+关注
SideHustle
暂无个人介绍
IP属地：未知
84
关注
0
粉丝
0
主题
0
勋章
主贴
热门
SideHustle
2021-06-30
👍🏼
抱歉，原内容已删除
SideHustle
2021-02-24
👍🏼
抱歉，原内容已删除
SideHustle
2021-02-24
👍🏼
The RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote>
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576822691680468","uuid":"3576822691680468","gmtCreate":1613730748257,"gmtModify":1623410506533,"name":"SideHustle","pinyin":"sidehustle","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/32df373fd173a77a91dda3582fb63ba0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":84,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.02","exceedPercentage":"80.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.26","exceedPercentage":"80.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":153170504,"gmtCreate":1625015326808,"gmtModify":1633945851954,"author":{"id":"3576822691680468","authorId":"3576822691680468","name":"SideHustle","avatar":"https://static.tigerbbs.com/32df373fd173a77a91dda3582fb63ba0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576822691680468","idStr":"3576822691680468"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153170504","repostId":"1108987496","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361056408,"gmtCreate":1614180818904,"gmtModify":1634550826561,"author":{"id":"3576822691680468","authorId":"3576822691680468","name":"SideHustle","avatar":"https://static.tigerbbs.com/32df373fd173a77a91dda3582fb63ba0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576822691680468","idStr":"3576822691680468"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361056408","repostId":"1105441613","repostType":4,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361056179,"gmtCreate":1614180794891,"gmtModify":1634550826681,"author":{"id":"3576822691680468","authorId":"3576822691680468","name":"SideHustle","avatar":"https://static.tigerbbs.com/32df373fd173a77a91dda3582fb63ba0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576822691680468","idStr":"3576822691680468"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361056179","repostId":"2113835326","repostType":4,"repost":{"id":"2113835326","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1614138972,"share":"https://www.laohu8.com/m/news/2113835326?lang=zh_CN&edition=full","pubTime":"2021-02-24 11:56","market":"us","language":"en","title":"The RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2113835326","media":"Benzinga","summary":"RealReal Inc (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings tha","content":"<p><b>RealReal Inc</b> (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.</p><p><blockquote><b>RealReal公司</b>（纳斯达克：REAL）股价周二走低，此前该公司公布的收益低于预期。</blockquote></p><p> On Monday, the RealReal reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.</p><p><blockquote>周一，the RealReal公布第四季度调整后每股亏损49美分，比华尔街预期低8美分。该公司公布营收为8460万美元，较去年同期下降13.09%，低于华尔街预期的9400万美元。</blockquote></p><p> RealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.</p><p><blockquote>RealReal 2020年的收入因疫情而下降，但乐观地认为，随着经济继续重新开放，该公司将继续发展业务。</blockquote></p><p> “We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and chairperson of the RealReal said on a conference call.</p><p><blockquote>the RealReal创始人、首席执行官兼董事长Julie Wainwright在电话会议上表示：“我们看到了令人鼓舞的复苏迹象，12月份GMV恢复增长，季度迄今的趋势更加强劲。”</blockquote></p><p> The luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.</p><p><blockquote>这家奢侈品寄售店拥有在线和实体业务，计划在2021年开设10家新店。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REAL\">The RealReal</a>’s Expansion Costs:</b> Although analysts expect the RealReal to improve its revenue growth as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Lauren Schenk said in a note.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REAL\">真实的</a>的扩张成本：</b>尽管分析师预计RealReal将随着供应商的扩大而改善其收入增长，但“我们确实看到21年的成本全面上升，因为：1）10家社区商店的推出，2）新亚利桑那州认证中心的开业，3）技术投资，以及4）在预期的需求增长之前增加销售招聘，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Lauren Schenk在一份报告中表示。</blockquote></p><p> Although Raymond James analyst Aaron Kessler believes the RealReal may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.