secwatch.observer — SEC 8-K summary
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Issuer:     Rent the Runway, Inc. (RENT)
CIK:        0001468327
Form:       8-K
Filed at:   2026-09-11T11:59:45+00:00
Accession:  0001468327-26-000086
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1468327/000146832726000086/0001468327-26-000086-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1468327/000146832726000086/wdq-20260911.htm
  HTML page:      https://secwatch.observer/filing/0001468327-26-000086

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