ATRenew Inc. (RERE) SEC Filings & Earnings Calls
EquiReason read 6 ATRenew Inc. SEC filings in the last 12 months. Latest: 6-K on 2026-08-20 — ATRenew Q2 2026 revenue grew 32.4% YoY to RMB6,609.3M, operating income up 95.7%, net income up 78.6%; Q3 guidance 23-25% YoY growth; active buyback program extended..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 561.9M
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 18 Nov, in 25 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
20 Aug 20266-KATRenew Q2 2026 revenue grew 32.4% YoY to RMB6,609.3M, operating income up 95.7%, net income up 78.6%; Q3 guidance 23-25% YoY growth; active buyback program extended.earningsopen
Figures in the filing · each found in the filing text
| Number of consumer products transacted · Q2-2026 | 11,600,000 | +13% y/y |
Guidance
Q3 2026 revenue guidance RMB6,340-6,440M (23.1-25.1% YoY growth); prior Q2 revenue was RMB6,609.3M (beat high end of guidance)
Strong Q2 beat and Q3 guidance of 23-25% YoY growth indicates sustained demand acceleration and margin expansion.
Risks flagged
Service revenue decline due to promotional discounts may pressure margins if sustained.
“Net service revenues decreased by 4.2%... due to discretionary discounts on service fees during 618 promotion.”
Fulfillment and personnel costs rising with business growth, potential margin headwind.
“Fulfillment expenses increased 31.1% due to personnel costs and logistics.”
19 May 20266-KATRenew reports Q1 2026 total net revenues up 32.4% to RMB6,160.1M, income from operations up 154.9%, net income up 215.7%, with 10.8M consumer products transacted.earningsopen
Figures in the filing · each found in the filing text
| Number of consumer products transacted · Q1-2026 | 10,800,000 | +14% y/y |
Risks flagged
Operating expenses growing, though at slower pace than revenue.
“Operating costs and expenses increased 30.7% vs revenue growth of 32.4%.”
Dependence on Chinese consumer market and regulatory environment.
“Company operates in China; subject to local economic and regulatory conditions.”
8 Apr 202620-FRERE reported strong annual results for FY2025 with total net revenues up 28.9% YoY and net income turning positive.earningsopen
Figures in the filing · each found in the filing text
| Total Net Revenues · FY2025 | $21.05B | +29% y/y |
| Net Product Revenues · FY2025 | $19.38B | +31% y/y |
| Net Service Revenues · FY2025 | $1.67B | +12% y/y |
| Income from Operations · FY2025 | $456M | +1474% y/y |
| Net Income · FY2025 | $336M | +4186% y/y |
| Adjusted Net Income · FY2025 | $428M | +36% y/y |
| Adjusted Income from Operations · FY2025 | $555M | +36% y/y |
| Cash and Cash Equivalents · FY2025 | $1.54B | -22% y/y |
| Net Cash Used in Operating Activities · FY2025 | $-415M | -165% y/y |
Risks flagged
Inventory management risk
“Our net inventories were RMB1,017.2 million, RMB535.1 million and RMB1,074.1 million (US$153.6 million) as of December 31, 2023, 2024 and 2025, respectively.” · word for word
Dependence on JD Group
“Any deterioration in our collaboration with JD Group could materially and adversely affect our business, results of operations and financial condition.” · word for word
Regulatory compliance risk
“As of December 31, 2025, 14 offline AHS stores directly operated by us had not obtained their business operation license.” · word for word
Negative operating cash flow
“Net cash (used in) provided by operating activities (1,017,962) 881,297 243,898 642,807 (414,569) (59,283)” · word for word
11 Mar 20266-KATRenew Inc. reported Q4 2025 total net revenues of RMB6,254.2M, up 29.0% YoY, and income from operations of RMB171.6M vs RMB53.1M in prior year. Full year revenues grew 28.9% to RMB21,048.3M. Also announced a cash dividend.earningsopen
Figures in the filing · each found in the filing text
| Number of consumer products transacted · Q4-2025 | 11,000,000 |
20 Nov 20256-KATRenew Inc. reports Q3 2025 results: total net revenues up 27.1% YoY to RMB5,149.2M, income from operations up 385.1% YoY, adjusted income from operations up 34.9% YoY.earningsopen
Figures in the filing · each found in the filing text
| Number of consumer products transacted · Q3-2025 | 10,900,000 | +20% y/y |
Risks flagged
Fulfillment expenses growing in line with revenue may indicate scaling costs; store network expansion could pressure margins if not managed.
“Fulfillment expenses increased 25.9% YoY due to expansion of store networks and operation center capacity.”
ATRenew Inc. — questions
- What did ATRenew Inc. file recently?
- 6 SEC filings in the last 12 months. Latest: 6-K on 2026-08-20 — ATRenew Q2 2026 revenue grew 32.4% YoY to RMB6,609.3M, operating income up 95.7%, net income up 78.6%; Q3 guidance 23-25% YoY growth; active buyback program extended.
Every figure on this page comes from ATRenew Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.