{"filings":[{"id":815917,"accession_number":"0001468327-26-000029","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2026-06-03T12:08:23+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q1 revenue $89.9M (+29.2% YoY); appoints new CEO and interim CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue of $89.9M exceeded guidance, up 29.2% YoY; net loss narrowed to $18.9M from $26.1M.","155,692 ending active subscribers (+5.8% YoY); add-on revenue surged 70.4% YoY.","Teri Bariquit appointed Interim CEO and President, succeeding co-founder Jennifer Hyman; Dave Loretta named interim CFO.","Q2 FY26 revenue guidance $91M-$95M; FY26 reaffirmed: double-digit revenue growth, Adj. EBITDA margin 4%-7%."],"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":131087442.03108807,"market_cap_bucket":"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":564317,"accession_number":"0001468327-26-000025","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2026-05-21T12:29:52+00:00","items":["5.02","7.01"],"status":"ready","headline":"Rent the Runway CFO Siddharth Thacker resigns effective June 3; reaffirms FY2026 guidance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Siddharth Thacker resigning effective June 3, 2026, after Q1 earnings announcement to pursue other opportunities.","Departure not due to any disagreement with company regarding operations, financials, or accounting policies.","Company initiates search for a new CFO.","Company reaffirms full year 2026 guidance as provided on April 14, 2026."],"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":131087442.03108807,"market_cap_bucket":"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":50162,"accession_number":"0000950103-26-007131","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2026-05-13T11:31:24+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Rent the Runway CEO Jennifer Hyman resigns; Teri Bariquit appointed interim CEO effective May 15","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Co-founder Jennifer Hyman steps down as CEO, President and Board member effective May 15, 2026; will remain advisor through Jan 2027 at $62,500/month.","Teri Bariquit, former Nordstrom CMO and current Board member, appointed interim CEO and President; receives $50,000/month plus up to $125,000 annual bonus and 100,000 PSUs.","Hyman receives $1.5875M closing payment vesting, acceleration of 103,047 RSUs, and a lifetime subscription to the rental service as part of separation.","Board will conduct a search for a permanent CEO; company reaffirms full-year 2026 financial guidance issued on April 14, 2026."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":93009,"accession_number":"0000950103-26-005727","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Rent the Runway enters ATM equity offering for up to $40M; effective limit ~$10M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered ATM sales agreement with BTIG to sell up to $40M of Class A common stock.","One-third rule limits sales to $9,964,551 in any 12-month period due to sub-$75M non-affiliate market cap.","Agent commission of 3.0% of gross sales price per share sold.","Offering under existing shelf registration statement (Form S-3; filed May 28, 2024).","Use of proceeds not specified in the filing."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":93008,"accession_number":"0001468327-26-000018","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q4 revenue $91.7M (+20% YoY); active subs up 20.1% to 143,796","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss improved to $(1.4)M from $(13.4)M YoY; FY25 net income $22.6M includes $96.3M debt restructuring gain.","FY25 revenue $329.8M (+7.7% YoY); adjusted EBITDA $24.9M (7.6% margin) vs $46.9M (15.3%) prior year.","FY26 guidance: double-digit revenue growth; adjusted EBITDA margin 4%-7%; rental product spend $45-50M.","Q1 FY26 revenue expected $85-87M with adjusted EBITDA margin of (5%)-(7%).","Add-on revenue grew 67% YoY in Q4; launched marketplace pilot in March 2026; investing in AI discovery."],"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":131087442.03108807,"market_cap_bucket":"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":93007,"accession_number":"0001468327-26-000014","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Rent the Runway amends credit agreement to allow interest capitalization through May 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Second Amendment permits borrower to capitalize interest payments in lieu of cash until May 3, 2027.","Amendment executed April 1, 2026, with lenders including CHS US Investments, S3 RR Aggregator, and Gateway Runway.","Borrower represents no Event of Default exists as of amendment date; existing credit agreement terms otherwise unchanged.","Ability to defer cash interest signals tighter liquidity management amid ongoing turnaround efforts."