secwatch.observer — SEC 8-K summary
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Issuer:     Rent the Runway, Inc. (RENT)
CIK:        0001468327
Form:       8-K
Filed at:   2026-04-14T23:59:59+00:00
Accession:  0001468327-26-000018
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1468327/000146832726000018/0001468327-26-000018-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1468327/000146832726000018/wdq-20260414.htm
  HTML page:      https://secwatch.observer/filing/0001468327-26-000018

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer