The RealReal's 2025 Resale Report highlights trends in luxury resale, focusing on cultural shifts and evolving consumer behaviors.
Quiver AI Summary
The RealReal, the largest online marketplace for authenticated resale luxury goods, has released its annual Resale Report for 2025, highlighting a significant cultural shift towards luxury resale as both desirable and accessible. With over 40 million members, the company analyzes consumer behaviors and the economic forces impacting demand, revealing strong interest in fine jewelry and handbags, while nostalgia for past fashion trends is driving interest in styles from the 1980s and 2010s. The report notes that nearly one-third of U.S. clothing purchases last year were secondhand, with 58% of consumers preferring the secondary market. Resale values are notably increasing for iconic luxury items, and consumers are increasingly considering resale value when making purchases. Additionally, the report highlights trends in creative direction and brand popularity, illustrating how individuality and personal style are reshaping the fashion landscape in the current climate of instability.
Potential Positives
- The RealReal has maintained its position as the world's largest online marketplace for authenticated resale luxury goods, which reinforces its brand leadership in a growing market.
- The annual Resale Report highlights significant trends and consumer behaviors, such as 47% of consumers considering resale value before purchasing new items, indicating a shift in purchasing habits that could lead to increased business opportunities.
- Notable increases in resale values for classic luxury items, such as Rolex and Hermès, suggest a strengthening market for the company’s core offerings, enhancing its reputation as a reliable destination for luxury resale.
- The report's insights into rising American designers and changing consumer preferences indicate that The RealReal is well-positioned to adapt to evolving market trends and cater to the desires of its diverse member base.
Potential Negatives
- Creative Director shakeups, such as the spike in searches following Jonathan Anderson's departure, may signal instability in brand strategy and vision.
- External factors like inflation and rising retail prices influencing consumer behavior could indicate a challenging market environment for luxury resale.
- The shift towards valuing resale before buying new highlights potential vulnerabilities in traditional retail sales for luxury goods.
FAQ
What is The RealReal's 2025 Resale Report about?
The report analyzes shopping behaviors and economic factors impacting luxury resale, highlighting cultural trends and consumer preferences.
How has resale value influenced consumer buying decisions?
47% of consumers now consider resale value before purchasing new items due to inflation and rising prices.
Which luxury brands showed significant growth in resale value?
Brands like Rolex, Goyard, Van Cleef & Arpels, Hermès, and Louis Vuitton saw steady resale value increases in 2025.
What trends are emerging in the resale luxury market?
The report highlights a resurgence of 1980s maximalism and 2010s fashion nostalgia, impacting demand for various luxury items.
What demographic is driving wedding-related resale searches?
Both Gen Z and Boomers have increased wedding-related search activity, with significant growth in vintage engagement rings and bridal designers.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$REAL Insider Trading Activity
$REAL insiders have traded $REAL stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $REAL stock by insiders over the last 6 months:
- LEVESQUE RATI SAHI (Chief Executive Officer) has made 0 purchases and 4 sales selling 411,290 shares for an estimated $3,241,041.
- CHATELLE AILEEN LYNCH (Chief People Officer) sold 51,455 shares for an estimated $383,694
- GOPAL AJAY MADAN (Chief Financial Officer) sold 51,425 shares for an estimated $299,375
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$REAL Hedge Fund Activity
We have seen 101 institutional investors add shares of $REAL stock to their portfolio, and 131 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VERITION FUND MANAGEMENT LLC added 1,787,260 shares (+118.6%) to their portfolio in Q2 2025, for an estimated $8,560,975
- SG AMERICAS SECURITIES, LLC removed 1,634,142 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $8,808,025
- MORGAN STANLEY removed 1,467,255 shares (-57.8%) from their portfolio in Q2 2025, for an estimated $7,028,151
- D. E. SHAW & CO., INC. removed 1,329,951 shares (-32.9%) from their portfolio in Q2 2025, for an estimated $6,370,465
- GOLDMAN SACHS GROUP INC added 1,115,407 shares (+51.2%) to their portfolio in Q2 2025, for an estimated $5,342,799
- WOODSON CAPITAL MANAGEMENT, LP added 1,097,172 shares (+20.7%) to their portfolio in Q2 2025, for an estimated $5,255,453
- NORGES BANK removed 1,096,912 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $5,254,208
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$REAL Analyst Ratings
Wall Street analysts have issued reports on $REAL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B. Riley Securities issued a "Buy" rating on 08/08/2025
To track analyst ratings and price targets for $REAL, check out Quiver Quantitative's $REAL forecast page.
$REAL Price Targets
Multiple analysts have issued price targets for $REAL recently. We have seen 2 analysts offer price targets for $REAL in the last 6 months, with a median target of $8.5.
