TheRealReal, Inc.
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.
Madan 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.
Friang 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.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning REAL (TheRealReal, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent REAL coverage spans insider activity, earnings and financial news.
In the last 30 days, REAL insiders filed 16 SEC Form 4 transactions — no purchases and 16 sales ($1.9M). The most active reporter was Friang Luke Thomas, Chief Product & Tech Officer, with 4 filings.
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.
Minor insider sell by a senior officer; unlikely to move price materially.
Minor insider sell by a senior officer; unlikely to move price materially.
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.
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.
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.
3 min readAnalysts at BTIG, Truist Financial and Roth MKM reiterated bullish views on RealReal (REAL), Peloton Interactive (PTON) and PENN Entertainment (PENN). BTIG set a $17 target for REAL vs $12.77 close; Truist set $9 for PTON vs $5.51; Truist set $25 for PENN vs $20.13. Consensus targets were also higher than recent closes.
3 min readThe RealReal, Inc. (Nasdaq: REAL) reported Q2 2026 results for the quarter ended June 30, 2026. Total revenue rose 17% to $193 million and GMV increased 22% to $617 million. Gross margin improved to 74.4%. Adjusted EBITDA margin was 7.0% and the company raised full-year guidance after results above the high end of outlook.
6 min read
