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Upturn AI SWOT - About
Rent the Runway Inc (RENT)
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Upturn Advisory Summary
10/15/2025: RENT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $40
1 Year Target Price $40
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -76.65% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 32.33M USD | Price to earnings Ratio - | 1Y Target Price 40 |
Price to earnings Ratio - | 1Y Target Price 40 | ||
Volume (30-day avg) 1 | Beta 1.38 | 52 Weeks Range 3.69 - 13.66 | Updated Date 10/17/2025 |
52 Weeks Range 3.69 - 13.66 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -19.25 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -28% | Operating Margin (TTM) -22.99% |
Management Effectiveness
Return on Assets (TTM) -14.41% | Return on Equity (TTM) -774.86% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 365216922 | Price to Sales(TTM) 0.11 |
Enterprise Value 365216922 | Price to Sales(TTM) 0.11 | ||
Enterprise Value to Revenue 1.21 | Enterprise Value to EBITDA 5.45 | Shares Outstanding 7027817 | Shares Floating 2369190 |
Shares Outstanding 7027817 | Shares Floating 2369190 | ||
Percent Insiders 16.19 | Percent Institutions 42.82 |
Upturn AI SWOT
Rent the Runway Inc
Company Overview
History and Background
Rent the Runway was founded in 2009 by Jennifer Hyman and Jennifer Fleiss. Initially, it offered rentals of designer dresses, expanding to accessories and everyday wear. The company went public in October 2021.
Core Business Areas
- Rental Subscription: Core offering providing access to a rotating selection of clothing and accessories via subscription tiers.
- Resale: Allows customers to purchase pre-owned items they've rented, providing a circular economy model.
- Styling Services: Offers personalized styling advice to subscribers.
Leadership and Structure
CEO: Jennifer Hyman. The company has a standard corporate structure with departments for technology, marketing, operations, and finance. Board of directors provides oversight.
Top Products and Market Share
Key Offerings
- Unlimited Subscription: Provides the most flexibility, allowing subscribers to rent an unlimited number of items at a higher price point. No specific market share data available, but it likely generates a significant portion of subscription revenue. Competitors include Nuuly, Armoire, and Fashionpass.
- Update Subscription: Offers a limited number of rental items per month at a lower price point, appealing to a wider customer base. No specific market share data available. Competitors include Nuuly, Armoire, and Fashionpass.
- Resale Items: Allows customers to purchase pre-owned clothing and accessories. Represents a smaller portion of revenue. Competitors include ThredUp (TDUP), Poshmark (POSH - acquired by Naver), and The RealReal (REAL).
Market Dynamics
Industry Overview
The apparel rental industry is growing, driven by increasing consumer awareness of sustainability and desire for variety. The industry faces challenges related to logistics, inventory management, and competition.
Positioning
Rent the Runway positions itself as a premium rental service offering designer brands and a curated selection. Its competitive advantage lies in its brand recognition and established infrastructure.
Total Addressable Market (TAM)
The TAM for apparel rental is estimated to be in the billions of dollars globally. Rent the Runway is positioned to capture a significant share of this market, particularly within the premium segment.
Upturn SWOT Analysis
Strengths
- Brand recognition
- Established infrastructure
- Curated selection of designer brands
- Subscription model providing recurring revenue
Weaknesses
- High operating costs
- Logistics and inventory management challenges
- History of unprofitability
- Customer acquisition costs
Opportunities
- Expand into new product categories (e.g., children's wear)
- Increase brand partnerships
- Improve operational efficiency
- Growth in resale market
- Leverage data analytics for personalization.
Threats
- Increased competition from other rental services
- Changing consumer preferences
- Economic downturn impacting discretionary spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- TDUP
- REAL
- URBN
Competitive Landscape
Rent the Runway competes on brand recognition and curated selection, while ThredUp and The RealReal focus on resale. Nuuly offers a similar rental model but is owned by Urban Outfitters.
Growth Trajectory and Initiatives
Historical Growth: Rent the Runway experienced rapid growth in its early years, followed by challenges in recent years due to the pandemic and operational issues.
Future Projections: Future projections can be found on analyst reports.
Recent Initiatives: Focus on improving operational efficiency, reducing costs, and expanding partnerships.
Summary
Rent the Runway is a well-known brand in the apparel rental market but faces profitability challenges. While it has a strong brand and a subscription model, high operating costs and increasing competition pose significant threats. Improving operational efficiency and expanding partnerships are crucial for future success. Recent moves have suggested a move to more of a resale operation which could open up the companies target market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Press Releases, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is approximate.
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 Rent the Runway Inc
Exchange NASDAQ | Headquaters Brooklyn, NY, United States | ||
IPO Launch date 2021-10-27 | Co-Founder, CEO, President & Chairman Ms. Jennifer Y. Hyman | ||
Sector Consumer Cyclical | Industry Apparel Retail | Full time employees 912 | Website https://www.renttherunway.com |
Full time employees 912 | Website https://www.renttherunway.com | ||
Rent the Runway, Inc. operates shared designer closet in the United States. The company provides evening wear and accessories, ready-to-wear, workwear, denim, casual, maternity, outerwear, blouses, knitwear, loungewear, jewelry, handbags, activewear, and ski wear under subscription, rental, and resale offering. It also engages in the software development and support activities. Rent the Runway, Inc. was incorporated in 2009 and is headquartered in Brooklyn, New York.
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