← stocks-llm Find companies like RENT →

RENT THE RUNWAY INC CLASS A (RENT)

Consumer Discretionary · Online fashion rental and subscription services · NASDAQ

A digital fashion rental platform that gives customers unlimited access to designer clothing and accessories through subscriptions, reserve rentals, and a resale marketplace.

What RENT THE RUNWAY INC CLASS A does

Rent the Runway operates a shared designer closet platform that offers customers three ways to access fashion: monthly subscriptions for unlimited rentals ("Subscription"), a-la-carte rentals ("Reserve"), and discounted purchases of pre-owned designer items ("Resale"). The company sources thousands of styles from hundreds of designer brands and leverages proprietary logistics, reverse logistics, and garment science to enable multi-year monetization of rental inventory. With approximately 3.5 million lifetime customers and strong recurring revenue (90% of FY2025 revenue from subscribers), the company positions itself as both a customer value proposition (accessing $48,000+ in annual designer retail value for a fraction of retail cost) and a brand partnership platform that provides designers with new customer discovery and demand insights.

Themes: ["Fashion rental / clothing-as-a-service","Circular fashion / sustainability","Luxury/designer brands access","Subscription e-commerce","AI-powered personalization and discovery","Resale / pre-owned luxury marketplace","Brand partnerships and data monetization"]

Fundamentals

Ask why RENT looks like this →

Key risks (from latest filing)

["Customer acquisition and retention dependent on maintaining large, diverse, capital-efficient product assortment; inventory turns and garment lifecycle management are critical operational risks.","Dependent on brand partner relationships and supply of current-season designer inventory; limited historical voluntary attrition provides no guarantee against future partnership disruptions or competitive pressures from brands.","Profitability and subscription metrics (net margin 8.51%, 1-year stock return -33.5%) remain pressured; competitive dynamics in rental and resale markets could compress pricing and margins further."]

See RENT's biggest risks from its latest 10-Q →

Competitors & peers

Not quite? Describe exactly what you want →

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.