THE REALREAL INC (REAL)
Consumer Discretionary · Luxury goods resale marketplace · NASDAQ
The world's largest authenticated online marketplace for pre-owned luxury goods, connecting consignors and buyers through a trusted, technology-enabled platform that combines digital convenience with physical retail locations.
What THE REALREAL INC does
The RealReal is the world's largest online marketplace for authenticated, resale luxury goods. The company unlocks supply from consignors and operates a curated, trusted marketplace for buyers globally across multiple luxury categories including women's and men's fashion, fine jewelry, and watches. Revenue is primarily generated from consignment sales where the company retains a percentage (take rate) of proceeds, supplemented by direct sales, shipping services, and subscription offerings. The company operates both an omni-channel digital platform and physical retail stores (neighborhood consignment locations and flagship stores) to enhance the consignment experience and reach high-value consignors and buyers.
Themes: ["Luxury resale / authenticated pre-owned goods","Circular economy / sustainability","Online marketplace / e-commerce","Consignment services","Supply chain network effects","Authentication and trust","Omni-channel retail"]
Fundamentals
- Price$10.55 as of 2026-07-09 close
- Market cap$1.3B as of 2026-07-10
- 1-year return+97.2% as of 2026-07-09 close
- Net margin-9.0% as of 2026-07-10
- Gross margin+74.5% as of 2026-07-10
- ROE-172.3% as of 2026-07-10
- Debt / equity4.77 as of 2026-07-10
- Revenue growth (YoY)+17.2% as of 2026-07-10
- Revenue CAGR (3y)+4.7% SEC XBRL
- Beta2.73 as of 2026-07-10
Key risks (from latest filing)
["Company has a history of losses and may not achieve or maintain profitability in the future","May not sustain historic levels of revenue growth or effectively manage growth and new opportunities","Experiences seasonal and quarterly variability in business performance"]
Competitors & peers
- Vestiaire Collective
- Rebag
- Grailed
- Tradesy
- Traditional luxury department stores (LVMH, Kering brands)
- Local brick-and-mortar consignment shops
- Auction houses (Christie's, Sotheby's)
- Specialty luxury retailers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.