The RealReal (REAL) reported $194.05 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 18.3%. EPS of $0.06 for the same period compares to -$0.62 a year ago.
The reported revenue represents a surprise of +1.98% over the Zacks Consensus Estimate of $190.29 million. With the consensus EPS estimate being $0.04, the EPS surprise was +71.43%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how The RealReal performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- GMV (Gross Merchandise Value): $615.68 million compared to the $591.63 million average estimate based on three analysts.
- Number of Orders: 960 versus the two-analyst average estimate of 941.
- AOV (Average Order Value): $641.00 compared to the $628.50 average estimate based on two analysts.
- Revenue- Direct revenue: $27.21 million compared to the $24.47 million average estimate based on three analysts. The reported number represents a change of +39.4% year over year.
- Revenue- Shipping services revenue: $17.82 million versus the two-analyst average estimate of $17.8 million. The reported number represents a year-over-year change of +9%.
- Revenue- Consignment revenue: $149.01 million compared to the $147.2 million average estimate based on two analysts. The reported number represents a change of +16.3% year over year.
View all Key Company Metrics for The RealReal here>>>
Shares of The RealReal have returned -21.4% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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The RealReal, Inc. (REAL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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