{"schema_version":"secwatch.filing_event.v1","accession":"0001468327-22-000134","form_type":"8-K","ticker":"RENT","cik":"0001468327","company_name":"Rent the Runway, Inc.","filed_at":"2022-12-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.757731+00:00","generated_at":"2026-06-21T08:05:06.379226+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Rent the Runway Q3 revenue $77.4M (+31% YoY); raises FY guidance","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001468327-22-000134","json":"https://secwatch.observer/filing/0001468327-22-000134.json","markdown":"https://secwatch.observer/filing/0001468327-22-000134.md","text":"https://secwatch.observer/filing/0001468327-22-000134.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1468327/000146832722000134/0001468327-22-000134-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1468327/000146832722000134/wdq-20221207.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T08:05:06.379226+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5a2d3063129cd65a8f8c23bf175fca1dcb5e52bd","claim":"Rent the Runway, Inc. reported fiscal quarter ended October 31, 2022 results: revenue $77.4 million, net income $(36.1) million. Guidance raised.","evidence_excerpt":"Third Quarter 2022 Key Metrics and Financial Highlights • Revenue was $77.4 million, a 31% increase year-over-year from $59.0 million in the third quarter of fiscal year 2021. • 134,240 ending Active Subscribers, representing an increase of 15% year-over-year from 116,833 at the end of the third quarter of fiscal year 2021. • 176,167 ending Total Subscribers, representing an increase of 17% year-over-year from 150,075 at the end of the third quarter of fiscal year 2021. • Gross Profit was $31.8 million, representing an increase of 60% from $19.9 million in the third quarter of 2021. Gross Margin was 41.1%, as compared to 33.7% in the third quarter of fiscal year 2021. • Net Loss was $(36.1) million, as compared to $(87.8) million in the third quarter of fiscal year 2021. Net Loss as a percentage of revenue was (46.6)%, as compared to (148.8)% in the third quarter of fiscal year 2021. In the three months ended October 31, 2022, Net Loss included $5.8 million of restructuring and related","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832722000134/0001468327-22-000134-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter ended October 31, 2022"},{"label":"Revenue","value":"$77.4 million"},{"label":"Net income","value":"$(36.1) million"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}