Rent The Runway | Results Presentation Deck | 30 slides

Rent The Runway · 2023-12
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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Slide inventory

30
every slide · same image gating as the playbook
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Slide 1
The slide features a branded orange banner across a closet image.front_matter
03
The slide uses a 2x2 grid layout to present four key financial metrics over a four-year period.analyze_data
Open slide detailBeat · Problem
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The slide uses a minimalist design with a large fashion photograph on the right.transition
Open slide detailBeat · Problem
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transition
Open slide detailBeat · Problem
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Includes definitions for subscriber metrics and the fiscal period end date.summarize
Open slide detailBeat · ProblemLoop · So What Cascade
07
The chart tracks subscriber trends for Rent the Runway, highlighting the split between active and paused users over time.analyze_data
Open slide detailBeat · FinancialsLoop · So What Cascade
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The slide includes a note on fiscal year end dates and two key metrics regarding subscriber behavior.analyze_data
Open slide detailBeat · FinancialsLoop · So What Cascade
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The slide uses a waterfall-bridge structure to visualize the components of gross profit.analyze_data
Open slide detailBeat · FinancialsLoop · So What Cascade
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The slide uses a waterfall bridge format to show the components of EBITDA reconciliation.show_valuation_bridge
Open slide detailBeat · FinancialsLoop · So What Cascade
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The slide uses a waterfall bridge to show the conversion of EBITDA to FCF, highlighting the impact of rental product purchases and other cash outflows.analyze_data
Open slide detailBeat · FinancialsLoop · So What Cascade
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transition
Open slide detailBeat · FinancialsLoop · So What Cascade
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The slide uses two line charts with shaded areas to visualize the year-over-year improvement in churn metrics.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The slide uses a mix of brand logos, fashion photography, and bulleted strategic benefits.summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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Includes a screenshot of the mobile checkout flow as visual proof of the 'Buy Now' feature.summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The slide uses a visual gallery of clothing styles to illustrate the performance improvement.summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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transition
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Includes footnotes regarding non-GAAP reconciliation and rental product accounting.analyze_data
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Includes a reconciliation of restructuring-related items.analyze_data
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Financial data presented in millions.analyze_data
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Includes both current and non-current restricted cash.analyze_data
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Includes a footnote explaining specific adjustments for the years ended 1/31/23, 1/31/22, and 1/31/21.analyze_data
25
The table presents cash flow data in millions for nine-month periods ending Oct 31, 2023/2022 and the fiscal year ended Jan 31, 2023.analyze_data
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The table reconciles cash-based 'Purchases of rental product' to accrual-based 'Rental Product Acquired' by adjusting for timing differences in receipt and paymanalyze_data
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Includes specific adjustments like share-based compensation, depreciation, and restructuring charges.analyze_data
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Includes data for nine-month periods and full fiscal years.analyze_data
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Includes footnotes explaining non-recurring and other adjustments.analyze_data
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Includes two tables: one for general operating expenses and one specifically for share-based compensation details.analyze_data