Rent the Runway announced plans around June 17, 2025, to approximately double the new rental product units added to its platform year-over-year in fiscal year 2025. This significant investment in inventory is based on data indicating that inventory depth, breadth, and newness are key drivers of customer satisfaction and retention.
A crucial aspect of this strategy is the planned acquisition mix, with approximately 62% of new units expected to come through the capital-efficient Share by RTR program. This represents a 2.5x increase in units via this channel compared to fiscal year 2024, aiming to mitigate upfront capital outlay.
The company intends to significantly increase the quantity and desirability of items from its top 25 'pillar brands' and expand its exclusive design collections. This aggressive inventory strategy is designed to accelerate subscriber acquisition and growth throughout the year.
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