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":104287,"accession_number":"0000950103-26-001566","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Rent the Runway removes minimum liquidity covenant from credit agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["First Amendment to Amended and Restated Credit Agreement eliminates minimum liquidity covenant.","No default or event of default existed as of the January 28, 2026 effective date.","Amendment executed with lenders including CHS US Investments, S3 RR Aggregator, and Gateway Runway.","All accrued interest on existing term loans was capitalized into principal on the amendment date."],"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":131087442.03108807,"market_cap_bucket":"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":120580,"accession_number":"0001468327-25-000235","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q3 revenue +15.4% to $87.6M, active subs +12.4%, closes recap","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $87.6M (+15.4% YoY); ending Active Subscribers 148,916 (+12.4% YoY).","Net Income $76.5M includes $96.3M gain on debt restructuring; Adjusted EBITDA $4.3M vs $9.3M YoY.","Gross margin 29.6% vs 34.7% YoY; Adjusted EBITDA margin 4.9% vs 12.3% YoY.","Closed recapitalization on Oct 28: debt reduced to $120M, maturity extended to 2029, $20M cash injection, $12.5M from rights offering.","Q4 outlook: revenue $85-87M, Adj EBITDA margin 11-13%; FY25 revenue $323-325M, Adj EBITDA margin 4.9-5.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":5.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":238100000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":120579,"accession_number":"0000950103-25-013776","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["1.01","1.02","2.03","3.01","5.02","3.02","5.01","5.03","8.01","9.01"],"status":"ready","headline":"Rent the Runway closes recapitalization; APS becomes majority owner with 59.9% voting power","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["APS converted $100M debt to new term loans; remaining debt exchanged for 26.2M Class A shares, giving APS 59.9% voting power.","Investor group (APS, Nexus, STORY3) provided additional $20M cash; total debt now $120M with maturity extended to Oct 2029.","Rights offering raised ~$12.5M gross proceeds; backstop group bought 2.32M shares at $4.08 for $9.5M.","Board reconstituted: six directors resigned, five new appointed; Audit Committee non-compliant with Nasdaq until 2026 annual meeting."],"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":131087442.03108807,"market_cap_bucket":"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":120578,"accession_number":"0000950103-25-013525","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Rent the Runway special meeting approves share issuances and plan amendment; charter amendment status unclear","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Shareholders approved issuance of Class A shares upon term loan conversion (4,700,944 FOR, 7,031 AGAINST).","Shareholders approved issuance of Class A shares under Rights Offering Backstop Agreement (4,700,819 FOR, 7,183 AGAINST).","Shareholders approved amendment to 2021 Incentive Award Plan, increasing shares by 18.3% of post-closing shares and extending term (4,673,091 FOR, 34,910 AGAINST).","Per filing, items 1,2,3,5 were approved; item 4 (charter amendment) received 4,699,836 FOR but was not listed as approved in the summary.","Special Meeting held Oct 21, 2025; 66.52% of voting power was represented; all proposals except possibly charter amendment passed."],"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":131087442.03108807,"market_cap_bucket":"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":120577,"accession_number":"0000950103-25-012930","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Rent the Runway details rights offering: $4.08 subscription, 0.7437 shares per right","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$12.5M rights offering; record date Oct 6, 2025; each holder received one right per share of common stock.","Each right allows purchase of 0.7437 shares of Class A common stock at $4.08 per share.","No fractional shares will be issued; proceeds for general corporate purposes.","Subscription period and terms detailed in prospectus dated Sept 30, 2025."],"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":131087442.03108807,"market_cap_bucket":"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":137172,"accession_number":"0000950103-25-012132","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Rent the Runway sets record date Oct 6 for $12.5M rights offering at $4.08/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record date October 6, 2025 for previously announced $12.5M rights offering.","Rights to purchase up to 3,063,725 shares of Class A common stock at $4.08 per share.","Distribution at no charge to holders of Class A and Class B common stock as of record date.","Prospectus supplement to be filed when offering launches."],"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":131087442.03108807,"market_cap_bucket":"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":137171,"accession_number":"0001468327-25-000173","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q2 revenue +2.5% to $80.9M; net loss widens; recap cuts debt to $120M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $80.9M (+2.5% YoY); ending active subscribers 146,373 (+13.4% YoY).","Gross margin fell to 30% from 41.1%; net loss $(26.4)M vs $(15.6)M last year.","Adjusted EBITDA $3.6M (4.4% margin) vs $13.7M (17.4% margin) last year.","Recapitalization reduces debt from $340M to $120M; maturity extended to 2029; $20M new cash; close by Dec 31.","Q3 revenue guidance $82-84M; FY2025 free cash flow lower than $(40)M due to recap costs."],"consensus_eps_estimate":-8.517,"consensus_eps_actual":-13.