Quarterly ResultApr 14, 2026, 08:02 AM
RTR Q4 Revenue Hits Record $91.7M, Active Subscribers Up 20.1% YoY
AI Summary
Rent the Runway reported strong Q4 FY25 financial results, achieving a record quarterly revenue of $91.7 million, a 20% increase year-over-year. Active subscribers grew 20.1% year-over-year to 143,796, driven by significant inventory investment and improved customer satisfaction. The company also saw a 67% year-over-year increase in Q4 subscription add-on revenue and expects double-digit revenue growth in FY26, supported by product enhancements and AI-driven discovery initiatives.
Key Highlights
- Q4 FY25 revenue reached a record $91.7 million, up 20% YoY.
- Active subscribers increased 20.1% YoY to 143,796.
- Subscription Net Promoter Score grew 39% YoY in FY25.
- Q4 2025 add-on revenue surged 67% year-over-year.
- New search algorithm improved subscription conversion rate by approximately 10%.