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TheRealReal Inc (REAL)



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Upturn Advisory Summary
09/12/2025: REAL (5-star) is a STRONG-BUY. BUY since 38 days. Simulated Profits (46.81%). Updated daily EoD!
1 Year Target Price $10.33
1 Year Target Price $10.33
3 | Strong Buy |
0 | Buy |
3 | Hold |
0 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 163.04% | Avg. Invested days 34 | 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 1.09B USD | Price to earnings Ratio - | 1Y Target Price 10.33 |
Price to earnings Ratio - | 1Y Target Price 10.33 | ||
Volume (30-day avg) 7 | Beta 2.51 | 52 Weeks Range 2.71 - 11.38 | Updated Date 09/14/2025 |
52 Weeks Range 2.71 - 11.38 | Updated Date 09/14/2025 | ||
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 1466582885 | Price to Sales(TTM) 1.71 |
Enterprise Value 1466582885 | Price to Sales(TTM) 1.71 | ||
Enterprise Value to Revenue 2.3 | Enterprise Value to EBITDA 62.64 | Shares Outstanding 115237000 | Shares Floating 90980982 |
Shares Outstanding 115237000 | Shares Floating 90980982 | ||
Percent Insiders 11.73 | Percent Institutions 89.61 |
Upturn AI SWOT
TheRealReal Inc

Company Overview
History and Background
TheRealReal Inc. was founded in 2011. It is a luxury consignment company that authenticates and sells pre-owned designer fashion, fine jewelry, watches, and home goods online.
Core Business Areas
- Consignment Services: TheRealReal provides a platform for individuals to consign their luxury goods. They handle authentication, pricing, photography, and sales.
- Online Marketplace: The core of the business is its online marketplace where consigned items are listed and sold to buyers globally.
- Retail Locations: TheRealReal operates retail locations that act as consignment drop-off points and showcase a curated selection of items.
Leadership and Structure
Julie Wainwright founded TheRealReal and served as CEO until June 2022. Robert Kulp, the current CEO, took over on February 2023. The organizational structure includes departments focused on merchandising, authentication, technology, and operations.
Top Products and Market Share
Key Offerings
- Handbags: Luxury handbags from brands like Chanel, Hermu00e8s, and Louis Vuitton. Competitors include Fashionphile, Rebag, and Vestiaire Collective. Market share data is fragmented; TheRealReal doesn't explicitly publish handbag-specific market share, but handbags contribute significantly to overall revenue.
- Clothing: Designer clothing from various brands, catering to a broad range of styles and sizes. Competitors include ThredUp (UPST) and Poshmark (POSH). Market share data is fragmented; TheRealReal doesn't explicitly publish clothing-specific market share, but clothing contributes significantly to overall revenue.
- Jewelry and Watches: Fine jewelry and watches from brands like Cartier, Rolex, and Tiffany & Co. Competitors include eBay (EBAY) and specialized online watch retailers. Market share data is fragmented; TheRealReal doesn't explicitly publish jewelry and watch-specific market share, but they are considered a significant revenue driver.
Market Dynamics
Industry Overview
The luxury resale market is experiencing significant growth, driven by increased consumer awareness of sustainability and the accessibility of luxury goods at discounted prices. The market is becoming increasingly competitive with the rise of online platforms and consignment stores.
Positioning
TheRealReal positions itself as a leader in authenticated luxury resale, emphasizing its expertise in authentication and its wide selection of items. They aim to provide a trusted and seamless experience for both consignors and buyers.
Total Addressable Market (TAM)
The global luxury resale market is estimated to be in the tens of billions of dollars. TheRealReal captures a portion of this market through its consignment model and online marketplace.
Upturn SWOT Analysis
Strengths
- Authentication Expertise
- Large Selection of Items
- Established Brand Recognition
- Consignment Model (reduces inventory risk)
Weaknesses
- Authentication Costs
- Potential for Counterfeit Goods
- Dependence on Consignment Supply
- Profitability Concerns
Opportunities
- Expansion into New Categories
- International Expansion
- Partnerships with Luxury Brands
- Enhanced Technology and User Experience
Threats
- Increased Competition
- Economic Downturn (impacts luxury spending)
- Changes in Consumer Preferences
- Risk of Counterfeit Goods Damaging Reputation
Competitors and Market Share
Key Competitors
- POSH
- EBAY
- VEST.PA
- UPST
Competitive Landscape
TheRealReal differentiates itself through its focus on authentication and its consignment model. However, it faces competition from larger e-commerce players and specialized resale platforms.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by increased adoption of online luxury resale and expansion of product categories.
Future Projections: Future growth projections depend on market conditions, competition, and the company's ability to execute its strategic initiatives. Analyst estimates would need to be dynamically populated.
Recent Initiatives: Recent initiatives include investments in technology to improve authentication and the user experience, as well as strategic partnerships.
Summary
TheRealReal is positioned as a leader in authenticated luxury resale with a strong brand, but its profitability remains a concern. Its consignment model and authentication expertise are key strengths. Increased competition and the potential for counterfeit goods pose ongoing challenges.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change rapidly.
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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