Rent the Runway Q2 revenue +2.5% to $80.9M; net loss widens; recap cuts debt to $120M

Rent the Runway, Inc.

2025-Q2 EPS reported -$13.12 vs consensus -$8.52 ▼ miss (-54.0%)

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.

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