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8-K ·Filed May 21, 2026

RENT

Rent the Runway, Inc.
BEARISH
Impact 6/10
Horizonweeks Processed5mo ago SEC0001468327-26-000025
8-K context-dependent: Items 5.02, 7.01
Actionable Insight ▼ Bearish

Monitor the Q1 FY2026 earnings release for any guidance changes or further management departures. The reaffirmed guidance provides no new catalyst.

DirectionBearish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
RENT ▼ -0.55% at T+60d
SHORT call ✓ call won +0.55% · α vs SPY +4.85% · entry $3.66 → $3.64
Entry = T+0 close
May 21, 2026
via day close
T+1d
0.00%
call 0.00% · α +0.45%
$3.66
settled 5mo ago
T+5d
+9.56%
call -9.56% · α -7.96%
$4.01
settled 5mo ago
T+20d
-14.34%
call +14.34% · α +14.68%
$3.14
settled 4mo ago
T+60d
-0.55%
call +0.55% · α +4.85%
$3.64
settled 2mo ago

Price Chart

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Executive Summary

Rent the Runway CFO Siddharth Thacker resigned effective June 3, 2026, after the Q1 FY2026 earnings release, with no replacement named. The company reaffirmed its full-year 2026 guidance.

Key Facts

  • CFO Siddharth Thacker resigned effective June 3, 2026, after Q1 FY2026 earnings release.
  • No replacement named; company is engaging in a search for a new CFO.
  • Company reaffirmed full-year 2026 guidance provided on April 14, 2026.
  • Departure stated as 'pursuing other opportunities' with no disagreement with the company.

Financial Impact

No specific financial impact quantified; leadership uncertainty at a $127M market cap with 0% analyst bullish consensus.

leadershipguidance

Risk Factors

  • Prolonged CFO search could disrupt financial reporting and strategic planning.
  • Further management attrition may signal deeper organizational issues.
  • Reaffirmed guidance may prove stale if underlying trends deteriorate.

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Retail Stores, NEC
Analyst Consensus
0% bullish (6 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001468327-26-000025
Document: 0001468327-26-000025-index-headers.html0001468327-26-000025
Document: 0001468327-26-000025-index.html0001468327-26-000025
Document: 0001468327-26-000025.txt0001468327-26-000025
30 reports for RENT
Performance horizon
73% Hit rate @ T+1 8 of 11 directional calls Went positive at some point 9 of 11 best @ T+20▲ +27.76%Sep 11, 2026
Filters
Rows
Reports for RENT — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
8-K
BEARISH ★ 6/10
$2.69awaiting T+1—$2.70 (−0.37%)
Oct 23, 2026
4d ago
Insider Cluster
BULLISH ★ 7/10
$2.82 $2.70▼ −4.26%▼ −4.82%$2.70 (−4.26%)
Oct 23, 2026
4d ago
SC 13D/A
BEARISH ★ 7/10
$2.82 $2.70▲ +4.26%▲ +4.82%$2.70 (+4.26%)
Oct 16, 2026
11d ago
SC 13D/A
NEUTRAL ★ 4/10
$1.86 $2.02▲ +8.60%▲ +8.27%$2.70 (+45.16%)
Oct 14, 2026
13d ago
8-K
NEUTRAL ★ 2/10
$1.81 $1.76▼ −2.76%▼ −1.66%$2.70 (+49.17%)
Oct 1, 2026
26d ago
EFFECT
BEARISH ★ 6/10
$1.65 $1.55▲ +6.06%▲ +6.80%$2.70 (−63.64%)
Sep 30, 2026
27d ago
8-K
BEARISH ★ 5/10
$1.65 $1.65· 0.00%▲ +0.18%$2.70 (−63.64%)
Sep 28, 2026
29d ago
S-1/A
BEARISH ★ 6/10
$1.61 $1.68▼ −4.35%▼ −4.53%$2.70 (−67.70%)
Sep 18, 2026
5w ago
144
NEUTRAL ★ 3/10
$1.86 $1.94▲ +4.30%▲ +2.75%$2.70 (+45.16%)
Sep 15, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$1.94 $1.93▼ −0.52%▼ −1.65%$2.70 (+39.18%)
Showing 10 of 30

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published May 21, 2026