RENT
Rent the Runway, Inc.
NasdaqGMUSDEQUITY
Consumer Cyclical
DELAYED
Strong sell
-58/100
Last price
1.65
▲ 0.10 (6.45%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
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Range —
Vol —
vs
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Open
—
Prev close
1.55
Day high
1.70
Day low
1.56
Volume
178.10K
Market cap
$55.98M
P/E (TTM)
0.17
52W range
1.51 – 10.13
Trailing performance
Returnvs SPY
1W
-1.79%
-3.7%
1M
-56.64%
-57.8%
3M
-51.04%
-55.6%
6M
-66.87%
-85.1%
YTD
-79.14%
-93.4%
1Y
-69.27%
-85.7%
3Y
-87.89%
-170.1%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on RENT open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
+87.09K
Net buying
Buy transactions
3
221.74K shares
Sell transactions
3
134.65K shares
Net transactions
+6
Buys less sells
Sell : buy shares
0.6 : 1
Mixed
Insider-held shares
24.75M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Sep 25, 26 | FONSECA DHIREN R Director |
SELL | 75.00K | $127.25K | Direct |
| Sep 14, 26 | FONSECA DHIREN R Director |
SELL | 25.13K | $48.68K | Direct |
| Sep 14, 26 | BARIQUIT TERI J Director |
STOCK | 51.61K | $0 | Direct |
| Aug 11, 26 | ROSENSWEIG DANIEL L Director |
STOCK | 35.48K | $0 | Direct |
| Jul 24, 26 | FONSECA DHIREN R Director |
SELL | 34.52K | $103.22K | Direct |
| Jul 23, 26 | FONSECA DHIREN R Director |
— | 134.65K | — | Direct |
| Dec 16, 25 | ROSENSWEIG DANIEL L Director |
STOCK | 16.76K | $0 | Direct |
| Dec 16, 25 | BARIQUIT TERI J Director |
STOCK | 16.76K | $0 | Direct |
| Oct 28, 25 | HYMAN JENNIFER Y. Chief Executive Officer |
— | 64.06K | — | |
| Oct 28, 25 | FLEISS JENNIFER Director |
— | 31.31K | — | Direct |
| Oct 21, 25 | ROTH MICHAEL Director |
CONVERSION | 13.17K | $53.73K | Direct |
| Sep 16, 25 | HYMAN JENNIFER Y. Chief Executive Officer |
SELL | 6.13K | $29.97K | Direct |
| Sep 16, 25 | SCHEMBRI CARA Officer |
SELL | 797 | $3.90K | Direct |
| Sep 16, 25 | TAM SARAH K Officer |
SELL | 863 | $4.22K | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
BARIQUIT TERI J |
Director | 68.37K | Stock Award(Grant) |
FLEISS JENNIFER |
Director | 36.90K | Conversion of Exercise of derivative security |
HYMAN JENNIFER Y. |
Chief Executive Officer | — | Conversion of Exercise of derivative security |
KAPLAN BETH JANELL |
Director | 34.18K | Stock Award(Grant) |
ROSENSWEIG DANIEL L |
Director | 57.36K | Stock Award(Grant) |
ROTH MICHAEL |
Director | 25.84K | Conversion of Exercise of derivative security |
SCHEMBRI CARA |
Officer | 24.09K | Sale |
SHELLHAMMER BRADFORD |
Officer | 30.00K | Stock Award(Grant) |
TAM SARAH K |
Officer | 25.82K | Sale |
THACKER SIDDHARTH B |
Chief Financial Officer | 39.44K | Sale |
Fundamentals
Market cap$55.98M
Enterprise value$223.43M
Revenue (TTM)$366.90M
Gross profit$274.20M
EBITDA$9.80M
Net income$43.30M
EPS (TTM)$9.48
Free cash flow$-44.17M
Total cash$29.00M
Total debt$196.70M
Book value / share$-1.94
Shares outstanding33.77M
Float24.47M
Short % of float33.98%
Dividend yield0.00%
