NASDAQ$REAL
RealReal Inc · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Announced solid financial results driven by strong top-line growth and operating expense leverage.
The RealReal reported a 67% increase in total revenue to $145 million and a 45% increase in GMV to $437 million for Q4 2021. The company's net loss was $52 million, and non-GAAP net loss per share was $(0.42).
- GMV increased 45% year-over-year.
- Total revenue increased 67% year-over-year.
- Net loss was $52 million compared to $51 million in the same period in 2020
- TTM active buyers reached 797,000, an increase of 23% compared to the same period in 2020
Headline financials
Revenue & EPS history
RealReal · Revenue · Quarterly
$145M
Revenue by segment
RealReal · $145M total across 2 segments · Q4 2021
- Consignment$99.9M+44.6%68.8%
- Direct$45.3M+191.8%31.2%
Forward guidance
The RealReal provided guidance for Q1 and full year 2022, projecting GMV of $410 - $425 million and $2.0 - $2.1 billion, total revenue of $130 - $140 million and $635 - $665 million, and Adjusted EBITDA of $(39) - $(35) million and $(100) - $(80) million, respectively. They project that The RealReal will be Adjusted EBITDA positive for full year 2024.
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 Q4 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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