{"filings":[{"id":2105958,"accession_number":"0001573221-26-000052","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2026-08-06T20:10:35+00:00","items":["2.02","9.01"],"status":"ready","headline":"RealReal Q2 GMV $617M (+22% YoY), raises full-year guidance; Adj. EBITDA margin 7.0%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GMV $617M (+22% YoY), total revenue $193M (+17% YoY); record quarterly GMV.","Adjusted EBITDA $13.5M (7.0% margin) vs $6.8M (4.1%) a year ago; 290 bps margin expansion.","Net loss $(27)M includes $(18.6)M non-cash warrant adjustment; GAAP EPS $(0.23), non-GAAP EPS $(0.01).","Raises FY2026 guidance: GMV $2.535-2.565B, revenue $788-797M, Adj. EBITDA $66-69M.","Trailing 12-month active buyers 1.107M (+11% YoY); AOV $659 (+13% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":382286000.0,"consensus_period":"2026-Q2","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":1027677,"accession_number":"0001573221-26-000048","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2026-06-12T20:16:04+00:00","items":["5.07"],"status":"ready","headline":"REAL Annual Meeting: Directors Elected, Auditor Ratified, Three Governance Proposals Fail","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class I directors Caretha Coleman, Karen Katz, and Mark McCaffrey elected with over 72M shares for each.","KPMG LLP ratified as auditor for FY2026; advisory say-on-pay approved with 74.3M shares for.","Board declassification amendment failed, not achieving required supermajority of outstanding shares.","Proposals to limit officer liability and eliminate supermajority voting requirements also failed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.35,"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":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},{"id":244665,"accession_number":"0001573221-24-000018","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["5.02","7.01","8.01","9.01"],"status":"ready","headline":"RealReal names Ajay Gopal CFO effective March 18; appoints Karen Katz as Board Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ajay Gopal appointed CFO effective March 18, 2024; base salary $500K, target bonus 75%, sign-on bonus $300K.","Gopal receives 700K time-based RSUs (4-year vest) and 550K PSUs with stock price targets from $5 to $15.","Karen Katz appointed independent Chairperson of the Board effective Feb 20, 2024; receives additional $30K annual fee.","Interim CFO role of Todd Suko terminates effective March 18; Suko remains Chief Legal Officer and Secretary."],"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":0.65,"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":244664,"accession_number":"0001573221-24-000006","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2024-01-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"The RealReal appoints Todd Suko as Interim CFO after Robert Julian's departure","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Robert Julian departing Jan 31, 2024; Todd Suko appointed Interim CFO effective Feb 1, 2024.","Suko, 57, currently Chief Legal Officer and Secretary, will retain those roles while serving as Interim CFO.","Suko previously served as CFO at OneMarket Limited and as EVP/General Counsel at Harman International.","Board continues search for a permanent CFO; no arrangement or family relationship disclosed."],"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":0.5,"calibrated_materiality_score":0.5,"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":262103,"accession_number":"0001573221-23-000084","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"RealReal Q3 adj EBITDA loss narrows to $7M; guides Q4 near breakeven","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $133M (-7% YoY); GMV $408M (-8%); gross margin 70.6% (+1053 bps).","Net loss $22.9M vs $47.3M; GAAP EPS -$0.22, non-GAAP -$0.15, both improved.","Adj EBITDA -$7.0M (5.2% of rev) vs -$28.2M (19.7%) a year ago; best since 2019 IPO.","Q4 guidance: GMV $430-460M, rev $135-145M, adj EBITDA -$5M to $0; on track for positive adj EBITDA in FY2024.","CFO Robert Julian to step down by Jan 31, 2024; company engaged Moelis & Wachtell for notes refinancing."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":405931000.0,"consensus_period":"2023-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":279319,"accession_number":"0001193125-23-246557","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2023-09-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"The RealReal CFO Robert Julian to step down by Jan 31, 2024; board to search for successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Robert Julian will step down effective Jan 31, 2024 or earlier if a new CFO is hired.","Julian will serve as executive advisor through Jan 31, then consulting until June 30, 2024.","Board will retain an executive search firm to identify a new CFO.","Departure is not due to any disagreement with the company's operations, policies, or practices.","Julian will continue to receive $475k base salary and be eligible for a 2023 annual bonus."],"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":0.65,"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":279318,"accession_number":"0001573221-23-000072","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"RealReal Q2 beats guidance; GMV $423M, revenue $131M, adj EBITDA -$22.3M; guides FY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GMV $423M (-7% YoY), revenue $131M (-15% YoY); gross margin 65.9% (+908bps YoY).","GAAP net loss $41.3M ($0.41/sh) vs $53.2M ($0.56/sh) in Q2 2022; non-GAAP loss $0.30/sh.","Adjusted EBITDA loss $22.3M (17.1% of rev) vs $28.8M (18.7%) prior year; cash $206M.","Q3 guidance: GMV $385-415M, revenue $120-130M, adj EBITDA -$18 to -$15M.","Full year 2023: GMV $1.725-1.775B, revenue $540-560M, adj EBITDA -$72 to -$66M; on track for adj EBITDA profitability in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":272759000.0,"consensus_period":"2023-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":297682,"accession_number":"0001573221-23-000056","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2023-06-16T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"RealReal stockholders elect directors, ratify auditor, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class I directors Coleman, Katz, Melton elected with ~38M votes each; broker non-votes 27.1M.","KPMG ratified as independent auditor for FY2023: 65.4M for, 1.6M against.","Advisory vote on executive compensation passed: 36.7M for, 3.2M against, 0.4M abstain.","Meeting held June 14, 2023; all three proposals approved by stockholders."],"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":297681,"accession_number":"0001573221-23-000047","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"The RealReal Q1: consignment revenue +22%, Adj EBITDA loss narrows to $27.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GMV $444M (+4% YoY); total revenue $142M (-3% YoY); consignment revenue +22%, direct -49%.","Net loss $(82.5)M incl. $36.4M restructuring; GAAP EPS $(0.83); non-GAAP EPS $(0.36).","Adjusted EBITDA $(27.3)M (19.2% rev) vs $(35.3)M (24.1%) prior year; Q2 guide $(29)-$(25)M.","Active buyers 1,014,000 (+22%); AOV $499 (+2%); repeat buyer GMV 86%.","FY23 guidance: revenue $535-565M, Adj EBITDA $(75)-$(65)M; on track for Adj EBITDA profitability in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":141904000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","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":317951,"accession_number":"0001573221-23-000021","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"RealReal Q4 revenue $160M (+10% YoY), net loss narrows to $39M; new CEO John Koryl appointed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GMV $493M (+13% YoY); total revenue $160M (+10% YoY); net loss $39M vs $52M loss in Q4 2021.","FY 2022 revenue $603M (+29% YoY); net loss $196M vs $236M loss in 2021; Adjusted EBITDA -$112.4M.","Appointed John Koryl as CEO and Luke Friang as CTPO; workforce reduced by ~7% and real estate rationalized.","Q1 2023 guidance: GMV $430-460M, revenue $135-145M, Adjusted EBITDA -$35 to -$31M.","Company projects profitability on full-year Adjusted EBITDA basis in 2024; cash and equivalents $294M at year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":603493000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","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":317950,"accession_number":"0001573221-23-000008","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2023-02-16T23:59:59+00:00","items":["2.05","2.06","9.01"],"status":"ready","headline":"The RealReal plans to cut ~230 jobs (7% of workforce) and close six stores","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Will terminate ~230 employees (7% of workforce) and close six retail locations including flagship stores in San Francisco and Chicago.","Non-recurring charges for the layoffs estimated at $1.7 to $2.2 million, mostly in Q1 2023.","Real estate reduction costs not yet estimable; will amend 8-K when determined.","Also reducing office space in San Francisco and New York; continues to evaluate real estate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","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":317949,"accession_number":"0001193125-23-014854","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2023-01-25T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"The RealReal appoints John E. Koryl as CEO effective Feb 6, 2023; co-interim CEOs return to prior roles","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John E. Koryl appointed CEO and Board member effective February 6, 2023.","Koryl receives $700k base salary, 100% target bonus, $300k sign-on; RSUs of 1.25M and PSUs valued up to $15/share.","Co-Interim CEOs Rati Sahi Levesque and Robert Julian step down; they remain President/COO and CFO respectively.","Koryl brings e-commerce and operational expertise from Canadian Tire and Neiman Marcus to drive profitability."],"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":336214,"accession_number":"0001573221-22-000114","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"REAL Q3 GMV $441M (+20%), revenue $143M, net loss $(47.3)M; guides Q4 rev $145-165M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GMV $441M (+20% YoY), revenue $143M (+20% YoY); net loss $(47.3)M vs $(57.2)M prior year.","Adjusted EBITDA loss narrowed to $(28.2)M (19.7% of rev) from $(31.5)M (26.5%).","Active buyers 950k (+23% YoY), orders 952k (+26% YoY), AOV $463 (-5%).","Q4 2022 guidance: GMV $480-510M, revenue $145-165M, Adj EBITDA $(27)-(23)M.","Strategic initiatives: revamp consignor commission, optimize pricing, cost cuts, new revenue streams (warranty, ad tech, data); small workforce reduction in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":443838000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","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":353635,"accession_number":"0001573221-22-000097","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"RealReal Q2 revenue up 47% to $154M, but net loss $(53.2)M; cuts full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GMV $454M (+30% YoY); total revenue $154M (+47%); net loss $(53.2)M vs $(71)M a year ago.","GAAP diluted EPS $(0.56); Non-GAAP diluted EPS $(0.40); Adjusted EBITDA loss $(28.8)M, improving from $(32.9)M.","Full-year 2022 guidance reduced: GMV $1.85-1.9B, revenue $615-635M, Adj. EBITDA $(110)-(100)M.","Q3 guidance: GMV $430-450M, revenue $145-155M, Adj. EBITDA $(30)-(26)M.","Founder/CEO Julie Wainwright stepped down; search for permanent CEO underway."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":301135000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","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":371402,"accession_number":"0001573221-22-000080","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-06-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"The RealReal shareholders reject say-on-pay proposal at 2022 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Class III directors Chip Baird (52,485,852 for) and James Miller (56,870,164 for) elected.","Ratification of KPMG as auditor for FY2022 passed with 71,556,370 for, 710,651 against.","Advisory vote on executive compensation failed: 27,571,722 for, 29,707,747 against, 765,841 abstain.","Approximately 14,985,563 broker non-votes on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"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":371401,"accession_number":"0001193125-22-168900","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-06-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Founder Julie Wainwright steps down as CEO of The RealReal; co-interim CEOs named","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Julie Wainwright resigns as CEO, Chairperson, and director effective June 7, 2022; will serve as Founder advisor through Dec 31, 2022.","Rati Sahi Levesque (President/COO) and Robert Julian (CFO) appointed Co-Interim CEOs, effective immediately.","Board to retain executive search firm for permanent CEO; Wainwright's separation includes severance terms with accelerated vesting.","Special one-time cash bonuses of $250K each for Levesque and Julian, and $150K for Chief Legal Officer Todd Suko."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","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":371400,"accession_number":"0001573221-22-000064","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Q1 2022 GMV up 31% to $428M, revenue up 48% to $147M, beat guidance; FY2022 outlook reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GMV $428M (+31% YoY); total revenue $147M (+48%); net loss $57M vs $56M in prior year.","Adjusted EBITDA -$35.3M (-24.1% of revenue) vs -$35.6M (-36.1%) in Q1 2021; operating leverage improving.","Q2 2022 guidance: GMV $450-470M, revenue $150-160M, adjusted EBITDA loss $(33-29)M; FY2022 reaffirmed.","Active buyers 828k (+21%), orders 878k (+27%), AOV $487 (+3%); repeat buyers 85% of GMV.","Cash $361M; company-owned inventory $73.7M; on track for adjusted EBITDA profitability in 2024 (Vision 2025)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":146700000.0,"consensus_period":"2022-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":390362,"accession_number":"0001193125-22-081172","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-03-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"The RealReal targets $5B+ GMV, $1.5B+ revenue, $100M+ Adj. EBITDA by 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["GMV target of $5+ billion for full year 2025.","Total Revenue target of $1.5+ billion for full year 2025.","Positive Adjusted EBITDA target of $100+ million for full year 2025.","Company targeting positive Adjusted EBITDA for full year 2024.","Investor Day held on March 22, 2022 with management presentations."],"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":390361,"accession_number":"0001573221-22-000033","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-02-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"RealReal Q4 GMV +45% to $437M, revenue +67% to $145M; guides FY22 GMV $2.0-2.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $52M ($0.56 GAAP EPS); adjusted EBITDA loss $26.9M (18.5% of revenue) vs 41.2% a year ago.","FY 2021 GMV $1.48B (+50% YoY), revenue $468M (+56%); adjusted EBITDA loss $126.9M (27.1% of revenue).","Active buyers 797k (+23%), orders 861k (+28%), AOV $508 (+13%); repeat buyers 84% of GMV.","Q1 2022 guidance: GMV $410-425M, revenue $130-140M; FY22 GMV $2.0-2.1B, adjusted EBITDA loss $(100-80)M.","Targets full-year adjusted EBITDA profitability in 2024; investor day set for March 22, 2022 for Vision 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":467692000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","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":390360,"accession_number":"0001193125-22-037395","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-02-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Emma Grede resigns from RealReal board effective Feb 8, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Emma Grede resigned from the Board of Directors on February 8, 2022.","Resignation due to expanded professional and personal responsibilities.","No replacement named at this time."],"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":0.3,"calibrated_materiality_score":0.3,"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":390359,"accession_number":"0001573221-22-000004","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2022-01-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RealReal reports Dec GMV $153M (+40% YoY); ends monthly updates","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["December GMV ~$153M, up 40% vs 2020 and 49% vs 2019.","December AOV ~$518, up 10% vs 2020 and 4% vs 2019.","Q4 GMV growth 45% YoY, 44% vs 2019; Q4 AOV growth 13% YoY, 7% vs 2019.","Watches, Women's Shoes, and Women's Apparel were fastest-growing categories in December.","Company will discontinue monthly business updates and resume quarterly/annual guidance in 2022."],"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":0.6,"calibrated_materiality_score":0.6,"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":408376,"accession_number":"0001193125-21-360117","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-12-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"The RealReal settles derivative lawsuit; governance reforms and $500K fee award","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Settlement resolves claims that IPO disclosures overstated authentication process; no admission of wrongdoing.","Company to adopt corporate governance reforms within 30 days of court's final order; reforms detailed in Exhibit A.","The RealReal will pay $500,000 for plaintiffs' attorneys' fees and expenses, subject to court approval.","Defendants deny all allegations; settlement reached after mediation with Hon. Layn R. Phillips (Ret.).","Notice to shareholders via press release, website posting, and SEC filing; final approval hearing scheduled."],"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":0.65,"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":408375,"accession_number":"0001573221-21-000208","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RealReal November GMV $146M, +51% YoY; Black Friday record day","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["November GMV approximately $146M, up 51% vs 2020 and 46% vs 2019.","Black Friday through Cyber Monday GMV rose 49% YoY; Black Friday was the largest single GMV day ever.","November AOV approx $514, up 17% vs 2020 and 10% vs 2019.","Fastest categories: Watches, Men's, and Women's Handbags."],"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":0.6,"calibrated_materiality_score":0.6,"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":408374,"accession_number":"0001573221-21-000190","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"The RealReal Q3 GMV up 50% to $368M, revenue +53% to $119M, net loss widens to $57M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GMV $368M (+50% YoY, +46% vs 2019); orders 757K (+38%); active buyers 772K (+25% TTM).","Revenue $119M (+53% YoY); consignment revenue $89.5M (+39%), direct revenue $29.4M (+115%).","GAAP net loss $57M ($0.62/sh); non-GAAP net loss $0.47/sh; adjusted EBITDA loss $31.5M (26.5% of revenue vs 37.6% in Q3 2020).","October GMV $137M (+45% YoY, +38% vs 2019); AOV $491 (+13% YoY).","Company intends to resume annual/quarterly guidance in 2022 and commit to timeline for adjusted EBITDA profitability."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":322567000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","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":408373,"accession_number":"0001573221-21-000181","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RealReal reports October GMV $137M, up 45% YoY; AOV $491, up 13% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["October GMV approx. $137M, +45% vs Oct 2020 and +38% vs Oct 2019.","October AOV approx. $491, +13% vs Oct 2020 and +7% vs Oct 2019.","Fastest categories: Watches, Men's Apparel, Women's Apparel.","Company intends to provide monthly GMV and AOV through end of 2021."],"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":0.55,"calibrated_materiality_score":0.55,"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":408372,"accession_number":"0001573221-21-000169","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-10-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RealReal Q3 GMV $367.9M, up 50% YoY; Sept GMV +44% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["September GMV $127.3M (+44% YoY, +44% vs 2019); AOV $481 (+9% YoY).","Q3 GMV $367.9M, up 50% YoY and 46% vs 2019, within guidance range of $365-368M.","Fastest-growing categories: watches, women's shoes, women's apparel (≈50% of total GMV).","Company plans to provide monthly GMV and AOV through end of 2021 due to COVID-19 impacts."],"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":0.7,"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":427343,"accession_number":"0001193125-21-277890","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-09-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"The RealReal appoints Robert Julian as CFO effective Oct 1, 2021; compensation detailed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary $425,000; target bonus 50% of base; sign-on bonus $1M paid quarterly over 12 months.","Relocation allowance $500,000; 575,000 RSUs granted (35% vest after 12 months, remainder quarterly over 3 years).","Julian previously CFO of Sportsman's Warehouse, Callaway Golf, Lydall; over 30 years finance experience.","Former CFO Matt Gustke will stay to assist transition; appointment effective Oct 1, 2021.","Company highlighted Julian's track record of driving profitable growth; GMV reached $350M in Q2 2021."],"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":0.6,"calibrated_materiality_score":0.6,"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":427342,"accession_number":"0001573221-21-000146","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-09-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RealReal August GMV $124M (+50% Y/Y), Q3 guidance $365-368M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["August GMV ~$124M, up 50% Y/Y and 41% vs August 2019.","August AOV ~$477, up 6% Y/Y and 8% vs 2019.","Q3 2021 GMV guidance $365-368M (49-50% Y/Y growth).","Women's shoes and apparel fastest-growing categories; at-home mix trending higher.","Company to provide monthly GMV and AOV through end of 2021 due to COVID-19 uncertainty."],"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":427341,"accession_number":"0001573221-21-000123","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-08-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"RealReal Q2 GMV +91% to $350M, net loss $70.7M; gross profit per order up $9 QoQ","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GMV $350M (+91% YoY), revenue $104.9M (+83% YoY). Net loss $70.7M incl. $11M legal settlement charge.","Adjusted EBITDA loss $32.9M (31.4% of rev) vs -$35.2M in Q1; gross profit per order $94 (+$9 QoQ).","TTM active buyers 730K (+19% YoY); AOV $520 (+25% YoY); orders 673K (+53% YoY).","Retail stores generated ~30% of new consignors; July GMV $116.6M (+56% YoY).","Company expects at least 30% annual GMV growth; profitability targeted within 18 months but no firm timeline."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":203729000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"neutral","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":427340,"accession_number":"0001573221-21-000117","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RealReal reports July GMV of $116.6M, up 56% YoY; AOV $502, up 13% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["July GMV ~$116.6M, +56% YoY and +53% vs July 2019.","July AOV ~$502, +13% YoY and +16% vs July 2019.","Company to provide monthly GMV and AOV through end of 2021 due to COVID-19 uncertainty.","Q2 2021 earnings to be released after market close on Aug. 9, 2021."],"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":0.6,"calibrated_materiality_score":0.6,"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":427339,"accession_number":"0001193125-21-208203","cik":1573221,"company_name":"TheRealReal, Inc.","ticker":"REAL","form_type":"8-K","filed_at":"2021-07-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"The RealReal Q2 GMV ~$350M beats guidance of $320-330M; +91% Y/Y","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q2 GMV ~$350M, up 91% YoY and 53% vs 2019, above prior outlook of $320-330M.","Q2 AOV ~$520, up 25% YoY and 15% vs 2019.","Monthly GMV growth: Apr 132%, May 85%, Jun 67% vs 2020; AOV up 28%, 25%, 22%.","Company to provide monthly GMV and AOV updates through end of 2021 for COVID-19 transparency."],"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":0.75,"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}],"next_cursor":"2021-07-06T23:59:59+00:00|427339"}