{"schema_version":"secwatch.filing_event.v1","accession":"0001468327-26-000029","form_type":"8-K","ticker":"RENT","cik":"0001468327","company_name":"Rent the Runway, Inc.","filed_at":"2026-06-03T12:08:23+00:00","discovered_at":"2026-06-03T12:10:00.307573+00:00","generated_at":"2026-06-03T12:10:21.326766+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Rent the Runway Q1 revenue $89.9M (+29.2% YoY); appoints new CEO and interim CFO","bullets":["Total revenue of $89.9M exceeded guidance, up 29.2% YoY; net loss narrowed to $18.9M from $26.1M.","155,692 ending active subscribers (+5.8% YoY); add-on revenue surged 70.4% YoY.","Teri Bariquit appointed Interim CEO and President, succeeding co-founder Jennifer Hyman; Dave Loretta named interim CFO.","Q2 FY26 revenue guidance $91M-$95M; FY26 reaffirmed: double-digit revenue growth, Adj. EBITDA margin 4%-7%."],"urls":{"canonical":"https://secwatch.observer/filing/0001468327-26-000029","json":"https://secwatch.observer/filing/0001468327-26-000029.json","markdown":"https://secwatch.observer/filing/0001468327-26-000029.md","text":"https://secwatch.observer/filing/0001468327-26-000029.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000029/0001468327-26-000029-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000029/wdq-20260603.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T12:10:21.326766+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":"a86a716fc3743661639bd4b9aa88131bf74b8c5b","claim":"Rent the Runway, Inc. reported the fiscal quarter ended April 30, 2026 results: revenue $89.9 million, net income $(18.9) million. Guidance reaffirmed.","evidence_excerpt":"today reported financial results for the fiscal quarter ended April 30, 2026. First quarter results demonstrate continued momentum across the business, with total revenue of $89.9 million exceeding guidance and up 29.2% YoY. EBITDA margin also surpassed expectations. We also continued to see significant growth in our add-on business, with add-on revenue increasing","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000029/0001468327-26-000029-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended April 30, 2026"},{"label":"Revenue","value":"$89.9 million"},{"label":"Net income","value":"$(18.9) million"},{"label":"Guidance","value":"reaffirmed"},{"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"}