TheRealReal, Inc.

Annual Trend FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Depreciation and amortization $5.6m $9.3m $13.4m $18.8m $23.5m $27.7m $31.7m $33.1m $33.0m
Property, plant, equipment, and right-of-use asset impairments $140k $203k $0 $280k $0 $0 $39.7m $0 $0
Reduction of operating lease right-of-use assets $0 $16.1m $19.4m $19.6m $16.7m $15.2m $16.1m
Non-cash interest expense $0 $0 $8.7m $8.2m
Gain on debt extinguishment $0 $0 ($4.2m) ($40.8m)
Operating lease liability $0 ($12.8m) ($15.3m) ($17.8m) ($26.5m) ($20.9m) ($22.2m)
Net loss ($52.3m) ($75.8m) ($96.7m) ($175.8m) ($236.1m) ($196.4m) ($168.5m) ($134.2m) ($41.8m)
Stock-based compensation expense $1.9m $2.9m $7.7m $24.3m $48.8m $46.1m $34.3m $29.1m $28.9m
Bad debt expense $636k $999k $1.4m $903k $1.0m $1.7m $2.0m $2.5m $2.6m
Issuance costs allocated to liability classified warrants $0 $0 $374k $0
Provision for inventory write-downs and shrinkage $510k $4.1m $9.8m $2.6m $2.2m
Change in fair value of warrant liability $0 $0 $68.2m $35.8m
Loss (gain) related to warehouse fire, net $0 $0 $740k ($95k)
Other adjustments ($226k) ($86k) $10k $0 $0 ($165k) ($39k)
Accounts receivable ($4.2m) ($1.6m) ($1.6m) ($337k) ($1.6m) ($6.1m) ($7.0m) $767k ($12.5m)
Inventory, net ($3.9m) ($3.7m) ($13.2m) ($20.4m) ($28.7m) $28.0m $10.9m ($3.7m) ($9.5m)
Prepaid expenses and other current assets ($2.4m) ($5.3m) ($4.1m) ($3.4m) ($4.0m) ($3.0m) $2.0m $701k ($796k)
Other assets ($802k) ($318k) ($1.0m) $548k ($638k) ($409k) ($3.0m) $76k ($701k)
Accounts payable ($88k) ($2.6m) $6.0m $2.8m ($10.0m) $4.9m ($425k) $910k $1.6m
Accrued consignor payable $10.5m $6.6m $17.6m $4.2m $14.0m $10.5m ($4.4m) $11.5m $21.8m
Other accrued and current liabilities $6.1m $15.7m $10.7m $8.0m $30.9m ($9.8m) ($464k) $13.1m $12.7m
Other noncurrent liabilities $33k $3.4m $2.8m ($166k) $947k $301k ($172k) $382k $304k
Insurance proceeds related to warehouse fire $0 $0 $461k $2.3m
Capitalized proprietary software development costs ($2.5m) ($5.7m) ($9.3m) ($8.7m) ($10.0m) ($14.1m) ($13.0m) ($11.8m) ($12.9m)
Purchases of property and equipment ($11.6m) ($13.4m) ($24.8m) ($18.3m) ($37.5m) ($22.9m) ($29.2m) ($14.2m) ($18.6m)
Proceeds from exercise of stock options $6.0m $2.9m $19k $376k $1.0m
Proceeds from issuance of stock in connection with the Employee Stock Purchase Program $0 $972k $2.3m $1.4m $886k $1.4m $1.7m
Repayment of 2025 Notes $0 $0 ($26.7m)
Cash received from settlement of Capped Calls in conjunction with the Note Exchanges $0 $0 $396k $1.9m
Issuance costs paid related to the Note Exchanges ($545k) $0 $0 ($5.3m) ($6.5m)
Beginning of period $23.8m $20.7m $45.6m $154.4m $350.8m $418.2m $190.6m $187.1m $166.0m
Property and equipment additions not yet paid in cash $196k $158k $1.8m ($18.3m) $1.9m $13.9m $1.8m $1.8m $3.5m
Capitalized proprietary software development costs not yet paid in cash $1.6m $1.1m $654k $978k
Stock-based compensation capitalized to proprietary software development costs $0 $0 $1.4m $1.6m $777k $504k $318k
Liability classified warrants issued in connection with the 2024 Note Exchange $0 $0 $10.4m $0
Net decrease in principal amount of debt due to the 2024 Note Exchange and 2025 Note Exchange $0 $0 ($17.2m) ($42.7m)
Tax withholding liability for restricted stock $0 $0 $3k $11k $11k $0 $0
Net cash provided by (used in) operating activities ($38.6m) ($47.2m) ($54.5m) ($134.4m) ($142.2m) ($91.6m) ($61.3m) $26.8m $37.0m
Net cash used in investing activities ($11.3m) ($33.9m) ($215.4m) $178.0m ($43.4m) ($36.9m) ($42.1m) ($25.6m) ($29.2m)
Accretion of debt discounts and issuance costs $104k $11k $2.4m $14.0m $2.4m $2.6m $2.1m $2.2m
Net cash (used in) provided by financing activities $46.7m $106.1m $378.7m $152.8m $252.9m $4.1m $226k ($4.8m) ($28.9m)
Net decrease in cash, cash equivalents, and restricted cash ($3.2m) $25.0m $108.8m $196.4m $67.3m ($124.4m) ($103.2m) ($3.5m) ($21.1m)
Cash paid for interest $704k $666k $553k $11k $6.6m $8.1m $8.1m $10.7m $17.5m
Taxes paid related to restricted stock vesting $22k $49k ($130k) ($748k) ($5k) ($205k) ($679k) ($1.6m) ($160k)
Cash paid for income taxes $22k $49k $102k $90k $94k $256k $227k $200k $331k