RENT · Rent the Runway, Inc. · Earnings Call Transcripts & Audio
$1.65
-0.03 (-1.79%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$56.40M
Shares
33.77M
Volume · Sep 30
192.96K
Avg daily vol (3M)
123.81K
Rent the Runway, Inc. Earnings Call Transcripts
Quarterly earnings calls for Rent the Runway, Inc. (RENT), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲31.2%
$77.40M
−$36.10M
'23 Q3
22-12-07
▲17.6%
$75.40M
−$26.20M
'23 Q4
23-04-12
▲10.6%
$74.20M
−$30.10M
'24 Q1
23-06-07
▼1%
$75.70M
−$26.80M
'24 Q2
23-09-08
▼6.3%
$72.50M
−$31.50M
'24 Q3
23-12-05
▲0.5%
$75.80M
−$24.80M
'24 Q4
24-04-10
▲1.1%
$75.00M
−$22.00M
'25 Q1
24-06-26
▲4.2%
$78.90M
−$15.60M
'25 Q2
24-09-05
▲4.7%
$75.90M
−$18.90M
'25 Q3
24-12-09
▲0.8%
$76.40M
−$13.40M
'25 Q4
25-04-15
▼7.2%
$69.60M
−$26.10M
'26 Q1
25-06-05
▲2.5%
$80.90M
−$26.40M
'26 Q2
25-09-11
▲15.4%
$87.60M
$76.50M
'26 Q3
25-12-12
▲20%
$91.70M
−$1.40M
'26 Q4
26-04-14
▲29.2%
$89.90M
−$18.90M
'27 Q1
26-06-03
LATEST
▲20.8%
$97.70M
−$12.90M
'27 Q2
26-09-11
Earnings call
FY27 · Q2
2026-09-11
Rent the Runway, Inc. (RENT) Q2 2027 Earnings Call Transcript
Positive tone
Customer growth and subscriber trends
Margin expansion and profitability
Strategic focus / paused initiatives
Revenue
$97.70M
▲ 20.8% YoY Diluted EPS
$-0.38
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-06-03
Rent the Runway, Inc. (RENT) Q1 2027 Earnings Call Transcript
Confident tone
Margins and profitability
Macroeconomic and operational risks
Revenue growth and beat
Revenue
$89.90M
▲ 29.2% YoY Diluted EPS
$-0.57
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-04-14
Rent the Runway, Inc. (RENT) Q4 2026 Earnings Call Transcript
Confident tone
Inventory Investment Strategy
Margin and Macro Risks
Subscriber Growth and Engagement
Revenue
$91.70M*
▲ 20% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-12-12
Rent the Runway, Inc. (RENT) Q3 2026 Earnings Call Transcript
Confident tone
Guidance
Inventory strategy
Margins and cash flow
Revenue
$87.60M
▲ 15.4% YoY Diluted EPS
$13.65
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-09-11
Rent the Runway, Inc. (RENT) Q2 2026 Earnings Call Transcript
Confident tone
Inventory Strategy
Subscriber Growth
Margin and Cost Pressure
Revenue
$80.90M
▲ 2.5% YoY Diluted EPS
$-6.23
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-06-05
Rent the Runway, Inc. (RENT) Q1 2026 Earnings Call Transcript
Confident tone
Profitability and free cash flow
Subscriber growth and engagement
Macro and cost risks (fuel, transportation, geopolitics)
Revenue
$69.60M
▼ 7.2% YoY Diluted EPS
$-6.26
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-04-15
Rent the Runway, Inc. (RENT) Q4 2025 Earnings Call Transcript
Confident tone
Inventory investment strategy
Profitability and margin pressure
Subscriber and revenue growth
Revenue
$76.40M*
▲ 0.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-12-09
Rent the Runway, Inc. (RENT) Q3 2025 Earnings Call Transcript
Confident tone
Pricing and revenue per subscriber
Subscriber growth and engagement
Gross margin pressure and cost dynamics
Revenue
$75.90M
▲ 4.7% YoY Diluted EPS
$-4.70
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-09-05
Rent the Runway, Inc. (RENT) Q2 2025 Earnings Call Transcript
Confident tone
Inventory strategy and assortment expansion
Recapitalization and balance sheet
Brand partnerships and revenue share
Revenue
$78.90M
▲ 4.2% YoY Diluted EPS
$-4.17
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-06-26
Rent the Runway, Inc. (RENT) Q1 2025 Earnings Call Transcript
Positive tone
Subscriber growth and retention
Revenue and financial performance
Inventory expansion
Revenue
$75.00M
▲ 1.1% YoY Diluted EPS
$-6.03
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-04-10
Rent the Runway, Inc. (RENT) Q4 2024 Earnings Call
Revenue
$75.80M*
▲ 0.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-12-05
Rent the Runway, Inc. (RENT) Q3 2024 Earnings Call Transcript
Revenue
$72.50M
▼ 6.3% YoY Diluted EPS
$-9.09
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-09-08
Rent the Runway, Inc. (RENT) Q2 2024 Earnings Call Transcript
Revenue
$75.70M
▼ 1% YoY Diluted EPS
$-7.93
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-06-07
Rent the Runway, Inc. (RENT) Q1 2024 Earnings Call Transcript
Revenue
$74.20M
▲ 10.6% YoY Diluted EPS
$-9.14
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-04-12
Rent the Runway, Inc. (RENT) Q4 2023 Earnings Call Transcript
Revenue
$75.40M*
▲ 17.6% YoY
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-12-07
Rent the Runway, Inc. (RENT) Q3 2023 Earnings Call Transcript
Revenue
$77.40M
▲ 31.2% YoY Diluted EPS
$-11.20
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-09-29
Rent the Runway, Inc. (RENT) Q2 2023 Earnings Call Transcript
Revenue
$76.50M
▲ 63.8% YoY Diluted EPS
$-10.60
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-06-09
Rent the Runway, Inc. (RENT) Q1 2023 Earnings Call Transcript
Revenue
$67.10M
▲ 100.3% YoY Diluted EPS
$-13.40
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-04-13
Rent the Runway, Inc. (RENT) Q4 2022 Earnings Call Transcript
Revenue
$64.10M*
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-12-08
Rent the Runway, Inc. (RENT) Q3 2022 Earnings Call Transcript
Revenue
$59.00M
▲ 66.2% YoY Diluted EPS
$-134.40
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-07-31
Rent the Runway, Inc. (RENT) Q2 2022 Earnings Call Transcript
Revenue
$46.70M
Diluted EPS
$-75.00
Rev · 3q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-04-30
Rent the Runway, Inc. (RENT) Q1 2022 Earnings Call Transcript
Revenue
$33.50M
Diluted EPS
$-75.00
Rev · 2q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-01-31
Rent the Runway, Inc. (RENT) Q4 2021 Earnings Call Transcript
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Showing 1–23 of 23 earnings calls