Rent the Runway reports developments tied to its fashion rental and resale platform, where customers subscribe, rent items a la carte and buy resale apparel and accessories from designer brands. Recurring updates cover active subscriber trends, revenue performance, rental product investment, inventory positioning, customer experience initiatives and the company’s Closet in the Cloud offering across apparel, accessories, jewelry, handbags and seasonal categories.
Company news also includes balance-sheet actions, credit and recapitalization developments, public-company governance changes, equity compensation disclosures and scheduled earnings releases. Rent the Runway continues to trade on Nasdaq under the symbol RENT.
Rent the Runway (RENT) reported fiscal Q2 2026 revenue of $97.7 million, up 20.8% year-over-year, and reaffirmed full-year 2026 revenue and Adjusted EBITDA guidance.
Gross profit rose to $35.3 million, up 45.3% year-over-year, with gross margin expanding 609 basis points to 36.1%. Net loss narrowed to $(12.9) million, or (13.2)% of revenue, from $(26.4) million, or (32.6)% a year earlier. Adjusted EBITDA reached $12.6 million, or a 12.9% margin, versus $3.6 million and 4.4% in Q2 2025. Add-on bookings grew 81% year-over-year, and 33% of subscribers used an add-on during the quarter.
The company fully rolled out AI-powered outfits generation and avatar-based discovery features and sharpened focus on core rental and selling by pausing certain pilots. Rent the Runway named Paige Thomas as CEO and President, effective September 14, 2026, with Teri Bariquit becoming non-executive Chair.
Rent the Runway (Nasdaq: RENT) plans to release its second quarter 2026 financial results, for the quarter ended July 31, 2026, on Friday, September 11, 2026, before market open. A pre-recorded earnings conference call and webcast will be held at 8:30 a.m. ET the same day.
Investors can access the webcast and presentation materials via the Investor Relations section of the company’s website under “Events,” or join by phone using the published U.S. and international dial-in numbers. A replay will be available for at least fourteen days using the specified access code.
Rent the Runway (NASDAQ: RENT) reported first quarter 2026 revenue of $89.9 million, up 29.2% year-over-year and above guidance, with add-on revenue up 70.4% YoY. Gross margin was 25.9% and net loss narrowed to $18.9 million.
The company reaffirmed its 2026 guidance for revenue, Adjusted EBITDA margin and rental product acquired, and expects Q2 2026 revenue of $91–$95 million with Adjusted EBITDA margin of 5–8%. Rent the Runway also named Teri Bariquit Interim CEO and President, Paige Thomas Chief Commercial Officer and Dave Loretta Interim CFO.
Rent the Runway (Nasdaq: RENT) plans to release its Q1 2026 results for the quarter ended April 30, 2026, on June 3, 2026, before market open.
The company will host a conference call and live webcast at 8:30 a.m. ET, with access via its investor relations website and dedicated phone lines, plus a replay available for at least fourteen days.
Rent the Runway (NASDAQ: RENT) announced a CEO transition effective May 15, 2026. Co-founder Jennifer Hyman will step down as CEO, President, and Board member, remaining an advisor through January 2027. Board member and 37‑year retail veteran Teri Bariquit becomes Interim CEO and President.
The Board will conduct a search for a permanent CEO. The company highlighted momentum across its AI investments, marketplace, media, and B2B platforms and reaffirmed its previously issued full year 2026 financial guidance.
Rent the Runway (NASDAQ: RENT) reported FY25 and Q4 results on April 14, 2026, posting a strong finish: Q4 revenue $91.7M (+20% YoY) and FY25 revenue $329.8M (+7.7% YoY). Active subscribers rose ~20% to 143,796, adjusted EBITDA was $24.9M for FY25, and cash was $50.4M as of Jan 31, 2026.
The company expects double-digit revenue growth in FY26, adjusted EBITDA margin of 4–7%, and rental product acquired of $45–50M.
Rent the Runway (Nasdaq: RENT) will report fourth quarter and fiscal year 2025 results for the period ended January 31, 2026 on April 14, 2026 before market open.
The company will host a conference call and live webcast at 8:30 a.m. ET the same day; materials and replay information will be available on the Investor Relations website.
Rent the Runway (NASDAQ: RENT) announced the appointment of Dhiren Fonseca as Executive Chairman of the Board, effective March 9, 2026; he has served on the board since October 2025. Fonseca brings 30+ years of experience in digital marketplaces, corporate strategy, M&A, and prior leadership roles at Expedia and RentPath.
His background includes CEO and president duties at RentPath, senior commercial and corporate development roles at Expedia, early involvement in creating Expedia.com, multiple public and private board positions, and advisory roles. The company said this hire will support platform innovation, supplier relationships, and strategic partnerships.
Rent the Runway (Nasdaq: RENT) granted an inducement award of 802,395 restricted stock units (RSUs) to Dhiren Fonseca, Executive Chair, effective February 27, 2026. The RSUs vest 25% on October 28, 2026, with the remaining 75% vesting in equal quarterly installments through October 28, 2029, subject to continued service.
The award was unanimously approved by the board, including all independent directors, and was granted as an inducement under Nasdaq Listing Rule 5635(c)(4). The award was granted outside the 2021 Incentive Award Plan but is subject to substantially consistent terms.
Rent the Runway (NASDAQ: RENT) reported Q3 2025 results showing continued growth after a transformative recapitalization closed in October 2025. Revenue was $87.6M, up 15.4% YoY, and ending Active Subscribers were 148,916, up 12.4% YoY. The recapitalization reduced total outstanding debt to $120M, extended maturity to 2029, and brought a combined ~$32.5M of cash proceeds from investor contributions and a rights offering.
Operationally, inventory investment drove retention (inventory-related churn down ~30% YoY), personalized app engagement rose +57%, and subscription add-on rate improved +17% YoY. Q3 net income included a one-time $96.3M gain on debt restructuring.