Stock Ratings / Consumer Discretionary / RENT / earnings

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Rent the Runway Inc. (Class A) (RENT) Next Earnings Date & Expected ±12.5% Move

$2.64 -1.86% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $2.63

Rent the Runway Inc. (Class A) (RENT) carries a Roarable Rating of D- (Sell) with 42/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (42/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D- • SELL / AVOID Cap $100.3M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $2.63 (-0.52%)🧬 Cannibal Buyback (-0.96% YoY Shares)⚙️ Cash Engine: 4/20 (E) • 8% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (42/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-7.0% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D-

2-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-7.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for RENT)Realized 20D OHLCV Swing Band: ±12.5%

Deterministic 5-Pillar Attribution (42/100 Composite)

🔍 WHY RENT SCORES 42/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (31% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+11/20 pts (26% of score)

SEC Form 4 / 13F Thermometer: 55% Net Buy • Cannibal Buyback (-0.96% YoY Shares)

▼ #1 Drag / Risk Factor: Cash Engine Quality4/20 pts (-16 pt drag)

Capital intensity & 0% operating margin leave 16 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$1.77-0.6% Next Q

Q2 (-2Q)

Grade E$1.76+30.7% Next Q

Q3 (-1Q)

Grade E$2.30+14.8% Next Q

Current

Grade D-$2.64-7% Hist 90D α

Trajectory: E (34) → D- (42)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a RENT Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While RENT currently carries a cautious 42/100 (D-) rating due to Cash Engine Quality (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($2.41) and Max Pain ($2.77) forces dealer call-delta covering toward $10.64.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-0.96% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $RENT• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “RENT Beats Next Quarter EPS Consensus (Jan 30, 2027) & Holds Above 200D SMA”

YES 42%NO 58%Trade / Inspect Odds →

NEXT EST. WINDOW: Jan 30, 2027 (~89 DAYS)

Historical OHLCV Volatility ±12.5% Swing Band

±$0.33 Expected Swing

MODEL EARNINGS SETUP GAUGE

RENT Quantitative Pre-Earnings Setup: 42/100

Trailing EPS: $0.59 • YoY Revenue Growth: 7.6%

Model Bullish Setup (42/100)Model Risk Weight (58/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2026-01-31	$43.8M	$22.6M	$3.5M	-50%
FY 2024	2025-01-31	$40.7M	-$69.9M	$12.9M	-50%
FY 2023	2024-01-31	$33.3M	-$113.2M	-$15.7M	8%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring RENT)

✓Walkthrough of RENT's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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RENT // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -43.35%▼ DESCENDING CHANNEL

2026-10-30O $2.65H $2.66L $2.37C $2.64VOL 347.5K

RES: $3.01SUP: $1.14SMA50: $2.41SMA200: $4.08

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

RENT Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 RENT Butterfly Map → + Track RENT →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

-15.0%/yr Implied 5Y Growth

vs. +7.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on RENT today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for RENT. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for RENT today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (RENT)

Consumer Discretionary Rank #795 of 1011 ⚔️ HTLM vs RENT Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (RENT vs. HTLM, BARK, PLBY, NAAS)

Industry: Other Specialty Stores (42 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Rent the Runway Inc. (Class A) (RENT) ranks #795 by composite RQD confidence (42/100, grade D-) and #757 by equity capitalization ($100.3M). Within this direct 5-issuer industry benchmark cohort, RENT leads on earnings valuation at 4.4x trailing P/E, while HTLM leads on capital efficiency and profitability with 85.0% ROIC and 27.9% gross margin. HTLM currently holds the highest overall quantitative score in the immediate peer group at 67/100 (C+) compared with RENT at 42/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
RENT ACTIVE Rent the Runway Inc. (Class A)	D-	42/100	4.4x	—	-35.0%	-1.86%	$100.3M	Benchmark Subject
HTLM HomesToLife Ltd	C+	67/100	8.1x	27.9%	85.0%	-1.32%	$133.6M	/htlm-vs-rent →
BARK BARK Inc. (Class A)	E	29/100	—	61.3%	-35.0%	0.00%	$73.4M	/bark-vs-rent →
PLBY Playboy Inc.	E	33/100	—	71.0%	-4.1%	+2.63%	$140.2M	/plby-vs-rent →
NAAS NaaS Technology Inc.	C	63/100	—	—	—	+14.39%	$59.6M	/naas-vs-rent →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-31 • CIK 0001468327

In its most recent audited fiscal period (FY2025, filed 2026-01-31), Rent the Runway Inc. (Class A) (RENT) reported GAAP revenue of $43.8M (+7.6% vs. FY2024 revenue of $40.7M , and +31.5% cumulative change since FY2023) , GAAP net income of $22.6M, operating cash flow of $3.5M, and free cash flow of $3.5M (-72.9% YoY). On the balance sheet, RENT closed FY2025 with $221.0M in total assets against $156.6M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-01-31	$43.8M	$22.6M	$3.5M	$3.5M	$221.0M	$156.6M
FY2024 (FY)	2025-01-31	$40.7M	-$69.9M	$12.9M	$12.9M	$240.0M	$333.7M
FY2023 (FY)	2024-01-31	$33.3M	-$113.2M	-$15.7M	-$15.7M	—	—

3. RENT Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is RENT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Rent the Runway Inc. (Class A) (NASDAQ: RENT) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 42/100 at a spot price of $2.64 (-1.86% 1D, market cap $100.3M). Pillar breakdown: Fundamental Cash Engine 4/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 1011 tracked Consumer Discretionary issuers, RENT ranks #795 in composite RQD confidence.

How does RENT compare to HTLM and BARK in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Other Specialty Stores), RENT carries a Roarable D- (42/100 RQD), trailing P/E of 4.4x, gross margin of —, and ROIC of -35.0%. By comparison, HTLM (HomesToLife Ltd) holds a C+ grade (67/100 RQD, P/E 8.1x, ROIC 85.0%, cap $133.6M) and BARK (BARK Inc. (Class A)) posts a E grade (29/100 RQD, P/E N/A, ROIC -35.0%, cap $73.4M). Among the 5-stock peer group, RENT leads on earnings multiple (4.4x) while HTLM leads on capital efficiency (85.0% ROIC).

What are the biggest fundamental strengths and SEC risk factors for RENT?

Per RENT's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001468327), Rent the Runway Inc. (Class A) generated $43.8M in revenue (+7.6% YoY), $22.6M in net income, and $3.5M in free cash flow against $221.0M in total assets and $156.6M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is RENT trading relative to its 50-day, 200-day, and 52-week technical levels?

RENT last traded at $2.64 (-1.86% on volume of 534,076 shares), positioning the stock +9.54% above its 50-day simple moving average ($2.41) and -35.29% below its 200-day simple moving average ($4.08). Across its 52-week range of $1.51 to $10.13, RENT sits at the 13.1% percentile with a 14-day RSI of 55.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±12.5% ($2.31 to $2.97).

RENT Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is RENT's next earnings date?

Based on SEC filing cadence, Rent the Runway Inc. (Class A) (RENT)'s next quarterly reporting window is estimated around Jan 30, 2027.

How much is RENT stock expected to move on earnings?

Volatility modeling currently projects a ±12.5% event move for RENT, spanning a range between $2.31 and $2.97.

Direct Sub-Reports: RENT RQD Cockpit RENT 12M Forecast RENT Earnings & Move RENT Dividends & DRIP RENT Insiders & 13F RENT Whale Options RENT Profit Sankey RENT News & Why