{"schema_version":"secwatch.filing_event.v1","accession":"0001468327-26-000086","form_type":"8-K","ticker":"RENT","cik":"0001468327","company_name":"Rent the Runway, Inc.","filed_at":"2026-09-11T11:59:45+00:00","discovered_at":"2026-09-11T12:05:01.593718+00:00","generated_at":"2026-09-11T12:05:34.802549+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Rent the Runway Q2 revenue up 20.8% to $97.7M; names Paige Thomas CEO","bullets":["Revenue $97.7M (+20.8% YoY); net loss $(12.9)M vs $(26.4)M; adj. EBITDA $12.6M vs $3.6M.","Gross margin 36.1% vs 30.0% (+609 bps); Active subscribers 140,826 (-3.8% YoY).","FY26 guidance reaffirmed: double-digit revenue growth, adj. EBITDA margin 4-7%; rental product acquired lowered to $53-55M from $74.9M.","Paige Thomas named CEO & President effective Sept 14; Teri Bariquit becomes non-executive Chair; Dhiren Fonseca steps down as Exec Chair.","Q3 FY26 guidance: revenue $87-90M, adj. EBITDA margin -3% to -6%."],"urls":{"canonical":"https://secwatch.observer/filing/0001468327-26-000086","json":"https://secwatch.observer/filing/0001468327-26-000086.json","markdown":"https://secwatch.observer/filing/0001468327-26-000086.md","text":"https://secwatch.observer/filing/0001468327-26-000086.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000086/0001468327-26-000086-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1468327/000146832726000086/wdq-20260911.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-11T12:05:34.802549+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"}