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Stock Ratings / Consumer Discretionary / RENT / earnings
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Rent the Runway Inc. (Class A) (RENT) Next Earnings Date & Expected ±12.5% Move

$2.21 -8.49% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $2.17

Rent the Runway Inc. (Class A) (RENT) carries a Roarable Rating of D- (Sell) with 39/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- • RED ALERT Cap $91.8M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is RENT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Rent the Runway Inc. (Class A) (NASDAQ: RENT) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 39/100 at a spot price of $2.21 (-8.49% 1D, market cap $91.8M). Pillar breakdown: Fundamental Cash Engine 4/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 11/20. Across 1011 tracked Consumer Discretionary issuers, RENT ranks #741 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does RENT compare to HTLM and BARK in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Other Specialty Stores), RENT carries a Roarable D- (39/100 RQD), trailing P/E of 4.4x, gross margin of —, and ROIC of -35.0%. By comparison, HTLM (HomesToLife Ltd) holds a C grade (65/100 RQD, P/E 8.1x, ROIC 85.0%, cap $105.8M) and BARK (BARK Inc. (Class A)) posts a E grade (18/100 RQD, P/E N/A, ROIC -35.0%, cap $72.3M). Among the 5-stock peer group, RENT leads on earnings multiple (4.4x) while HTLM leads on capital efficiency (85.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for RENT?
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Per RENT's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001468327), Rent the Runway Inc. (Class A) generated $43.8M in revenue (+7.6% YoY), $22.6M in net income, and $3.5M in free cash flow against $221.0M in total assets and $156.6M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $2.17 (-1.72%)🧬 Cannibal Buyback (-0.96% YoY Shares)⚙️ Cash Engine: 4/20 (E) • 8% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (39/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-7.6% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERRED ALERT • D-
025507510039
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D
Cash (4)Whales (6)SEC (13)Macro (5)CEO (11)
Each axis scored 0–20
12M PRICE TARGET CONE-8.6% Base Target
$11 Bull$2 Base$2 Bear
📬 FREE RENT RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for RENT)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (39/100 Composite)
🔍 WHY RENT SCORES 39/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (33% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+11/20 pts (28% of score)

SEC Form 4 / 13F Thermometer: 55% Net Buy • Cannibal Buyback (-0.96% YoY Shares)

▼ #1 Drag / Risk Factor: Cash Engine Quality4/20 pts (-16 pt drag)

Capital intensity & 0% operating margin leave 16 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
31
Grade E$1.78+13.5% Next Q
Q2 (-2Q)
34
Grade E$2.02+33.7% Next Q
Q3 (-1Q)
36
Grade E$2.70-18.1% Next Q
Current
39
Grade D-$2.21-7.6% Hist 90D α
Trajectory: E (31) → D- (39)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a RENT Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While RENT currently carries a cautious 39/100 (D-) rating due to Cash Engine Quality (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($2.36) and Max Pain ($2.32) forces dealer call-delta covering toward $10.64.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-0.96% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $RENT• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “RENT Beats Next Quarter EPS Consensus (Jan 30, 2027) & Holds Above 200D SMA”
YES 39%NO 61%Trade / Inspect Odds →
NEXT EST. WINDOW: Jan 30, 2027 (~87 DAYS)

Historical OHLCV Volatility ±12.5% Swing Band

±$0.28 Expected Swing
$1.93 (-12.5%)Spot $2.21$2.49 (+12.5%)
MODEL EARNINGS SETUP GAUGE

RENT Quantitative Pre-Earnings Setup: 39/100

Trailing EPS: $0.59 • YoY Revenue Growth: 7.6%

Model Bullish Setup (39/100)Model Risk Weight (61/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252026-01-31$43.8M$22.6M$3.5M-50%
FY 20242025-01-31$40.7M-$69.9M$12.9M-50%
FY 20232024-01-31$33.3M-$113.2M-$15.7M8%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring RENT)

  • ✓Walkthrough of RENT's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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RENT // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -53.57%▼ DESCENDING CHANNEL
2026-11-03O $2.64H $2.64L $2.21C $2.21VOL 348.5K
RES: $2.96SUP: $1.10SMA50: $2.36SMA200: $4.02
$5.86$4.68$3.50$2.32$1.14RES $2.96SUP $1.10$2.212026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

