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Rent the Runway, Inc. 424B Filings

RENT NASDAQ

Every 424B that Rent the Runway, Inc. (RENT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 424B covers the supplement that carries the terms of a priced offering, so if you follow RENT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RENT filings page.

Rhea-AI Summary

Rent the Runway, Inc. (RENT) is distributing transferable subscription rights to buy up to 4,225,352 shares of Class A Common Stock at $3.55 per share. Eligible holders receive one right per share held September 25, 2026; each right entitles its holder to purchase approximately 0.1251 shares. The subscription period runs September 30, 2026 through 5:00 p.m. New York City time on October 14, 2026, unless extended. Exercises are irrevocable, and the rights will not be listed for trading.

The company expects approximately $14.3 million in net proceeds after offering expenses for general corporate purposes. CHS US Investments LLC, Gateway Runway, LLC and S3 RR Aggregator, LLC agreed to buy unsubscribed shares at $3.55 per share for cash, subject to customary closing conditions. If no rights holders exercise, the backstop scenario would leave the Investor Group with over 86.2% of outstanding Class A shares at closing.

For the six months ended July 31, 2026, revenue was $187.6 million and net loss was $31.8 million, compared with $150.5 million and $52.5 million, respectively, for the six months ended July 31, 2025. The company borrowed the full $10 million under an incremental term loan facility on September 1, 2026. Paige Thomas became Chief Executive Officer effective September 14, 2026.

Rhea-AI Summary

Rent the Runway, Inc. is offering up to $40,000,000 of Class A common stock in an at-the-market offering under a Sales Agreement with BTIG, LLC acting as sales agent. Under Form S-3 rules, sales are limited to one-third of the public float while the public float is below $75,000,000, which currently limits sales under this prospectus supplement to $9,964,551.

The prospectus supplement states the public float was $29,893,655 calculated as of April 14, 2026 based on 4,649,091 Class A shares at $6.43 per share (closing price on February 24, 2026. The document also cites 33,419,413 total Class A shares outstanding as of April 2, 2026. Proceeds are intended for general corporate purposes, and the Agent’s commission is 3.0% of gross sales.

Rhea-AI Summary

Rent the Runway, Inc. has registered up to 28,532,444 shares of Class A common stock for resale by existing stockholders, who may sell from time to time and will receive any sale proceeds; the company will not receive cash from these transactions.

In previously announced recapitalization transactions completed on October 28, 2025, a lender exchanged amounts owed under a prior credit agreement in excess of $100 million for 26,175,193 Class A shares, reducing total outstanding indebtedness to $120 million and extending term loan maturity to October 28, 2029. Following these transactions, 33,358,709 Class A shares were outstanding as of October 28, 2025, increasing to 33,390,904 shares and 139 holders of record as of November 14, 2025.

The recap also triggered a major board reshaping, with six directors resigning and five new directors, including an executive chair, appointed under an investor rights agreement, while one additional investor-designated director is still expected. The new credit agreement adds restrictive covenants, including a liquidity covenant that resets to $30 million in February 2027, and the company notes it has previously required covenant waivers. Rent the Runway discloses current noncompliance with Nasdaq’s three-member audit committee rule and reliance on a cure period, cautioning that failure to regain compliance could lead to delisting. The business continues to center on its subscription-based “Closet in the Cloud,” with 185,166 total subscribers and 148,916 active subscribers as of October 31, 2025.