</p><p><blockquote>尽管Raymond James分析师Aaron Kessler认为，由于业务扩张计划的高成本，RealReal在短期内可能会陷入困境，但他对该公司的长期基本面仍然持乐观态度。</blockquote></p><p> “Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.</p><p><blockquote>该分析师表示：“近期费用的增加（亚利桑那州新设施、零售扩张）可能会影响街头EBITDA预期，尽管它们应该会使公司实现更强劲的长期增长和运营杠杆。”</blockquote></p><p> <b>The RealReal's Position As The Economy Reopens:</b> “We see REAL as <a href=\"https://laohu8.com/S/AONE\">one</a> of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.</p><p><blockquote><b>随着经济重新开放，RealReal的地位：</b>“我们认为真实是<a href=\"https://laohu8.com/S/AONE\">一</a>申克说：“不仅考虑到其终端市场需求（奢侈品/服装），还考虑到其供应动态，这些电子商务品牌对重新开放的杠杆作用最大。”</blockquote></p><p> KeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal planned opening of the new brick-and-mortar stores in 2021.</p><p><blockquote>KeyBanc分析师Edward Yruma认为，RealReal计划在2021年开设新的实体店将增加收入。</blockquote></p><p> “Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said</p><p><blockquote>这位分析师表示：“邻里商店应该成为有效的营销工具，不仅可以增加供应，还可以吸引新买家。”</blockquote></p><p> Needham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal boost its inventory.</p><p><blockquote>Needham分析师Rick Patel认为，随着客户恢复寄售，未来几个季度收入将加速增长，这将有助于RealReal增加库存。</blockquote></p><p> “Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.</p><p><blockquote>分析师表示：“在过去的一年里，REAL的供应限制多于需求限制。当大流行开始时，20年4月的供应单位为(46%)，但现在呈改善趋势，2020年第四季度单位增加了13%。”说。</blockquote></p><p> Raymond James analyst Kessler believes the recovery is priced in.</p><p><blockquote>雷蒙德·詹姆斯分析师凯斯勒认为，复苏已被消化。</blockquote></p><p> “While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.</p><p><blockquote>该分析师表示：“虽然我们对长期基本面保持乐观（大型奢侈品市场转向线上、25%的长期增长前景、20%以上的长期EBITDA利润率），但我们认为风险回报在当前水平上更加平衡。”</blockquote></p><p> <b>The RealReal Ratings, Price Targets:</b> KeyBanc maintained its Overweight rating and price target of $32.</p><p><blockquote><b>The RealReal评级、价格目标：</b>KeyBanc维持跑赢大盘评级和32美元的目标价。</blockquote></p><p> Morgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.</p><p><blockquote>摩根士丹利维持其等权重评级，并将目标价从17美元上调至25美元。</blockquote></p><p> Needham maintained a Hold rating.</p><p><blockquote>Needham维持持有评级。</blockquote></p><p> Raymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.</p><p><blockquote>Raymond James将其评级从跑赢大盘下调至与大盘持平，并维持17美元的目标价。</blockquote></p><p> RealReal's stock closed down 13.32% at $24.82 per share.</p><p><blockquote>RealReal股价收跌13.32%，报每股24.82美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b9d9d0ea8ca2f4768fd7d380c08ef7a\" tg-width=\"1051\" tg-height=\"243\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-02-24 11:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>RealReal Inc</b> (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.</p><p><blockquote><b>RealReal公司</b>（纳斯达克：REAL）股价周二走低，此前该公司公布的收益低于预期。</blockquote></p><p> On Monday, the RealReal reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.</p><p><blockquote>周一，the RealReal公布第四季度调整后每股亏损49美分，比华尔街预期低8美分。该公司公布营收为8460万美元，较去年同期下降13.09%，低于华尔街预期的9400万美元。</blockquote></p><p> RealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.</p><p><blockquote>RealReal 2020年的收入因疫情而下降，但乐观地认为，随着经济继续重新开放，该公司将继续发展业务。</blockquote></p><p> “We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and chairperson of the RealReal said on a conference call.</p><p><blockquote>the RealReal创始人、首席执行官兼董事长Julie Wainwright在电话会议上表示：“我们看到了令人鼓舞的复苏迹象，12月份GMV恢复增长，季度迄今的趋势更加强劲。”</blockquote></p><p> The luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.</p><p><blockquote>这家奢侈品寄售店拥有在线和实体业务，计划在2021年开设10家新店。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REAL\">The RealReal</a>’s Expansion Costs:</b> Although analysts expect the RealReal to improve its revenue growth as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Lauren Schenk said in a note.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REAL\">真实的</a>的扩张成本：</b>尽管分析师预计RealReal将随着供应商的扩大而改善其收入增长，但“我们确实看到21年的成本全面上升，因为：1）10家社区商店的推出，2）新亚利桑那州认证中心的开业，3）技术投资，以及4）在预期的需求增长之前增加销售招聘，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Lauren Schenk在一份报告中表示。</blockquote></p><p> Although Raymond James analyst Aaron Kessler believes the RealReal may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.</p><p><blockquote>尽管Raymond James分析师Aaron Kessler认为，由于业务扩张计划的高成本，RealReal在短期内可能会陷入困境，但他对该公司的长期基本面仍然持乐观态度。</blockquote></p><p> “Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.</p><p><blockquote>该分析师表示：“近期费用的增加（亚利桑那州新设施、零售扩张）可能会影响街头EBITDA预期，尽管它们应该会使公司实现更强劲的长期增长和运营杠杆。”</blockquote></p><p> <b>The RealReal's Position As The Economy Reopens:</b> “We see REAL as <a href=\"https://laohu8.com/S/AONE\">one</a> of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.</p><p><blockquote><b>随着经济重新开放，RealReal的地位：</b>“我们认为真实是<a href=\"https://laohu8.com/S/AONE\">一</a>申克说：“不仅考虑到其终端市场需求（奢侈品/服装），还考虑到其供应动态，这些电子商务品牌对重新开放的杠杆作用最大。”</blockquote></p><p> KeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal planned opening of the new brick-and-mortar stores in 2021.</p><p><blockquote>KeyBanc分析师Edward Yruma认为，RealReal计划在2021年开设新的实体店将增加收入。</blockquote></p><p> “Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said</p><p><blockquote>这位分析师表示：“邻里商店应该成为有效的营销工具，不仅可以增加供应，还可以吸引新买家。”</blockquote></p><p> Needham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal boost its inventory.</p><p><blockquote>Needham分析师Rick Patel认为，随着客户恢复寄售，未来几个季度收入将加速增长，这将有助于RealReal增加库存。</blockquote></p><p> “Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.</p><p><blockquote>分析师表示：“在过去的一年里，REAL的供应限制多于需求限制。当大流行开始时，20年4月的供应单位为(46%)，但现在呈改善趋势，2020年第四季度单位增加了13%。”说。</blockquote></p><p> Raymond James analyst Kessler believes the recovery is priced in.</p><p><blockquote>雷蒙德·詹姆斯分析师凯斯勒认为，复苏已被消化。</blockquote></p><p> “While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.</p><p><blockquote>该分析师表示：“虽然我们对长期基本面保持乐观（大型奢侈品市场转向线上、25%的长期增长前景、20%以上的长期EBITDA利润率），但我们认为风险回报在当前水平上更加平衡。”</blockquote></p><p> <b>The RealReal Ratings, Price Targets:</b> KeyBanc maintained its Overweight rating and price target of $32.</p><p><blockquote><b>The RealReal评级、价格目标：</b>KeyBanc维持跑赢大盘评级和32美元的目标价。</blockquote></p><p> Morgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.</p><p><blockquote>摩根士丹利维持其等权重评级，并将目标价从17美元上调至25美元。</blockquote></p><p> Needham maintained a Hold rating.</p><p><blockquote>Needham维持持有评级。</blockquote></p><p> Raymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.</p><p><blockquote>Raymond James将其评级从跑赢大盘下调至与大盘持平，并维持17美元的目标价。</blockquote></p><p> RealReal's stock closed down 13.32% at $24.82 per share.</p><p><blockquote>RealReal股价收跌13.32%，报每股24.82美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b9d9d0ea8ca2f4768fd7d380c08ef7a\" tg-width=\"1051\" tg-height=\"243\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"REAL":"The RealReal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113835326","content_text":"RealReal Inc (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.\nOn Monday, the RealReal reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.\nRealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.\n“We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and chairperson of the RealReal said on a conference call.\nThe luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.\nThe RealReal’s Expansion Costs: Although analysts expect the RealReal to improve its revenue growth as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” Morgan Stanley analyst Lauren Schenk said in a note.\nAlthough Raymond James analyst Aaron Kessler believes the RealReal may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.\n“Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.\nThe RealReal's Position As The Economy Reopens: “We see REAL as one of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.\nKeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal planned opening of the new brick-and-mortar stores in 2021.\n“Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said\nNeedham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal boost its inventory.\n“Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.\nRaymond James analyst Kessler believes the recovery is priced in.\n“While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.