{"schema_version":"secwatch.filing_event.v1","accession":"0001468327-23-000047","form_type":"8-K","ticker":"RENT","cik":"0001468327","company_name":"Rent the Runway, Inc.","filed_at":"2023-04-12T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.955035+00:00","generated_at":"2026-06-17T03:03:16.478158+00:00","sec_items":["2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Rent the Runway reports FY2022 revenue $296.4M (+46% YoY); guides FY2023 revenue $320-330M","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001468327-23-000047","json":"https://secwatch.observer/filing/0001468327-23-000047.json","markdown":"https://secwatch.observer/filing/0001468327-23-000047.md","text":"https://secwatch.observer/filing/0001468327-23-000047.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000047/0001468327-23-000047-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000047/wdq-20230411.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T03:03:16.478158+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":"c48246a2bfa34dee8874b8bb3d985d2ac2aa3bb4","claim":"Rent the Runway, Inc. reported the quarter ended January 31, 2023 results: revenue $75.4 million, net income $(26.2) million.","evidence_excerpt":"and significantly lower cash consumption in fiscal 2023, on our path to achieve free cash flow breakeven.\" Fourth Quarter 2022 Key Metrics and Financial Highlights • Revenue was $75.4 million, an 18% increase year-over-year from $64.1 million in the fourth quarter of fiscal year 2021. • 126,712 ending Active Subscribers, representing an increase of 10% year-over-year","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000047/0001468327-23-000047-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended January 31, 2023"},{"label":"Revenue","value":"$75.4 million"},{"label":"Net income","value":"$(26.2) million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"c9d22e60626febbb74099700eed5c57e820d90cb","claim":"Rent the Runway, Inc. reported the fiscal year ended January 31, 2023 results: revenue $296.4 million, net income $(138.7) million.","evidence_excerpt":"fourth quarter of 2021. Adjusted EBITDA margin was 9.4%, as compared to (8.6)% in the fourth quarter of 2021. Fiscal Year 2022 Key Metrics and Financial Highlights • Revenue was $296.4 million, a 46% increase year-over-year from $203.3 million in fiscal year 2021. • 128,586 Average Active Subscribers, representing an increase of 38% year-over-year from 93,371 at the","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000047/0001468327-23-000047-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended January 31, 2023"},{"label":"Revenue","value":"$296.4 million"},{"label":"Net income","value":"$(138.7) million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a5e2bae9f3","claim":"Siddharth Thacker was appointed as Chief Financial Officer at Rent the Runway, Inc..","evidence_excerpt":"the Company’s Board of Directors appointed Siddharth Thacker as the Company’s new Chief Financial Officer, effective on the Transition Date.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000047/0001468327-23-000047-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"e2511c2789","claim":"Scarlett O'Sullivan resigned as Chief Financial Officer at Rent the Runway, Inc..","evidence_excerpt":"On April 11, 2023, Scarlett O’Sullivan resigned as the Company’s Chief Financial Officer, effective May 25, 2023","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000047/0001468327-23-000047-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}