---
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"
generated_at: "2026-09-11T12:05:34.802549+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Rent the Runway Q2 revenue up 20.8% to $97.7M; names Paige Thomas CEO

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001468327-26-000086
- JSON: https://secwatch.observer/filing/0001468327-26-000086.json
- Plain text: https://secwatch.observer/filing/0001468327-26-000086.txt

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