Rent the Runway Sees Q4 Revenue at $76.6M, Full-Year 2025 Forecast Slashed
Rent the Runway’s Q4 2025 revenue is forecasted at $76.6 million with a loss of $5.31 per share. Full-year 2025 estimates have been reduced over 90 days from $319.8 million and -$19.28 EPS to $294.6 million and -$25.42 EPS.
1. Q4 2025 Consensus Estimates
Consensus revenue for Q4 2025 stands at $76.60 million with an expected loss of $5.31 per share. Full-year 2025 forecasts call for $294.60 million in revenue and a loss of $25.42 per share.
2. 90-Day Trend in Estimates
Over the past 90 days, full-year 2025 revenue estimates dropped from $319.80 million to $294.60 million, while full-year 2026 projections fell from $315.30 million to $302.60 million. Earnings forecasts for 2025 plunged from -$19.28 to -$25.42 per share and for 2026 from -$20.31 to -$26.06 per share.
3. Previous Quarter Performance
In the quarter ending January 31, 2025, Rent the Runway reported $76.40 million in revenue, missing the $77.60 million estimate by 1.55%, and posted a loss of $3.44 per share, 4.88% below expectations. The stock was unchanged on the day of the release.
4. Analyst Targets and Recommendations
One analyst’s 12-month price target of $40 implies a 609% upside from the current $5.64 share price. GuruFocus valuation suggests a zero-dollar fair value, implying a 100% downside, while the lone brokerage assigns a 'Hold' rating (3.0 on a 1–5 scale).