RENT Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 RENT Butterfly Map → + Track RENT →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
-15.0%/yr Implied 5Y Growth

vs. +7.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on RENT today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for RENT. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for RENT today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (RENT)

Consumer Discretionary Rank #741 of 1011 ⚔️ HTLM vs RENT Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (RENT vs. HTLM, BARK, PLBY, NAAS)

Industry: Other Specialty Stores (42 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Rent the Runway Inc. (Class A) (RENT) ranks #741 by composite RQD confidence (39/100, grade D-) and #759 by equity capitalization ($91.8M). Within this direct 5-issuer industry benchmark cohort, RENT leads on earnings valuation at 4.4x trailing P/E, while HTLM leads on capital efficiency and profitability with 85.0% ROIC and 27.9% gross margin. HTLM currently holds the highest overall quantitative score in the immediate peer group at 65/100 (C) compared with RENT at 39/100 (D-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
RENT ACTIVE
Rent the Runway Inc. (Class A)
D- 39/100 4.4x — -35.0% -8.49% $91.8M Benchmark Subject
HTLM
HomesToLife Ltd
C 65/100 8.1x 27.9% 85.0% -3.39% $105.8M /htlm-vs-rent →
BARK
BARK Inc. (Class A)
E 18/100 — 61.3% -35.0% +3.63% $72.3M /bark-vs-rent →
PLBY
Playboy Inc.
E 25/100 — 71.0% -4.1% +5.09% $141.4M /plby-vs-rent →
NAAS
NaaS Technology Inc.
D 46/100 — — — +3.83% $57.7M /naas-vs-rent →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-31 • CIK 0001468327

In its most recent audited fiscal period (FY2025, filed 2026-01-31), Rent the Runway Inc. (Class A) (RENT) reported GAAP revenue of $43.8M (+7.6% vs. FY2024 revenue of $40.7M , and +31.5% cumulative change since FY2023) , GAAP net income of $22.6M, operating cash flow of $3.5M, and free cash flow of $3.5M (-72.9% YoY). On the balance sheet, RENT closed FY2025 with $221.0M in total assets against $156.6M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-01-31 $43.8M $22.6M $3.5M $3.5M $221.0M $156.6M
FY2024 (FY) 2025-01-31 $40.7M -$69.9M $12.9M $12.9M $240.0M $333.7M
FY2023 (FY) 2024-01-31 $33.3M -$113.2M -$15.7M -$15.7M — —

3. RENT Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is RENT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Rent the Runway Inc. (Class A) (NASDAQ: RENT) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 39/100 at a spot price of $2.21 (-8.49% 1D, market cap $91.8M). Pillar breakdown: Fundamental Cash Engine 4/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 11/20. Across 1011 tracked Consumer Discretionary issuers, RENT ranks #741 in composite RQD confidence.

How does RENT compare to HTLM and BARK in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Other Specialty Stores), RENT carries a Roarable D- (39/100 RQD), trailing P/E of 4.4x, gross margin of —, and ROIC of -35.0%. By comparison, HTLM (HomesToLife Ltd) holds a C grade (65/100 RQD, P/E 8.1x, ROIC 85.0%, cap $105.8M) and BARK (BARK Inc. (Class A)) posts a E grade (18/100 RQD, P/E N/A, ROIC -35.0%, cap $72.3M). Among the 5-stock peer group, RENT leads on earnings multiple (4.4x) while HTLM leads on capital efficiency (85.0% ROIC).

What are the biggest fundamental strengths and SEC risk factors for RENT?

Per RENT's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001468327), Rent the Runway Inc. (Class A) generated $43.8M in revenue (+7.6% YoY), $22.6M in net income, and $3.5M in free cash flow against $221.0M in total assets and $156.6M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is RENT trading relative to its 50-day, 200-day, and 52-week technical levels?

RENT last traded at $2.21 (-8.49% on volume of 264,780 shares), positioning the stock -6.36% below its 50-day simple moving average ($2.36) and -45.02% below its 200-day simple moving average ($4.02). Across its 52-week range of $1.51 to $10.13, RENT sits at the 8.1% percentile with a 14-day RSI of 53.9 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($1.93 to $2.49).

