Growth Metrics

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

TheRealReal recorded quarterly Change in Inventory of $4.0 million in Q1 2026, up 255.26% quarter-over-quarter from $1.1 million in Q4 2025, and up 17.69% year-over-year from $3.4 million in Q1 2025.

TheRealReal's Change in Inventory history runs 9 years deep, the most recent figure standing at $4.0 million for Q1 2026.

  • In Q1 2026, Change in Inventory rose 17.69% year-over-year to $4.0 million; the TTM figure through Mar 2026 stood at $10.1 million (up 42.59% YoY), while the FY2025 annual figure 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.
  • A 5-year average of -$1.0 million and a median of $606000.0 in 2024 frame the typical range for Change in Inventory.
  • Across the five-year window, Change in Inventory tumbled 331.77% in 2022 and jumped 14743.48% in 2025, its largest moves.
  • TheRealReal's Change in Inventory stood at -$17.7 million in 2022, then surged by 91.74% to -$1.5 million in 2023, then surged by 357.72% to $3.8 million in 2024, then tumbled by 70.02% to $1.1 million in 2025, then soared by 255.26% to $4.0 million in 2026.
  • According to Business Quant data, Change in Inventory over the past three periods registered $4.0 million, $1.1 million, and $1.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Tapestry 28.43 Bn 27.36 Bn 1.48 Bn -52.40 Mn
2 Signet Jewelers 3.51 Bn 2.64 Bn 985.10 Mn -178.20 Mn
3 Capri Holdings 2.21 Bn 2.06 Bn 623.00 Mn -101.00 Mn
4 TheRealReal 1.15 Bn 1.03 Bn 141.33 Mn 4.02 Mn
5 Movado 835.22 Mn 606.10 Mn 103.63 Mn -38.08 Mn
6 Envela 620.27 Mn 581.65 Mn 20.62 Mn -1.05 Mn
7 Brilliant Earth 19.84 Mn 21.09 Mn 54.07 Mn 1.24 Mn
8 Lanvin Group Holdings 223,892.13 -35.01 Mn - -
9 LuxExperience B.V 16,823.61 -364.20 Mn 329.37 Mn -
10 AsiaStrategy - - - -

Historic Data

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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
Sep 30, 2023 1.06 Mn
Sep 30, 2023 1.06 Mn
Jun 30, 2023 -1.85 Mn
Jun 30, 2023 -1.85 Mn
Mar 31, 2023 -8.68 Mn
Mar 31, 2023 -8.68 Mn
Dec 31, 2022 -17.73 Mn
Dec 31, 2022 -17.73 Mn
Sep 30, 2022 -10.21 Mn
Sep 30, 2022 -10.21 Mn
Jun 30, 2022 -527,000.00
Jun 30, 2022 -527,000.00
Mar 31, 2022 4.49 Mn
Mar 31, 2022 4.49 Mn
Dec 31, 2021 7.65 Mn
Dec 31, 2021 7.65 Mn
Sep 30, 2021 4.80 Mn
Sep 30, 2021 4.80 Mn
Jun 30, 2021 9.58 Mn
Jun 30, 2021 9.58 Mn
Mar 31, 2021 7.18 Mn
Mar 31, 2021 7.18 Mn
Dec 31, 2020 25.33 Mn
Dec 31, 2020 25.33 Mn
Sep 30, 2020 -1.72 Mn
Sep 30, 2020 -1.72 Mn
Jun 30, 2020 -4.31 Mn
Jun 30, 2020 -4.31 Mn
Mar 31, 2020 1.11 Mn
Mar 31, 2020 1.11 Mn
Dec 31, 2019 8.07 Mn
Dec 31, 2019 8.07 Mn
Sep 30, 2019 1.18 Mn
Sep 30, 2019 1.18 Mn
Jun 30, 2019 2.14 Mn
Jun 30, 2019 2.14 Mn
Mar 31, 2019 173,000.00
Mar 31, 2019 173,000.00
Dec 31, 2018 2.13 Mn
Dec 31, 2018 2.13 Mn
Sep 30, 2018 154,000.00
Sep 30, 2018 154,000.00