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RealReal raises 2026 guidance after record GMV and margin expansion

Aug 6, 2026, 4:13 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Guidance raise, record GMV, and margin expansion create a near-term positive earnings trajectory; potential multiple re-rating as profitability improves while growth persists.

AI summary

What happened, with direct paths to the underlying reporting

RealReal reported a strong Q2 2026, with GMV of $617M (+22% YoY) and revenue of $193M (+17%). Gross margin rose to 74.4% and Adjusted EBITDA margin to 7.0% (up 290 bps). Management raised full-year guidance, signaling a durable growth flywheel as buyers spend more and the platform grows smarter, potentially improving profitability over the back half of 2026.

Q2 2026 GMV $617M, up 22% YoY; all-time quarterly high.
Revenue $193M, up 17%; gross margin 74.4% (+10 bps).
Adjusted EBITDA $13.5M; EBITDA margin 7.0% (+290 bps).
Guidance raised for 2026: GMV $610-620M; Revenue $788-797M; Adj EBITDA $66-69M.
Active buyers 1.107M; AOV $659; demand flywheel gains momentum.

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