- Direction
- Inflecting
- Own history
- —
- Peers
- 67th
- Persistence
- REVERSING
· Retail-Miscellaneous Retail
RESEARCH SNAPSHOTTheRealReal, Inc.'s latest supported as-filed period reports revenue of $206.1M. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Separate current dimensions—not a universal score or investment ranking.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Level · gp.fundamentals.capex_revenue_ratio
Raw value 4.68% · OPTIONAL
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 12.12% · OPTIONAL
Yoy · gp.fundamentals.revenue
Raw value 18.75% · CORE
Level · gp.fundamentals.inventory_revenue_ratio
Raw value 18.17% · OPTIONAL
Level · gp.fundamentals.gross_margin
Raw value 74.91% · CORE
Level · gp.fundamentals.operating_margin
Raw value 0.71% · CORE
Level · gp.fundamentals.sbc_revenue_ratio
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
This cluster groups 3 independently calculated changes: Revenue increased 18.7%; Operating margin moved 506 bp higher; Operating income changed across a sign change.
3 evidence-backed componentsThis cluster groups 3 independently calculated changes: Revenue increased 16.6%; Operating margin moved 480 bp higher; Operating income increased 76.9%.
3 evidence-backed componentsThis cluster groups 2 independently calculated changes: Cash & equivalents increased 20.3%; Operating cash flow increased 29.2%.
2 evidence-backed componentsThis cluster groups 2 independently calculated changes: Cash & equivalents increased 26.3%; Operating cash flow changed across a sign change.
2 evidence-backed componentsThis cluster groups 2 independently calculated changes: Inventory increased 26.1%; Inventory / revenue moved 106 bp higher.
2 evidence-backed componentsCurrent assets changed +20.6% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
Each point keeps the date investors could first observe it and its accession.
REAL · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0001573221-26-000066SEC ↗8-KOct 29, 2026Period Oct 29, 20260001573221-26-000064SEC ↗8-KOct 15, 2026Period Oct 9, 20260001193125-26-422329SEC ↗4Oct 1, 2026Period Sep 30, 20260001157619-26-000014SEC ↗4Oct 1, 2026Period Sep 30, 20260001865639-26-000010SEC ↗4Aug 24, 2026Period Aug 21, 20260002016432-26-000008SEC ↗4Aug 24, 2026Period Aug 21, 20260001350294-26-000006SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Sep 30, 2026Filed Oct 1, 2026 | McCaffrey MarkDirector | Grant Or AwardDirect | 1,414 | $0 | $0 | Form 4 ↗ |
| Sep 30, 2026Filed Oct 1, 2026 | KATZ KARENDirector | Grant Or AwardDirect | 2,262 | $0 | $0 | Form 4 ↗ |
| Aug 21, 2026Filed Aug 24, 2026 | Madan Gopal AjayChief Financial Officer | Open Market SaleDirect | 8,067 | $11 | $88,576 | Form 4 ↗ |
| Aug 21, 2026Filed Aug 24, 2026 | Madan Gopal AjayChief Financial Officer | Open Market SaleDirect | 4,770 | $11 | $52,375 | Form 4 ↗ |
| Aug 21, 2026 |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Raw value 3.48% · OPTIONAL
Total assets changed +8.3% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
Operating margin changed +480 basis points from the comparable as-filed period.
Operating margin changed +506 basis points from the comparable as-filed period.
Free-cash-flow proxy changed +78.8% from the comparable as-filed period.
Operating income changed +76.9% from the comparable as-filed period.
Operating cash flow changed +29.2% from the comparable as-filed period.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-09-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001780940-26-000008| Madan Gopal AjayChief Financial Officer |
| Open Market SaleDirect |
| 23,581 |
| $11 |
| $258,919 |
| Form 4 ↗ |