\nThe RealReal Ratings, Price Targets: KeyBanc maintained its Overweight rating and price target of $32.\nMorgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.\nNeedham maintained a Hold rating.\nRaymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.\nRealReal's stock closed down 13.32% at $24.82 per share.","news_type":1,"symbols_score_info":{"REAL":0.9}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":153170504,"gmtCreate":1625015326808,"gmtModify":1633945851954,"author":{"id":"3576822691680468","authorId":"3576822691680468","name":"SideHustle","avatar":"https://static.tigerbbs.com/32df373fd173a77a91dda3582fb63ba0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576822691680468","authorIdStr":"3576822691680468"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153170504","repostId":"1108987496","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361056408,"gmtCreate":1614180818904,"gmtModify":1634550826561,"author":{"id":"3576822691680468","authorId":"3576822691680468","name":"SideHustle","avatar":"https://static.tigerbbs.com/32df373fd173a77a91dda3582fb63ba0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576822691680468","authorIdStr":"3576822691680468"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361056408","repostId":"1105441613","repostType":4,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361056179,"gmtCreate":1614180794891,"gmtModify":1634550826681,"author":{"id":"3576822691680468","authorId":"3576822691680468","name":"SideHustle","avatar":"https://static.tigerbbs.com/32df373fd173a77a91dda3582fb63ba0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576822691680468","authorIdStr":"3576822691680468"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361056179","repostId":"2113835326","repostType":4,"repost":{"id":"2113835326","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1614138972,"share":"https://www.laohu8.com/m/news/2113835326?lang=zh_CN&edition=full","pubTime":"2021-02-24 11:56","market":"us","language":"en","title":"The RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2113835326","media":"Benzinga","summary":"RealReal Inc (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings tha","content":"<p><b>RealReal Inc</b> (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.</p><p><blockquote><b>RealReal公司</b>（纳斯达克：REAL）股价周二走低，此前该公司公布的收益低于预期。</blockquote></p><p> On Monday, the RealReal reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.</p><p><blockquote>周一，the RealReal公布第四季度调整后每股亏损49美分，比华尔街预期低8美分。该公司公布营收为8460万美元，较去年同期下降13.09%，低于华尔街预期的9400万美元。</blockquote></p><p> RealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.</p><p><blockquote>RealReal 2020年的收入因疫情而下降，但乐观地认为，随着经济继续重新开放，该公司将继续发展业务。</blockquote></p><p> “We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and chairperson of the RealReal said on a conference call.</p><p><blockquote>the RealReal创始人、首席执行官兼董事长Julie Wainwright在电话会议上表示：“我们看到了令人鼓舞的复苏迹象，12月份GMV恢复增长，季度迄今的趋势更加强劲。”</blockquote></p><p> The luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.</p><p><blockquote>这家奢侈品寄售店拥有在线和实体业务，计划在2021年开设10家新店。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REAL\">The RealReal</a>’s Expansion Costs:</b> Although analysts expect the RealReal to improve its revenue growth as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Lauren Schenk said in a note.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REAL\">真实的</a>的扩张成本：</b>尽管分析师预计RealReal将随着供应商的扩大而改善其收入增长，但“我们确实看到21年的成本全面上升，因为：1）10家社区商店的推出，2）新亚利桑那州认证中心的开业，3）技术投资，以及4）在预期的需求增长之前增加销售招聘，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Lauren Schenk在一份报告中表示。</blockquote></p><p> Although Raymond James analyst Aaron Kessler believes the RealReal may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.</p><p><blockquote>尽管Raymond James分析师Aaron Kessler认为，由于业务扩张计划的高成本，RealReal在短期内可能会陷入困境，但他对该公司的长期基本面仍然持乐观态度。</blockquote></p><p> “Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.</p><p><blockquote>该分析师表示：“近期费用的增加（亚利桑那州新设施、零售扩张）可能会影响街头EBITDA预期，尽管它们应该会使公司实现更强劲的长期增长和运营杠杆。”