The RealReal | Results Presentation Deck | 41 slides

The RealReal · 2020-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
Open slide detailBeat · Attention
04
The slide uses a neutral beige background and bulleted list format to present key performance indicators.show_traction
Open slide detailBeat · Attention
05
establish_context
06
plan_implementation
07
The slide highlights operational resilience, supply chain optimism, and marketing efficiency.show_traction
Open slide detailBeat · Interest
08
TTM stands for Trailing Twelve Months.show_traction
Open slide detailBeat · Interest
09
The chart uses a dual-axis representation (bars for absolute GMV, line for percentage growth).show_traction
Open slide detailBeat · Interest
10
The chart uses a combination of stacked bars for GMV/Revenue and a line for Take Rate percentage.show_traction
Open slide detailBeat · Interest
11
analyze_data
Open slide detailBeat · Interest
12
The slide uses a series of bar charts to illustrate year-over-year performance metrics.analyze_data
Open slide detailBeat · Interest
13
The slide breaks down operating expenses into three categories, showing 1Q19 vs 1Q20 comparisons, with an adjustment for SG&A.analyze_data
14
summarize
15
summarize
Open slide detailBeat · Desire
16
The slide highlights the virtuous cycle between buyers and consignors, supported by strong repeat customer metrics.show_traction
Open slide detailBeat · DesireLoop · Pattern Hunter
17
Includes data from Bain & Company and internal customer survey results.size_opportunity
Open slide detailBeat · DesireLoop · Pattern Hunter
18
The slide uses a high-quality product image to reinforce the luxury brand positioning.size_opportunity
Open slide detailBeat · DesireLoop · Pattern Hunter
19
The central circular diagram acts as a flywheel or ecosystem representation.present_solution
Open slide detailBeat · Desire
20
The slide uses a grouped bar chart structure to benchmark company performance against external standards.compare_peers
Open slide detailBeat · Desire
21
The slide uses a combination of donut charts for total sell-through and stacked bar charts for inventory aging.show_traction
Open slide detailBeat · Desire
22
The slide highlights the operational scale of the service model as of March 31, 2020.present_solution
Open slide detailBeat · Action
23
The slide uses a grid of photos showing experts using loupes and tools to inspect luxury goods.present_solution
Open slide detailBeat · ActionLoop · Golden Circle
24
The diagram highlights the circular nature of the business model where buyers and consignors overlap.present_solution
Open slide detailBeat · ActionLoop · Golden Circle
25
The slide uses a visual metaphor of a hand with rings to connect data metrics to business outcomes.present_solution
Open slide detailBeat · ActionLoop · Golden Circle
26
The chart uses a dual-axis approach (implied) to show absolute dollar values for revenue/GMV and percentage for take rate.show_traction
Open slide detailBeat · Action
27
The slide uses a decomposition of GMV into its two primary drivers: volume (number of orders) and price (AOV).show_traction
Open slide detailBeat · Action
28
The slide uses three distinct bar charts to illustrate growth in key performance metrics.analyze_data
Open slide detailBeat · Action
29
The slide uses three distinct bar charts to illustrate expense trends, with specific callouts explaining the 2019 performance for each category.analyze_data
Open slide detailBeat · Action
30
The slide demonstrates that inventory remains very low relative to GMV and Revenue, supporting the 'Capital Efficient' claim.analyze_data
Open slide detailBeat · Action
31
The slide uses a combination of a bar chart for historical performance and a matrix/grid for operational drivers.summarize
Open slide detailBeat · Action
32
The slide provides a detailed breakdown of unit economics, specifically highlighting the improvement in contribution margin.analyze_data
Open slide detailBeat · Action
33
The chart illustrates cohort-based revenue growth over time.show_traction
Open slide detailBeat · Action
34
The slide demonstrates the 'flywheel' effect where dual-role users (buyers/consignors) exhibit significantly higher LTV/BAC ratios.show_traction
Open slide detailBeat · Action
35
other
Open slide detailBeat · Action
36
The slide uses a circular flow diagram to represent a network effect or flywheel.present_solution
38
Standard financial reconciliation table found in an appendix.analyze_data
39
The table shows adjustments for non-cash items like depreciation, amortization, and stock-based compensation, as well as one-time items like legal settlements aanalyze_data
40
Data is in millions of dollars.analyze_data
41
front_matter