第四季度2023年净亏损较去年同期分别改善了1,700万美元和2,800万美元[1] - The RealReal公司2023年的净亏损为168,472千美元，较上年同期减少了27,973千美元[22] - 公司2023年第四季度净亏损为21,693万美元，较上年同期的38,610万美元有所改善[28] 调整后的EBITDA情况 - 第四季度2023年调整后的EBITDA为正1.4百万美元，较去年同期改善了2,200万美元[1] - 第四季度调整后的EBITDA为1.4百万美元，占总收入的1.0%，较2022年同期的负20.2百万美元占总收入的负12.6%有所改善[5] - Adjusted EBITDA为-55,169千美元，占总收入的比例为10.0%[23] 公司财务表现 - 公司与某些持有2025年和2028年到期可转换高级票据的持有人进行了债务交换交易，减少了超过1,700万美元的总负债[1] - 第四季度GMV为4.51亿美元，较2022年同期下降了9%[5] - 第四季度总收入为1.43亿美元，较2022年同期下降了10%[5] - 全年2023年GMV为17.3亿美元，较2022年下降了5%[6] - 全年2023年总收入为5.49亿美元，较2022年下降了9%[6] - 全年2023年调整后的EBITDA为负55.2百万美元，占总收入的10.0%，较2022年的负112.4百万美元占总收入的18.6%有所改善[6] - 公司2023年第四季度GMV为492,955万美元，较去年同期的440,659万美元增长[28] 股票补偿费用情况 - 非股票补偿费用为7,980万美元，较去年同期的9,118万美元有所下降[28]