</blockquote></p><p> <b>The RealReal's Position As The Economy Reopens:</b> “We see REAL as <a href=\"https://laohu8.com/S/AONE\">one</a> of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.</p><p><blockquote><b>随着经济重新开放，RealReal的地位：</b>“我们认为真实是<a href=\"https://laohu8.com/S/AONE\">一</a>申克说：“不仅考虑到其终端市场需求（奢侈品/服装），还考虑到其供应动态，这些电子商务品牌对重新开放的杠杆作用最大。”</blockquote></p><p> KeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal planned opening of the new brick-and-mortar stores in 2021.</p><p><blockquote>KeyBanc分析师Edward Yruma认为，RealReal计划在2021年开设新的实体店将增加收入。</blockquote></p><p> “Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said</p><p><blockquote>这位分析师表示：“邻里商店应该成为有效的营销工具，不仅可以增加供应，还可以吸引新买家。”</blockquote></p><p> Needham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal boost its inventory.</p><p><blockquote>Needham分析师Rick Patel认为，随着客户恢复寄售，未来几个季度收入将加速增长，这将有助于RealReal增加库存。</blockquote></p><p> “Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.</p><p><blockquote>分析师表示：“在过去的一年里，REAL的供应限制多于需求限制。当大流行开始时，20年4月的供应单位为(46%)，但现在呈改善趋势，2020年第四季度单位增加了13%。”说。</blockquote></p><p> Raymond James analyst Kessler believes the recovery is priced in.</p><p><blockquote>雷蒙德·詹姆斯分析师凯斯勒认为，复苏已被消化。</blockquote></p><p> “While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.</p><p><blockquote>该分析师表示：“虽然我们对长期基本面保持乐观（大型奢侈品市场转向线上、25%的长期增长前景、20%以上的长期EBITDA利润率），但我们认为风险回报在当前水平上更加平衡。”</blockquote></p><p> <b>The RealReal Ratings, Price Targets:</b> KeyBanc maintained its Overweight rating and price target of $32.</p><p><blockquote><b>The RealReal评级、价格目标：</b>KeyBanc维持跑赢大盘评级和32美元的目标价。</blockquote></p><p> Morgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.</p><p><blockquote>摩根士丹利维持其等权重评级，并将目标价从17美元上调至25美元。</blockquote></p><p> Needham maintained a Hold rating.</p><p><blockquote>Needham维持持有评级。</blockquote></p><p> Raymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.</p><p><blockquote>Raymond James将其评级从跑赢大盘下调至与大盘持平，并维持17美元的目标价。</blockquote></p><p> RealReal's stock closed down 13.32% at $24.82 per share.</p><p><blockquote>RealReal股价收跌13.32%，报每股24.82美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b9d9d0ea8ca2f4768fd7d380c08ef7a\" tg-width=\"1051\" tg-height=\"243\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-02-24 11:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>RealReal Inc</b> (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.</p><p><blockquote><b>RealReal公司</b>（纳斯达克：REAL）股价周二走低，此前该公司公布的收益低于预期。</blockquote></p><p> On Monday, the RealReal reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.</p><p><blockquote>周一，the RealReal公布第四季度调整后每股亏损49美分，比华尔街预期低8美分。该公司公布营收为8460万美元，较去年同期下降13.09%，低于华尔街预期的9400万美元。</blockquote></p><p> RealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.</p><p><blockquote>RealReal 2020年的收入因疫情而下降，但乐观地认为，随着经济继续重新开放，该公司将继续发展业务。</blockquote></p><p> “We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and chairperson of the RealReal said on a conference call.</p><p><blockquote>the RealReal创始人、首席执行官兼董事长Julie Wainwright在电话会议上表示：“我们看到了令人鼓舞的复苏迹象，12月份GMV恢复增长，季度迄今的趋势更加强劲。”</blockquote></p><p> The luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.</p><p><blockquote>这家奢侈品寄售店拥有在线和实体业务，计划在2021年开设10家新店。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REAL\">The RealReal</a>’s Expansion Costs:</b> Although analysts expect the RealReal to improve its revenue growth as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Lauren Schenk said in a note.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REAL\">真实的</a>的扩张成本：</b>尽管分析师预计RealReal将随着供应商的扩大而改善其收入增长，但“我们确实看到21年的成本全面上升，因为：1）10家社区商店的推出，2）新亚利桑那州认证中心的开业，3）技术投资，以及4）在预期的需求增长之前增加销售招聘，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Lauren Schenk在一份报告中表示。</blockquote></p><p> Although Raymond James analyst Aaron Kessler believes the RealReal may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.</p><p><blockquote>尽管Raymond James分析师Aaron Kessler认为，由于业务扩张计划的高成本，RealReal在短期内可能会陷入困境，但他对该公司的长期基本面仍然持乐观态度。</blockquote></p><p> “Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.</p><p><blockquote>该分析师表示：“近期费用的增加（亚利桑那州新设施、零售扩张）可能会影响街头EBITDA预期，尽管它们应该会使公司实现更强劲的长期增长和运营杠杆。”