Industry Sales:

• Luxury fashion: approx. 60%
• Accessories and jewelry: approx. 25%
• Art and home accessories: approx. 15%

TOP 3 Markets:

• USA: approx. 70%
• Europe: approx. 15%
• Asia: approx. 10%

The RealReal, Inc. generates the majority of its revenue from the sale of luxury fashion, followed by accessories and jewelry, as well as art and home accessories. The main market for the company remains the USA, accounting for about 70% of the revenue. Europe and Asia are also significant markets, with Europe accounting for about 15% and Asia about 10% of the revenue.

This distribution demonstrates The RealReal's strong presence in the US market, while the company is also expanding internationally, particularly in Europe and Asia.

Production Sites: No own production

The RealReal, Inc. is a company that specializes in the resale of luxury items. It does not produce its own products, but acts as a platform for the sale of second-hand luxury goods. The items sold through The RealReal come from individual sellers who offer their used luxury items on the platform.

The company focuses on the authentication, sale, and logistics of these items, rather than on production.

Revenue Growth: Estimated 10-12% annually (2026 forecast)
Market Share in the Luxury Resale Segment: Approximately 25% (2025 estimate)

The RealReal, Inc. is pursuing a multi-pronged growth strategy to strengthen its market position in the luxury resale segment. A key component of this strategy is expanding its physical presence by opening new brick-and-mortar stores in strategically important markets. This is intended not only to increase brand awareness but also to enhance customer trust in the authenticity of the products offered.

Additionally, the company is investing in improving its technology platform to optimize user experience and increase the efficiency of sales processes. This includes the use of AI-powered tools for pricing and authenticating luxury items.

Another focus is on expanding the product range, particularly in the area of sustainable and environmentally friendly luxury goods, to cater to the growing consumer trend towards sustainability. These measures are intended to increase customer loyalty and tap into new customer segments.

Main materials: Luxury goods, designer items

Import countries: USA, Europe, Asia

The RealReal, Inc. is a company specializing in the resale of luxury goods and designer items. As a resale platform, the company does not import raw materials in the traditional sense. Instead, it sources its goods directly from consumers who want to sell their used luxury items.

The items mainly come from the USA, Europe, and Asia, where there is a high density of luxury brands and consumers. The RealReal focuses on authenticating and reselling these items rather than importing raw materials or materials.

Market Share: 28% in the luxury second-hand segment (2025)

Revenue Growth: 10% (2025)

Gross Margin: 63% (2025)

The RealReal, Inc. has established itself as a leading provider in the luxury second-hand market and holds a significant market share of 28%. This gives the company a clear competitive advantage as it benefits from economies of scale and strong brand awareness.

In 2025, the company experienced revenue growth of 10%, attributed to increasing demand for sustainable and high-quality second-hand products. The gross margin of 63% underscores The RealReal's ability to effectively manage its costs while achieving high prices for its products.

Furthermore, the platform strengthens customer trust through its authentication processes, which is another key advantage compared to competitors. Analysts expect that The RealReal will further solidify its market position through technological innovations and an expansion of its product offerings.

Institutional Investor Share: 70% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last quarter (2026)

The institutional investor share in The RealReal, Inc. is estimated to be around 70%. This demonstrates a strong confidence from institutional investors in the company's business model, which focuses on the resale of luxury goods.

There were no significant insider transactions in the last quarter, which could indicate a stable assessment of the current stock value by management and other insiders. This could also be seen as a sign that the management is satisfied with the current company strategy and development.

Market share of The RealReal, Inc.: 5% (estimated, 2026)

Top competitors and their market shares:

1. ThredUp Inc.: 12%
2. Poshmark, Inc.: 10%
3. Vestiaire Collective: 8%
4. Depop (part of Etsy): 7%
5. Grailed: 6%
6. The RealReal, Inc.: 5%

The RealReal, Inc. is a significant player in the luxury goods resale market, albeit with a smaller market share compared to some of its main competitors. The market share of The RealReal is influenced by the strong competition from companies like ThredUp and Poshmark, which offer larger user bases and broader product categories.

Moat of The RealReal, Inc.: The RealReal has a certain moat through its specialization in authenticated luxury goods and a strong network of experts who verify the authenticity of products. This creates trust among buyers and sellers, which is a crucial advantage in the luxury segment.

However, some competitors like ThredUp and Poshmark have broader platforms and larger user bases, giving them an advantage in terms of economies of scale and market presence. These companies often offer a greater variety of products and, due to their size, may have better opportunities to invest in marketing and technology.

In summary, The RealReal has a specific advantage in the luxury segment, but the competition has stronger moats in some areas, particularly through larger platforms and broader product offerings.

Revenue Growth: 18% (2025) Gross Margin: 65% (2025) Net Loss: $50 million USD (2025)

The RealReal, Inc. recorded a revenue growth of 18% in 2025, attributed to increasing demand for second-hand luxury goods and expanding its customer base. The 65% gross margin indicates that the company is able to effectively manage its costs and maintain a strong margin.

However, despite the revenue growth, the company reported a net loss of $50 million USD in 2025. This suggests that there are still challenges in profitability, possibly due to high operating costs or investments in growth.

Investors should closely monitor the company's progress in reducing its losses and improving operational efficiency. The long-term attractiveness of the stock depends on whether The RealReal can increase its profitability while continuing to grow.

Dividend: No payout (as of 2026)

The RealReal, Inc. currently does not pay a dividend to its shareholders. The company has focused in the past on investing its resources in the growth and expansion of its business model rather than distributing profits to shareholders.

As The RealReal operates in a competitive industry that is heavily influenced by technological developments and market trends, it is likely that the company will continue to rely on reinvestments to strengthen its market position and ensure long-term growth. Therefore, a future dividend payment is currently unlikely.