RealReal (NASDAQ:REAL) 주식

REALREAL INC/THE

RealReal

The RealReal is the largest pure-play luxury resale platform in the US, generating $1.8 billion in 2024 gross merchandise volume and addressing a niche (personal luxury resale) that had previously been serviced by inefficient upscale boutiques and local pawn shops. The company generates revenue via consignment and first-party sales on its online marketplace, and through a small volume of direct sales. With a hands-on approach that actively sources inventory and authenticates every item on its platform, The RealReal is able to justify much higher take rates than peers, working out to roughly 36% of net merchandise value in 2024, which excludes returns, cancellations, and first-party sales.

Michael Burry illustration by Gonzalo Lanzilotta for Benzinga

Asia

Equities

News

Global

Markets

ACIC

AMZN

BABA

BCAB

BIDU

FOUR

GOOG

GOOGL

OLPX

REAL

2008년 금융 위기 이전 주택 시장에 대한 선견지명 있는 투자로 유명한 유명 투자자 마이클 버리(Michael Burry)는 2024년 2분기에 자신의 헤지 펀드 포트폴리오에 큰 변화를 주었다.

&#39;빅쇼트&#39; 명성의 마이클 버리, 중국에 큰 투자하고 알리바바를 최대 보유 주식으로 공개

The RealReal Inc

REAL ESTATE CR INVTS LTD by REAL ESTATE CR INVTS LTD.

ReAlpha Tech Corp

REAL AMER CAP CORP by Real American Capital Corp.

Real American Capital Corp

Real Asset Acquisition Corp. - Class A Ordinary Share

Real Asset Acquisition Corp

Real Brands Inc

Real Estate Select Sector SPDR Fund (The)

Real Good Food Company Inc (The) CL A NEW

Real Good Food PLC

REAL LUCK GROUP LTD by Real Luck Group, Ltd.

Real Luck Group Ltd

REAL MATTERS INC ORD by Real Matters Inc.

Real Matters Inc

Real Messenger Corporation - Ordinary Shares

Real Messenger Corp

REAL SECURITY CO INC by Real Security Co., Inc. (The)

Real Security Co Inc

RealFevr

RealTract

Realbotix Corp

REALITY RACING INC by Reality Racing, Inc.

Reality Racing Inc

REALTEK SEMICONDUCTOR144A by Realtek Semiconductor Corp.

Realtek Semiconductor Corp

REALTEK SEMICNDCTR CORP by Realtek Semiconductor Corp.

Realty Income Corp

<a href="https://jcapitalresearch.substack.com/p/dispatch-43" title="https://jcapitalresearch.substack.com/p/dispatch-43">https://jcapitalresearch.substack.com/p/dispatch-43</a>

Short Sellers

Trading Ideas

Watching The RealReal; J Capital Research's The Equity Dispatch Issues Report On Co

WIIM

ARHS

ARKO

BARK

BBWI

BOOT

BURL

CRMT

FIVE

JWEL

MNRO

ONEW

PLCE

RENT

RMBL

ROST

RVLV

SCVL

SFIX

SPWH

ULTA

UPBD

URBN

VSCO

WRBY

Shares of retail stocks are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate supply chain uncertainty and macroeconomic uncertainty and help boost consumer sentiment.

UBS analyst Kunal Madhukar maintains RealReal (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REAL#NASDAQ">REAL</a>) with a Neutral and raises the price target from $6 to $7.

Price Target

Analyst Ratings

UBS Maintains Neutral on RealReal, Raises Price Target to $7

RealReal shares are trading lower following Q1 financial results.

The RealReal shares are trading lower. The company reported Q1 financial results.

We have not reconciled forward-looking Adjusted EBITDA to net income (loss), the most directly comparable GAAP measure, because we cannot predict with reasonable certainty the ultimate outcome of certain components of such reconciliations, including payroll tax expense on employee stock transactions, that are not within our control, or other components that may arise, without unreasonable effort. For these reasons, we are unable to assess the probable significance of the unavailable information, which could materially impact the amount of future net income (loss).
<figure class="table"> 
<table>
<tbody>
<tr>
<td>&nbsp;</td>
<td>Q2 2025</td>
<td>Full Year 2025</td>
</tr>
<tr>
<td>GMV</td>
<td>$476 – $486 million</td>
<td>$1.96&nbsp;– $1.99 billion</td>
</tr>
<tr>
<td>Total Revenue</td>
<td>$157&nbsp;– $161 million</td>
<td>$645&nbsp;– $660 million</td>
</tr>
<tr>
<td>Adjusted EBITDA</td>
<td>$3.0&nbsp;– $4.0 million</td>
<td>$20&nbsp;– $30 million</td>
</tr>
</tbody>
</table>
</figure>

