Microcap Ledger

Tickers · $RENT

Rent the Runway, Inc. $RENT

By Microcap Ledger desk · CIK 0001468327

Facts as of . Built from SEC filings and our own data. Small caps move fast; check the latest filings.

Snapshot

Exchange
Nasdaq Global Market
Sector
Retail-Retail Stores, NEC
Headquarters
Brooklyn, NY
Fiscal year end
January 31
Shares outstanding
33,774,121 [10-Q 2026-09-11]
as of 2026-09-04

Sources: [10-K 2026-04-14]

What the company doesAI summary of filing

Rent the Runway operates an online fashion rental and resale platform that allows customers to access designer clothing and accessories through three offerings: monthly subscriptions (Subscription), short-term a-la-carte rentals (Reserve), and discounted purchases of pre-owned items (Resale). The company sources products directly from brand partners through three channels—Wholesale, Share by RTR (consignment-based), and Exclusive Designs (co-created collections)—and generates revenue primarily from subscription fees, with subscribers accounting for 90% of total revenue in fiscal year 2025. The company is revenue-generating and had 143,796 active subscribers as of January 31, 2026, having served approximately 3.5 million lifetime customers across all offerings. [10-K 2026-04-14]

Segments: Subscription, Reserve, Resale

Financial health

From XBRL company facts (USD)
PeriodRevenueNet incomeOperating cash flowCashFiling
6 months to Jul 2026$187.60M−$31.80M −$5.00M$29.00M[10-Q 2026-09-11]
FY ended Jan 2026$329.80M$22.60M $3.50M$50.40M[10-K 2026-04-14]
FY ended Jan 2025$306.20M−$69.90M $12.90M$77.40M[10-K 2026-04-14]
Quarterly cash burn
−$2.50M
Cash runway Estimate
~34.8 months

Estimate: cash at the end of the period (6 months to Jul 2026) divided by the average monthly operating cash outflow over that period. Ignores any cash raised or spent since, and any financing.

Capital structure and dilution

Summary only. How these instruments work: Dilution & financing desk.

Shelf registration
S-1 filed 2026-09-11; declared effective 2026-09-30 [S-1 2026-09-11]

Listing status

Current status: 1 Form 8-K Item 3.01 filing(s) in the last 24 months, most recent 2025-10-29. Item 3.01 covers delisting notices, failures to meet a listing rule and listing transfers; read the filing for which one.

DateEventDetailsDeadlineFiling
2025-10-298-K Item 3.01Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing—[8-K 2025-10-29]

More on deficiency notices and uplistings: Listing status desk.

Who owns it

Recent Form 4 transactions
DateInsiderTypeSharesPriceFiling
2026-09-25Fonseca Dhiren R.sell13,000$1.70[4 2026-09-28]
2026-09-24Fonseca Dhiren R.sell62,000$1.70[4 2026-09-28]
2026-09-14Fonseca Dhiren R.sell25,132$1.94[4 2026-09-16]
2026-09-14Bariquit Terigrant51,614—[4 2026-09-16]
2026-08-11Rosensweig Danielgrant35,481—[4 2026-08-13]
2026-07-24Fonseca Dhiren R.sell34,516$2.99[4 2026-07-27]
2026-07-23Fonseca Dhiren R.other134,648—[4 2026-07-27]

Catalysts and calendar

Facts as of . Small caps move fast; check the latest filings.