10x Insights
Loading account…
Companies / Consumer Discretionary / Rent the Runway, Inc.
RENT

Rent the Runway, Inc.

Ticker RENTBROOKLYN, NYFiscal year ends JanuaryBook value per share $-1.96Diluted shares 33.5M

Rent the Runway, Inc. (Nasdaq: RENT) operates a fashion rental and resale platform that gives customers access to designer clothing and accessories through monthly subscriptions, a-la-carte rentals, and purchases of pre-loved items. Its assortment spans occasion wear, workwear, casual clothing, maternity, outerwear,… From the company’s description.

Over the twelve months to Jul 31, 2026, Rent the Runway, Inc. reported revenue of $366.90M, up 21.2% from a year earlier, and net income of $43.30M. Its operating margin was −12.3%, and operations generated $0.70M in cash. In fiscal 2025, it reported revenue of $329.80M, up 7.7% from fiscal 2024, and net income of $22.60M.

Fiscal year 2025 · ends 01-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-07-31
Sales & profitability
$329.80MFY2025
+7.7% year over year
Last 12 mo $366.90M
-17.43%FY2025
−1.9 percentage points
Last 12 mo -12.32%
$22.60MFY2025
+132.3% year over year
Last 12 mo $43.30M
-62.60%FY2025
−100.8 percentage points
Last 12 mo -66.11%
Cash & financing
$3.50MFY2025
−72.9% year over year
Last 12 mo $0.70M
$-72.40MFY2025
−99.4% year over year
Last 12 mo $-60.90M
-4.34FY2025
Was -1.83× a year earlier
Last 12 mo -2.40
12.0MFY2025
+217.7% year over year
Last 12 mo 33.5M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Rent the Runway, Inc. does

In the company’s own words

Rent the Runway, Inc. (Nasdaq: RENT) operates a fashion rental and resale platform that gives customers access to designer clothing and accessories through monthly subscriptions, a-la-carte rentals, and purchases of pre-loved items. Its assortment spans occasion wear, workwear, casual clothing, maternity, outerwear, accessories, and other categories, sourced almost entirely from brand partners. Subscribers accounted for 90% of revenue in fiscal 2025. The company’s sourcing model includes wholesale purchases, consignment-style Share by RTR, and Exclusive Designs developed with brand partners; these represented 31%, 57%, and 12% of product acquisition, respectively, in fiscal 2025. Founded in 2009, Rent the Runway had served approximately 3.5 million lifetime customers and had 143,796 active subscribers as of January 31, 2026. It operates two fulfillment centers totaling approximately 486,000 square feet, supporting garment care, rental processing, and returns. Its website is www.renttherunway.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Retail
Headquarters
BROOKLYN, NY
Fiscal year end
January
CIK
1468327
SIC
5990

Financial performance, year by year

Fiscal 2021–2025 · USD
$-269.67M$-96.06M$77.55M$251.16M$424.77M20212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Rent the Runway, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

31
funds hold it
0 of 35
superinvestors hold it
$4.48M
held by funds, at market
4.0%
of shares held by funds

Largest fund holders · Rent the Runway, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.00%of fund net assets
Fidelity Extended Market Index Fund
FSMAX · Fidelity Concord Street Trust
—of fund net assets
iShares Russell 2000 Value ETF
IWN · iShares Trust
0.00%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Rent the Runway, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Rent the Runway, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Rent the Runway, Inc.'s last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.