Guidance

RealReal Sees Q2 Sales $157.000M-$161.000M vs $159.67M Est

RealReal Affirms FY2025 Sales Guidance of $645.00M-$660.00M vs $655.52M Est

RealReal (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REAL#NASDAQ">REAL</a>) reported quarterly losses of $(0.08) per share which beat the analyst consensus estimate of $(0.09) by 11.11 percent. This is a 33.33 percent increase over losses of $(0.12) per share from the same period last year. The company reported quarterly sales of $160.03 million which beat the analyst consensus estimate of $159.81 million by 0.14 percent. This is a 11.29 percent increase over sales of $143.80 million the same period last year.

Earnings

Earnings Beats

RealReal Q1 Adj. EPS $(0.08) Beats $(0.09) Estimate, Sales $160.03M Beat $159.81M Estimate

AAOI

ABCL

ABEV

ACIW

ACMR

ACTG

AFRM

AKAM

AKBA

ALGM

ALIT

ALRM

ALXO

Amplify YieldShares Oil Hedged MLP Income ETF

AMLX

AMPX

AMTX

APPN

APYX

AQMS

ARGX

ARLO

ASPN

ASTH

Adtalem Global Education Inc. Common Stock

ATGE

ATHM

ATUS

AUTL

AVAH

AVPT

AXGN

BAER

BBDC

BIGC

BILL

BIRD

BlackSky Technology Inc. Class A Common Stock

BKSY

BLFS

BLND

CARG

CARS

CBLL

CBUS

CCEC

CCOI

CCRD

CDTX

CION

CLAR

CLFD

CLNE

CLSK

CMPS

CMRE

CODX

COIN

COLD

COLL

COMP

CRNX

CRON

CROX

CRVS

CTEV

CTKB

CTLP

CVRX

DAVE

DCGO

DCTH

DIOD

DKNG

Earnings Scheduled For May 8, 2025

Phoebe Gates, daughter of <a href="https://www.benzinga.com/personal-finance/25/04/45056962/bill-gates-says-hes-happier-as-a-billionaire-than-if-he-were-middle-class-you-dont-need-a-billionbut-freedom-from-worry-is-a-blessing">Bill Gates</a> and Melinda French Gates, has stepped into the startup world with the launch of Phia, a browser extension and mobile app designed to make <a href="https://www.benzinga.com/news/global/25/03/44359892/sustainable-style-how-ai-is-reducing-waste-in-the-fashion-world">fashion</a> shopping smarter, more sustainable, and more affordable for Gen Z consumers.
Phia, co-founded with Stanford University classmate Sophia Kianni, functions as a digital shopping assistant. The app <a href="https://phia.com/">says</a> it tracks pricing data across more than 40,000 online retailers, surfaces lower-cost alternatives, and according to <a href="https://www.theverge.com/news/656349/phoebe-gates-phia-shopping-app-extension">The Verge</a>, it also highlights secondhand options from platforms like The RealReal (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REAL#NASDAQ">REAL</a>), Poshmark, and Vestiaire Collective. Phia&#8217;s goal is to reduce waste while helping users make more financially and environmentally responsible purchases,<a href="https://www.geekwire.com/2025/phoebe-gates-launches-e-commerce-startup-heres-what-her-famous-parents-thought-of-the-idea/"> GeekWire</a> writes.
Don't Miss:
<ul>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.26/share with a $1000 minimum.</a></li>
<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing —<a href="https://www.benzinga.com/money/boxabl"> this is your last chance to become an investor for $0.80 per share.</a></li>
</ul>
<h2 class="wp-block-heading">$850K in Early Funding From High-Profile Backers</h2>
Gates and Kianni, both avid resale shoppers, created the tool after growing frustrated with the lack of reliable pricing and resale discovery options online. According to The Verge, in addition to retail price comparison, Phia's &#8220;Should I Buy This?&#8221; feature evaluates whether a shopper is overpaying by using product data, market history, and resale listings.
Despite the founder's household name, Phia was not funded by the Gates family. Instead, Phoebe Gates raised capital independently, starting with $100,000 from Soma Capital and a $250,000 Stanford social entrepreneurship grant, GeekWire writes. After multiple rejections, the team secured an additional $500,000 in angel investments, bringing the total raised to $850,000.
Among Phia's early supporters are major names from fashion and media. Kris Jenner, entrepreneur and matriarch of the Kardashian-Jenner brand empire, publicly confirmed her role as an investor and mentor during an appearance on "<a href="https://www.youtube.com/watch?v=eSGd9ZR6CQ0&amp;ab_channel=TheBurnoutswithPhoebe%26Sophia">The Burnouts</a>," a podcast hosted by the Phia founders. Jenner's involvement adds visibility and strategic guidance as the company targets a younger, trend-driven demographic.
