ATRenew Inc. (every three of which representing two ) (Class A) (RERE) carries a Roarable Rating of D- (Sell) with 39/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-02, ATRenew Inc. (every three of which representing two ) (Class A) (NYSE: RERE) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 39/100 at a spot price of $3.90 (-5.34% 1D, market cap $903.4M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 7/20. Across 1011 tracked Consumer Discretionary issuers, RERE ranks #748 in composite RQD confidence.
Within the Consumer Discretionary sector (Other Specialty Stores), RERE carries a Roarable D- (39/100 RQD), trailing P/E of 18.8x, gross margin of —, and ROIC of 14.7%. By comparison, WINA (Winmark Corporation) holds a C grade (62/100 RQD, P/E 24.5x, ROIC 84.5%, cap $1.02B) and WOOF (Petco Health and Wellness Company Inc. (Class A)) posts a D- grade (43/100 RQD, P/E 81.5x, ROIC 4.0%, cap $741.8M). Among the 5-stock peer group, SPH leads on earnings multiple (11.2x) while WINA leads on capital efficiency (84.5% ROIC).
Per RERE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001838957), ATRenew Inc. (every three of which representing two ) (Class A) generated $0 in revenue, $48.1M in net income, and -$79.9M in free cash flow against $853.1M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 3/9
20D Institutional Volume Accumulation (±7.2% realized swing band)
Macro rate sensitivity & RSI-14 (57.9) create a -15 pt regime headwind
While RERE currently carries a cautious 39/100 (D-) rating due to Macro Regime Fit (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Consumer Discretionary with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($3.94) and Max Pain ($4.10) forces dealer call-delta covering toward $6.79.
Forensic Repair Trigger: Halting share dilution (Dilution Drag (+1.36% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
ATRenew Inc. (every three of which representing two ) (Class A) (RERE) dropped -5.34% to $3.90, trading at 13% of its 52-week range ($3.5 – $6.47). Stretched risk/reward at 19x P/E (15% return on capital) under elevated 10-year interest-rate pressure.
Why ATRenew’s latest earnings and buyback matter for investors ATRenew (RERE) reported second quarter 2026 results that showed higher net income and earnings per share than a year earlier, alongside completion of a share
By Brian Lantier, CFA NYSE: RERE READ THE FULL RERE RESEARCH REPORT ATRenew Reports Exceptionally Strong Second Quarter 2026 Results Before the market opened on August 20, ATRenew (NYSE:RERE) released its second-quarter
Revenue surged 32.4% as 1P business and refurbished devices drove growth.
ATRenew Inc (RERE) exceeds guidance with strong 1P retail growth and overseas expansion, while navigating service revenue headwinds and a cautious Q3 outlook.
ATRenew Inc. (NYSE:RERE) shares fell in premarket trading on Thursday despite the Chinese recycling and trade-in platform delivering second-quarter results that surpassed analyst expectations, as investors focused instea
In July 2026, ATRenew Inc. unveiled an upgraded overseas expansion strategy, launching its ReRe consumer brand and FoneSquare B2B marketplace while opening the first ReRe Store at Citywalk in Tsuen Wan, Hong Kong, and ro
ATRenew Inc. ("ATRenew" or the "Company") (NYSE: RERE), a pioneer in technology-driven recycling and trade-in solutions for consumer products in China, today announced that it plans to release its unaudited financial res
ATRenew Inc. ("ATRenew" or the "Company") (NYSE: RERE), a pioneer in technology-driven recycling and trade-in solutions for consumer products in China, today unveiled an upgraded overseas strategy at a dedicated launch e
ATRenew (NYSE:RERE) outlined its recycling and trade-in strategy for investors at the 94th Emerging Growth Conference, with Head of Investor Relations Jessie Jin emphasizing the company’s scale in China’s secondhand cons
ATRenew Inc. ("ATRenew" or the "Company") (NYSE: RERE), a pioneer in technology-driven recycling and trade-in solutions for consumer products in China, today released its 2025 Environmental, Social and Governance (ESG) R
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on RERE today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for RERE. Explore sector supply chains on /butterfly.
Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, ATRenew Inc. (every three of which representing two ) (Class A) (RERE) ranks #748 by composite RQD confidence (39/100, grade D-) and #526 by equity capitalization ($903.4M). Within this direct 5-issuer industry benchmark cohort, SPH leads on earnings valuation at 11.2x trailing P/E, while WINA leads on capital efficiency and profitability with 84.5% ROIC and 96.0% gross margin. WINA currently holds the highest overall quantitative score in the immediate peer group at 62/100 (C) compared with RERE at 39/100 (D-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| RERE
ACTIVE
ATRenew Inc. (every three of which representing two ) (Class A) | D- | 39/100 | 18.8x | — | 14.7% | -5.34% | $903.4M | Benchmark Subject |
| WINA Winmark Corporation | C | 62/100 | 24.5x | 96.0% | 84.5% | -0.41% | $1.02B | /wina-vs-rere → |
| WOOF Petco Health and Wellness Company Inc. (Class A) | D- | 43/100 | 81.5x | 38.7% | 4.0% | +0.77% | $741.8M | /woof-vs-rere → |
| SPH Suburban Propane Partners L.P. | D+ | 54/100 | 11.2x | 60.6% | 8.4% | +0.62% | $1.19B | /sph-vs-rere → |
| REAL The RealReal Inc. | D- | 39/100 | — | 74.6% | -27.4% | +5.37% | $1.38B | /real-vs-rere → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), ATRenew Inc. (every three of which representing two ) (Class A) (RERE) reported GAAP revenue of $0 (N/A vs. FY2024 revenue of $0 ) , GAAP net income of $48.1M, operating cash flow of -$59.3M, and free cash flow of -$79.9M (-200.1% YoY). On the balance sheet, RERE closed FY2025 with $853.1M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 3/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $0 | $48.1M | -$59.3M | -$79.9M | $853.1M | — |
| FY2024 (FY) | 2024-12-31 | $0 | -$1.1M | $88.1M | $79.9M | $697.4M | — |
| FY2023 (FY) | 2023-12-31 | $0 | -$22.0M | $34.4M | $34.4M | — | — |
As of 2026-11-02, ATRenew Inc. (every three of which representing two ) (Class A) (NYSE: RERE) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 39/100 at a spot price of $3.90 (-5.34% 1D, market cap $903.4M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 7/20. Across 1011 tracked Consumer Discretionary issuers, RERE ranks #748 in composite RQD confidence.
Within the Consumer Discretionary sector (Other Specialty Stores), RERE carries a Roarable D- (39/100 RQD), trailing P/E of 18.8x, gross margin of —, and ROIC of 14.7%. By comparison, WINA (Winmark Corporation) holds a C grade (62/100 RQD, P/E 24.5x, ROIC 84.5%, cap $1.02B) and WOOF (Petco Health and Wellness Company Inc. (Class A)) posts a D- grade (43/100 RQD, P/E 81.5x, ROIC 4.0%, cap $741.8M). Among the 5-stock peer group, SPH leads on earnings multiple (11.2x) while WINA leads on capital efficiency (84.5% ROIC).
Per RERE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001838957), ATRenew Inc. (every three of which representing two ) (Class A) generated $0 in revenue, $48.1M in net income, and -$79.9M in free cash flow against $853.1M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
RERE last traded at $3.90 (-5.34% on volume of 395,134 shares), positioning the stock -1.02% below its 50-day simple moving average ($3.94) and -14.47% below its 200-day simple moving average ($4.56). Across its 52-week range of $3.50 to $6.47, RERE sits at the 13.5% percentile with a 14-day RSI of 57.9 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.2% ($3.62 to $4.18).
Why RERE Stock dropped -5.34% Today — RQD Quant Desk Flash. Stretched risk/reward at 19x P/E (15% return on capital) under elevated 10-year interest-rate pressure.
Per the Roarable RQD rating, RERE scores 39 out of 100 (letter grade D-), labeled "Roarable Sell — Vulnerable Balance Sheet & Flow." Across the five pillars: Fundamental Cash Engine 8/20 (ROIC 14.7%; FCF yield -8.85%); Whale 13F Flow 9/20 (institutional accumulation and options positioning); Insider Conviction 7/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit 5/20 (beta 1.0; sector sensitivity); Forensic Balance Sheet 10/20 (Altman Z 2.5; Piotroski F 3/9; Debt/Equity 0.5).
For a prospective investor, the pattern is a company with a respectable return on invested capital (14.7%) that is nonetheless not converting that into positive free cash flow (FCF yield -8.85%). The weakest pillar, Macro Regime Fit, reflects a beta of 1.0 and sector sensitivity, meaning the stock is expected to move in line with the broad market without a clear defensive offset. The Forensic Balance Sheet pillar is the strongest of the five but remains below midpoint, with a Piotroski F-Score of 3 out of 9 signaling weak fundamental quality. The upside case rests on the 14.7% ROIC and the trailing earnings profile (P/E TTM 18.8, forward P/E 17.5); the valuation tradeoff is that these multiples are not cheap relative to negative free cash flow. Whale and insider flow scores (9 and 7) indicate limited conviction signals in the current data.
