{"schema_version":"secwatch.filing_event.v1","accession":"0001468327-25-000235","form_type":"8-K","ticker":"RENT","cik":"0001468327","company_name":"Rent the Runway, Inc.","filed_at":"2025-12-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.466907+00:00","generated_at":"2026-05-16T13:20:54.525626+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Rent the Runway Q3 revenue +15.4% to $87.6M, active subs +12.4%, closes recap","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001468327-25-000235","json":"https://secwatch.observer/filing/0001468327-25-000235.json","markdown":"https://secwatch.observer/filing/0001468327-25-000235.md","text":"https://secwatch.observer/filing/0001468327-25-000235.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1468327/000146832725000235/0001468327-25-000235-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1468327/000146832725000235/wdq-20251212.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T13:20:54.525626+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}