The RealReal (REAL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The RealReal (REAL) reported $173.57 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 17.5%. EPS of -$0.49 for the same period compares to -$0.09 a year ago.The reported revenue represents a surprise of +2.39% over the Zacks Consensus Estimate of $169.53 million. With the consensus EPS estimate being -$0.14, the EPS surprise was -250%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how The RealReal performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:AOV (Average Order Value): $584.00 versus $554.00 estimated by two analysts on average.Number of Orders: 890 versus the two-analyst average estimate of 900.GMV (Gross Merchandise Value): $519.81 million versus $498.3 million estimated by two analysts on average.Revenue- Consignment revenue: $134.43 million versus $140.1 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15% change.Revenue- Direct revenue: $22.93 million versus $18.81 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +46.8% change.Revenue- Shipping services revenue: $16.22 million compared to the $16.2 million average estimate based on two analysts. The reported number represents a change of +6.5% year over year.View all Key Company Metrics for The RealReal here>>>Shares of The RealReal have returned +16.3% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.Download Atomic Opportunity: Nuclear Energy's Comeback free today.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The RealReal, Inc. (REAL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks