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Rent The Runway vs Tokyo Lifestyle Co.

Rent The Runway and Tokyo Lifestyle Co. are similar in size: $330m and $373m of revenue in their latest fiscal years. Tokyo Lifestyle Co. grew faster (77.6% against 7.7%). Rent The Runway kept more of each dollar of sales as profit: a net margin of 6.9% against 0.2%.

Latest fiscal yearRent The RunwayRENT, 2026Tokyo Lifestyle Co.TKLF, 2026
Revenue $330m $373m
Revenue growth 7.7% 77.6%
Net income $22.6m $716,730
Operating margin — —
Net margin 6.9% 0.2%
Return on equity — 1.7%
Free cash flow — −$10.6m
Cash $50.4m $2.1m
Total debt $157m $63.6m
Debt to equity — —
Dividend per share — —
Dividend yield — 9.0%
Share buybacks — —
Employees 942 —
Market value $73.9m $6.3m
Price vs our value range — —
Moat score 45 (Weak) —
Insider trades, 12 months 3 buys, 4 sales 7 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.