{"schema_version":"secwatch.filing_event.v1","accession":"0001468327-26-000018","form_type":"8-K","ticker":"RENT","cik":"0001468327","company_name":"Rent the Runway, Inc.","filed_at":"2026-04-14T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.323053+00:00","generated_at":"2026-05-15T06:21:57.130311+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Rent the Runway Q4 revenue $91.7M (+20% YoY); active subs up 20.1% to 143,796","bullets":["Q4 net loss improved to $(1.4)M from $(13.4)M YoY; FY25 net income $22.6M includes $96.3M debt restructuring gain.","FY25 revenue $329.8M (+7.7% YoY); adjusted EBITDA $24.9M (7.6% margin) vs $46.9M (15.3%) prior year.","FY26 guidance: double-digit revenue growth; adjusted EBITDA margin 4%-7%; rental product spend $45-50M.","Q1 FY26 revenue expected $85-87M with adjusted EBITDA margin of (5%)-(7%).","Add-on revenue grew 67% YoY in Q4; launched marketplace pilot in March 2026; investing in AI discovery."],"urls":{"canonical":"https://secwatch.observer/filing/0001468327-26-000018","json":"https://secwatch.observer/filing/0001468327-26-000018.json","markdown":"https://secwatch.observer/filing/0001468327-26-000018.md","text":"https://secwatch.observer/filing/0001468327-26-000018.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000018/0001468327-26-000018-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000018/wdq-20260414.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T06:21:57.130311+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":"4d46d527d34c2f803c39e047a219edd501e9efcd","claim":"Rent the Runway, Inc. reported fiscal quarter and fiscal year 2025 ended January 31, 2026 results: revenue $329.8 million, net income $22.6 million.","evidence_excerpt":"year 2024. Adjusted EBITDA Margin was 20.0%, as compared to 22.8% in the fourth quarter of fiscal year 2024. Fiscal Year 2025 Key Metrics and Financial Highlights • Revenue was $329.8 million, a 7.7% increase year-over-year from $306.2 million in fiscal year 2024. • 143,558 Average Active Subscribers representing an increase of 8.3% year-over-year from 132,574 at the","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000018/0001468327-26-000018-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter and fiscal year 2025 ended January 31, 2026"},{"label":"Revenue","value":"$329.8 million"},{"label":"Net income","value":"$22.6 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"4d46d527d34c2f803c39e047a219edd501e9efcd","claim":"Rent the Runway, Inc. reported fiscal quarter and fiscal year 2025 ended January 31, 2026 results: revenue $329.8 million, net income $22.6 million.","evidence_excerpt":"Revenue was $329.8 million, a 7.7% increase year-over-year from $306.2 million in fiscal year 2024.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000018/0001468327-26-000018-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter and fiscal year 2025 ended January 31, 2026"},{"label":"Revenue","value":"$329.8 million"},{"label":"Net income","value":"$22.6 million"},{"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"}