Trending: Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">invest pre-IPO from $0.60 per share now</a>.
Investor and business strategist Desiree Gruber, known for her work on "Project Runway" and as the CEO of Full Picture, also joined the funding round, she said in a LinkedIn<a href="https://www.linkedin.com/posts/desiree-gruber-4b7a4564_phoebe-gates-and-sophia-kianni-launch-shopping-activity-7321537221025492993-16fh/"> post</a>. Her post praised the Phia founders and celebrated the launch with enthusiasm, showing her strong support for the company's mission and vision.
In addition to Jenner and Gruber, Phia's advisory circle includes media executive Joanne Bradford and Spanx founder Sara Blakely, both of whom are serving as company advisors. Bradford<a href="https://www.linkedin.com/feed/update/urn:li:activity:7321319756966383616/"> shared</a> on LinkedIn that she's been supporting the team behind the scenes over the past year on copy, product, and go-to-market strategy.
<h2 class="wp-block-heading">A Technology-Driven Approach To Conscious Commerce</h2>
Phia represents a growing wave of e-commerce tools that emphasize affordability without sacrificing ethics or style. By embedding into users' regular browsing experience, the app acts as a passive advisor, alerting shoppers to resale alternatives, sale opportunities, and pricing insights without disrupting their shopping flow, according to The Verge.
See Also: Donald Trump just announced a $500 billion AI infrastructure deal — <a href="https://www.benzinga.com/money/seize-a-share-while-you-still-can-in-the-2-trillion-entertainment-market-with-elf-labs-at-just-2-25-share">here's how you can invest in the entertainment market's next big disruptor at $2.25 per share</a>.
Environmental sustainability is a core component of Phia's identity. In line with Bill Gates' well-known environmental initiatives, the app encourages secondhand shopping to reduce fashion-related carbon emissions and textile waste. While Phoebe Gates has leaned on her father for personnel advice, she did not seek financial involvement. "Luckily, it never happened," Bill Gates told <a href="https://www.businessinsider.com/bill-gates-phoebe-gates-phia-funding-2025-4">Business Insider</a>, explaining that he preferred not to play an oversight role in the company.
Melinda French Gates encouraged her daughter to raise her own capital, describing it as a growth opportunity. Phoebe Gates told<a href="https://www.nytimes.com/2025/04/24/style/phoebe-gates-bill-gates-resale-phia.html"> The New York Times</a> that the fundraising process was difficult but essential, adding that her mother "saw it as a real opportunity for me to, like, learn and fail."
<h2 class="wp-block-heading">Phia's Market Position and Growth Potential</h2>
Phia enters a crowded but evolving space alongside established price-comparison tools like Honey, Rakuten, and Capital One Shopping, The Verge writes. What sets Phia apart is its focus on fashion, its AI-driven resale discovery features, and its cultural positioning with Gen Z consumers.
The combination of venture capital, mentorship from high-profile investors, and a technology-forward product gives Phia a unique advantage in the e-commerce landscape. While still in its early stages, Phia's launch signals a broader trend toward merging climate-conscious values with consumer tech.&nbsp;
Read Next:
<ul>
<li>Shark Tank's Kevin O'Leary called Missing Ring his biggest mistake — Don't repeat history—<a href="https://www.benzinga.com/money/big-tech-has-spent-billions-acquiring-ai-smart-home-startups-one-company-stands-to-benefit-and-has-already-made-10-million">invest in RYSE at just $1.90/share.</a></li>
<li>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</a></li>
</ul>
Image: Shutterstock

Bill Gates' Daughter Launches Phia, A $850K AI-Powered Fashion App With Backing From Kris Jenner And Desiree Gruber

Comments

RealReal

뉴스

파트너 / 기고자

벤징가 글로벌