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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
The RealReal (REAL) investor relations material
The RealReal Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 summary3 Dec, 2025
Industry trends and market overview
Luxury resale is experiencing a cultural shift, with 47% of consumers now considering resale value at purchase, similar to luxury auto buying behavior.
The sector has significant growth potential, with $2B in GMV compared to $85B in annual U.S. luxury purchases and an estimated $200B in untapped supply in consumers' closets.
58% of consumers now prefer shopping resale or secondary marketplaces, and the company is outpacing industry growth with 14% GMV growth in Q2 and 20% in Q3.
The managed marketplace model removes friction for sellers and builds trust for buyers, differentiating from peer-to-peer platforms.
Inflation and higher primary market prices drive more buyers and sellers to the platform, reinforcing the value proposition.
Growth strategy and supply unlocking
The growth playbook includes a national sales team, targeted marketing, and a retail footprint, with stores bringing in 25% of new consignors.
Dropship initiatives and partnerships with international vendors, especially in Japan, are expanding supply without requiring physical presence abroad.
International expansion is a future opportunity, but U.S. growth remains the top priority due to significant remaining headroom.
About 50% of new consignors have never sold before, indicating market expansion as well as share gains.
Technology, AI, and operational efficiency
AI-driven tools like Athena automate intake, authentication, and pricing, processing 27% of items and aiming for 30-40% by year-end, with a path to 100% coverage.
Athena reduces processing time from 14 to 7 days and increases accuracy, with expansion planned into higher-value categories.
The platform leverages data from 50 million items to optimize pricing and sell-through rates.
How does Athena scale to high-value items?
What's the long-term international strategy?
Key OPEX leverage drivers to 15-20% EBITDA?
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Next The RealReal earnings date
Q4 202518 Feb, 2026
Next The RealReal earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
The RealReal Inc is a luxury consignment company that operates an online marketplace for authenticated, pre-owned designer goods. The company offers apparel, handbags, jewelry, and home decor through e-commerce, retail locations, and consignment offices. It also provides authentication and logistics services. The RealReal Inc is headquartered in San Francisco, California, and its shares are listed on the NASDAQ.
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