Beta (5Y)1.24
Valuation & profitability ratios
Trailing P/E0.17
Forward P/E-0.09
PEG ratio—
Price / sales—
Price / book—
EV / revenue0.61
EV / EBITDA22.80
Gross margin74.73%
Operating margin-7.27%
Profit margin11.80%
Return on equity—
Return on assets-12.67%
Debt / equity—
Current ratio0.67
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2026 | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $329.80M | $306.20M | $298.20M | $296.40M | — | +7.7% |
| Operating revenue | $286.00M | $265.50M | $264.90M | $268.60M | — | +7.7% |
| Cost of revenue | $88.50M | $82.80M | $86.00M | $92.20M | — | +6.9% |
| Gross profit | $241.30M | $223.40M | $212.20M | $204.20M | — | +8.0% |
| Research & development | — | — | $49.10M | $55.40M | $45.30M | — |
| Selling, general & admin | $115.80M | $115.00M | $132.80M | $144.10M | — | +0.7% |
| Total operating expense | $298.80M | $270.70M | $289.10M | $300.10M | — | +10.4% |
| Operating income | -$57.50M | -$47.30M | -$76.90M | -$95.90M | — | -21.6% |
| Net interest income | -$20.30M | -$24.20M | -$33.70M | -$36.80M | — | +16.1% |
| Pre-tax income | $22.70M | -$69.60M | -$113.00M | -$138.90M | — | +132.6% |
| Tax provision | $100.00K | $300.00K | $200.00K | -$200.00K | — | -66.7% |
| Net income | $22.60M | -$69.90M | -$113.20M | -$138.70M | — | +132.3% |
| Net income to common | $22.60M | -$69.90M | -$113.20M | -$138.70M | — | +132.3% |
| Basic EPS | 1.89 | -17.62 | -31.52 | -38.77 | — | +110.7% |
| Diluted EPS | 1.88 | -17.62 | -31.52 | -38.77 | — | +110.7% |
| EBIT | -$57.50M | -$47.30M | -$76.90M | -$95.90M | — | -21.6% |
| EBITDA | $86.20M | $72.70M | $30.30M | $4.70M | — | +18.6% |
| Basic shares | 11.96M | 3.97M | 3.59M | 3.58M | — | +201.4% |
| Diluted shares | 12.00M | 3.97M | 3.59M | 3.58M | — | +202.4% |
| Line item | 2026 | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $50.40M | $77.40M | $84.00M | $154.50M | — | -34.9% |
| Cash & short-term investments | $50.40M | $77.40M | $84.00M | $154.50M | — | -34.9% |
| Total current assets | $66.70M | $93.90M | $102.20M | $172.10M | — | -29.0% |
| Property, plant & equipment | $139.30M | $133.70M | $163.60M | $150.10M | — | +4.2% |
| Goodwill & intangibles | $2.00M | $2.40M | $3.40M | $4.10M | — | -16.7% |
| Total assets | $221.00M | $240.00M | $278.50M | $336.20M | — | -7.9% |
| Total current liabilities | $63.20M | $47.40M | $48.10M | $60.00M | — | +33.3% |
| Current debt | $400.00K | $1.40M | $1.20M | — | $3.50M | -71.4% |
| Long-term debt | $156.60M | $333.70M | $306.70M | $272.50M | — | -53.1% |
| Total debt | $198.30M | $380.80M | $356.60M | $315.20M | — | -47.9% |
| Total liabilities | $257.10M | $422.50M | $400.80M | $371.50M | — | -39.1% |
| Retained earnings | -$1.10B | -$1.12B | -$1.05B | -$939.90M | — | +2.0% |
| Shareholder equity | -$36.10M | -$182.50M | -$122.30M | -$35.30M | — | +80.2% |
| Working capital | $3.50M | $46.50M | $54.10M | $112.10M | — | -92.5% |
| Net tangible assets | -$38.10M | -$184.90M | -$125.70M | -$39.40M | — | +79.4% |
