TheRealReal, Inc.
No enriched coverage for $REAL in the last 7 days.
No SEC Form 4 filings for $REAL in the last 30 days.
See all $REAL insider activity →William Blair updated its October Analyst Conviction List, adding 12 stocks including Casey’s General Stores (CASY) and Remitly Global (RELY), and removing six. Remitly reported Q2 2026 earnings of $0.93 per share, beating estimates, with revenue up 20% YoY. Analysts raised price targets for RELY to $30 and $31, citing strong performance and guidance.
The RealReal (REAL) plans to open a new store in Glendale, California, on October 1, targeting the growing demand for vintage and luxury resale items, particularly among Gen Z and Millennials. The company's 2026 Resale Report indicates a 432% increase in demand for vintage items since 2020. However, the expansion comes with risks, including high leasing and staffing costs, competition, and a GAAP net loss of $27 million in Q2.
The RealReal (REAL) reported Q2 gross merchandise value of $617M, up 22% YoY, and raised full-year guidance. Revenue grew 17% to $193M, but net loss widened to $27M. Management attributed the loss to non-cash adjustments and expects Adjusted EBITDA margin to improve.
Recent REAL coverage spans insider activity, financial news and earnings.
Potential modest rally from increased analyst coverage.
Store launch adds growth potential but higher losses may pressure the stock.
Guidance raise may support price, but widening GAAP loss adds uncertainty.
Insider sell by a top executive may signal reduced confidence or portfolio rebalancing.
Insider sale by a senior officer may signal personal liquidity needs or lack of confidence.
AlphAI scores every news story that mentions REAL with an AI model for sentiment and relevance, and aggregates insider trades from TheRealReal, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
William Blair updated its October Analyst Conviction List, adding 12 stocks including Casey’s General Stores (CASY) and Remitly Global (RELY), and removing six. Remitly reported Q2 2026 earnings of $0.93 per share, beating estimates, with revenue up 20% YoY. Analysts raised price targets for RELY to $30 and $31, citing strong performance and guidance.
2 min readThe RealReal (REAL) plans to open a new store in Glendale, California, on October 1, targeting the growing demand for vintage and luxury resale items, particularly among Gen Z and Millennials. The company's 2026 Resale Report indicates a 432% increase in demand for vintage items since 2020. However, the expansion comes with risks, including high leasing and staffing costs, competition, and a GAAP net loss of $27 million in Q2.
2 min readThe RealReal (REAL) reported Q2 gross merchandise value of $617M, up 22% YoY, and raised full-year guidance. Revenue grew 17% to $193M, but net loss widened to $27M. Management attributed the loss to non-cash adjustments and expects Adjusted EBITDA margin to improve.
2 min readMadan Gopal Ajay (Chief Financial Officer) sold 36,418 shares of TheRealReal, Inc. (REAL) at $10.98 ($0.40M total) across 3 trades on 2026-08-21.
1 min readFriang Luke Thomas (Chief Product & Tech Officer) sold 22,028 shares of TheRealReal, Inc. (REAL) at $10.98 ($0.24M total) across 4 trades on 2026-08-21.
1 min readLo Steve Ming (Chief Accounting Officer) sold 12,559 shares of TheRealReal, Inc. (REAL) at an average of $10.97 ($10.97–$10.98, $0.14M total) across 3 trades on 2026-08-21.
1 min readSuko Todd A (Chief Legal Officer and Secret) sold 17,567 shares of TheRealReal, Inc. (REAL) at an average of $10.97 ($10.97–$10.98, $0.19M total) across 3 trades on 2026-08-21.
1 min readSahi Levesque Rati (Chief Executive Officer) sold 84,432 shares of TheRealReal, Inc. (REAL) at $10.98 ($0.93M total) across 3 trades on 2026-08-21.
1 min readRealReal (REAL) reported Q2 2026 revenue of $192.57M versus $165.19M, while its net loss widened to $27.23M. The company opened a larger West Palm Beach boutique, its 18th U.S. retail location, and raised full-year 2026 revenue guidance to $788M-$797M and Q3 guidance to $194M-$198M, citing AI-driven efficiencies and margin improvement efforts.
5 min readAnalysts at Northland Securities reiterated bullish calls on RealReal (REAL) and Xponential Fitness (XPOF). For REAL, Bobby Brooks kept a Buy rating and set a $20.00 target versus a $13.75 close, while Roth MKM set a $17.00 target. For XPOF, Owen Rickert set an $8.00 target versus a $4.90 close.
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