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Subscriber Breakdown
Provides a detailed look at the composition of subscribers, revealing trends in customer acquisition, retention, and the overall health of the subscription model.Subscriber growth has become the lever for Rent the Runway’s recovery—ending and average active subscribers accelerated into early‑2026 after the FY2025 inventory build, validating the strategy with higher engagement and record totals. That said, management warns growth may decelerate from the ~20% YoY pace, will materially pull back new-buy inventory next year, and is shifting mix toward revenue‑share stock; expect continued top‑line momentum but near‑term margin and cash‑flow pressure as the company balances growth versus profitability.
Date | Ending Total | Average Active | Ending Active |
|---|---|---|---|
Jul 31, 2026 | 186.02K | 148.26K | 140.83K |
Apr 30, 2026 | 196.15K | 149.74K | 155.69K |
Jan 31, 2026 | 183.55K | 143.56K | 143.80K |
Oct 31, 2025 | 185.20K | 147.60K | 148.90K |
Jul 31, 2025 | 185.00K | 146.80K | 146.00K |
Apr 30, 2025 | 182.00K | 133.50K | 147.00K |
Jan 31, 2025 | 164.00K | 132.60K | 120.00K |
Oct 31, 2024 | 174.51K | 130.80K | 132.52K |
Jul 31, 2024 | 175.09K | 137.46K | 129.07K |
Apr 30, 2024 | 185.35K | 135.90K | 145.84K |