Rent the Runway, INC
Market Movers (8-K)
NASDAQ
Rent the Runway's 2026 Annual Meeting saw director appointments, incentive plan amendments, and significant corporate charter changes approved by stockholders.
NASDAQ
Rent the Runway reported strong Q1 2026 results with 29.2% YoY revenue growth to $89.9M, exceeding guidance, and announced interim leadership appointments.
Better than expected
NASDAQ
Rent the Runway announces CFO Siddharth Thacker's resignation effective June 3, 2026, and reaffirms its full-year 2026 financial guidance.
NASDAQ
Rent the Runway announces CEO Jennifer Hyman's departure, appointing Teri Bariquit as interim CEO, while reaffirming full-year 2026 financial guidance.
NASDAQ
Rent the Runway, Inc. has entered into an At-the-Market Sales Agreement to sell up to $40 million of its Class A common stock.
Capital raise
NASDAQ
Rent the Runway announced robust fourth quarter and full year fiscal 2025 financial results, highlighted by a 20.1% year-over-year increase in active subscribers and record quarterly revenue.
Quarterly Earnings (10-Q)
NASDAQ
Rent the Runway reported a 29.2% year-over-year increase in total revenue to $89.9 million for the first quarter ended April 30, 2026, while narrowing its net loss.
Worse than expected
Capital raise
NASDAQ
Rent the Runway reports a significant net income for Q3 2025, primarily driven by a $96.3 million gain from debt restructuring, alongside revenue growth and increased active subscribers.
Capital raise
Better than expected
NASDAQ
Rent the Runway reports mixed Q2 2025 results with increased net loss, but announces a major recapitalization plan to reduce debt and extend maturities.
Delay expected
Worse than expected
Capital raise
NASDAQ
Rent the Runway announced a 7.2% decrease in total revenue and a widened net loss for the first quarter of fiscal year 2025, as the company continues to invest heavily in its rental product assortment and customer experience initiatives.
Delay expected
Worse than expected
Capital raise
NASDAQ
Rent the Runway's Q3 2024 results show a 4.7% year-over-year revenue increase and improved profitability, driven by growth in Reserve revenue and cost-saving measures.
Better than expected
Capital raise
NASDAQ
Rent the Runway's second quarter results show a revenue increase and a reduction in net losses, driven by strategic initiatives and cost-cutting measures.
Better than expected
Capital raise
Annual Reports (10-K)
NASDAQ
Rent the Runway, Inc. announced its fiscal year 2025 results, showing a 7.7% increase in total revenue to $329.8 million, driven by subscriber growth and higher revenue per subscriber.
Worse than expected
Capital raise
NASDAQ
Rent the Runway's FY24 results show modest revenue growth and a strategic shift towards enhanced customer experience and cost efficiency for FY25.
Worse than expected
NASDAQ
Rent the Runway's 2024 annual report highlights a year of strategic restructuring, cost management, and a focus on enhancing customer experience to drive future growth and profitability.
Worse than expected
Capital raise
Insider Trading (Form 4)
NASDAQ
Dhiren R. Fonseca, a Director of Rent the Runway, Inc., sold 34,516 shares of common stock on July 23, 2026 for $2.99 per share.
NASDAQ
Rent the Runway's Chief Commercial Officer, Paige Thomas, received a significant grant of restricted stock units (RSUs) on June 1, 2026.
NASDAQ
Rent the Runway, Inc. granted Executive Chair Dhiren R. Fonseca 802,395 Restricted Stock Units as a material inducement for employment.
NASDAQ
Rent the Runway Director Daniel Rosensweig was granted 16,759 restricted stock units as part of his annual equity compensation.
NASDAQ
Rent the Runway Director Teri Bariquit was granted 16,759 restricted stock units as part of her annual equity compensation.
NASDAQ
Rent the Runway's Chief Merchant Officer, Sarah K. Tam, was granted 200,598 Restricted Stock Units, vesting over several years.
Proxy Statements (Def-14A)
NASDAQ
Rent the Runway, Inc. has announced its 2026 Annual Meeting of Stockholders will be held virtually on July 14, 2026, with key proposals including director elections and charter amendments.
Worse than expected
NASDAQ
Rent the Runway, Inc. is seeking stockholder approval for a comprehensive recapitalization plan to significantly reduce existing debt, improve interest rates, and extend maturities, crucial for avoiding potential bankruptcy.
Capital raise
Worse than expected
NASDAQ
Rent the Runway announces a growth recapitalization plan to significantly reduce debt, extend maturities, and inject new capital, strengthening its financial position.
Better than expected
Capital raise
NASDAQ
Rent the Runway, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Rent the Runway's 2025 Annual Meeting of Stockholders will be held virtually on July 8, 2025, to elect directors and ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm.
Better than expected
NASDAQ
Rent the Runway, Inc. has filed a definitive proxy statement with the SEC.
New Public Companies (S-1)
NASDAQ
Rent the Runway's selling stockholders are offering up to 28.5 million Class A Common Stock shares following a significant recapitalization that reduced debt and restructured the board.
Capital raise
NASDAQ
Rent the Runway, Inc. announces a transferable rights offering to raise up to $12.5 million, backed by an investor group, as part of a broader recapitalization plan to address substantial debt.
Worse than expected
Capital raise
NASDAQ
Rent the Runway, Inc. is conducting a rights offering to raise $12.5 million as part of a comprehensive recapitalization plan to address significant debt and liquidity concerns.
Capital raise
Worse than expected
Schedule 13D - Activist Investments
NASDAQ
Rent the Runway announces CEO Jennifer Hyman's resignation, effective May 15, 2026, with an interim CEO appointed, while key investors S3 RR Aggregator, LLC, STORY3 Capital Partners, LLC, Rising Sons Capital, LLC, and Peter Comisar report a combined 12.8% stake.
NASDAQ
Rent the Runway announces CEO Jennifer Hyman's resignation, effective May 15, 2026, with Nexus Capital Management entities disclosing a combined 12.8% stake in the company.
NASDAQ
An investor group led by Nexus Capital Management significantly increased its stake in Rent the Runway, participating in a major recapitalization and debt restructuring.
Capital raise
NASDAQ
Rent the Runway, Inc. has completed a comprehensive recapitalization, including debt-to-equity conversions, new credit facilities, and a rights offering, significantly altering its ownership and board structure.
Worse than expected
Capital raise
NASDAQ
CHS US Investments and its affiliates have significantly increased their beneficial ownership in Rent the Runway, Inc. to 59.9% following a major recapitalization.
Worse than expected
Capital raise
Schedule 13G - Passive Investments
NASDAQ
Highland Management Partners and affiliated entities filed an Amendment No. 3 to their Schedule 13G, disclosing beneficial ownership in Rent the Runway, Inc. Class A Common Stock as of December 31, 2025.
NASDAQ
CastleKnight Master Fund LP and related entities, including Aaron Weitman, reported a 4.2% passive ownership stake in Rent the Runway, Inc. as of September 30, 2025.
NASDAQ
A group of entities associated with CastleKnight, including CastleKnight Master Fund LP and Aaron Weitman, have disclosed a 6.5% beneficial ownership stake in Rent the Runway, Inc.
NASDAQ
Highland Management Partners VIII and affiliated entities have filed an amended Schedule 13G, disclosing their continued passive beneficial ownership in Rent the Runway, Inc. Class A Common Stock, with Daniel Nova no longer serving as a reporting person or board member.