NASDAQ$REAL

RealReal Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

REAL reported Q1 2025 revenue of $160.0M, net income of $62.4M, diluted EPS of 0.56.

For Q1 2025, REAL reported Revenue was $160.0M, net income was $62.4M, diluted EPS was 0.56. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $160.0M for Q1 2025.
  • Net income $62.4M.
  • Diluted EPS 0.56.

Headline financials

Total Revenue

$160M

Previous: $144M+11.3%
EPS (adj)

$0.56

Previous: -$0.30+286.7%
Gross Merchandise Value

$490M

Previous: $452M+8.5%
Active Buyers

985.0K

Previous: 922.0K+6.8%
Average Order Value

$564.00

Previous: $538.00+4.8%
Number of Orders

869.0K

Previous: 840.0K+3.5%
Take Rate

38.6%

Previous: 38.4%+0.5%
Capital Expenditures

-$4.71M

Previous: -$2.14M-120.2%
Net Income

$62.4M

Previous: -$31.1M+300.6%
Operating Income

-$12.8M

Previous: -$17.9M+28.8%
Gross Profit

$120M

Previous: $107M+11.9%
R&D Expense

$58.6M

Previous: $63M-6.9%

Revenue & EPS history

RealReal · Revenue · Quarterly

$160M

Q1 2025+11.3%vs Q1 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

RealReal · $133M total across 3 segments · Q3 2023

  • Consignment
    $103M+9.6%
  • Direct
    $17.4M-49.0%
  • Shipping Services
    $13M-12.5%

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector-specific risks.

Tailwinds

  • Headline results anchor the quarter.
  • Balance sheet supports ongoing operations.

Headwinds

  • Macro or input costs may pressure margins.
  • One-time items can affect year-over-year comparisons.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-2.0%

Avg return

Earnings day

+2.3%

Avg return

5 days after

-0.3%

Avg return

30 days after

33%

9 / 27 earnings

Positive

+61.4%

Q4 2023

Best reaction

-30.6%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.1%-28.2%-31.8%
Q4 2025-1.5%-2.1%-30.8%
Q3 2025+37.7%+23.6%+27.2%
Q1 2025-30.6%-21.8%-21.7%
Q4 2024-18.8%-0.5%-31.5%
Q3 2024+22.4%+25.8%+105.7%
Q2 2024-23.2%-21.0%-26.5%
Q1 2024-3.1%-1.9%-10.0%
Q4 2023+61.4%+118.1%+128.7%
Q3 2023+25.8%+30.8%+43.4%
Q2 2023+12.1%+17.0%+19.3%
Q1 2023-10.6%-18.2%+24.1%
Q4 2022+11.2%+21.6%-11.9%
Q3 2022-15.8%+18.0%+9.4%
Q2 2022-14.1%-19.4%-40.7%
Q1 2022-25.4%-18.7%-33.4%
Q4 2021-0.9%+11.7%-1.6%
Q3 2021+19.4%+21.1%+3.4%
Q2 2021-18.6%-18.4%-27.5%
Q1 2021-27.9%-36.6%-17.2%
Q4 2020-12.0%-9.5%-25.4%
Q3 2020-9.1%-14.9%-4.5%
Q2 2020+1.9%+12.3%+3.8%
Q1 2020+5.7%+5.7%+19.1%
Q4 2019+0.0%-6.4%-48.8%
Q3 2019-15.5%-23.0%-24.4%
Q2 2019-20.1%-3.6%-5.4%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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