# Rent the Runway, Inc.: overview

RENT · Nasdaq · CIK 1468327 · [Consumer discretionary](/sectors/consumer-discretionary.md) · fiscal year ends Jan 31

Pages: [Overview](/companies/rent.md) · [Financials](/companies/rent/financials.md) · [Filings](/companies/rent/filings.md) · [Insiders](/companies/rent/insiders.md)

Latest reported revenue: [$13.9m](/filings/0001468327-26-000088.md) for Q2 FY2026, three months to 2026-07-31, from the 10-Q filed Sep 11, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001468327-26-000088).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-10-31) | Q4 FY2024 (2025-01-31) | Q1 FY2025 (2025-04-30) | Q2 FY2025 (2025-07-31) | Q3 FY2025 (2025-10-31) | Q4 FY2025 (2026-01-31) | Q1 FY2026 (2026-04-30) | Q2 FY2026 (2026-07-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [9.6](/filings/0001468327-25-000237.md) | [11.8 d](/filings/0001468327-26-000020.md) | [7.6](/filings/0001468327-26-000031.md) | [11.7](/filings/0001468327-26-000088.md) | [10.6](/filings/0001468327-25-000237.md) | [13.9 d](/filings/0001468327-26-000020.md) | [12.2](/filings/0001468327-26-000031.md) | [13.9](/filings/0001468327-26-000088.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [(142.7%)](/filings/0001468327-25-000237.md) | [(65.3%) d](/filings/0001468327-26-000020.md) | [(259.2%)](/filings/0001468327-26-000031.md) | [(171.8%)](/filings/0001468327-26-000088.md) | [(152.8%)](/filings/0001468327-25-000237.md) | [(10.8%) d](/filings/0001468327-26-000020.md) | [(161.5%)](/filings/0001468327-26-000031.md) | [(56.1%)](/filings/0001468327-26-000088.md) |
| Net margin | % | [(196.9%)](/filings/0001468327-25-000237.md) | [(113.6%) d](/filings/0001468327-26-000020.md) | [(343.4%)](/filings/0001468327-26-000031.md) | [(225.6%)](/filings/0001468327-26-000088.md) | [721.7%](/filings/0001468327-25-000237.md) | [(10.1%) d](/filings/0001468327-26-000020.md) | [(154.9%)](/filings/0001468327-26-000031.md) | [(92.8%)](/filings/0001468327-26-000088.md) |
| Diluted EPS | $ per share | [(4.70)](/filings/0001468327-25-000237.md) | not reported | [(6.26)](/filings/0001468327-26-000031.md) | [(6.23)](/filings/0001468327-26-000088.md) | [13.65](/filings/0001468327-25-000237.md) | not reported | [(0.57)](/filings/0001468327-26-000031.md) | [(0.38)](/filings/0001468327-26-000088.md) |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2022-01-31) | FY2022 (2023-01-31) | FY2023 (2024-01-31) | FY2024 (2025-01-31) | FY2025 (2026-01-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [17.5](/filings/0001468327-24-000114.md) | [27.8](/filings/0001468327-25-000056.md) | [33.3](/filings/0001468327-26-000020.md) | [40.7](/filings/0001468327-26-000020.md) | [43.8](/filings/0001468327-26-000020.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [(719.4%)](/filings/0001468327-24-000114.md) | [(372.7%)](/filings/0001468327-25-000056.md) | [(240.2%)](/filings/0001468327-26-000020.md) | [(116.7%)](/filings/0001468327-26-000020.md) | [(131.3%)](/filings/0001468327-26-000020.md) |
| Net margin | % | [(1210.3%)](/filings/0001468327-24-000114.md) | [(498.9%)](/filings/0001468327-25-000056.md) | [(339.9%)](/filings/0001468327-26-000020.md) | [(171.7%)](/filings/0001468327-26-000020.md) | [51.6%](/filings/0001468327-26-000020.md) |
| Diluted EPS | $ per share | [(170.30)](/filings/0001468327-24-000114.md) | [(43.17)](/filings/0001468327-25-000056.md) | [(31.52)](/filings/0001468327-26-000020.md) | [(17.62)](/filings/0001468327-26-000020.md) | [1.88](/filings/0001468327-26-000020.md) |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/rent/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-21 | [Nexus Capital Management LP](/insiders/1963997.md) | Director, 10% owner | Purchase (P) | 632,922 | $3.55 | $2.2m | [Form 4](/filings/0001012975-26-000981.md) |
| 2026-10-21 | [CHS US Investments LLC](/insiders/2093897.md) | 10% owner | Purchase (P) | 458,245 | $3.55 | $1.6m | [Form 4](/filings/0001012975-26-000980.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $2.6m | 829,245 |  | Added +445,111 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $2.1m | 654,002 |  | Reduced −999 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $1.3m | 399,826 |  | Added +102,663 |
| [Technology Crossover Management VIII, Ltd.](/funds/1626282.md) | 2026-06-30 | $622.1k | 197,481 |  | Unchanged |
| [ARES MANAGEMENT LLC](/funds/1259313.md) | 2026-06-30 | $533.6k | 169,383 |  | Unchanged |
| [VANGUARD FIDUCIARY TRUST CO](/funds/933478.md) | 2026-06-30 | $442.3k | 140,407 |  | Added +4,953 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $352.5k | 111,897 |  | Added +30,800 |
| [NORTHERN TRUST CORP](/funds/73124.md) | 2026-06-30 | $318.8k | 101,193 |  | Added +47,172 |
| [CastleKnight Management LP](/funds/1835751.md) | 2026-06-30 | $304.5k | 96,655 |  | Unchanged |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $171.9k | 54,572 |  | New +54,572 |

