other material
confidence high
sentiment positive
materiality 0.65
RealReal August GMV $124M (+50% Y/Y), Q3 guidance $365-368M
TheRealReal, Inc.
- August GMV ~$124M, up 50% Y/Y and 41% vs August 2019.
- August AOV ~$477, up 6% Y/Y and 8% vs 2019.
- Q3 2021 GMV guidance $365-368M (49-50% Y/Y growth).
- Women's shoes and apparel fastest-growing categories; at-home mix trending higher.
- Company to provide monthly GMV and AOV through end of 2021 due to COVID-19 uncertainty.