| Shares issued | 33.55M | 3.92M | 3.55M | 3.25M | — | +756.5% |
| Line item | 2026 | 2025 | 2024 | 2023 | YoY |
|---|---|---|---|---|---|
| Net income | $22.60M | -$69.90M | -$113.20M | -$138.70M | +132.3% |
| Depreciation & amortisation | $53.30M | $58.70M | $58.70M | $62.60M | -9.2% |
| Stock-based compensation | $4.20M | $9.70M | $26.20M | $25.40M | -56.7% |
| Change in working capital | $13.10M | -$4.50M | -$11.70M | -$7.20M | +391.1% |
| Operating cash flow | $3.50M | $12.90M | -$15.70M | -$47.70M | -72.9% |
| Capital expenditure | -$80.50M | -$53.60M | -$82.50M | -$71.00M | -50.2% |
| Investing cash flow | -$49.50M | -$20.10M | -$54.60M | -$44.30M | -146.3% |
| Financing cash flow | $18.60M | -$300.00K | $700.00K | -$4.00M | +6,300.0% |
| Free cash flow | -$77.00M | -$40.70M | -$98.20M | -$118.70M | -89.2% |
| End cash position | $59.10M | $86.50M | $94.00M | $163.60M | -31.7% |
| Line item | 2026-07-31 | 2026-04-30 | 2026-01-31 | 2025-10-31 | 2025-07-31 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $97.70M | $89.90M | $91.70M | $87.60M | $80.90M | +8.7% |
| Operating revenue | $83.80M | $77.70M | $77.80M | $77.00M | $69.20M | +7.9% |
| Cost of revenue | $23.50M | $23.60M | $21.60M | $24.00M | $22.50M | -0.4% |
| Gross profit | $74.20M | $66.30M | $70.10M | $63.60M | $58.40M | +11.9% |
| Selling, general & admin | $31.20M | $31.40M | $25.40M | $29.10M | $32.00M | -0.6% |
| Total operating expense | $82.00M | $86.00M | $71.60M | $79.80M | $78.50M | -4.7% |
| Operating income | -$7.80M | -$19.70M | -$1.50M | -$16.20M | -$20.10M | +60.4% |
| Net interest income | -$200.00K | -$300.00K | -$100.00K | -$7.00M | -$6.90M | +33.3% |
| Pre-tax income | -$12.80M | -$18.90M | -$1.50M | $76.50M | -$26.40M | +32.3% |
| Tax provision | $100.00K | $0 | -$100.00K | $0 | $0 | — |
| Net income | -$12.90M | -$18.90M | -$1.40M | $76.50M | -$26.40M | +31.7% |
| Net income to common | -$12.90M | -$18.90M | -$1.40M | $76.50M | -$26.40M | +31.7% |
| Basic EPS | -0.38 | -0.57 | -0.04 | 13.69 | -6.23 | +33.3% |
| Diluted EPS | -0.38 | -0.57 | -0.04 | 13.65 | -6.23 | +33.3% |
| EBIT | -$7.80M | -$19.70M | -$1.50M | -$16.20M | -$20.10M | +60.4% |
| EBITDA | $33.20M | $25.50M | $35.30M | $24.00M | $16.60M | +30.2% |
| Basic shares | 33.58M | 33.42M | 33.60M | 5.59M | 4.24M | +0.5% |
| Diluted shares | 33.58M | 33.42M | 33.60M | 5.60M | 4.24M | +0.5% |
| Line item | 2026-07-31 | 2026-04-30 | 2026-01-31 | 2025-10-31 | 2025-07-31 | 2025-04-30 | YoY |
|---|---|---|---|---|---|---|---|
| Cash & equivalents | $29.00M | $37.10M | $50.40M | $50.70M | $43.60M | — | -21.8% |
| Cash & short-term investments | $29.00M | $37.10M | $50.40M | $50.70M | $43.60M | — | -21.8% |
| Total current assets | $44.50M | $54.70M | $66.70M | $66.70M | $63.30M | — | -18.6% |
| Property, plant & equipment | $134.50M | $143.30M | $139.30M | $148.90M | $142.60M | — | -6.1% |
| Goodwill & intangibles | $1.90M | $1.90M | $2.00M | $2.30M | $2.40M | — | 0.0% |