## Recent filings

[All 759 filings](/companies/rent/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-26 | 16:16 ET | [8-K](/filings/0000950103-26-016172.md) | 3.02 Unregistered sale of equity; 8.01 Other events | 0000950103-26-016172 |
| 2026-10-23 | 16:05 ET | [SCHEDULE 13D/A](/filings/0001193125-26-430418.md) | Ownership report, active investor, amended | 0001193125-26-430418 |
| 2026-10-23 | 16:05 ET | [SCHEDULE 13D/A](/filings/0001193125-26-430417.md) | Ownership report, active investor, amended | 0001193125-26-430417 |
| 2026-10-23 | 16:05 ET | [SCHEDULE 13D/A](/filings/0001193125-26-430413.md) | Ownership report, active investor, amended | 0001193125-26-430413 |
| 2026-10-16 | 18:23 ET | [SCHEDULE 13D/A](/filings/0001193125-26-424346.md) | Ownership report, active investor, amended | 0001193125-26-424346 |
| 2026-10-14 | 17:11 ET | [8-K](/filings/0000950103-26-015597.md) | 8.01 Other events | 0000950103-26-015597 |
| 2026-09-30 | 09:15 ET | [8-K](/filings/0000950103-26-014833.md) | 8.01 Other events | 0000950103-26-014833 |
| 2026-09-28 | 09:02 ET | [S-1/A](/filings/0000950103-26-014555.md) | Registration statement, amended | 0000950103-26-014555 |
| 2026-09-15 | 16:57 ET | [8-K](/filings/0000950103-26-013999.md) | 7.01 Regulation FD disclosure | 0000950103-26-013999 |
| 2026-09-11 | 17:27 ET | [SCHEDULE 13D/A](/filings/0001193125-26-389425.md) | Ownership report, active investor, amended | 0001193125-26-389425 |

## Latest annual report

[Form 10-K for the fiscal year ended Jan 31, 2026](/filings/0001468327-26-000020.md), filed Apr 14, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1468327
- Tickers: RENT
- Exchange: Nasdaq
- SIC code: 5990 Retail-Retail Stores, NEC
- State of incorporation: DE
- Filer category: <br>Emerging growth company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 26, 2026, 16:17 ET. No prices; not investment advice.