{"filings":[{"id":93769,"accession_number":"0001573221-26-000045","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RealReal Q1: GMV +24% to $606M, raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GMV $606M (+24% YoY); Total Revenue $190M (+19% YoY); Gross Profit $141M (+$21M).","Adjusted EBITDA $13.1M (6.9% margin) vs $4.1M (2.6%) a year ago, a $9M improvement.","GAAP basic EPS $0.33; GAAP diluted EPS $(0.07); Non-GAAP diluted EPS $(0.01).","Active buyers (TTM) 1.083M (+10%); AOV $646 (+15%).","FY2026 guidance raised: GMV $2.42-2.47B, Revenue $770-784M, Adj EBITDA $59-67M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":189715000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105661,"accession_number":"0001573221-26-000020","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"The RealReal appoints Jennifer McKeehan to Board, adds Chief People and Revenue Officers","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Niki Leondakis resigned from Board effective March 6, 2026; Jennifer McKeehan appointed as Class II Director.","McKeehan is COO of Fanatics Commerce; will serve on Corporate Governance and Nominating Committee.","Tiffany Stevenson named Chief People Officer; previously at Weight Watchers, Box, and Sephora.","Tom Hanrahan named Chief Revenue Officer; previously 11 years at Square leading sales and growth initiatives.","Appointments effective March 6, 2026; no transactions requiring Item 404(a) disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105660,"accession_number":"0001573221-26-000009","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"The RealReal Q4 2025 GMV +22% to $616M; Adj EBITDA $22M, guides FY 2026 GMV $2.39-2.45B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $194M (+18% YoY); full-year revenue $693M (+15% YoY).","Q4 Adj EBITDA $22M (11.3% margin) vs $11M in Q4 2024; full-year Adj EBITDA $42M.","Full-year net loss improved to $42M from $134M; full-year operating cash flow $37M.","Active buyers reached 1,056,000 (+9% YoY); AOV $594 (+9% YoY) for full year.","Q1 2026 guidance: GMV $585-600M, Adj EBITDA $11-13M; FY 2026 Adj EBITDA $57-65M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":692845000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121948,"accession_number":"0001193125-25-285350","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-11-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Chip Baird resigns from The RealReal board after GreyLion sells stake","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chip Baird resigned Nov 17, 2025; his firm GreyLion sold its entire REAL stake that same day.","Baird will continue as consultant through June 30, 2026.","Board reduced from 8 to 7 directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121947,"accession_number":"0001573221-25-000076","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RealReal Q3 GMV +20% to $520M, Adj. EBITDA margin 5.4%; raises FY guide","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GMV $520M (+20% YoY), total revenue $174M (+17% YoY); consignment rev +15%, direct rev +47%.","Adjusted EBITDA $9.3M (5.4% margin) vs $2.3M (1.6%) a year ago; non-GAAP EPS loss $(0.04) vs $(0.09).","GAAP net loss $(54)M includes $(44)M warrant liability adjustment; GAAP diluted EPS $(0.49) vs $(0.17).","Active buyers 1.024M (+7% YoY), AOV $584 (+12% YoY).","Raises FY25 guidance: GMV $2.099-2.109B, revenue $687-690M, Adj. EBITDA $37.7-38.7M; Q4 guide also provided."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":498794000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138645,"accession_number":"0001193125-25-185300","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["2.03","1.01","3.02","9.01"],"status":"ready","headline":"RealReal exchanges $49.5M 1% 2028 notes for $43.4M 4% 2031 notes; reduces debt by $6M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged $49.5M of 1% convertible notes due 2028 for $43.4M of new 4% notes due 2031; no cash proceeds.","Total principal reduction of $6M; less than $50M of 2028 notes remain outstanding.","New notes plus $146.7M previously issued form single class of $190.1M aggregate principal of 4% notes due 2031.","CEO notes total indebtedness reduced by over $86M since start of 2024; extends maturity profile."