REAL
TheRealReal, Inc.
Overview
TheRealReal, Inc is a Consumer Cyclical company operating in Luxury Goods with a $1.50B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0817 Q&A exchanges
- Q4 FY2025Earnings2026-02-2619 Q&A exchanges
- Q3 FY2025Earnings2025-11-1122 Q&A exchanges
- Q2 FY2025Earnings2025-08-0916 Q&A exchanges
- Q1 FY2025Earnings2025-05-0917 Q&A exchanges
- Q4 FY2024Earnings2025-02-2017 Q&A exchanges
- Q3 FY2024Earnings2024-11-0414 Q&A exchanges
- Q2 FY2024Earnings2024-08-067 Q&A exchanges
- Q1 FY2024Earnings2024-05-0712 Q&A exchanges
- Q4 FY2023Earnings2024-02-2919 Q&A exchanges
- Q3 FY2023Earnings2023-11-0714 Q&A exchanges
- Q2 FY2023Earnings2023-08-0916 Q&A exchanges
- Q1 FY2023Earnings2023-05-0914 Q&A exchanges
- Q4 FY2022Earnings2023-02-2819 Q&A exchanges
- Q3 FY2022Earnings2022-11-0814 Q&A exchanges
- Q2 FY2022Earnings2022-08-0944 Q&A exchanges
- Q1 FY2022Earnings2022-05-1036 Q&A exchanges
- Q4 FY2021Earnings2022-02-2326 Q&A exchanges
- Q3 FY2021Earnings2021-11-0833 Q&A exchanges
- Q2 FY2021Earnings2021-08-0935 Q&A exchanges
- Q1 FY2021Earnings2021-05-1019 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $-0.08—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $-0.08 | — | — | — | — | EODHD |
Source: EODHD. REAL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks REAL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.82 | $2.13 | -14.7% | -2.3% | -1.6% |
| Q4 FY2026 | $1.76 | $2.28 | -22.6% | +1.5% | +2.4% |
| Q3 FY2026 | $1.90 | $2.30 | -17.2% | -1.7% | -2.2% |
| Q2 FY2026 | $1.90 | $2.42 | -21.6% | -0.6% | +0.7% |
| Q1 FY2025 | $1.64 | $2.17 | -24.2% | -4.6% | -2.3% |
| Q4 FY2025 | $1.61 | $2.21 | -27.3% | -5.7% | -2.9% |
| Q3 FY2025 | $1.94 | $2.30 | -15.5% | -3.3% | -3.4% |
| Q2 FY2025 | $2.02 | $2.35 | -14.2% | +5.2% | +7.4% |
| Q1 FY2024 | $1.82 | $2.33 | -22.1% | -4.6% | -4.3% |
| Q4 FY2024 | $1.96 | $2.37 | -17.3% | +4.9% | +7.2% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Levesque Rati SahiCEO10 mono recorded callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Gopal Ajay MadanCFO10 mono recorded callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Steve Ming LoChief Accounting Officer10 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
- Todd A SukoChief Legal Officer and Secret10 mo1 callCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- Chatelle Aileen LynchChief People Officer10 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
- Luke Thomas FriangChief Product & Tech Officer10 mono recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • guidance suspended Q1 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for REAL.
$ curl https://api.spokenalpha.com/v1/companies/REALFAQ
Frequently asked about REAL
Where can I find TheRealReal, Inc.'s (REAL) earnings call transcripts?
Spoken Alpha indexes REAL's earnings call transcripts at https://spokenalpha.com/companies/REAL. Each call links to attributed speakers and parsed analyst Q&A. TheRealReal, Inc.'s own investor relations page is at https://investor.therealreal.com/.
When was TheRealReal, Inc.'s most recent earnings call?
TheRealReal, Inc. (REAL) held its most recent earnings call on 2026-05-08, covering fiscal Q1 2026.
What sector is REAL in?
TheRealReal, Inc. (REAL) operates in the Consumer Cyclical sector (Luxury Goods industry).