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The RealReal Scales AI To Accelerate Listings
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7.2
The RealReal said on its earnings call that CEO Rati Levesque is pursuing a multiyear AI roadmap — including SmartSales and Athena — to speed and improve authentication, pricing and listings. In Q4 2025 GMV rose 22% year over year and revenue increased 18% with $22 million adjusted EBITDA; full-year GMV grew 16% to $2.13 billion and revenue rose 15% to $693 million. Leadership says AI will sharpen supply targeting and sustain higher-ticket consignments.
Scoring Rationale
Strong official earnings and clear AI roadmap justify relevance, but innovations are incremental and largely company-specific.
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