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":150500000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":137170,"accession_number":"0000950103-25-010546","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["1.01","2.03","3.02","5.02","8.01","9.01"],"status":"ready","headline":"Rent the Runway recapitalization: $100M debt-for-equity swap, $20M new loans, $12.5M rights offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lender exchanges $100M debt for new term loans; contributes excess debt for 86% of outstanding Class A shares.","New $120M credit facility: $100M exchange loans + $20M new money, maturing 4 years post-closing at SOFR+5%.","Rights offering of $12.5M at $4.08/share, fully backstopped by Investor Group (CHS, Nexus, Story3).","Board will be reconstituted to 7 members post-closing; Jennifer Hyman remains CEO; 6 directors tender contingent resignations.","Gwyneth Paltrow resigned effective August 19, 2025; no disagreement with company."],"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":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":137169,"accession_number":"0001468327-25-000143","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-07-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rent the Runway 2025 annual meeting elects three Class I directors, ratifies PwC as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Class I directors Tim Bixby, Jennifer Fleiss, and Daniel Rosensweig at July 8 annual meeting; each received over 4M votes for.","Ratified PricewaterhouseCoopers as independent auditor for FY2026; 5,187,562 votes for, 17,484 against.","Total votes present: 5,212,563, representing 74.68% of combined voting power as of record date May 13, 2025.","Broker non-votes of 913,592 were recorded on director elections."],"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":131087442.03108807,"market_cap_bucket":"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":154464,"accession_number":"0001468327-25-000095","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q1 revenue down 7%, net loss widens to $26.1M; active subs up 1% to record","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $69.6M (-7.2% YoY); net loss $(26.1)M vs $(22.0)M prior year.","Ending Active Subscribers 147,157 (record, +1% YoY); Average Active Subscribers -2%.","Adjusted EBITDA $(1.3)M vs $6.5M prior year; gross margin 31.5% vs 37.9%.","Launched 36 new brands in Q1; inventory receipts expected +134% YoY for FY2025.","Operating cash flow $8.3M vs $4.6M in Q1 2024."],"consensus_eps_estimate":-3.3456,"consensus_eps_actual":-6.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":69600000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":154463,"accession_number":"0001468327-25-000087","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Daniel Rosensweig appointed to Rent the Runway Board as Class I director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rosensweig rejoins Board effective May 12, 2025; previously served from 2012 to 2023.","Board expands from seven to eight directors; Rosensweig also joins Finance Committee.","Standard non-employee director compensation includes 1,685 RSUs at 2025 annual meeting and cash retainers.","Rosensweig's child joined the marketing team in Feb 2025 at $190k salary plus 500 RSUs and bonus eligibility."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":154462,"accession_number":"0001468327-25-000052","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-04-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q4 revenue up 0.8% to $76.4M; net loss narrows to $13.4M; cash burn drops to $6.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $76.4M (+0.8% YoY); net loss $(13.4)M improved from $(24.8)M; Adjusted EBITDA $17.4M (22.8% margin).","Ending active subscribers 119,778 (-5% YoY); total subscribers 164,004 (-5% YoY).","Cash consumption in FY2024 only $6.6M vs $70.5M in FY2023; record low cash burn.","Announces largest inventory acquisition in company history; expects to double new inventory in FY2025.","Expects return to subscriber growth in FY2025; launches 60-day promise and stylist features."],"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":131087442.03108807,"market_cap_bucket":"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":173022,"accession_number":"0001468327-25-000021","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Emil Michael resigns from Rent the Runway board; retention bonuses approved for CEO and CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Emil Michael resigned from the Board effective March 1, 2025, citing no disagreement with the company.","Compensation Committee approved cash retention bonus program for FY2025 based 50% on active subscriber growth and 50% on continued service.","CEO Jennifer Hyman target retention bonus of $1,500,000; CFO Siddharth Thacker target $420,000.","Retention pays quarterly; termination without cause or for good reason after a transaction yields 25% of target."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":190042,"accession_number":"0001468327-24-000336","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q3 revenue up 4.7% to $75.9M; returns to subscriber growth, reiterates FY FCF breakeven","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $75.9M (+4.7% YoY); net loss narrowed to $(18.9)M from $(31.5)M.","Ending Active Subscribers 132,518 (+1% YoY), first YoY growth.","Adjusted EBITDA $9.3M vs $3.5M YoY; margin 12.3% vs 4.8%.","Free cash flow consumption $9M for 9 months, $38M lower YoY; reiterates FY FCF breakeven.","Q4 revenue guidance $74.4M-$80.3M; FY revenue growth 2%-4%."],"consensus_eps_estimate":null,"consensus_eps_actual":-15.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":229800000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":206546,"accession_number":"0001468327-24-000259","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-09-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q2 revenue $78.9M (+4.2% YoY), raises FY24 revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $78.9M, up 4.2% YoY; net loss $15.6M vs $26.8M loss last year.","Adjusted EBITDA $13.7M (17.4% margin) vs $7.7M (10.2%) last year.","Raised FY24 revenue growth guidance to 2-6% from prior; reaffirms FCF breakeven.","Ending Active Subscribers 129,073 (-6% YoY); Average Active Subscribers 137,455 (-3%).","Free cash flow consumption improved $24M YoY to $6M in 1H 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-10.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":153900000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":206545,"accession_number":"0001468327-24-000219","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-07-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rent the Runway shareholders re-elect four Class III directors and ratify PwC as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jennifer Hyman, Beth Kaplan, Emil Michael, Gwyneth Paltrow elected as Class III directors with over 4.1M votes each.","Auditor PricewaterhouseCoopers ratified for FY2025 with 5,153,495 votes for, 4,246 against.","Meeting held July 11, 2024; 77.36% of combined voting power represented (5,162,686 votes).","All proposals passed as described in the May 23, 2024 proxy statement."],"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":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":223710,"accession_number":"0001468327-24-000166","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q1 revenue $75M (+1.1% YoY), Adj EBITDA $6.5M beats guidance; record low cash burn","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $75.0M (+1.1% YoY); net loss $(22.0)M improved from $(30.1)M.","Adjusted EBITDA $6.5M (margin 8.7%), beating guidance; FCF consumption record low <$2M.","Ending active subscribers 145,837 (+0.4% YoY); added ~20k subs since Q4 2023.","Q2 2024 guidance: revenue $76-78M; Adj EBITDA margin 14-15%.","FY2024 outlook: revenue growth 1-6%; free cash flow breakeven reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":-6.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":75000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":223709,"accession_number":"0001468327-24-000160","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-05-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rent the Runway adopts Transaction Bonus Plan with $25M aggregate pool for execs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Jenn Hyman eligible for 49.1% of $12.5M base bonus pool and up to $12.5M FCF bonus pool.","CFO Sid Thacker eligible for 10.6% of each bonus pool.","Bonuses triggered by Change in Control, ≥50% debt reduction/forgiveness, or market cap >$400M.","Plan term two years from May 15, 2024, auto-renewing annually.","Continued employment required; designated participants get prorated bonuses if terminated without cause."],"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":131087442.03108807,"market_cap_bucket":"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":223708,"accession_number":"0001468327-24-000103","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-04-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q4 revenue $75.8M (+0.5% YoY); Adj. EBITDA $11.2M; guides FY24 FCF breakeven","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $(24.8)M improved from $(26.2)M; Adj. EBITDA margin 14.8% vs 9.4% YoY.","FY23 revenue $298.2M (+0.6% YoY); net loss $(113.2)M improved from $(138.7)M; Adj. EBITDA $26.9M.","FY24 guidance: revenue growth 1-6%; Adj. EBITDA margin 15-16%; full-year FCF breakeven.","Q1 FY24 guidance: revenue $73-75M; Adj. EBITDA margin 7-8%.","Hired Natalie McGrath as CMO from Afterpay; NPS at highest level in years; resale revenue record."],"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":131087442.03108807,"market_cap_bucket":"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":223707,"accession_number":"0001468327-24-000100","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-04-02T23:59:59+00:00","items":["3.01","5.03","9.01"],"status":"ready","headline":"Rent the Runway receives Nasdaq MVLS deficiency notice; implements 1-for-20 reverse stock split","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Received Nasdaq deficiency notice on March 27, 2024 for MVLS below $35M minimum; 180-day cure period until Sept 23, 2024.","Previous bid price non-compliance from Oct 2023 remains uncured; reverse split of 1-for-20 aims to address that.","Board approved 1-for-20 reverse stock split effective April 2, 2024; every 20 shares consolidated into 1.","Company may face delisting if not compliant by Sept 23, 2024; can appeal but no assurance of success."],"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":131087442.03108807,"market_cap_bucket":"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":243127,"accession_number":"0001468327-24-000094","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-03-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rent the Runway stockholders approve reverse stock split at March 21 special meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved reverse stock split with 112,400,178 FOR (98.7% of votes cast).","Adjournment proposal also approved with 108,094,740 FOR to allow additional proxy solicitation if needed.","Special Meeting held March 21, 2024; 113,926,068 votes present (87.8% of combined voting power).","Reverse split applies to both Class A and Class B common stock; ratio and effective date not disclosed in filing."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":243126,"accession_number":"0001468327-24-000004","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2024-01-09T23:59:59+00:00","items":["2.05","5.02","9.01"],"status":"ready","headline":"Rent the Runway to cut 10% of corporate staff, COO/President Salinas resigns","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved restructuring on Jan 8, 2024; cuts ~10% of corporate employees to focus on growth and profitability.","Expects $3M-$4M in charges ($2M-$3M cash severance, ~$1M non-cash asset impairment), mostly in Q4 FY2023.","Annualized run-rate cash savings of $11M-$13M expected; plan substantially complete by end of Q4 FY2023.","COO/President Anushka Salinas resigns effective Jan 31, 2024; CEO Jennifer Hyman becomes President and principal operating officer.","Salinas receives $950k lump sum, COBRA through Apr 2025, and accelerated vesting of time-based RSUs; costs included in restructuring charges."],"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":131087442.03108807,"market_cap_bucket":"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":260513,"accession_number":"0001468327-23-000339","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q3 revenue $72.5M (-6.3% YoY); restructures debt, eliminates interest for 6 quarters","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $72.5M (-6.3% YoY); net loss $(31.5)M (narrowed from $(36.1)M YoY); Adj. EBITDA $3.5M (vs $6.6M YoY).","Debt restructured: interest (PIK and cash) eliminated for 6 quarters; liquidity covenant cut to $30M from $50M.","Active subscribers 131,725 (-2% YoY); in-stock rate up 1400 bps vs 1H23; retention and NPS improved.","FY23 guidance reaffirmed: revenue ≥$296.4M, Adj. EBITDA margin 7-8%; FY23 FCF guidance withdrawn; targeting FCF breakeven in FY24."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":222400000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":260512,"accession_number":"0001468327-23-000337","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Rent the Runway amends credit facility; eliminates interest for six quarters, cuts liquidity minimum to $30M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Eliminates all cash and PIK interest for six fiscal quarters starting Q4 FY2023.","Reduces minimum liquidity covenant from $50M to $30M.","Imposes caps on inventory capex, fixed opex, and marketing for FY2024; levels consistent with profitability goals.","Amendment with lender Double Helix (Temasek) signed Dec 1, 2023; no default or event of default occurred.","Borrower represented all representations and warranties true in all material respects."],"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":131087442.03108807,"market_cap_bucket":"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":260511,"accession_number":"0001468327-23-000292","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Rent the Runway receives Nasdaq non-compliance notice for bid price below $1.00","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["On Oct 20, 2023, Nasdaq notified Rent the Runway that its bid price closed below $1.00 for 30 consecutive business days.","Company has 180 days (until April 17, 2024) to regain compliance by closing at $1.00+ for 10 consecutive business days.","If not compliant by April 17, 2024, company may qualify for an additional 180-day compliance period if it meets other listing standards.","Company intends to monitor bid price and consider options including reverse stock split to cure the deficiency."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":260510,"accession_number":"0001468327-23-000289","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-10-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Rent the Runway approves target-level FY23 bonuses plus retention payments for CEO, CFO, COO","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Hyman receives $360K incremental retention; CFO Thacker $250K; COO Salinas $360K.","Bonuses paid in three equal installments on Feb 1, Apr 15, and Jul 15, 2024, subject to continued employment.","Total 2023 bonuses paid at target achievement level, replacing any otherwise payable bonuses.","Unpaid portion accelerates upon change in control or termination without cause within 3 months of CIC."],"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":131087442.03108807,"market_cap_bucket":"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":277814,"accession_number":"0001468327-23-000251","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-09-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q2 net loss narrows to $26.8M; Adj. EBITDA margin hits 10.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $75.7M (-1% YoY); net loss $(26.8)M vs $(33.9)M a year ago.","Adjusted EBITDA $7.7M (10.2% margin) vs $1.8M (2.4%) in Q2 2022.","Active subscribers up 11% to 137,566; total subscribers 184,389 (+6%).","Q3 revenue guidance $72-74M; FY2023 revenue at least $296.4M (flat YoY).","Targets free cash flow breakeven before cash interest by FY24 Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":149900000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":277813,"accession_number":"0001468327-23-000204","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-07-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rent the Runway reports 2023 annual meeting voting results; all director nominees elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All four Class II directors (Scott Friend, Melanie Harris, Dan Nova, Mike Roth) elected with over 101M votes each.","Ratification of PwC as independent auditor for FY2024 approved: 111.5M for, 151k against, 224k abstain.","Holders of 111.9M shares (88.95% of voting power) represented at the July 12, 2023 meeting."],"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":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":295810,"accession_number":"0001468327-23-000103","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rent the Runway shareholders approve one-time stock option exchange at special meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Special meeting held June 7, 2023; 82% of combined voting power represented.","Option exchange proposal approved: 92,369,074 FOR, 10,620,418 AGAINST, 20,202 abstained.","Adjournment proposal also approved: 93,065,759 FOR, 9,893,080 AGAINST, 50,855 abstained.","No details on exchange ratio or eligible participants disclosed in this filing."],"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":0.15,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":295809,"accession_number":"0001468327-23-000096","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q1 revenue $74.2M (+10.6% YoY); record active subscribers 145,220; Adj EBITDA turns positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $74.2M, up 10.6% YoY; net loss narrowed to $(30.1)M from $(42.5)M YoY.","Record active subscribers 145,220 (+7.6% YoY, +15% QoQ); total subscribers 185,720.","Adjusted EBITDA $4.5M (6.1% margin) vs $(8.8)M (-13.1%) in Q1 2022.","Gross margin improved to 42.3% from 33.5% YoY driven by cost discipline.","Q2 FY23 guidance: revenue $77-79M, Adj EBITDA margin 7-8%; FY23 guidance reiterated."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":74200000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":295808,"accession_number":"0001468327-23-000047","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-04-12T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Rent the Runway reports FY2022 revenue $296.4M (+46% YoY); guides FY2023 revenue $320-330M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2022 revenue $296.4M (+46% YoY); net loss improved to $(138.7)M from $(211.8)M.","FY2022 Adjusted EBITDA $6.7M (first full year positive) vs $(19.2)M prior year; Q4 Adjusted EBITDA $7.1M.","Active subscribers 126,712 at FY2022 end (+10% YoY); record high 141,205 as of April 8, 2023.","CFO Scarlett O'Sullivan resigns effective May 25; replaced by Sid Thacker (SVP FP&A). O'Sullivan to advise through Aug 25.","FY2023 guidance: revenue $320-330M, active subscriber growth >25%, Adj EBITDA margin 7-8%, cash consumption down ~50%."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":316344,"accession_number":"0001468327-23-000011","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["1.01","3.02","5.02","9.01"],"status":"ready","headline":"Rent the Runway extends debt maturity to Oct 2026, lowers cash interest; grants 2M-share warrant; director resigns","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ninth Amendment extends term loan maturity to Oct 29, 2026; cash interest reduced to 2% p.a. through Jul 31, 2024, then 5% p.a.","Total interest rate increases by 1% each year starting Feb 1, 2024; remainder paid in kind.","Granted warrant to lender Double Helix (Temasek sub) to purchase 2M shares at $5.00, expiring Jan 31, 2030.","Director Dan Rosensweig resigns effective Apr 1, 2023 to reduce time commitment; will serve as advisor thereafter.","No disagreement with company cited; resignation aims to avoid overboarding concerns."