TheRealReal Stock Discussion

The stock market started off on a good note and really picked up speed at 10 pm (GST +8) after a very positive ISM Manufacturing report, which showed just the right balance of growth without too much inflation. On top of that, the tech sector, which was already doing well, received an extra boost from a highly praised report by DELL. By the end of the trading session, stocks closed near their highest points for the day, with more stocks reaching new highs on both maj...

Gopal and Katz's appointments are strategic moves for The RealReal's profitability. Gopal's eCommerce background and Katz's industry knowledge are expected to elevate the company.

Wall Street predicts more immediate growth potential in REAL over SFIX, with expectations of stronger revenue growth and a more optimistic share price forecast. REAL is also seen as inexpensive based on future sales estimates.

RealReal's Q3 FY2023 results exceed expectations, yet the next quarter's revenue guidance is worrisome. The number of orders and active buyers falls short, but improvements in order values, gross margin, and adj. EBITDA are positive. Despite the promising pivot towards high-margin consignment and solid cash position, a thorough evaluation considering valuation, business quality, and recent performance is advised.

John Pope's decision to join Real underlines the attractiveness of Real's culture and resources to independent brokerages. The affiliation with Real is viewed positively, with potential benefits for the agents from the exposure to a larger organization.