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TheRealReal, Inc. (REAL) reported that its Chief Financial Officer, Ajay Madan Gopal, had common stock transactions on August 21, 2026. A total of 36,418 shares of common stock were sold at $10.98 per share, and a footnote states these shares were automatically sold by The RealReal, Inc. to satisfy withholding taxes payable in connection with the vesting of an equity award.
TheRealReal, Inc. (REAL) reported that Chief Product & Tech Officer Luke Thomas Friang had common stock automatically sold on 2026-08-21. Four transactions totaling 22,028 shares at $10.98 per share were executed to satisfy withholding taxes due upon the vesting of an equity award.
TheRealReal, Inc. (REAL) reported that Chief Accounting Officer Steve Ming Lo had shares of common stock sold on August 21, 2026, totaling 12,559 shares at prices around $10.97–$10.98 per share. According to the company’s disclosure, these shares were automatically sold to cover withholding taxes due on a vesting equity award.
TheRealReal, Inc. (REAL) reported that Chief Legal Officer Todd A. Suko had company-facilitated sales totaling 17,567 shares of common stock on August 21, 2026. Footnotes state these shares were automatically sold by The RealReal, Inc. to satisfy withholding taxes due upon vesting of an equity award, rather than discretionary open-market sales.
An additional footnote explains that a prior Form 4 filed on November 18, 2025 overreported 70 shares sold because of an administrative error, and that the currently reported amount now correctly reflects the reporting person’s beneficial ownership.
TheRealReal, Inc. (REAL) reported that Chief Executive Officer Rati Sahi Levesque had shares of common stock sold on August 21, 2026, totaling 84,432 shares at $10.98 per share. A footnote states these shares were automatically sold by TheRealReal to satisfy withholding taxes due on the vesting of an equity award, rather than as a discretionary open-market sale.
The RealReal, Inc. reported Q2 2026 revenue of $192.6 million on GMV of $617.3 million, driven by higher consignment, direct and shipping services revenue. Gross profit was $143.2 million and loss from operations narrowed to $2.3 million. Adjusted EBITDA improved to $13.5 million, while non‑cash warrant remeasurement and interest expense contributed to a net loss attributable to common stockholders of $27.2 million, or $0.23 per basic and diluted share.
For the first six months of 2026, revenue reached $382.3 million and net income attributable to common stockholders was $11.7 million, below the prior year, which included a $37.1 million gain on extinguishment of debt and a larger gain from warrant remeasurement.
Marketplace activity strengthened, with Q2 GMV of $617.3 million, 937 thousand orders, 1.107 million active buyers, average order value of $659 and a consignment take rate of 35.9%. Net cash used in operating activities was $15.0 million in the first half. Cash, cash equivalents and restricted cash totaled $133.9 million against $756.0 million of liabilities and a stockholders’ deficit of $377.7 million, reflecting sizable 2028, 2029 and 2031 notes and a $74.7 million warrant liability.
The RealReal, Inc. reported strong growth for the quarter ended June 30, 2026, with gross merchandise value of $617 million, up 22% year over year, and total revenue of $193 million, up 17%. Consignment revenue grew 15% and direct revenue 26% versus the prior-year quarter.
Profitability metrics improved, with gross margin at 74.4% and Adjusted EBITDA of $13.5 million, a 7.0% margin versus 4.1% a year ago, while loss from operations narrowed to $(2.3) million from $(9.9) million. GAAP net loss was $27 million, or 14.1% of revenue, including an $18.6 million non-cash warrant-liability adjustment; non-GAAP net loss per share was $0.01.
Trailing twelve months active buyers rose 11% to 1,107,000 and average order value increased 13% to $659. On the back of results above the high end of its outlook, the company raised full-year 2026 guidance, targeting GMV of $2.535 - $2.565 billion and Adjusted EBITDA of $66.0 - $69.0 million.
BlackRock, Inc. filed an amended Schedule 13G reporting a passive ownership stake in The RealReal, Inc. common stock. BlackRock and certain of its reporting business units beneficially own 9,477,749 shares, representing 7.9% of the outstanding common stock.
BlackRock has sole voting power over 9,306,232 shares and sole dispositive power over all 9,477,749 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of the total outstanding common shares.
Miller James R. reported acquisition or exercise transactions in this Form 4 filing.
TheRealReal, Inc. director James R. Miller received an equity compensation grant on July 27, 2026 representing 14,150 shares of common stock, to be issued upon settlement of deferred restricted stock units (DRSUs), each economically equivalent to one share. After this award, his directly reported holdings total 198,066 shares.
TheRealReal, Inc. director Caretha Coleman reported an equity compensation award on 2026-07-27. She acquired 14,150 deferred restricted stock units (DRSUs), each economically equivalent to one share of common stock and to be settled in stock, bringing her reported common stock holdings (including DRSUs) to 265,933 shares.