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TheRealReal Inc (REAL)


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Upturn Advisory Summary
10/15/2025: REAL (5-star) is a STRONG-BUY. BUY since 61 days. Simulated Profits (63.76%). Updated daily EoD!
1 Year Target Price $11.25
1 Year Target Price $11.25
3 | Strong Buy |
0 | Buy |
3 | Hold |
0 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 193.41% | Avg. Invested days 37 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.20B USD | Price to earnings Ratio - | 1Y Target Price 11.25 |
Price to earnings Ratio - | 1Y Target Price 11.25 | ||
Volume (30-day avg) 7 | Beta 2.56 | 52 Weeks Range 2.71 - 11.79 | Updated Date 10/17/2025 |
52 Weeks Range 2.71 - 11.79 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -5.55% | Operating Margin (TTM) -5.98% |
Management Effectiveness
Return on Assets (TTM) -7.01% | Return on Equity (TTM) -932.74% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1665943372 | Price to Sales(TTM) 1.88 |
Enterprise Value 1665943372 | Price to Sales(TTM) 1.88 | ||
Enterprise Value to Revenue 2.62 | Enterprise Value to EBITDA 71.16 | Shares Outstanding 115237276 | Shares Floating 97381260 |
Shares Outstanding 115237276 | Shares Floating 97381260 | ||
Percent Insiders 11.73 | Percent Institutions 87.16 |
Upturn AI SWOT
TheRealReal Inc

Company Overview
History and Background
TheRealReal Inc. was founded in 2011 by Julie Wainwright. It is an online marketplace for authenticated luxury consignment. It went public in 2019.
Core Business Areas
- Consignment: TheRealReal authenticates and sells pre-owned luxury goods on behalf of consignors, earning a commission from each sale.
- Direct Retail: They also sell some items directly, which are not consigned. This forms a smaller part of their overall business.
Leadership and Structure
Robert Julian is the CEO. The company has a board of directors that oversees the management team.
Top Products and Market Share
Key Offerings
- Handbags: Luxury handbags from brands like Chanel, Hermu00e8s, and Louis Vuitton are a top-selling category. Market share data specific to handbags is unavailable, but this segment drives substantial revenue. Competitors include Fashionphile, Rebag, and Vestiaire Collective.
- Apparel: Designer clothing from brands like Gucci, Prada, and Dior are another significant category. Competitors include ThredUp, Poshmark, and Farfetch (for new luxury).
- Jewelry and Watches: High-end jewelry and watches from brands like Rolex, Cartier, and Tiffany & Co. are popular. Competitors include WatchBox, Crown & Caliber, and traditional auction houses.
Market Dynamics
Industry Overview
The luxury resale market is growing rapidly, driven by increased consumer awareness of sustainability and the desire for value. There is also increased focus on the circular economy. Key trends include online marketplaces, authentication services, and luxury brand partnerships.
Positioning
TheRealReal positions itself as a leader in the authenticated luxury consignment market, focusing on high-end brands and providing a white-glove service to consignors. Their competitive advantage lies in their authentication process and large inventory.
Total Addressable Market (TAM)
The global luxury resale market is expected to reach $70 billion by 2025. TheRealReal is well-positioned to capture a significant share of this market, focusing on the high-end segment.
Upturn SWOT Analysis
Strengths
- Strong brand reputation for authentication
- Large and diverse inventory of luxury goods
- Experienced authentication team
- Established online platform
Weaknesses
- History of profitability issues
- Dependence on consignment model
- Customer service concerns
- High operating costs
Opportunities
- Expand into new categories (e.g., home goods)
- Increase partnerships with luxury brands
- Improve customer experience through technology
- Grow international presence
Threats
- Increased competition from other resale platforms
- Risk of counterfeit goods
- Fluctuations in luxury goods demand
- Economic downturns
Competitors and Market Share
Key Competitors
- POSH
- EBAY
- FTRT
Competitive Landscape
TheRealReal has a strong brand and authentication process, but faces competition from other online marketplaces and traditional retailers. Its advantage lies in its focus on luxury goods and its consignment model, while other companies have a more direct retail approach.
Growth Trajectory and Initiatives
Historical Growth: TheRealReal experienced rapid revenue growth in its early years, but growth has slowed in recent years as it focuses on profitability.
Future Projections: Analyst estimates vary, but most project continued revenue growth as the luxury resale market expands.
Recent Initiatives: Recent initiatives include focusing on operational efficiency, improving the customer experience, and expanding into new product categories.
Summary
TheRealReal is a leading player in the growing luxury resale market. While its brand and authentication process are strong assets, the company struggles with profitability. It needs to focus on operational efficiency and improving customer service to achieve sustainable growth. The company should look out for increased competition and potential economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Company website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About TheRealReal Inc
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2019-06-28 | President, CEO & Director Ms. Rati Sahi Levesque | ||
Sector Consumer Cyclical | Industry Luxury Goods | Full time employees 3011 | Website https://www.therealreal.com |
Full time employees 3011 | Website https://www.therealreal.com |
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. The company primarily sells products through its website, online marketplace, mobile app, and retail stores. The RealReal, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.

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