Earnings Call Summary | TheRealReal(REAL.US) Q1 2024 Earnings Conference
Earnings Call Summary | TheRealReal(REAL.US) Q1 2024 Earnings Conference
The following is a summary of the The RealReal, Inc. (REAL) Q1 2024 Earnings Call Transcript:
以下是RealReal, Inc.（REAL）2024年第一季度财报电话会议记录的摘要：
Financial Performance:
财务业绩：
The RealReal achieved top line growth for the first time in three quarters, mostly attributed to their core consignment business showing a double-digit growth.
The company reported its highest ever gross margin rate, leading to improvements in the bottom line.
The adjusted EBITDA for Q1 showed an improvement by $25 million year-over-year, while GMV and adjusted EBITDA exceeded the company's own guidance, with revenue realization at the higher end of the guidance.
RealReal在三个季度内首次实现收入增长，这主要归因于其核心寄售业务显示出两位数的增长。
该公司公布了有史以来最高的毛利率，从而提高了利润。
第一季度调整后的息税折旧摊销前利润同比增长2500万美元，而GMV和调整后的息税折旧摊销前利润超过了公司自己的预期，收入实现率处于预期的较高水平。
Business Progress:
业务进展：
The RealReal refined sales and marketing approaches to drive profitable supply and effectively targeted marketing spend.
Actions are being taken for the expansion of their core business with more efficiencies being sought across various functions like sales, marketing, authentication, and operations.
The company plans to invest in automation and AI to enhance client experiences and scale the business.
The forecast for the full year adjusted EBITDA is increased with an aim of achieving a positive adjusted EBITDA for the full year 2024.
The growth in consignment revenue and expanding margins indicate successful consignor experiences and provision of high-quality luxury goods.
The company proposes to further build consumer trust, with special emphasis on aspects like price transparency and a full-service experience.
A long term plan for the next three years is in the process of development and it is believed that potential volatility in the primary luxury goods market could benefit the company as high-end shoppers could possibly shift to their platform.
RealReal完善了销售和营销方法，以推动盈利的供应和有效的定向营销支出。
正在采取行动扩大其核心业务，并寻求提高销售、营销、身份验证和运营等各种职能部门的效率。
该公司计划投资自动化和人工智能，以增强客户体验并扩大业务规模。
提高了对全年调整后息税折旧摊销前利润的预测，目标是实现2024年全年调整后的息税折旧摊销前利润为正。
寄售收入的增长和利润率的扩大表明了成功的托运人经验和高质量奢侈品的供应。
该公司提议进一步建立消费者的信任，特别强调价格透明度和全方位服务体验等方面。
未来三年的长期计划正在制定中，据信，随着高端购物者可能会转向他们的平台，初级奢侈品市场的潜在波动可能会使公司受益。
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译文内容由第三方软件翻译。