{"schema_version":"secwatch.filing_event.v1","accession":"0001468327-23-000339","form_type":"8-K","ticker":"RENT","cik":"0001468327","company_name":"Rent the Runway, Inc.","filed_at":"2023-12-05T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.155321+00:00","generated_at":"2026-06-07T17:55:38.723462+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Rent the Runway Q3 revenue $72.5M (-6.3% YoY); restructures debt, eliminates interest for 6 quarters","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 EBITDA margin 7-8%; FY23 FCF guidance withdrawn; targeting FCF breakeven in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."],"urls":{"canonical":"https://secwatch.observer/filing/0001468327-23-000339","json":"https://secwatch.observer/filing/0001468327-23-000339.json","markdown":"https://secwatch.observer/filing/0001468327-23-000339.md","text":"https://secwatch.observer/filing/0001468327-23-000339.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000339/0001468327-23-000339-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000339/wdq-20231205.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T17:55:38.723462+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":"5bc8e268e135e91d2595bdcf4ac7863b6dc108ff","claim":"Rent the Runway, Inc. reported the quarter ended October 31, 2023 results: revenue $72.5 million, net income ($31.5) million. Guidance reaffirmed.","evidence_excerpt":"RTR with the SEC today and available on the RTR’s Investor Relations website (investors.renttherunway.com). Third Quarter 2023 Key Metrics and Financial Highlights • Revenue was $72.5 million, a (6.3)% decrease year-over-year from $77.4 million in the third quarter of fiscal year 2022. • 131,725 ending Active Subscribers, representing a decrease of (2)% year-over-year","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832723000339/0001468327-23-000339-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended October 31, 2023"},{"label":"Revenue","value":"$72.5 million"},{"label":"Net income","value":"($31.5) million"},{"label":"Guidance","value":"reaffirmed"},{"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"}