---
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"
generated_at: "2026-05-15T06:21:57.130311+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Rent the Runway Q4 revenue $91.7M (+20% YoY); active subs up 20.1% to 143,796

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001468327-26-000018
- JSON: https://secwatch.observer/filing/0001468327-26-000018.json
- Plain text: https://secwatch.observer/filing/0001468327-26-000018.txt

## Key facts
- Earnings Releases
  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.
  - Period: fiscal quarter and fiscal year 2025 ended January 31, 2026
  - Revenue: $329.8 million
  - Net income: $22.6 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1468327/000146832726000018/0001468327-26-000018-index.htm
- Earnings Releases
  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.
  - Period: fiscal quarter and fiscal year 2025 ended January 31, 2026
  - Revenue: $329.8 million
  - Net income: $22.6 million
  - Result: reported results
  source text: Revenue was $329.8 million, a 7.7% increase year-over-year from $306.2 million in fiscal year 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1468327/000146832726000018/0001468327-26-000018-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.