NASDAQ$REAL
RealReal Inc · Q3 2021 earnings
Q3 2021 earnings · · Investor relations
Briefing
Reported strong top-line growth and solid bottom-line improvements.
The RealReal announced its Q3 2021 results, with GMV increasing by 50% year-over-year to $368 million and total revenue increasing by 53% year-over-year to $119 million. The company's gross profit per order also improved by $4 year-over-year to $94.
- GMV increased 50% year-over-year to $368 million.
- Total revenue increased 53% year-over-year to $119 million.
- Gross profit per order improved $4 year-over-year to $94.
- Trailing 12-months active buyers reached 772,000, an increase of 25% compared to the same period in 2020.
Headline financials
Revenue & EPS history
RealReal · Revenue · Quarterly
$119M
Revenue by segment
RealReal · $119M total across 2 segments · Q3 2021
- Consignment$89.5M+39.0%75.3%
- Direct$29.4M+115.5%24.7%
Forward guidance
Overall, the business is experiencing very positive trends and the company believes these trends will continue through the end of the year and into 2022. While the company is in the early innings of delivering operating expense leverage, it believes the company is starting to see the benefits of its previous investments, which will create leverage as it drives toward profitability in the coming quarters
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 Q3 2021
-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
| Quarter | Report date | Reaction (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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