Here are some recent targets:
- Kunal Madhukar from UBS set a target price of $8.0 on 08/08/2025
- Susan Anderson from B. Riley Securities set a target price of $9.0 on 08/08/2025
Full Release
The Economics of Resale, From Investment Jewelry to Nostalgic Comebacks
SAN FRANCISCO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- The RealReal (Nasdaq: REAL) – the world’s largest online marketplace for authenticated resale luxury goods – today released its annual Resale Repor t . For the past 14 years, The RealReal has been at the forefront of a cultural shift, redefining luxury resale as both desirable and accessible. With a community of more than 40 million members, the company enables people to discover pieces they love while unlocking the value of luxury assets in their closets. Drawing on years of proprietary data and authentication expertise, the 2025 Resale Report explores the state of luxury resale today, analyzing the shopping and consignment behaviors of The RealReal’s members and highlighting the cultural and economic forces reshaping demand and value.
Findings show that fine jewelry and timeless handbags continued to hold strong, while cultural shifts, the current political climate, and creative director shakeups also shaped demand. Nostalgia remained a powerful force, fueling the revival of 2010s fashion and high heels alongside the return of 1980s maximalism. The Row stayed a defining anchor among American brands, while both established names like Coach and emerging voices such as Diotima gained fresh relevance with new takes on American style. Vintage pieces reached new highs, with nearly 30% more members searching for vintage this year than last, as shoppers sharpened their eye for long-term value, turning to resale to both express personal style and invest strategically.
“Resale has gone from disruptor to cornerstone in the consumer journey: * nearly one-third of clothing purchased in the U.S. last year was secondhand, and 58% of consumers now prefer the secondary market outrigh t. Today, shoppers are not only defining their style through resale, they’re also considering resale value at the point of purchase. In a year defined by instability, AI blurring real and synthetic, and trends flattened by social media, consumers rejected uniformity and sought out pieces that felt real, unfiltered, and unreplicable. The result is a moment in fashion not shaped by brands or trends, but by individuals expressing their personal style.” — Rati Levesque, CEO & President, The RealReal.
2025 RESALE REPORT HIGHLIGHTS
-
The Economics of Resale
- With inflation and rising retail prices, consumers are increasingly factoring resale value into purchase decisions: *47% now consider resale value before buying new.
-
Accessories Are Assets
: Some of the smartest investments in 2025 weren’t on Wall Street. Resale values climbed steadily for classics like Rolex Datejusts (+17%), Goyard Saint Louis totes (+18%), Van Cleef & Arpels Alhambra jewelry (+20%), Hermès Birkin 30 (+15%), and Louis Vuitton Speedy bags (+13%)
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The Brands That Defined the Year
- Top 10 most-searched brands, plus breakout year-over-year search leaders: Coach, Ferragamo, Pucci, Toteme
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American Designers on the Rise: CFDA members drove strong momentum — Diotima (+152%), Zankov (+65%), Marina Moscone (+44%)
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Creative Director Shakeups & Cultural Moments
- Jonathan Anderson is The RealReal’s Creative Director of the Year — Loewe searches spiked +488% following his departure
- Celebrity impact: Kendrick Lamar’s Celine Super Bowl jeans drove “Celine Flare Jeans” searches +963% in 24 hours
-
Comeback Brand of the Year: Isabel Marant, now the #1 most-searched contemporary label (+54% year-over-year)
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Trend Resurgences
- Maximalism Returns: 1980s silhouettes, sequins, fur, vintage Mugler suits
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2010s Nostalgia: Hervé Léger bandage dresses (+106%), a high-heel revival led by Louboutin, Manolo, D&G, and Giuseppe Zanotti (+24–45%), and reissued It Bags like the Balenciaga City, Chloé Paddington, and Fendi Spy
-
The Patina Effect
- Sales of Fair Condition items +32% year-over-year, with growth driven by new buyers (+40%)
- Distressed brown leather jackets +155%
- Sticker-covered Rimowa luggage +65%
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Bags showing visible wear +45%
-
Weddings & Generational Shifts
- Wedding searches surged across generations: Gen Z (+55%), Boomers (+45%)
-
Bridal standouts: Danielle Frankel (+67%), Vivienne Westwood (+73%), vintage engagement rings (+198%)
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Investment Categories
- Fine jewelry average selling prices rose +17% year-over-year, with sterling silver being the highest they’ve ever been
- Tiffany & Co. posted record resale prices
-
Piaget Polo crowned
The Watch to Watch
(+285% in sales year-over-year), alongside generational watch preferences
The full 2025 Resale Report is available here .
*Source: Capital One Shopping, Thrifting Statistics , 2025.
About The RealReal
The RealReal is the world’s largest online marketplace for authenticated, resale luxury goods, with more than 40 million members. With a rigorous authentication process overseen by experts, The RealReal provides a safe and reliable platform for consumers to buy and sell their luxury items. We have hundreds of in-house gemologists, horologists and brand authenticators who inspect thousands of items each day. As a sustainable company, we give new life to pieces by thousands of brands across numerous categories—including women's and men's fashion, fine jewelry and watches, art and home—in support of the circular economy. We make selling effortless with free virtual appointments, in-home pickup, drop-off and direct shipping. We handle all of the work for consignors, including authenticating, using AI and machine learning to determine optimal pricing, photographing and listing their items, as well as shipping and customer service.
Press Contact:
Mallory Johnston
Head of PR
[email protected]