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $0.0M | $65.2M | $48.1M | N/A | $-79.9M | $219.9M | N/A |
| FY 2024 | $0.0M | $4.0M | $-1.1M | N/A | $79.9M | $269.9M | N/A |
| FY 2023 | $0.0M | $-24.4M | $-22.0M | N/A | $34.4M | N/A | N/A |
Per the SEC financials, operating income moved from $-24.4M in FY 2023 to $65.2M in FY 2025, and net income reached $48.1M in FY 2025 after $-1.1M in FY 2024. Per the market data, gross, operating, and net margins are each reported as 0%, so margin analysis cannot be reliably drawn from the source. ROIC is 14.7%. Per the Roarable RQD rating, the Altman Z-Score is 2.5, the Piotroski F-Score is 3 of 9, and Debt/Equity is 0.5. FCF was $-79.9M in FY 2025 after $79.9M in FY 2024, and cash declined from $269.9M to $219.9M over that span.
Real-time company headlines, analyst actions, and sector developments for ATRenew Inc. (every three of which representing two ) (Class A) (RERE) • Click "Debate This Headline" to argue it in the Roar Pit below
Why ATRenew’s latest earnings and buyback matter for investors ATRenew (RERE) reported second quarter 2026 results that showed higher net income and earnings per share than a year earlier, alongside completion of a share
By Brian Lantier, CFA NYSE: RERE READ THE FULL RERE RESEARCH REPORT ATRenew Reports Exceptionally Strong Second Quarter 2026 Results Before the market opened on August 20, ATRenew (NYSE:RERE) released its second-quarter
Revenue surged 32.4% as 1P business and refurbished devices drove growth.
ATRenew Inc (RERE) exceeds guidance with strong 1P retail growth and overseas expansion, while navigating service revenue headwinds and a cautious Q3 outlook.
ATRenew Inc. (NYSE:RERE) shares fell in premarket trading on Thursday despite the Chinese recycling and trade-in platform delivering second-quarter results that surpassed analyst expectations, as investors focused instea
In July 2026, ATRenew Inc. unveiled an upgraded overseas expansion strategy, launching its ReRe consumer brand and FoneSquare B2B marketplace while opening the first ReRe Store at Citywalk in Tsuen Wan, Hong Kong, and ro
ATRenew Inc. ("ATRenew" or the "Company") (NYSE: RERE), a pioneer in technology-driven recycling and trade-in solutions for consumer products in China, today announced that it plans to release its unaudited financial res
ATRenew Inc. ("ATRenew" or the "Company") (NYSE: RERE), a pioneer in technology-driven recycling and trade-in solutions for consumer products in China, today unveiled an upgraded overseas strategy at a dedicated launch e
Welcome to the RERE (ATRenew Inc. (every three of which representing two ) (Class A)) Roar Pit. Current RQD Composite is 39/100 (Roarable Sell — Vulnerable Balance Sheet & Flow) in Other Specialty Stores. Bulls point to capital efficiency (14.7% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on RERE, but look at what you are paying: 18.8x trailing P/E with tightening sector spreads. Unless ATRenew Inc. (every three of which representing two ) (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on RERE, the market is fixating on short-term headline noise in Other Specialty Stores and ignoring the balance sheet and cash flow trajectory. At $4.12 (52-wk range $3.50 - $6.47), any beat on forward guidance forces shorts and underweight funds to chase.
To protect compute speed and zero-delay Cboe BZX data quality for active members, our current $9.95/month Roarable Pro cohort is 100% full. Join the priority waiting list below and we will notify you the moment the next batch of Pro accounts opens (and lock in your $9.95/mo rate).
Link your personal ChatGPT, Claude Desktop, or Cursor via Roarable's Model Context Protocol (`mcp.roarable.com`) to query all 5,289 stocks, inspect Butterfly supply chains, and trade your `$100K Arena` account.
Interrogate SEC 10-K/10-Q filings on demand and ask custom ticker, valuation, or short-thesis questions directly to any of our 8 specialized AI Quant Analysts.
Command our AI agents to sort and sift 5,289 stocks by custom formulas, follow multi-indicator technical & cash-flow setups, and send you instant Email/SMS breakout & downgrade alerts.
Unlock sub-second Cboe BZX streaming quotes, pre-market/after-hours delta scanners, instant SEC Form 4 insider cluster alerts, and unlimited portfolio stress-testing.
All 8 Roarable Analysts (Mara Quenwick, Devon Kess, Gideon Vane, Eliott Vance, Sorel Thorne, Corin Hale, Tessa Rane, and Felix Orven) are proprietary AI Quant Analysts and automated algorithmic specialists — not human financial advisors, fiduciaries, or registered broker-dealers. While one-to-many daily stock ratings and briefings are free, custom 1-on-1 Q&A, custom AI sifting/indicator alert agents, and personal ChatGPT/Claude MCP connections consume dedicated per-user compute and require a $9.95/month Roarable Pro membership. All AI outputs are for educational and research purposes only and never constitute individualized investment advice.
Enter your Google email below for instant 1-step account activation, daily A–E stock rating alerts, and immediate access to your $100,000.00 Virtual Cash Arena account (100% free — no credit card required).