Rent The Runway Results Presentation Deck | Slidebook.io

Rent The Runway Results Presentation Deck

June 2023, 34 slides

earnings presentation june | Rent The Runway

forward looking statements disclaimer | Rent The Runway

contents summary strategy and guidance | Rent The Runway

summary | Rent The Runway

key metrics and financial highlights total revenue up yoy active subscribers up yoy average active subs up yoy total subscribers up yoy gross pro margin net loss margin margin margin up yoy margin up yoy margin up yoy | Rent The Runway

record number of active subscribers as of yoy | Rent The Runway

revenue growth of in of revenue from subscribers in of subscribers added one or more paid items into their subscriptions in even with launch of item plans | Rent The Runway

revenue to gross pro and of revenue of revenue profit | Rent The Runway

gross pro to adjusted and profit of | Rent The Runway

adjusted to free cash flow and of of | Rent The Runway

strategy | Rent The Runway

we believe addressing first day experience can meaningfully augment loyalty of total subscribers who churn do so within their first days top reasons for new customer churn time and ort to pick clothes anxiety driven by steep learning curve perceived clothing availability price and value average churn rate for subscribers who have been active for more than days is that of subscribers within their days loyalty improvements can be meaningful drivers of subscriber growth focus on improvements to day period can have outsized positive impact | Rent The Runway

we continue to deliver against our three customer centric pillars inventory she wants when she wants it best in class product discovery and easy to use experience efficient | Rent The Runway

accelerated buying strategy to focus on reorders and depths of most demanded styles | Rent The Runway

rent the look feature has enhanced search discovery process and increased member engagement launched rent the look to enable customers to rent a complete out or a similar option based on our recommendations this feature has led to a increase in engagement with substitute items | Rent The Runway

elevated customer support with concierge for more seamless and styling assistance | Rent The Runway

continued to make strides in simplifying the customer experience achieved faster site speed further enhanced delivery experience by launching free delivery | Rent The Runway

and guidance | Rent The Runway

and fiscal year guidance guidance total revenue adjusted fiscal year guidance of total revenue total revenue than ending active subscriber growth growth adjusted free cash flow purchases of rental product of total revenue better than share based compensation | Rent The Runway

appendix | Rent The Runway

illustrative future cash requirements revenue adjusted rental product replenishment and cash required revenue of per active subscribers ending level carried for a year would require after replenishment of rental product average sub assumes in and reserve expectation variable costs assumed at percentages of revenue other than marketing spend level assumed fixed costs bene from savings sub per year to replenish rental product for existing subscribers and reserve customers i | Rent The Runway

a existing subscriber base expected to improve cash consumption revenue adjusted rental product replenishment and cash required with existing subscribers adjusted generated covers costs and rental product replenishment | Rent The Runway

happy customers in organic growth top subscriber responses to how did you hear about rent the runway higher retention matters for organic growth and has the potential to drive marketing of total subscription acquisitions have been organic in the majority of our customers hear about from someone they know more customers drive more positive reviews more referrals and greater organic growth influence | Rent The Runway

our revenue is driven by strong customer loyalty total revenue net by customer cohort year revenue supported by strong cohort retention consistency and stability over time strong historical revenue retention across cohorts despite business changes large and loyal base of customers supports revenue each year over a third of revenue generated by cohorts that are over years old | Rent The Runway

customer acquisition economics are strong cumulative to measured across months strong for cohorts covid impacts and cohorts largely impacted by covid bene ted from high loyalty post recovery from covid trends are in line with expectations all cohorts should bene from extra item launch in future months | Rent The Runway

condensed consolidated statements of operations | Rent The Runway

condensed consolidated balance sheets | Rent The Runway

condensed consolidated statements of cash flows year year | Rent The Runway

selected cash flows detail and supplemental cash flow information | Rent The Runway

reconciliation of purchases of rental product to rental product acquired ended bites a a cost | Rent The Runway

reconciliation of cash used by operating activities to free cash flow | Rent The Runway

reconciliation of net loss to adjusted a ness | Rent The Runway

operating expense detail | Rent The Runway

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