Rent the Runway Inc (RENT)
NASDAQConsumer DiscretionaryApparel - RetailSnapshot 2026-09-04
$3.81-2.56%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryApparel - RetailSnapshot 2026-09-04
QuarterlyIQ Insights · RENT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 0.0% |
| Our one-year growth estimate | diamond | 1.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 1.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 17 industry peers
RENT — litigation filed
Dated 2026-09-03
Entry Into a Material Definitive Agreement. On September 3, 2026, Rent the Runway, Inc. (the “Company”) entered into a Stipulation and Agreement of Settlement (the “Stipulation of Settlement”) to settle the previously-disclosed putative class action lawsuit filed by a purported stockholder of the Company on November 14, 2022 in the Eastern District of New York (the “District Court”) against the Company, certain of its officers and directors, and the underwriters of its IPO, entitled Rajat Sha…
Why it matters: Changes in leadership can change company plans and affect investor trust. Stability is key for growth.
Watch forAppointment of a new CEO who outlines a clear growth strategy.
Also watch forThere are more executive departures. Plans from new leaders are unclear.
Why it matters: This margin shows the company is making more money and working better.
Supportive ifAdjusted EBITDA margin is 7% or more.
Worry ifAdjusted EBITDA margin is less than 4%.
Why it matters: Lowering acquisition costs helps make more money. It affects overall financial health.
Supportive ifAcquisition costs reported between $45M and $50M for FY26.
Worry ifAcquisition costs exceed $50M for FY26.
Why it matters: Hitting the target of $45-$50M shows good cost control and helps growth.
Supportive ifRental product acquisition is within the target range of $45 million to $50 million.
Worry ifRental product acquisition is more than $50 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$263 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $755 loss on $10,000 · 7.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,794 loss on $10,000 · 67.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Meeting the double-digit revenue growth target shows the company is on track. It reflects strong demand and operational success.
Supportive ifQ2 revenue growth of at least 10% year over year.
Worry ifQ2 revenue growth below 5% year over year.
Why it matters: This guidance shows if the company is on track for double-digit growth in FY26. Meeting or exceeding this range supports growth expectations.
Supportive ifQ2 revenue reported above $95 million would confirm strong growth momentum.
Worry ifQ2 revenue is below $91 million. This shows possible challenges in reaching growth goals.
Why it matters: Subscriber growth is important for revenue. Good metrics show strong customer engagement and retention.
Supportive ifActive subscribers increased by over 5.8% from last quarter. This shows strong engagement.
Worry ifActive subscribers grew less than 5.8% from last quarter. This suggests retention issues.