REAL Therealreal Inc

$REAL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.02 up 150.00% YoY • Reported revenue of $206.12M up 18.75% YoY

$REAL I won't be able to comment on earnings tonight so I'll just say now, I think growth will be at least as good as we expect and that we should look for out for expenses growth and free cash flow as KPIs (plus the number of active users etc) Since the stock has ran up a little, although still down YTD, it's very possible we'll get another red earnings which is then bought up in the subsequent days. But honestly everyone should know by now, it's totally impossible to predict sp move on earnings even though it's possible to predict if earnings will be good or bad But yes, as long as FCF does some work we should be fine

$REAL The RealReal, the online luxury-resale marketplace, is replacing its 13% all-in 2029 secured notes (8.75% cash plus 4.25% paid in new notes) with a $150M Fortress term loan at SOFR+5.75%, all cash, due Oct 2033. It sees ~$4M less interest expense in year one, ~6% of its $66-69M 2026 Adjusted EBITDA guide; June 30 notes, converts included: $375.8M net vs $119.1M cash. Catch: interest is now all cash, and the loan comes due early if over $25M of 2031 converts remain 91 days before they mature. Redemption at par expected ~Oct 19; Q3 call Oct 29.

$REAL they just replaced their chief merchandising officer with the head of fashion from eBay and Nordstrom

$REAL Sorry I didn't reply to this - I've been busy and not on here much. However the market response to the refinancing said it all, imo. It was very positive for the company. Although the refi debt is pretty expensive (SOFR + 5.75%) and it's now floating rate rather than fixed (so it will get more expensive when the fed raises rates again), it's still lower than the non-convertible fixed rate and in this kind of macro environment where money is more expensive, it's not a bad result. The big positive is the push back in maturity into the 2030s. It's another strong refi For Q3 earnings we should expect stronger cashflow and continued double digit growth, imo

$REAL I see an highway 7 way large direction at least 16 usd . is there anyone who can tell me if during the trip there could be some toll to pay?hahahahahhah

$REAL let's say earnings October the 29 , let's say share price at least at 12 usd before the earning let's say seat belt attached

$REAL 2. November 10, 2025: REAL jumped 40.86% Reported price before$10.99 Reported price after$15.48 Reported change: +40.86% The company released its Q3 2025 results on November 10, 2025. The business showed strong operating momentum: Revenue grew 17% year over year to $174 million. Gross merchandise value grew 20% to $520 million. Adjusted EBITDA rose to $9.3 million, compared with $2.3 million a year earlier. Management raised its full-year outlook, citing growth and improving margins. There was an important complication: the reported GAAP net loss widened to $54 million from $18 million, largely because of a $44 million noncash adjustment related to the fair value of warrant liabilities. My interpretation: Investors appear to have focused on accelerating sales, marketplace growth, better adjusted profitability, and higher guidance rather than the headline GAAP loss. The share-price reaction suggests those positive operating signals mattered more to the market at that time.

red open, green finish $REAL $XPOF turned red into green. but was it buying or shorts heading for the exits? the closing numbers make this reversal worth a closer look

$REAL is estimated to report earnings today after the close. I’m bullish heading into the report: REAL has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow.

$REAL Daily. Strong retail sales but can't outrun inflation in real terms. The RealReal, a secondhand & consignment luxury retailer, leading the sector seems apropos. Messy charts abound