Rent The Runway | Results Presentation Deck | 28 slides

Rent The Runway · 2022-09
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 1
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4
coverage by narrative range · generated from this deck JSON

Slide inventory

28
every slide · same image gating as the playbook
01
Slide 1
The slide features a stylized image of a closet filled with clothing and accessories, overlaid with the company name and presentation details.front_matter
Open slide detailBeat · Attention
02
Includes a specific reference to the Private Securities Litigation Reform Act of 1995 and a footer note regarding the Q2 2022 financial results summary.other
Open slide detailBeat · Attention
03
The slide uses a 2x3 grid of metric cards to present performance data.summarize
Open slide detailBeat · AttentionLoop · Logic Chain
04
summarize
Open slide detailBeat · AttentionLoop · Logic Chain
05
summarize
Open slide detailBeat · AttentionLoop · Logic Chain
06
summarize
Open slide detailBeat · NeedLoop · Logic Chain
07
The slide uses a two-column layout to contrast revenue growth levers with expense management levers.present_solution
Open slide detailBeat · NeedLoop · Logic Chain
08
Slide details the rationale, execution timeline, and financial outcomes of a 2022 restructuring initiative.plan_implementation
Open slide detailBeat · NeedLoop · Logic Chain
09
Includes a disclaimer regarding non-GAAP measures and illustrative assumptions.quantify_opportunity
Open slide detailBeat · SatisfactionLoop · Logic Chain
10
The chart distinguishes between active and paused subscribers, with paused subscribers represented by dashed-line segments.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
11
The chart compares quarterly revenue for FY20-FY22 against annual revenue for FY19-FY21 and FY22 guidance.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
12
The slide highlights a strategic shift to reduce upfront costs per unit by moving away from wholesale.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
13
The chart uses a waterfall-style logic to show how revenue per order is reduced by various expenses to arrive at net order economics.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
14
The slide uses a waterfall-style bridge to show how revenue is reduced by fulfillment, depreciation, and revenue share to arrive at gross profit.analyze_data
Open slide detailBeat · Action
15
The slide uses a waterfall-style visualization to show the components of the business model and their impact on EBITDA.analyze_data
Open slide detailBeat · Action
16
The chart illustrates how revenue growth and cost management (or lack thereof) impacted the margin bridge.analyze_data
Open slide detailBeat · ActionLoop · Before After
17
Includes non-GAAP reconciliation disclaimer.analyze_data
Open slide detailBeat · Action
19
The chart uses a split-axis approach to visualize positive and negative margin trends.analyze_data
20
The slide uses a combination of a data table and a stacked bar chart to illustrate the reduction in product costs relative to revenue.analyze_data
21
Includes footnote regarding specific one-time gains/losses affecting the year ended 1/31/22 and 1/31/21.analyze_data
22
Financial data presented in millions.analyze_data
23
analyze_data
24
analyze_data
25
The table reconciles cash flow statement data with supplemental information to arrive at 'Rental Product Acquired'.analyze_data
26
Includes a disclaimer note regarding additional information in the Q2 2022 earnings press release and Form 8-K.analyze_data
27
The table shows the derivation of Free Cash Flow by adjusting Net Cash from Operating Activities for capital expenditures and asset sales.analyze_data
28
Includes both absolute dollar amounts and percentages of revenue.analyze_data