Rent the Runway Q4 revenue rises 20% to record on subscriber growth

Rent the Runway

14/04/2026 13:10

Overview

US fashion rental platform's fiscal Q4 revenue rose 20% yr/yr to record high

Active subscribers grew 20.1% yr/yr, supporting revenue growth

Company expects double-digit revenue growth in fiscal 2026

Outlook

Rent the Runway expects double-digit revenue growth for FY26, led by product and inventory improvements

Company expects FY26 adjusted EBITDA margin between 4% and 7%

Rent the Runway sees Q1 2026 revenue between $85 mln and $87 mln

Result Drivers

SUBSCRIBER GROWTH - Q4 active subscribers rose 20.1% yr/yr, driven by increased inventory investment, per co

ADD-ON REVENUE - Q4 add-on revenue grew 67% yr/yr as co expanded membership flexibility and cross-selling

CUSTOMER SATISFACTION - Subscription Net Promoter Score rose 39% yr/yr, reflecting improved customer experience, per co

Company press release: ID:nGNX7zMNjp

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$91.70 mln


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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)