PYMNTS
06 Aug 2026, 23:51 UTC · 10w ago
The RealReal's AI Overhaul Helps Drive 22% GMV Growth
Impact · against what's priced in
The RealReal's successful integration of AI into its intake and pricing workflows is driving significant operational leverage and GMV growth. While a declining take rate is a headwind, it is offset by a shift toward high-value items and reduced processing costs per unit.
- REAL+0.70
No priced-in read yet
- In context
The company achieved 22% GMV growth and a 470 bps improvement in operating expense leverage, driven by the Athena AI system which is on track to process nearly half of all items by year-end.
Read from the article alone
