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| Date | Value |
|---|---|
| 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 |