| Total assets | $192.40M | $212.70M | $221.00M | $231.00M | $219.00M | — | -9.5% |
| Total current liabilities | $66.10M | $72.80M | $63.20M | $68.60M | $68.30M | — | -9.2% |
| Current debt | — | $100.00K | $400.00K | $800.00K | $200.00K | $800.00K | — |
| Long-term debt | $157.50M | $157.10M | $156.60M | $159.10M | $343.90M | — | +0.3% |
| Total debt | $196.00M | $197.20M | $198.30M | $202.30M | $387.60M | — | -0.6% |
| Total liabilities | $257.90M | $266.00M | $257.10M | $266.10M | $451.10M | — | -3.0% |
| Retained earnings | -$1.13B | -$1.12B | -$1.10B | -$1.10B | -$1.18B | — | -1.2% |
| Shareholder equity | -$65.50M | -$53.30M | -$36.10M | -$35.10M | -$232.10M | — | -22.9% |
| Working capital | -$21.60M | -$18.10M | $3.50M | -$1.90M | -$5.00M | — | -19.3% |
| Net tangible assets | -$67.40M | -$55.20M | -$38.10M | -$37.40M | -$234.50M | — | -22.1% |
| Shares issued | 33.91M | 33.62M | 33.55M | 33.52M | 4.05M | — | +0.9% |
| Line item | 2026-07-31 | 2026-04-30 | 2026-01-31 | 2025-10-31 | 2025-07-31 | YoY |
|---|---|---|---|---|---|---|
| Net income | -$12.90M | -$18.90M | -$1.40M | $76.50M | -$26.40M | +31.7% |
| Depreciation & amortisation | $12.70M | $12.40M | $12.60M | $13.80M | $13.90M | +2.4% |
| Stock-based compensation | $700.00K | $1.50M | $400.00K | $900.00K | $1.40M | -53.3% |
| Change in working capital | $800.00K | $3.30M | $1.90M | -$3.80M | -$200.00K | -75.8% |
| Operating cash flow | -$1.20M | -$3.80M | $7.10M | -$1.40M | -$10.50M | +68.4% |
| Capital expenditure | -$14.10M | -$16.60M | -$15.70M | -$20.70M | -$23.60M | +15.1% |
| Investing cash flow | -$6.80M | -$9.80M | -$6.60M | -$12.20M | -$16.00M | +30.6% |
| Financing cash flow | -$100.00K | -$200.00K | -$800.00K | $20.80M | -$700.00K | +50.0% |
| Free cash flow | -$15.30M | -$20.40M | -$8.60M | -$22.10M | -$34.10M | +25.0% |
| End cash position | $37.20M | $45.30M | $59.10M | $59.40M | $52.20M | -17.9% |
Options analytics
Put / call volume
—
—
Put / call open interest
—
Positioning, not flow
Max pain
—
—
ATM implied vol
—
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
0
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
—
—
Heaviest put OI
—
—
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jan 2025 | -2.25 | -2.64 | -17.4% |
| Oct 2024 | -4.46 | -4.60 | -3.3% |
| Jul 2024 | -5.00 | -3.80 | +23.9% |
| Apr 2024 | -6.67 | -5.57 | +16.5% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | — | — | $0 | — |
| Next quarter | — | — | $0 | — |
| Current year | — | — | $0 | — |
| Next year | — | — | $0 | — |
Analyst targets & ownership
Mean target—
High target—
Low target—
Implied upside—
Analyst count—
ConsensusNONE
Strong buy / Buy— / —
Hold—
Sell / Strong sell— / —
Held by insiders73.28%
Held by institutions22.65%
Institutions holding76
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
1.65
+0.00% from price
SMA 20
1.92
-13.89% from price
SMA 50
2.95
-44.08% from price
SMA 100
3.19
-48.34% from price
SMA 200
4.65
-64.51% from price
EMA 12
1.76
-6.49% from price
EMA 26
2.18
-24.30% from price
