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REREAL

The RealReal, Inc.

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$REAL·$3.2B·Luxury Goods·Consumer Cyclical
$11.93+2.3%YTD-25.9%1Y+106.4%
Mentions · last 7 days
2026-07-21: 197 posts2026-07-22: 208 posts2026-07-23: 211 posts2026-07-24: 353 posts2026-07-25: 96 posts2026-07-26: 54 posts2026-07-27: 35 posts1,170+9%
Price updated 5m ago·X counts updated 22h ago
REREAL
$REALThe RealReal, Inc.
$11.93+2.32%1.2k posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $REAL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptEvent coming upAI verdict · as of 2026-07-28

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The RealReal is a luxury-resale turnaround finally inflecting to profitability — the X chatter on $REAL is about a memecoin, not the equity.

The RealReal is the largest US online marketplace for authenticated pre-owned luxury goods (handbags, watches, jewelry, apparel) — a two-sided platform where consignors ship items and buyers get an authenticity guarantee. It's spent years digging out of aggressive-growth losses, and the FY26 consensus is finally positive.

The turnaround is starting to show up in the numbers:

  • Revenue is climbing and EPS just flipped positive: quarterly revenue moved from $165M to $190M and last quarter's EPS printed $0.33 (versus a negative Q4) — consensus FY26 EPS of $0.06 growing to $0.23 in FY27 is the first real profitability signal since the IPO era.
  • The setup on the tape is coiling: 4.6x P/S with T12M performance up 106% but YTD down 26% is a name that already had its first re-rate and is now digesting — 9.5% above the 50-day MA is a mild reset, not a breakdown, and Fifth Third accumulating is the kind of institutional adding you want to see.
  • Insider signal is neutral: only two director stock awards on record and a CFO tax-withholding sale — nothing that says conviction either way, so the print carries all the weight.

The Aug 6 print is the whole trade. Revenue closing in on the $780M FY consensus with positive adjusted EBITDA and expanded 2H26 GMV commentary extends the turnaround story; a soft quarter with take-rate compression and the 106% T12M gain gives back fast — because at 4.6x P/S the market is already pricing the inflection.

Differs from X sentimentThe X chatter tagged $REAL is entirely about 'Reales' the memecoin trading on Robinhood Chain (paired against tokenized NVDA and GME, market cap surge from $167K to $2.5M) — not The RealReal the luxury resale equity. The ticker collision means the crypto sentiment does not apply to this stock.

What to watch: Aug 6 Q2 earnings — revenue vs the ~$195M implied print, adjusted EBITDA (positive or breakeven), take-rate trend, and GMV growth. Watch consignor supply metrics — those drive the turnaround story more than headline revenue does.

On the calendar: 2026-08-06 — Q2 earnings

sentiment wrong asset

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment42 posts analyzed · as of 2026-07-27

Reales chatter dominates as the first stock-paired memecoin trading against tokenized NVDA and GME on Robinhood Chain, with market cap surging from $167K to $2.5M+ intraday. Bulls frame the fair-launch bankrbot mechanic and 0xDeployer momentum as an emerging RWA-meme narrative. Sentiment is enthusiastically bullish.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

The RealReal, Inc. manages a digital platform dedicated to the online resale of luxury goods throughout the United States. Its diverse inventory encompasses a wide array of categories, such as clothing and accessories for women, men, and children, along with fine jewelry, watches, and home furnishings and art. This company was founded in 2011 and maintains its corporate headquarters in San Francisco, California.

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

No material change from last week — Wall Street analysts see 32.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-8.9%YTD
-2.0%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
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$-0.06-708.2%
Q2 2025Aug 7, 2025$-0.13$-0.15+13.3%
Next earningsThu, Aug 6·consensus EPS $-0.02

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$780.5M$776.1M – $789.3M$0.06$0.03 – $0.087
FY27$861.9M$849.6M – $873.4M$0.23$0.19 – $0.307
FY28$942.6M$910.0M – $975.2M$0.39$0.38 – $0.402

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.0.8×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.54%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.+9.5%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.-3.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 231.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β2.675-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellMay 21Madan Gopal AjayCFO35.0K sh$324KSellMay 21Lo Steve MingChief Accounting Officer12.1K sh$112KSellMay 21Todd A SukoChief Legal Officer and Secret17.4K sh$161KSellMay 21Friang Luke ThomasChief Product & Tech Officer21.2K sh$196KSellMay 21Sahi Levesque RatiCEO81.2K sh$751KSellMar 19Madan Gopal AjayCFO51.6K sh$479KSellFeb 23Madan Gopal AjayCFO31.4K sh$336KSellFeb 23Friang Luke ThomasChief Product & Tech Officer19.6K sh$210KSellFeb 23Todd A SukoChief Legal Officer and Secret45.9K sh$493KSellFeb 23Sahi Levesque RatiCEO121.4K sh$1.3M
1–10 of 11
+ 10 other (10 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
8-KOfficer or director changeMar 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Fifth Third Bancorp Takes Position in The RealReal, Inc. $REALdefenseworld.net·7d agoThe RealReal Announces Timing of Its Second Quarter 2026 Earnings Conference Callprnewswire.com·12d agoThe RealReal vs. RH: Which Consumer Stock Is a Better Buy in 2026?fool.com·41d agoThe RealReal's CFO Sold Over 35,000 Company Shares. Here's What That Means for Investors.fool.com·60d agoThe RealReal (REAL) Upgraded to Buy: What Does It Mean for the Stock?zacks.com·62d 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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