REAL official logo REAL
REAL 5-star rating from Upturn Advisory
TheRealReal Inc (REAL) company logo

TheRealReal Inc (REAL)

TheRealReal Inc (REAL) 5-star rating from Upturn Advisory
$11.19
Last Close (24-hour delay)
Profit since last BUY74.03%
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Regular Buy
BUY since 75 days
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Upturn Stock price based on last close icon Stock price based on last close
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Upturn Advisory Summary

11/04/2025: REAL (5-star) is a STRONG-BUY. BUY since 75 days. Simulated Profits (74.03%). Updated daily EoD!

Upturn Star Rating

Upturn 5 star rating for performance

Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Number of Analysts

2 star rating from financial analysts

7 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $12.14

1 Year Target Price $12.14

Analysts Price Target For last 52 week
$12.14 Target price
52w Low $3.63
Current$11.19
52w High $12.84

Analysis of Past Performance

Type Stock
Historic Profit 211.8%
Avg. Invested days 39
Today’s Advisory Regular Buy
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/04/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.37B USD
Price to earnings Ratio -
1Y Target Price 12.14
Price to earnings Ratio -
1Y Target Price 12.14
Volume (30-day avg) 7
Beta 2.71
52 Weeks Range 3.63 - 12.84
Updated Date 11/4/2025
52 Weeks Range 3.63 - 12.84
Updated Date 11/4/2025
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 2025-11-03
When After Market
Estimate -0.06
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) 2.15
Enterprise Value 1665943372
Price to Sales(TTM) 2.15
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 11.74
Percent Institutions 87.57

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

TheRealReal Inc

TheRealReal Inc(REAL) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Similar Stocks

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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 3011

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.