EMA 50
2.64
-37.54% from price
RSI (14)
29.6
Oversold
MACD (12,26,9)
-0.42
Hist 0.02
ATR (14)
0.16
9.54% of price
Realised vol 30D
109.2%
Annualised
Bollinger upper
2.70
20, 2σ
Bollinger lower
1.13
20, 2σ
50 / 200 cross
Death
2.95 vs 4.65
Trend bias
Below 200
-64.51%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
1.52
More volatile than market
Correlation to SPY
0.25
Largely independent
Realised vol 30D
109.2%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-83.5%
Peak to trough
Max drawdown 5Y
-99.6%
Peak to trough
ATR 14
0.16
9.54% of price
Beta (reported)
1.24
5Y monthly, from filing
Short interest
Shares short
1.75M
Prior 1.24M
Change vs prior
+41.0%
Shorts adding
% of float
33.98%
Heavily shorted
% of shares out
5.16%
Against total outstanding
Days to cover
10.5
Crowded exit
Float
24.47M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Dec 10, 24 | JMP Securities | MAINTAINED | Market Outperform | Market Outperform |
| Sep 6, 24 | Jefferies | MAINTAINED | Buy | Buy |
| Jun 7, 24 | JMP Securities | MAINTAINED | Market Outperform | Market Outperform |
| Apr 12, 24 | Goldman Sachs | MAINTAINED | Buy | Buy |
| Apr 11, 24 | JMP Securities | MAINTAINED | Market Outperform | Market Outperform |
| Jan 17, 24 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Jan 16, 24 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Jan 11, 24 | Goldman Sachs | MAINTAINED | Buy | Buy |
| Dec 6, 23 | Wells Fargo | MAINTAINED | Overweight | Overweight |
| Dec 6, 23 | Barclays | MAINTAINED | Overweight | Overweight |
| Nov 29, 23 | Telsey Advisory Group | MAINTAINED | Market Perform | Market Perform |
| Sep 11, 23 | Barclays | MAINTAINED | Overweight | Overweight |
Dividends & splits
Forward rate—
Forward yield0.00%
5-year avg yield—
Payout ratio0.00%
Ex-dividend date—
Next pay date—
Last split1:20
Split dateApr 3, 2024
SEC filings
Corporate Changes & Voting Matters
8-K · 2026-09-30
Offering Registrations
S-1/A · 2026-09-28
Corporate Changes & Voting Matters
8-K · 2026-09-15
Offering Registrations
S-8 · 2026-09-11
Corporate Changes & Voting Matters
8-K · 2026-09-04
Corporate Changes & Voting Matters
8-K · 2026-09-01
Corporate Changes & Voting Matters
8-K · 2026-08-13
Corporate Changes & Voting Matters
8-K · 2026-07-16
Headlines
Rent the Runway (RENT) Grew Revenue 20.8%. Can Higher Spending Produce Sustainable Cash Flow?
Insider Monkey · 20d ago
Rent the Runway (RENT) Q2 2026 Earnings Call Transcript
Motley Fool · 22d ago
Rent the Runway, Inc. Q2 2026 Earnings Call Summary
Moby · 25d ago
Rent the Runway Inc (RENT) (Q2 2026) Earnings Call Highlights: Record Revenue and New CEO Amid ...
GuruFocus.com · 25d ago
Rent the Runway forges ahead with discovery upgrades as it names new CEO
CX Dive · 26d ago
Rent the Runway Q2 Earnings Call Highlights
MarketBeat · 26d ago
Rent the Runway Names Paige Thomas CEO
WWD · 26d ago
Nordstrom alum takes the CEO reins at Rent the Runway
Retail Dive · 26d ago
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