Luxury brands confront increasing rivalry from the surge in secondhand market sales.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 19 2025
0mins
Should l Buy REAL?
Source: SeekingAlpha
Growth of Luxury Resale Market: Luxury resale platforms like The RealReal and Fashionphile are experiencing significant growth, with sales increasing by about 10% on average, while new luxury goods sales from major brands have stagnated for six quarters.
Changing Consumer Behavior: Younger consumers, particularly Gen Z and millennials, are shifting their spending from new luxury items to pre-owned goods, influenced by economic factors and a desire for value, leading luxury brands to reconsider their strategies.
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Analyst Views on REAL
Wall Street analysts forecast REAL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for REAL is 17.00 USD with a low forecast of 15.00 USD and a high forecast of 20.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 13.090
Low
15.00
Averages
17.00
High
20.00
Current: 13.090
Low
15.00
Averages
17.00
High
20.00
About REAL
The RealReal, Inc. provides an online marketplace for authenticated, resale luxury goods. The Company provides a platform for consumers to buy and sell their luxury items. The Company offers products across multiple categories, including women's and men's fashion, fine jewelry and watches. The luxury designers on its online marketplace include Cartier, Chanel, Christian Dior, Gucci, Hermes, Louis Vuitton, Prada, Rolex, Yves Saint Laurent, Tiffany & Co. and Van Cleef & Arpels. It operates neighborhood retail stores, which are typically 1,800 to 3,500 square feet, with items for sale reflecting a selection of the Company's online assortment. In addition, it operates several larger-footprint flagship stores in Los Angeles, California and New York, New York.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
The RealReal to Release Q4 and Full Year 2025 Financial Results
- Earnings Release Schedule: The RealReal will announce its Q4 and full year 2025 financial results after market close on February 26, 2026, which is expected to positively impact investor confidence.
- Conference Call Timing: The company will host a conference call at 2:00 PM Pacific Time (5:00 PM Eastern Time) to review its financial results, enhancing transparency and engaging with investors.
- Webcast Availability: The conference call will be available via live webcast, with registration on the company’s website, ensuring timely information delivery and increased investor engagement.
- Market Positioning: As the world's largest authenticated resale luxury goods marketplace with over 40 million members, The RealReal strengthens its leadership in the luxury market through a rigorous authentication process and a commitment to sustainability.
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- Consumer Demand: Despite the timing, total holiday sales increased by nearly 4%, reflecting strong consumer demand.
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- Stock Surge: RealReal's stock has rallied for six consecutive months in 2025, reflecting a recovery in the secondhand retail market, although overall profits remain a challenge, indicating a gradual resurgence in demand for secondhand goods.
- Market Trends: The growth of the secondhand retail market, driven by increasing consumer interest in sustainable consumption, presents new opportunities for RealReal, even as the company faces ongoing profitability issues that need to be addressed for sustained growth.
- Competitive Landscape: Amid intensifying competition in the secondhand market, RealReal's stock increase may attract more investor attention, but the company must implement effective strategies to tackle profit pressures and secure its market position.
- Future Outlook: Despite current profit challenges, RealReal's stock performance may signal market confidence in its future development, and if the company can effectively capitalize on market opportunities, it could significantly improve its financial situation.
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Percentage Change Leader: The SPDR S&P Retail ETF experienced the highest percentage increase in inflows, with a 35.7% rise, adding 1,500,226 units.
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Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
See More
The RealReal to Release Q4 and Full Year 2025 Financial Results
- Earnings Release Schedule: The RealReal will announce its Q4 and full year 2025 financial results after market close on February 26, 2026, which is expected to positively impact investor confidence.
- Conference Call Timing: The company will host a conference call at 2:00 PM Pacific Time (5:00 PM Eastern Time) to review its financial results, enhancing transparency and engaging with investors.
- Webcast Availability: The conference call will be available via live webcast, with registration on the company’s website, ensuring timely information delivery and increased investor engagement.
- Market Positioning: As the world's largest authenticated resale luxury goods marketplace with over 40 million members, The RealReal strengthens its leadership in the luxury market through a rigorous authentication process and a commitment to sustainability.
See More
Outlook Therapeutics Inc Faces 60.9% Drop After FDA Response on ONS-5010
- FDA Rejection: Outlook Therapeutics Inc's resubmission for the ONS-5010 biologics license application received a complete response letter from the FDA, indicating that the application cannot be approved in its current form, leading to a 60.9% drop in pre-market trading to $0.62, severely impacting investor confidence.
- Severe Market Reaction: The significant decline in Outlook Therapeutics' stock price reflects market concerns over its future product development prospects, which may hinder financing efforts and delay research progress.
- Other Stock Movements: In pre-market trading, Intelligent Bio Solutions Inc's stock fell 19.2% to $7.70 following the announcement of a $10 million private placement, indicating a decreased risk appetite among investors in the biotech sector.
- Overall Market Trend: While Nasdaq 100 futures rose about 1%, several stocks showed weakness in pre-market trading, suggesting that investor sentiment in the biotech sector is shaken, which could affect overall market mood.
See More
Discount Retailers and Resale Platforms Dominate During Strong Holiday Season
- Holiday Shopping Trends: Americans showed a last-minute approach to holiday shopping, indicating a rush to complete purchases.
- Consumer Demand: Despite the timing, total holiday sales increased by nearly 4%, reflecting strong consumer demand.
See More
RealReal Stock Rallies for Six Months Amid Rising Secondhand Retail Markets
- Stock Surge: RealReal's stock has rallied for six consecutive months in 2025, reflecting a recovery in the secondhand retail market, although overall profits remain a challenge, indicating a gradual resurgence in demand for secondhand goods.
- Market Trends: The growth of the secondhand retail market, driven by increasing consumer interest in sustainable consumption, presents new opportunities for RealReal, even as the company faces ongoing profitability issues that need to be addressed for sustained growth.
- Competitive Landscape: Amid intensifying competition in the secondhand market, RealReal's stock increase may attract more investor attention, but the company must implement effective strategies to tackle profit pressures and secure its market position.
- Future Outlook: Despite current profit challenges, RealReal's stock performance may signal market confidence in its future development, and if the company can effectively capitalize on market opportunities, it could significantly improve its financial situation.
See More
Solidifi Completes First UAD 3.6 Order, Advancing Appraisal Modernization
- Industry Milestone: Solidifi's successful completion of its first UAD 3.6 order marks a significant advancement in the appraisal modernization initiative led by Fannie Mae and Freddie Mac, ensuring lenders can proceed with clarity and confidence as new standards take effect.
- Robust Preparedness: The Solidifi team has worked diligently to ensure that its systems, personnel, and partners are fully prepared for this transition, thereby enhancing the company's competitive edge and market trust.
- Enhanced Client Experience: The UAD 3.6 and Forms Redesign initiative aims to improve the experience for lenders, appraisers, and consumers by introducing a more consistent, transparent, and data-driven framework, which will enhance quality and efficiency across the mortgage ecosystem.
- Future Outlook: Solidifi emphasizes that this is just the beginning, as it plans to continue expanding its capabilities to support lenders nationwide during the UAD modernization rollout, further solidifying its leadership position in the residential lending industry.
See More
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ETF Inflows Overview: The Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF saw the largest inflow, adding 6,750,000 units, a 2.1% increase from the previous week.
Percentage Change Leader: The SPDR S&P Retail ETF experienced the highest percentage increase in inflows, with a 35.7% rise, adding 1,500,226 units.
Market Performance: In morning trading, notable declines were observed in major components of the SPDR S&P Retail ETF, with Victoria's Secret down 2.8% and The Realreal down 0.6%.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
See More