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":334632,"accession_number":"0001468327-22-000134","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2022-12-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q3 revenue $77.4M (+31% YoY); raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $77.4M (+31% YoY); net loss $(36.1)M (includes $5.8M restructuring) vs $(87.8M).","Adj. EBITDA $6.6M vs $(5.6M); gross margin 41.1% vs 33.7% YoY.","Active subscribers 134,240 (+15% YoY); total subscribers 176,167 (+17%).","Raised FY2022 revenue guidance to $293-295M; Adj. EBITDA margin ~1%.","Q4 guidance: revenue $72-74M, Adj. EBITDA margin 4-5%."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":221000000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":352055,"accession_number":"0001468327-22-000112","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2022-09-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q2 revenue $76.5M (+64% YoY); first positive Adj. EBITDA; restructuring cuts 24% staff","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $76.5M (+64% YoY); first quarter of positive Adj. EBITDA of $1.8M (vs -$1.9M prior year).","Net loss improved to $(33.9)M from $(42.4)M; gross margin up 3.4 ppts to 42.4%.","Active subscribers 124,131 (+27% YoY); total subscribers 173,321 (+37% YoY).","Restructuring plan reduces corporate workforce ~24%; expects $25-27M annualized cost savings; $2.5M severance in Q3.","FY2022 revenue guidance $285-290M; Adj. EBITDA margin (2%)-0%; Q3 revenue guided $72-74M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":143600000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":352054,"accession_number":"0001468327-22-000095","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2022-07-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rent the Runway shareholders elect three Class I directors and ratify PwC as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Tim Bixby, Jennifer Fleiss, and Carley Roney elected as Class I directors for terms expiring 2025.","Auditor PricewaterhouseCoopers ratified with 98,452,849 votes for, 123,684 against, 12,517 abstained.","Broker non-votes of 6,221,301 on director elections; no material matters contested."],"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":131087442.03108807,"market_cap_bucket":"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":369541,"accession_number":"0001468327-22-000071","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2022-06-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q1 revenue $67.1M (+100% YoY); beats guidance; active subs up 82% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $67.1M, up 100% YoY from $33.5M; gross margin 33.5% vs 24.2% YoY.","Ending Active Subscribers 134,998 (+82% YoY); Total Subscribers 177,213 (+70% YoY).","Net loss $(42.5)M, similar to $(42.3)M YoY; Adj EBITDA $(8.8)M (margin -13.1% vs -18.5%).","Q2 guidance: revenue $72-74M; FY22 revenue $295-305M; FY22 Adj EBITDA margin (6)% to (5)%.","Reiterates FY22 revenue growth 45-50% YoY; target Adj EBITDA breakeven in 2-4 quarters."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":67100000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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":369540,"accession_number":"0001468327-22-000043","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2022-04-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q4 revenue up 91% YoY to $64.1M; FY2022 revenue guidance $295-305M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $64.1M (+91% YoY); ending Active Subscribers 115,240 (+110% YoY).","FY2021 revenue $203.3M (+29% YoY); net loss $(211.8)M incl. $51.5M non-recurring charges.","Gross margin improved to 36.7% in Q4 (vs 13.1% prior year); FY gross margin 34.3% (vs 9.8%).","FY2022 revenue guidance $295-305M (45-50% YoY growth); Adj EBITDA margin (6)% to (5)%.","Targeting Adj EBITDA breakeven in 3-5 quarters; free cash flow breakeven in mid-term."],"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":131087442.03108807,"market_cap_bucket":"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":406637,"accession_number":"0001468327-21-000007","cik":1468327,"company_name":"Rent the Runway, Inc.","ticker":"RENT","form_type":"8-K","filed_at":"2021-12-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rent the Runway Q3 FY2021 revenue $59.0M (+66% YoY); active subscribers up 78% to 116,833","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $59.0M, up 66% YoY; gross margin 33.7% vs 6.8% YoY.","Net loss $(87.8)M includes $(17.4)M warrant revaluation and $(12.2)M debt extinguishment charges.","Adjusted EBITDA loss $(5.6)M, margin improved to (9.5)% from (15.2)%.","Q4 outlook: revenue $62.8-63.3M, active subs 121-122K; FY2021 revenue $202.0-202.5M.","Paid down $140.7M of debt (one-third of pre-IPO balance) with IPO proceeds."],"consensus_eps_estimate":null,"consensus_eps_actual":-14.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":139200000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":131087442.03108807,"market_cap_bucket":"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}