</blockquote></p><p> <b>The RealReal's Position As The Economy Reopens:</b> “We see REAL as <a href=\"https://laohu8.com/S/AONE\">one</a> of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.</p><p><blockquote><b>随着经济重新开放，RealReal的地位：</b>“我们认为真实是<a href=\"https://laohu8.com/S/AONE\">一</a>申克说：“不仅考虑到其终端市场需求（奢侈品/服装），还考虑到其供应动态，这些电子商务品牌对重新开放的杠杆作用最大。”</blockquote></p><p> KeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal planned opening of the new brick-and-mortar stores in 2021.</p><p><blockquote>KeyBanc分析师Edward Yruma认为，RealReal计划在2021年开设新的实体店将增加收入。</blockquote></p><p> “Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said</p><p><blockquote>这位分析师表示：“邻里商店应该成为有效的营销工具，不仅可以增加供应，还可以吸引新买家。”</blockquote></p><p> Needham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal boost its inventory.</p><p><blockquote>Needham分析师Rick Patel认为，随着客户恢复寄售，未来几个季度收入将加速增长，这将有助于RealReal增加库存。</blockquote></p><p> “Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.</p><p><blockquote>分析师表示：“在过去的一年里，REAL的供应限制多于需求限制。当大流行开始时，20年4月的供应单位为(46%)，但现在呈改善趋势，2020年第四季度单位增加了13%。”说。</blockquote></p><p> Raymond James analyst Kessler believes the recovery is priced in.</p><p><blockquote>雷蒙德·詹姆斯分析师凯斯勒认为，复苏已被消化。</blockquote></p><p> “While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.</p><p><blockquote>该分析师表示：“虽然我们对长期基本面保持乐观（大型奢侈品市场转向线上、25%的长期增长前景、20%以上的长期EBITDA利润率），但我们认为风险回报在当前水平上更加平衡。”</blockquote></p><p> <b>The RealReal Ratings, Price Targets:</b> KeyBanc maintained its Overweight rating and price target of $32.</p><p><blockquote><b>The RealReal评级、价格目标：</b>KeyBanc维持跑赢大盘评级和32美元的目标价。</blockquote></p><p> Morgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.</p><p><blockquote>摩根士丹利维持其等权重评级，并将目标价从17美元上调至25美元。</blockquote></p><p> Needham maintained a Hold rating.</p><p><blockquote>Needham维持持有评级。</blockquote></p><p> Raymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.</p><p><blockquote>Raymond James将其评级从跑赢大盘下调至与大盘持平，并维持17美元的目标价。</blockquote></p><p> RealReal's stock closed down 13.32% at $24.82 per share.</p><p><blockquote>RealReal股价收跌13.32%，报每股24.82美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b9d9d0ea8ca2f4768fd7d380c08ef7a\" tg-width=\"1051\" tg-height=\"243\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"REAL":"The RealReal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113835326","content_text":"RealReal Inc (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.\nOn Monday, the RealReal reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.\nRealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.\n“We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and chairperson of the RealReal said on a conference call.\nThe luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.\nThe RealReal’s Expansion Costs: Although analysts expect the RealReal to improve its revenue growth as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” Morgan Stanley analyst Lauren Schenk said in a note.\nAlthough Raymond James analyst Aaron Kessler believes the RealReal may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.\n“Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.\nThe RealReal's Position As The Economy Reopens: “We see REAL as one of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.\nKeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal planned opening of the new brick-and-mortar stores in 2021.\n“Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said\nNeedham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal boost its inventory.\n“Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.\nRaymond James analyst Kessler believes the recovery is priced in.\n“While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.\nThe RealReal Ratings, Price Targets: KeyBanc maintained its Overweight rating and price target of $32.\nMorgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.\nNeedham maintained a Hold rating.\nRaymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.\nRealReal's stock closed down 13.32% at $24.82 per share.","news_type":1,"symbols_score_info":{"REAL":0.9}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
