REAL Therealreal Inc

$REAL William Blair thinks shares of TheRealReal ($ REAL) are poised to outperform over the next three months. The firm added the online marketplace stock to its Analyst Conviction List. Analyst Dylan Carden pointed to the debt refinancing in early October and the third- quarter earnings reports in mid-November as events that are likely to stand out. "Third-quarter earnings will also mark the lapping of an accelerated growth pace that took hold in the second half of last year. Getting past that print while maintaining low-teens growth will go a longer way to assuaging deceleration concerns, in our view. Following our more recent tour of the company’s distribution facility, we believe it remains well positioned to keep driving efficiencies across its business..." In terms of valuation, $ REAL is seen having room to rally with it trading at 14X William Blair's 2027 EBITDA estimate. Carden and his team see the capacity for REAL to grow earnings fivefold over the next three years

$REAL 2 point summary of BTIG. 1= supply. BTIG says TRR has materially improved how it sources inventory. The luxury manager program is more efficient and the supply base is more diversified than in prior years, which the firm argues should ease the old bottleneck of not having enough authenticated goods to sell. This supports continued high growth rather than another stall when inbound product tightens. 2= demand and engagement. The firm frames online luxury resale as a structurally growing category as more shoppers choose authenticated secondhand over new. It highlights RealReal’s user engagement—customers spending an average of 42 hours a year on the platform—as evidence of a sticky base that can push GMV and take rate above current Street numbers and help the company take share. No new financial model changes, margin math, or a detailed path to profitability. It is a reiteration after whatever latest check or print BTIG reviewed

$REAL This new Glendale CA store is opening on 1st October, shortly after they opened a Florida store in August. It looks like the pace of opening new stores is increasing, which is a bullish sign because they drive growth. So far 3 stores have been opened in 2026 which is what I was expecting for the entire year Despite this being bullish, we are/will feel pressure from the bond market sell-off happening right now

$REAL really don't understand why this is around 8.80 now. although the bottom seems to be in

$REAL from BTIG "Refinancing likely. REAL's 4.25%/8.75% PIK/cash senior secured notes due 2029 become callable at par on October 1, 2026. The principal value of the notes was $146.9MM as of June 30, 2026. We expect REAL to likely refinance these notes as soon as practicable, although management was noncommittal as to the structure of any new financing it would undertake to pay off the 2029 notes."

$REAL Another new store today. It's difficult to read the acceleration of new stores opening as anything other than bullish

$REAL is there anyone who could explain to me the reason of that fuck......... quotation? the company is doing well and is on the way to reach profitably very soon. the news store show us that are working properly and making money. so why we are dropping day by day?

$REAL Five ideas for Muse x TRR. MyCloset: Muse reads receipts and old orders, drops items into MyCloset with a live resale estimate What’s this worth: Any photo or brand+style question in Muse returns a TRR estimate and a one-tap consign path Event dressing: Wedding, gala, interview in the calendar and Muse pulls 3 authenticated looks Store + appointment concierge: “Book SoHo Saturday, bring the two jackets and the watch.” Alerts: send you a message if price drops or similar item appears (looking for specific bag or style)

$REAL was at the store. Was not much selection and they were giving out drinks and macaroons

$REAL RealReal to open its first Massachusetts store at The Street Chestnut Hill one more yes

$REAL these store are working a lot , I saw and was inside as seller and buyers in New York and miami and both were full of people many times. if someone was selling his items in the past calling the agents , appointment and so on right now really understand that that way to sell is easier , you spare a lot of time and is working properly . I totally agree with that idea to open more stores in the future. the store in Miami is located in the design district were al the luxury brands as gucci, Prada, Luis Vuitton , dior are present with theirs own building that means very luxury place