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REREAL

The RealReal, Inc.

$REAL·$1.2B·Luxury Goods·Consumer Cyclical
$9.78-0.8%YTD-37.9%1Y+18.8%
Price updated 10h ago·X counts updated 1d ago
REREAL
$REALThe RealReal, Inc.
$9.78-0.81%75 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $REAL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

75X posts · last 7 days
Aug 22Sep 7
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $REAL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-03 · top-engagement diverged

REAL (a Solana memecoin / a Real Briefly XRP-Ledger project) has bull hype around 'REAL CITY' physical builds, XRP ecosystem integration, and Amazon/Walmart onboarding. But The RealReal is -9.5% since a bearish post last week, and one writer added REAL as a short. Split.

Read what X is saying about $REAL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $REAL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-08

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The RealReal at $9.86 with 72% gross margin — luxury-resale-is-first-choice thesis, still not profitable.

The RealReal is the luxury-consignment resale platform — the specific way to trade the 'resale is becoming first choice for shoppers' narrative that its 2026 Resale Report highlights. The stock is at $9.86 with a rating upgrade to Buy and Wall Street analysts seeing 52.8% upside.

Where the setup earns turnaround:

  • The economics have real potential but haven't closed the loop: 72% gross margin is exceptional for physical-goods resale, but operating margin -1.9% and ROIC -8% means the business hasn't reached profitability yet — the multiple (4.6x sales) prices continued improvement.
  • The 2026 Resale Report is the specific narrative anchor: 'resale is becoming first choice for shoppers' is a real generational shift, and The RealReal's authentication moat plus consignment relationships are the durable advantages.
  • The tape is coiled at low: 20% of the 52-week range, -13% below the 50-day, -18% below the 200-day, on lower volume — a genuine capitulation setup where the analyst upgrade and 52.8% upside potential haven't yet moved the tape.

The coil resolves on either a next-quarterly print showing sequential operating-margin improvement or a specific luxury-partnership announcement. Miss both and the tape drifts on burn; hit either and the 52.8% analyst-upside becomes plausible. Insider selling of $1.9M is a real caveat worth noting.

What to watch: Watch sequential operating-margin trajectory, active-buyer count growth, and any luxury-brand partnership announcements. A profit-inflection print is the flip; another quarter of soft operating leverage is the specific reset.

luxury resale moatanalyst upgrade to buysentiment polluted

Read the AI verdict on $REAL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Online resale marketplace for authenticated luxury goods including clothing, jewelry, watches, and art.

Industry overviewAI analysisGenerated by AI from underlying data

Where Luxury Goods sits in its cycle right now — and what that implies for $REAL.

Luxury Goods · Consumer Cyclical

Luxury goods face softening high-income consumer sentiment after multi-year outperformance; China luxury recovery is slower than expected while US aspirational-luxury segment is softening. Resale platforms are benefiting from circular-economy luxury demand.

What this means for $REAL

Partial — The RealReal luxury resale; circular-luxury economy, AI-authentication and pricing tools, gross-margin improvement focus.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-5.1%YTD
-3.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-19.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.01$-0.02+43.2%
Q1 2026May 7, 2026$-0.01$-0.010.0%
Q4 2025Feb 26, 2026$0.06$0.04+50.0%
Q3 2025Nov 10, 2025$-0.49$-0.06-708.2%
Next earningsMon, Nov 9·consensus EPS $0.00

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$189.7M+18.5%70.2%-1.2%$0.33$-24.1M
Q4 FY25$194.1M+18.3%70.6%3.2%$-0.33$43.0M
Q3 FY25$173.6M+17.5%74.3%-4.3%$-0.48$13.7M
Q2 FY25$165.2M+14.0%74.3%-6.0%$-0.10$-20.0M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$795.5M$782.8M – $801.4M$0.10$0.08 – $0.127
FY27$883.4M$864.6M – $895.0M$0.29$0.22 – $0.327
FY28$981.8M$941.8M – $1.0B$0.48$0.46 – $0.492

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.19%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 100.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 21Madan Gopal AjayCFO36.4K sh$400KSellAug 21Friang Luke ThomasChief Product & Tech Officer22.0K sh$242KSellAug 21Lo Steve MingChief Accounting Officer12.6K sh$138KSellAug 21Todd A SukoChief Legal Officer and Secret17.6K sh$193KSellAug 21Sahi Levesque RatiCEO84.4K sh$927KSellMay 21Madan Gopal AjayCFO35.0K sh$324KSellMay 21Lo Steve MingChief Accounting Officer12.1K sh$112KSellMay 21Friang Luke ThomasChief Product & Tech Officer21.2K sh$196KSellMay 21Sahi Levesque RatiCEO81.2K sh$751KSellMay 21Todd A SukoChief Legal Officer and Secret17.4K sh$161K
1–10 of 11
+ 12 other (12 awards) in window

See when $REAL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

The RealReal, Inc. (REAL) held its 2026 Annual Meeting on June 10, 2026, where stockholders voted on six proposals. Caretha Coleman, Karen Katz, and Mark McCaffrey were elected as Class I directors; KPMG LLP was ratified as auditor (99.75 million votes for vs. 179,663 against); executive compensation received advisory approval; and a management proposal to amend the company's charter was presented. All director nominees passed with comfortable margins, and the strong ratification of KPMG signals no audit-related concerns. The filing covers governance mechanics only, with no financial results or strategic announcements disclosed.

S-3ASRAuto-shelf registrationMay 8S-3ASR
3New insider — initial holdingsMar 163
+ 11 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Analyzing Logiq (OTCMKTS:LGIQ) & RealReal (NASDAQ:REAL)defenseworld.net·14d agoTHE REALREAL'S 2026 RESALE REPORT REVEALS RESALE IS BECOMING FIRST CHOICE FOR SHOPPERSprnewswire.com·15d agoAll You Need to Know About The RealReal (REAL) Rating Upgrade to Buyzacks.com·20d agoWall Street Analysts See a 52.8% Upside in The RealReal (REAL): Can the Stock Really Move This High?zacks.com·20d agoA Look at The RealReal Inc (REAL) After 4.2% Gain -- GF Value $6.17 vs Price $11.40gurufocus.com·26d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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