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138644,"accession_number":"0001573221-25-000070","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RealReal Q2 revenue $165M (+14%), net loss narrows to $11M; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $165M (+14% YoY); GMV $504M (+14%); consignment revenue +14%, direct revenue +23%.","Net loss $(11)M vs $(17)M YoY; GAAP diluted EPS $(0.13) vs $(0.20); Non-GAAP EPS $(0.06).","Adjusted EBITDA $6.8M (4.1% margin) vs $(1.8M) YoY; improved $8.6M.","Raises FY2025 guidance: GMV $2.03-2.045B, revenue $667-674M, Adj. EBITDA $29-32M.","Appoints Mark McCaffrey (GoDaddy CFO) to Board of Directors effective Aug 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":325221000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138643,"accession_number":"0001573221-25-000063","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-07-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Carol Melton resigns from The RealReal board effective July 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Carol Melton resigned from the Board on July 17, 2025, citing expanded professional and personal responsibilities.","No replacement has been announced; board size is reduced by one.","Company expressed gratitude for Ms. Melton's service during her tenure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156100,"accession_number":"0001573221-25-000058","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"RealReal annual meeting: directors elected, auditor ratified, two charter amendments fail","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class III directors Rati Sahi Levesque, Chip Baird, James Miller elected with >57M votes each.","KPMG LLP ratified as auditor for FY2025; 83.2M for, 0.4M against.","Advisory say-on-pay approved: 55.8M for, 2.4M against.","Proposal to declassify board failed; 58.1M for, but needed supermajority of outstanding shares.","Proposal to limit officer liability also failed on supermajority requirement; 51.3M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156099,"accession_number":"0001573221-25-000045","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RealReal Q1 rev $160M (+11%), net income $62M, adj. EBITDA $4.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $160M (+11% YoY); GMV $490M (+9%). Gross margin 75.0%, up 40 bps.","Net income $62M vs $(31)M loss prior year; includes $80M non-cash gains.","Adj. EBITDA $4.1M (2.6% margin) vs $(2.3)M prior year; improved $6.4M YoY.","GAAP basic EPS $0.56; non-GAAP diluted loss per share $(0.08) vs $(0.12).","Reaffirmed FY2025 guidance: rev $645-$660M, adj. EBITDA $20-$30M. Active buyers 985k, AOV $564."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":160033000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174542,"accession_number":"0001573221-25-000005","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"The RealReal Q4 revenue up 14% to $164M; FY Adj EBITDA positive $9M; guides FY 2025 Adj EBITDA $20-30M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $164M (record high, +14% YoY); GMV $504M (+12%).","FY 2024 net loss $134M improved $34M YoY; Adj EBITDA positive $9M (vs -$55M prior year).","FY 2024 operating cash flow positive $27M (+$88M YoY); free cash flow positive $1M.","Q4 GAAP EPS -$0.62 (includes $59M warrant liability adjustment); non-GAAP EPS -$0.01.","Guidance: Q1 2025 revenue $157-161M, Adj EBITDA $3-4.5M; FY 2025 revenue $645-660M, Adj EBITDA $20-30M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":600484000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174541,"accession_number":"0001193125-25-023641","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["1.01","2.02","2.03","3.02","7.01","9.01"],"status":"ready","headline":"RealReal reports preliminary Q4 GMV $503.5M, Adj. EBITDA above guidance; completes debt exchange reducing debt by $37M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q4 GMV $503.5M (guidance $484-500M), total revenue ~$163.5M, Adj. EBITDA $10.7-11.2M (guidance $6.5-9.5M).","FY2024 GMV $1.829B, Adj. EBITDA $9.0-9.5M (guidance $4.7-7.7M); net loss includes $68M warrant liability charge.","FY2025 guidance: GMV $1.96-1.99B, revenue $645-660M, Adj. EBITDA $20-30M.","Exchanged $183M of 1.00% 2028 notes for $147M of 4.00% 2031 notes, reducing total debt by ~$37M and extending maturities to 2031."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":600484000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191501,"accession_number":"0001573221-24-000124","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"The RealReal Q3 revenue up 11% to $148M; first positive Adjusted EBITDA of $2.3M; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $148M (+11% YoY); GMV $433M (+6% YoY).","Net loss $(18)M improved from $(23)M; GAAP diluted EPS $(0.17) vs $(0.22).","Adjusted EBITDA positive at $2.3M (1.6% margin) vs $(7.0M) loss in Q3 2023.","Raises FY2024 guidance: revenue $595-602M, Adj. EBITDA $4.7-7.7M.","Active buyers 389k (+7% YoY); orders 829k (+4% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":436489000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191500,"accession_number":"0001193125-24-244731","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"The RealReal appoints new CEO; preliminary Q3 GMV, revenue, EBITDA exceed guidance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rati Sahi Levesque, formerly President and COO, appointed CEO