4.6 • 854 Ratings
🗓️ 2 November 2021
⏱️ 27 minutes
🧾️ Download transcript
Rent the Runway is looking to invent a designer cloud-based wardrobe for fashionistas across the world, but it’s financial picture paints a slightly different story. Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss the challenging business of resale and renting and if Rent the Runway has what it takes to turn business around. Rent The Runway Ticker: RENT.
Click on a timestamp to play from that location
0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
0:20.4 | And we're talking energy. And today we're talking tech. |
0:24.0 | Let's dive in. |
0:25.0 | Welcome to Industry Focus. |
0:26.0 | Today is Tuesday, November 2nd, |
0:28.0 | and I'm your Consumer Goods Host, Emily Flippin. |
0:30.0 | Today I am joined by Motley Fool's Senior analyst Osset Sharma and we're going to be talking about |
0:35.9 | Rent the Runway. It's a business looking to redefine what it means to rent clothes, to have your wardrobe in the cloud as they put it. |
0:45.0 | Ausset, thank you so much for joining. |
0:47.0 | Emily, thank you for having me, especially after all the times that I myself have stumbled |
0:51.0 | down the runway. |
0:52.0 | I'm looking forward to talk about this one with you. |
0:55.4 | This is one that, especially for our female listeners out there, they may be intimately familiar with. |
1:01.0 | In fact, prepping today's show, I thought that I already knew what Rent the Runways business |
1:06.2 | model was before coming into the research and actually found myself pretty wrong. In my mind to rent the runway was a site that you could go to and you could get a |
1:17.3 | dress for a one-off occasion. So let's say you had a friend's wedding to go to a formal event. You can go rent yourself a relatively |
1:26.0 | inexpensive designer dress for one night out on the town and then send it back the next day. |
1:31.8 | And actually, well this is the premise behind the |
1:35.0 | Rent the Runway, they've actually pivoted to a subscription-based model. |
1:39.2 | Almost more like, I won't call it Stitch Fix, but Stitch Fix-S, more than |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.