Rent the Runway Inc vs Tapestry, Inc. — how do they compare? Rent the Runway Inc trades at $3.09 (market cap $104.26M), while Tapestry, Inc. trades at $143.67 (market cap $28.72B). The key difference: Tapestry, Inc. is far larger — about 275.5× Rent the Runway Inc's market cap, and Tapestry, Inc. pays a 1.13% dividend while Rent the Runway Inc pays none. Which is the better fit depends on your goals.
| RENT | TPR | |
|---|---|---|
Market Cap | $104.26M | $28.72B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $9.39 | $160.49 |
52-Week Low | $3.09 | $95.69 |
Enterprise Value | $264.36M | $31.58B |
Dividend Yield | — | 1.13% |
Signals from Pluang's Aura AI — not financial advice
RENT trades at $3.10, down 1.9% on the day, with a bearish technical signal from moving averages despite a neutral oscillator reading. The company reported Q1 2026 revenue growth of 29.2% year-over-year to $89.9 million, beating expectations, but net income remains negative at -$69.9 million for 2025. Leadership transition is underway with the CEO stepping down in May 2026, while the balance sheet shows negative equity of -$182.5 million and high debt levels.
The outlook is mixed: strong revenue growth and low valuation ratios (P/E 0.41, P/S 0.17) suggest upside potential, but persistent losses, negative equity, and high leverage pose significant risks. Analyst consensus is cautious with 42% buy ratings, highlighting the stock's speculative nature amid operational challenges and debt concerns.
TPR trades at $142.16, up 0.49% today, with a neutral technical signal but strong fundamental momentum after three consecutive quarterly earnings beats. The stock carries high valuation ratios, including a P/E of 43.02, but demonstrates robust profitability with a 76.18% gross margin and 55.74% ROE. Recent corporate news includes the appointment of Jonathan Saunders as Kate Spade's Executive Creative Director, signaling brand revitalization efforts.
Outlook remains positive with a consensus price target of $183.88, implying 29% upside, supported by 75.6% analyst buy ratings. Key risks include elevated debt levels and margin compression from 2024's 12.23% to 2025's 2.61% net income margin. Investors should weigh strong brand positioning against valuation sensitivity and cyclical retail exposure.
Trailing returns across standard periods
Rent the Runway Inc is an e-commerce platform that allows users to rent, subscribe, or buy designer apparel and accessories.
Read more on RENT →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →