TheRealReal (REAL) Change in Inventory (2018 - 2026)

TheRealReal's (REAL) quarterly Change in Inventory came in at $4.0 million in Q1 2026, up 17.69% year-on-year from $3.4 million in Q1 2025, and up 255.26% quarter-over-quarter from $1.1 million in Q4 2025.

TheRealReal (REAL) Change in Inventory (2018 - 2026) Analysis & Trends

TheRealReal has disclosed Change in Inventory across 9 years of filings, most recently posting $4.0 million for Q1 2026.

  • Change in Inventory for Q1 2026 came in at $4.0 million, up 17.69% year-over-year; the trailing twelve-month figure through Mar 2026 was $10.1 million (up 42.59% YoY), and the FY2025 annual result was $9.5 million, up 157.66% from the prior year.
  • Change in Inventory came in at $4.0 million for Q1 2026 at TheRealReal, up from $1.1 million in the prior quarter.
  • In the past five years, Change in Inventory ranged from a high of $4.5 million in Q1 2022 to a low of -$17.7 million in Q4 2022.
  • The 5-year median for Change in Inventory is $606000.0 (2024), against an average of -$1.0 million.
  • Across the five-year window, Change in Inventory plunged 331.77% in 2022 and soared 14743.48% in 2025, its largest moves.
  • TheRealReal's Change in Inventory stood at -$17.7 million in 2022, then jumped by 91.74% to -$1.5 million in 2023, then jumped by 357.72% to $3.8 million in 2024, then plunged by 70.02% to $1.1 million in 2025, then surged by 255.26% to $4.0 million in 2026.
  • The last three Change in Inventory figures came in at $4.0 million (Q1 2026), $1.1 million (Q4 2025), and $1.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Tapestry 29.56 Bn 28.49 Bn 1.48 Bn -52.40 Mn
2 Signet Jewelers 3.64 Bn 2.76 Bn 985.10 Mn -178.20 Mn
3 Capri Holdings 2.42 Bn 2.27 Bn 623.00 Mn -101.00 Mn
4 TheRealReal 1.48 Bn 1.36 Bn 141.33 Mn 4.02 Mn
5 Movado 851.68 Mn 622.56 Mn 103.63 Mn -38.08 Mn
6 Envela 711.92 Mn 673.30 Mn 20.62 Mn -1.05 Mn
7 LuxExperience B.V 18.43 Mn -337.64 Mn 329.37 Mn 54.41 Mn
8 Brilliant Earth 17.08 Mn 18.33 Mn 54.07 Mn 1.24 Mn
9 Lanvin Group Holdings 212,903.55 -35.02 Mn - -
10 Birks - - - -

Historic Data

Download Data
DateValue
Mar 31, 2026 4.02 Mn
Mar 31, 2026 4.02 Mn
Dec 31, 2025 1.13 Mn
Dec 31, 2025 1.13 Mn
Sep 30, 2025 1.67 Mn
Sep 30, 2025 1.67 Mn
Jun 30, 2025 3.26 Mn
Jun 30, 2025 3.26 Mn
Mar 31, 2025 3.41 Mn
Mar 31, 2025 3.41 Mn
Dec 31, 2024 3.77 Mn
Dec 31, 2024 3.77 Mn
Sep 30, 2024 -725,000.00
Sep 30, 2024 -725,000.00
Jun 30, 2024 606,000.00
Jun 30, 2024 606,000.00
Mar 31, 2024 23,000.00
Mar 31, 2024 23,000.00
Dec 31, 2023 -1.46 Mn
Dec 31, 2023 -1.46 Mn