Added to YB: 2025-06-20
Pitch date: 2025-06-16
REAL [bullish]
The RealReal, Inc.
-5.96%
current return
Author Info
No bio for this author
Company Info
The RealReal, Inc. operates an online marketplace for resale luxury goods worldwide. It provides a range of product categories, including women’s fashion, men’s fashion, jewelry, and watches.
Market Cap
$584.7M
Pitch Price
$5.20
Price Target
15.00 (+213%)
Dividend
N/A
Sector
Specialty Retail
Category
turnaround
The RealReal: Store Growth, New Consignors Set Up August Repricing
REAL: Unfairly sold off post-decent Q1. LA fires & leap year created 1%+ revenue headwind. Highest new consignors in 2+ years (takes time to convert to revenue). 16th store opened; stores = 25% of new consignors. Smart Pricing & other initiatives starting to contribute. At 3x rev (like TDUP), worth $15/share. August beat could reprice.
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