Quarterly ResultApr 14, 2026, 12:50 PM
Rent the Runway Q4 Revenue Hits Record $91.7M, Up 20% YoY
AI Summary
Rent the Runway reported strong Q4 and full-year 2025 results, achieving its highest quarterly revenue in company history at $91.7 million, a 20% year-over-year increase. The company also saw a 20% rise in active subscribers, reaching 143,796 by year-end. RTR anticipates double-digit revenue growth in FY26, driven by continued product and inventory improvements, alongside new initiatives like the RTR Marketplace Pilot and AI-driven discovery.
Key Highlights
- Q4 revenue reached a record $91.7M, up 20% YoY.
- Active subscribers grew 20% YoY to 143,796 in FY25.
- Subscription Net Promoter Score increased 39% YoY for FY25.
- Q4 2025 add-on revenue surged 67% year-over-year.
- New search algorithm improved subscription conversion by 10%.