Direct Sub-Reports: RENT RQD Cockpit RENT 12M Forecast RENT Earnings & Move RENT Dividends & DRIP RENT Insiders & 13F RENT Whale Options RENT Profit Sankey RENT News & Why
ROARABLE RATING BRIEF • RQD 39/100 (D-) ✓ SEC XBRL & RQD VERIFIED

RENT — Rent the Runway Inc. (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-01-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Rent the Runway Inc. (Class A) (RENT) earns a live Roarable RQD composite score of 39/100, corresponding to a D- letter grade (Roarable Sell) at a spot price of $2.21 (-8.49% 1D, market capitalization $91.8M).

  • Fundamental Cash Engine (4/20): Anchored by return on invested capital (ROIC) of -35.0%, gross margin of —, operating margin of -60.0%, and free cash flow yield of 3.49%.
  • Whale 13F & Options Flow (6/20) + Insider Conviction (13/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (5/20) + Forensic Balance Sheet (11/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 6/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Rent the Runway Inc. (Class A) (RENT) is a NASDAQ-listed company classified in the Consumer Discretionary sector and the Other Specialty Stores industry. It has a market capitalization of $0.1B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-01-31), Rent the Runway Inc. (Class A) (RENT) reported $43.8M in annual revenue (up from $40.7M in FY2024, +7.6% YoY) and $22.6M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($33.3M revenue, -$113.2M net income) through FY2025, RENT scaled operating cash flow to $3.5M and free cash flow to $3.5M, backed by $221.0M in total assets against $156.6M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D- • RQD 39/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of 3.49% and institutional whale pillar of 6/20. With Fundamental Cash Engine at 4/20 and Institutional Whale Flow at 6/20, sustained execution supports upside toward the upper end of the $1.51 – $10.13 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 4.4x trailing P/E against -60.0% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The supply chain is "NONE," with no upstream or downstream links and no proprietary signals recorded. Sector context is limited to Consumer Discretionary and Other Specialty Stores.

  • Key Question #1: Can RENT sustain or expand its -60.0% operating margin and -35.0% ROIC against Other Specialty Stores peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $43.8M and free cash flow of $3.5M, how will capital allocation balance growth reinvestment against $156.6M in total debt?
  • Key Question #3: How sensitive is RENT's 4.1x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

RENT Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Rent the Runway Inc. (Class A) (RENT) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to RENT Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

RENT Bull vs. Bear Conversation Board — What's Your Call at $2.21?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON RENT 🐻 33% BEARISH CONVICTION
1. Pick Your Side on RENT:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
DE DeltaGamma_99 RQD DEBATE OPENER • Options Flow Specialist 🐂 BULLISH 🎯 Target: $3.15 (+30.2%)
📌 Pinned Debate

Reported FY 2025 net income of $22.6M and a 4.4 trailing P/E suggest the market may be pricing in a durable earnings recovery that the

Here is why I am bullish on RENT here at $2.42: Reported FY 2025 net income of $22.6M and a 4.4 trailing P/E suggest the market may be pricing in a durable earnings recovery that the balance sheet can support.. Compare RENT's -60.0% operating margin and -35.0% ROIC against the rest of Other Specialty Stores. As long as cash conversion holds up, dips toward $2.30 are getting bought.

VolSurface_Trader 🐂 BULL

@MeanReversion_88 Shorting a 6/20 institutional whale-flow stock at $2.42 is dangerous when funds are rotating into Consumer Discretionary.

ME MeanReversion_88 RQD DEBATE OPENER • Quantitative Statistical Arb 🐻 BEARISH 🎯 Target: $1.94 (-19.8%)
Spot @ $2.42

Operating margin of -60%, ROIC of -35%, and operating losses in all three reported years indicate the core business is not yet earning

Careful chasing RENT at $2.42. Operating margin of -60%, ROIC of -35%, and operating losses in all three reported years indicate the core business is not yet earning a return on capital.. Gross margin is 0.0%, but operating margin is -60.0%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $1.94 on multiple compression.

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