Rent the Runway, Inc. (RENT)
Nasdaq · Retail-Retail Stores, Nec · Retail trade · CIK 1468327 · fiscal year ends in Jan
Closing price $2.42 on 30 Oct 2026; 52-week range $1.53 to $9.39.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $366.9M
- Revenue growth
- 21.2%
- Net income, last twelve months
- $43.3M
- Earnings per share
- $12.66
- Gross margin
- 74.7%
- Operating margin
- -12.3%
- Net margin
- 11.8%
- Market value
- $81.7M
- Price to earnings
- 0.2x
- Cash
- $29.0M
- Debt
- $157.5M
- Shares outstanding
- 33.8M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Jan 2026 | $329.8M | -$57.5M | $22.6M | $1.88 | – | 10-K filed 14 Apr 2026 |
| FY2024 | 31 Jan 2025 | $306.2M | -$47.5M | -$69.9M | -$18.51 | – | 10-K filed 15 Apr 2025 |
| FY2023 | 31 Jan 2024 | $298.2M | -$80.0M | -$113.2M | -$33.12 | – | 10-K filed 11 Apr 2024 |
| FY2022 | 31 Jan 2023 | $296.4M | -$103.6M | -$138.7M | -$43.20 | – | 10-K filed 13 Apr 2023 |
| FY2021 | 31 Jan 2022 | $203.3M | -$125.9M | -$211.8M | -$170.20 | – | 10-K filed 14 Apr 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 31 Jul 2026 | $97.7M | -$12.9M | -$0.38 |
| Q1 FY2026 | 30 Apr 2026 | $89.9M | -$18.9M | -$0.57 |
| Q4 FY2025 | 31 Jan 2026 | $91.7M | -$1.4M | -$0.04 |
| Q3 FY2025 | 31 Oct 2025 | $87.6M | $76.5M | $13.65 |
| Q2 FY2025 | 31 Jul 2025 | $80.9M | -$26.4M | -$6.55 |
| Q1 FY2025 | 30 Apr 2025 | $69.6M | -$26.1M | -$6.58 |
| Q4 FY2024 | 31 Jan 2025 | $76.4M | -$13.4M | -$3.44 |
| Q3 FY2024 | 31 Oct 2024 | $75.9M | -$18.9M | -$4.94 |
Company events
The newest 8-K filings of 55 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 26 Oct 2026 | 8-K | Share sale, Other events | 3.02, 8.01 |
| 14 Oct 2026 | 8-K | Other events | 8.01 |
| 30 Sep 2026 | 8-K | Other events | 8.01 |
| 15 Sep 2026 | 8-K | Investor update | 7.01 |
| 11 Sep 2026 | 8-K | Material agreement, Share sale | 1.01, 3.02, 9.01 |
| 11 Sep 2026 | 8-K | Results | 2.02, 9.01 |
| 4 Sep 2026 | 8-K | Material agreement, Share sale | 1.01, 3.02, 9.01 |
| 1 Sep 2026 | 8-K | Material agreement | 1.01, 9.01 |
| 13 Aug 2026 | 8-K | Bylaws or fiscal year change | 5.03, 9.01 |
| 16 Jul 2026 | 8-K | Leadership change, Shareholder vote, Bylaws or fiscal year change | 5.02, 5.03, 5.07 |
| 3 Jun 2026 | 8-K | Results | 2.02, 9.01 |
| 21 May 2026 | 8-K | Leadership change, Investor update | 5.02, 7.01 |
Every filing
The newest filings with the SEC of 160 held.
| Filed | Form | Period |
|---|---|---|
| 26 Oct 2026 | 8-K | 20 Oct 2026 |
| 14 Oct 2026 | 8-K | 14 Oct 2026 |
| 30 Sep 2026 | EFFECT | – |
| 30 Sep 2026 | 8-K | 30 Sep 2026 |
| 28 Sep 2026 | S-1/A | – |
| 15 Sep 2026 | 8-K | 15 Sep 2026 |
| 11 Sep 2026 | S-8 | – |
| 11 Sep 2026 | S-1 | – |
| 11 Sep 2026 | 8-K | 11 Sep 2026 |
| 11 Sep 2026 | 10-Q | 31 Jul 2026 |
| 11 Sep 2026 | 8-K | 11 Sep 2026 |
| 4 Sep 2026 | 8-K | 3 Sep 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 21 Oct 2026 | Story3 Capital Partners, Llc, Director | Purchase | 632,922 | $3.55 | $2.2M | 4,907,316 | 23 Oct 2026 |
| 21 Oct 2026 | Nexus Capital Management Lp, Director | Purchase | 632,922 | $3.55 | $2.2M | 4,907,316 | 23 Oct 2026 |
| 21 Oct 2026 | Chs Us Investments Llc, 10% owner | Purchase | 458,245 | $3.55 | $1.6M | 22,937,292 | 23 Oct 2026 |
| 25 Sep 2026 | Fonseca Dhiren R., Director | Sale outside a trading plan | 13,000 | $1.70 | $22.1K | 0 | 28 Sep 2026 |
| 24 Sep 2026 | Fonseca Dhiren R., Director | Sale outside a trading plan | 62,000 | $1.70 | $105.2K | 13,000 | 28 Sep 2026 |
| 14 Sep 2026 | Fonseca Dhiren R., Director | Sale outside a trading plan | 25,132 | $1.94 | $48.7K | 75,000 | 16 Sep 2026 |
| 24 Jul 2026 | Fonseca Dhiren R., Director | Sale under a trading plan | 34,516 | $2.99 | $103.2K | 100,132 | 27 Jul 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 18 Sep 2026 | Dhiren Fonseca, Director, Former Officer | 75,000 | $144.8K | 18 Sep 2026 |
| 14 Sep 2026 | Dhiren Fonseca, Director, Former Officer | 25,132 | $76.8K | 14 Sep 2026 |
| 23 Jul 2026 | Dhiren Fonseca, Director, Former Officer | 35,660 | $112.7K | 23 Jul 2026 |
| 16 Dec 2025 | BCIP Venture Associates-B, Former Affiliate | 3,252 | $24.5K | 16 Dec 2025 |
| 16 Dec 2025 | BCIP Venture Associates, Former Affiliate | 23,337 | $175.7K | 16 Dec 2025 |
| 16 Dec 2025 | Bain Capital Venture Fund 2009, L.P., Former Affiliate | 382,231 | $2.9M | 16 Dec 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 23 Oct 2026 | Gateway Runway, LLC | 13D amended | 12.9% | 4.9M |
| 23 Oct 2026 | CHS US Investments LLC | 13D amended | 60.4% | 22.9M |
| 23 Oct 2026 | S3 RR Aggregator, LLC | 13D amended | 12.9% | 4.9M |
| 16 Oct 2026 | CHS US Investments LLC | 13D amended | 62% | 22.5M |
| 11 Sep 2026 | Gateway Runway, LLC | 13D amended | 12.7% | 4.3M |
| 11 Sep 2026 | S3 RR Aggregator, LLC | 13D amended | 12.7% | 4.3M |
| 11 Sep 2026 | CHS US Investments LLC | 13D amended | 59.2% | 20.0M |
| 13 May 2026 | S3 RR Aggregator, LLC | 13D amended | 12.8% | 4.3M |
| 13 May 2026 | Gateway Runway, LLC | 13D amended | 12.8% | 4.3M |
| 13 May 2026 | CHS US Investments LLC | 13D amended | 59.8% | 20.0M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 1.8M | +7.25% | 12.85 |
| 30 Sep 2026 | 1.6M | -6.22% | 6.56 |
| 15 Sep 2026 | 1.8M | +28.39% | 5.74 |
| 31 Aug 2026 | 1.4M | +9.84% | 38.32 |
| 14 Aug 2026 | 1.2M | -10.33% | 34.19 |
| 31 Jul 2026 | 1.4M | +2.2% | 25.97 |
| 15 Jul 2026 | 1.4M | -1.52% | 21.41 |
| 30 Jun 2026 | 1.4M | +24.97% | 8.06 |
Funds that hold it
From each fund's latest Form 13F.
61 funds held it at 30 Jun 2026: 30 added and 8 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| BlackRock, Inc. | 829,245 | $2.6M | +445,111 |
| Vanguard Capital Management LLC | 654,002 | $2.1M | -999 |
| Geode Capital Management, LLC | 399,826 | $1.3M | +102,663 |
| Technology Crossover Management VIII, Ltd. | 197,481 | $622.1K | 0 |
| Ares Management LLC | 169,383 | $533.6K | 0 |
| Vanguard Fiduciary Trust Co. | 140,407 | $442.3K | +4,953 |
| State Street Corp. | 111,897 | $352.5K | +30,800 |
| Northern Trust Corp. | 101,193 | $318.8K | +47,172 |
| CastleKnight Management LP | 96,655 | $304.5K | 0 |
| Cambridge Investment Research Advisors, Inc. | 55,194 | $174.0K | +22,229 |
Peers
Companies in the same industry.
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- Ulta Beauty, Inc. (ULTA): revenue $13.0B, market value $27.4B
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- Sally Beauty Holdings, Inc. (SBH): revenue $3.7B, market value $1.7B
- Petco Health & Wellness Company, Inc. (WOOF): revenue $6.0B, market value $846.2M
- Titan Machinery Inc. (TITN): revenue $2.3B, market value $561.7M
- Star Group, L.P. (SGU): revenue $1.9B, market value $424.7M
- 1 800 Flowers COM Inc. (FLWS): revenue $1.5B, market value $185.5M
- Bark, Inc. (BARK): revenue $370.8M, market value $79.6M