Stocks Consumer discretionary RENT
NASDAQ · Consumer discretionaryRent the Runway, Inc. (RENT)
Rent the Runway, Inc. brought in $366.9M of revenue over the twelve months to July 31, 2026, up 21.2% from a year earlier. Net income was $43.3M, a net margin of 11.8%. At July 31, 2026 it held $29M in cash against $157.5M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 11, 2026.
Key facts about Rent the Runway, Inc.
- Net worth
- Rent the Runway, Inc. has a market value (market cap) of $73.9M at the latest share price, and shareholders' equity of -$65.5M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $329.8M (+7.7% year on year), with net income of $22.6M. Over the 12 months to July 31, 2026: revenue $366.9M, net income $43.3M.
- Cash flow
- In fiscal 2025 operations brought in $3.5M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 11, 2026 and covers the period to July 31, 2026. Open on SEC EDGAR
- Next earnings report
- Rent the Runway, Inc.'s next report is expected around December 21, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Rent the Runway, Inc. does
Rent the Runway, Inc. is registered with the SEC under industry code SIC 5990 (Retail-Retail Stores, NEC). Its shares trade on NASDAQ under the ticker RENT.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $329.8M | $22.6M | $1.88 | n/a |
| 2024 | $306.2M | -$69.9M | -$17.62 | n/a |
| 2023 | $298.2M | -$113.2M | -$31.52 | n/a |
| 2022 | $296.4M | -$138.7M | -$41.08 | n/a |
| 2021 | $203.3M | -$211.8M | -$162.07 | n/a |
| 2021 | $157.5M | -$171.1M | -$292.53 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where RENT ranks in Consumer discretionary
Latest SEC filings
What Rent the Runway, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 26, 2026
- October 23, 2026Activist stake changed SCHEDULE 13D/A
- October 23, 2026Activist stake changed SCHEDULE 13D/A
- October 23, 2026Activist stake changed SCHEDULE 13D/A
- October 16, 2026Activist stake changed SCHEDULE 13D/A
- October 14, 2026Other event 8-K
- September 30, 2026Other event 8-K
- September 28, 2026
- September 15, 2026
- September 11, 2026Activist stake changed SCHEDULE 13D/A
Insider trades
What the people running Rent the Runway, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $6.1M and sold $175.9K worth of shares in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 21, 2026 | CHS US Investments LLC10% owner | Bought | 458,245 | $1.6M |
| October 21, 2026 | Nexus Capital Management LPDirector, 10% owner | Boughtindirect | 632,922 | $2.2M |
| October 21, 2026 | STORY3 Capital Partners, LLCDirector, 10% owner | Boughtindirect | 632,922 | $2.2M |
| October 14, 2026 | CHS US Investments LLC10% owner | Exercised options | 2,495,391 | $8.9M |
| September 25, 2026 | Fonseca Dhiren R.Director | Sold | 13,000 | $22.1K |
| September 24, 2026 | Fonseca Dhiren R.Director | Sold | 62,000 | $105.2K |
| September 14, 2026 | Bariquit TeriDirector | Received as pay | 51,614 | - |
| September 14, 2026 | Fonseca Dhiren R.Director | Sold | 25,132 | $48.7K |
Who owns RENT
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| CHS US Investments LLC13D, may seek influence with 4 related filers | 60.4% | October 23, 2026 |
| Gateway Runway, LLC13D, may seek influence with 9 related filers | 12.9% | October 23, 2026 |
| S3 RR Aggregator, LLC13D, may seek influence with 3 related filers | 12.9% | October 23, 2026 |
| Yisroel Mordechai Goldstone13D, may seek influence | 9.9% | March 6, 2024 |
| Technology Crossover Management VIII, Ltd.13G, passive with 5 related filers | 5.4% | November 14, 2024 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 53 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 829,245 | +445,111 |
| Vanguard Capital Management LLC | 654,002 | -999 |
| Geode Capital Management, LLC | 399,826 | +102,663 |
| Technology Crossover Management VIII, Ltd. | 197,481 | 0 |
| Ares Management LLC | 169,383 | 0 |
| Vanguard Fiduciary Trust Co | 140,407 | +4,953 |
| State Street Corp | 111,897 | +30,800 |
| Northern Trust Corp | 101,193 | +47,172 |
| CastleKnight Management LP | 96,655 | 0 |
| Vanguard Portfolio Management LLC | 54,572 | new |
| Bridgeway Capital Management, LLC | 45,918 | +9,200 |
| UBS Group AG | 41,135 | +24,892 |
| New York State Common Retirement Fund | 32,300 | new |
| Two Sigma Investments, LP | 29,054 | -50,596 |
| Marshall Wace, Llp | 28,919 | -56,126 |
| Charles Schwab Investment Management Inc | 20,609 | new |
| Acme, LLC | 14,673 | 0 |
| Bank of New York Mellon Corp | 12,645 | new |
| XTX Topco Ltd | 11,077 | -24,791 |
| Romano Brothers and Company | 11,000 | 0 |
Insiders
5 insiders reported holding 32,877,493 shares in total, about $72.3M at the last price.
| Holder | Shares |
|---|---|
| CHS US Investments LLC10% owner | 22,937,292 |
| Nexus Capital Management LPDirector, 10% owner | 4,907,3164,907,316 held indirectly |
| STORY3 Capital Partners, LLCDirector, 10% owner | 4,907,3164,907,316 held indirectly |
| Bariquit TeriDirector | 68,373 |
| Rosensweig DanielDirector | 57,196 |
Questions about RENT
What does Rent the Runway, Inc. do?
Rent the Runway, Inc. is a company in the Consumer discretionary sector, listed on NASDAQ as RENT. Its shares trade on NASDAQ under the ticker RENT.
What is Rent the Runway, Inc.'s net worth?
Rent the Runway, Inc. has a market value (market cap) of $73.9M at the latest share price, and shareholders' equity of -$65.5M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Rent the Runway, Inc. profitable?
Yes. Over the twelve months to July 31, 2026 it reported net income of $43.3M on revenue of $366.9M, a net margin of 11.8%.
How much revenue does Rent the Runway, Inc. make?
Over the twelve months to July 31, 2026 Rent the Runway, Inc. reported revenue of $366.9M. That is 21.2% more than a year earlier.
When did Rent the Runway, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on September 11, 2026. It covers the period to July 31, 2026. Its newest filing of any kind is the unregistered share sale from October 26, 2026.
When is Rent the Runway, Inc.'s next earnings report?
Rent the Runway, Inc.'s next report is expected around December 21, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Rent the Runway, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.