effective Oct 28, 2024; John Koryl departed.","Preliminary Q3 2024: GMV $433.1M, Revenue $147.8M, Adjusted EBITDA $2.3M — all above prior guidance ranges.","FY2024 guidance raised: GMV $1.81-$1.83B, Revenue $595-$602M, Adjusted EBITDA $4.5-$7.5M (was $0-$6M).","Levesque receives $700K base salary, 100% target bonus, $300K promotion bonus, 1.25M RSUs, 1.25M PSUs.","Koryl gets 12 months base salary severance plus healthcare subsidies under separation agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207981,"accession_number":"0001573221-24-000105","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"The RealReal Q2 revenue up 11% to $145M; net loss narrows to $17M; FY Adj EBITDA guidance raised to $0-6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue of $145M, up 11% YoY; GMV of $441M, up 4%.","Net loss of $17M vs $41.3M YoY; GAAP diluted EPS -$0.20 vs -$0.41.","Adjusted EBITDA -$1.8M, improvement of $21M YoY; gross margin 74.1% (+829 bps).","Consignment revenue grew 17% YoY; active buyers 381,000 (+9% YoY).","FY 2024 guidance: revenue $580-595M, Adj EBITDA $0-6M (breakeven or positive)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":288734000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225502,"accession_number":"0001573221-24-000088","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"The RealReal annual meeting: two Class II directors elected, declassification and officer liability proposals rejected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Rob Krolik and Niki Leondakis elected as Class II directors; vote totals: Krolik 42.9M for, 2.4M withheld; Leondakis 42.0M for, 3.3M withheld.","Ratification of KPMG as independent auditor for FY2024 approved with 78.9M for, 0.1M against, 0.5M abstain.","Advisory vote on named executive officer compensation approved with 39.9M for, 4.9M against, 0.4M abstain, 34.2M broker non-votes.","Proposal to declassify board failed to achieve required supermajority: 43.3M for, 1.6M against, 0.4M abstain, 34.2M broker non-votes.","Proposal to limit officer liability under Delaware law also failed: 40.2M for, 4.6M against, 0.4M abstain, 34.2M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225501,"accession_number":"0001573221-24-000068","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"RealReal beats Q1 guidance; GMV $452M +2%, Adj EBITDA loss narrows to $2.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GMV $452M (+2% YoY), revenue $144M (+1%); consignment revenue up 13%.","Gross margin 74.6% (all-time high), +1,100 bps YoY; net loss improved $51M to $(31.1)M.","GAAP EPS $(0.30) vs $(0.83); Non-GAAP EPS $(0.12) vs $(0.36).","Q2 2024 guidance: GMV $420-$450M, revenue $135-$145M, Adj EBITDA $(6)-$(3)M.","Full-year Adj EBITDA midpoint raised $1.5M to $(5)-$8M; cash $181M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":143800000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225500,"accession_number":"0001573221-24-000066","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K/A","filed_at":"2024-05-07T23:59:59+00:00","items":["2.03","3.02","1.01","2.02","7.01","9.01"],"status":"ready","headline":"The RealReal exchanges $152M in convertible notes for $135M new secured notes and warrants","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Exchanged $145.75M of 3% convertible notes due 2025 and $6.48M of 1% notes due 2028 for $135M of 4.25%/8.75% PIK/Cash Senior Secured Notes due 2029.","Issued warrants to purchase up to 7,894,737 shares of common stock at $1.71 strike, exercisable until March 1, 2029.","New notes bear 13% total interest (8.75% cash + 4.25% PIK), mature no later than March 1, 2029, secured by substantially all assets.","Financial results for Q4 and FY 2023 were announced on Feb 29, 2024; specific figures not included in this amendment.","Liquidity covenant requires at least $25M unrestricted cash and unused commitments at month-end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244666,"accession_number":"0001573221-24-000027","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"RealReal posts Q4 positive Adj. EBITDA $1.4M; debt exchange cuts debt by $17M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 net loss $22M (vs $39M Q4 2022); revenue $143M (-10% YoY); GMV $451M (-9% YoY).","First positive Adj. EBITDA $1.4M and positive free cash flow $4M since 2019 IPO.","FY 2023 net loss $168M (vs $196M 2022); Adj. EBITDA -$55M (vs -$112M 2022).","Debt exchange: $145.75M of 2025 notes and $6.48M of 2028 notes exchanged for $135M new 2029 secured notes plus warrants, reducing debt by $17M.","Q1 2024 guidance: rev $135-145M, Adj. EBITDA -$8 to -$4M; FY 2024 rev $580-605M, Adj. EBITDA -$8 to $8M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":549304000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1165718718.7577965,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}