# ![@GD2Uinc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::725547310126522369.png) @GD2Uinc GD2U inc

GD2U inc posts on X about $real, luxury, tariffs, $tdup the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::725547310126522369/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::725547310126522369/c:line/m:interactions.svg)

- [--] Week [---------] -44%
- [--] Month [---------] +20,874%
- [--] Months [---------] +3,174%
- [--] Year [---------] +87,460%

### Mentions: [--] [#](/creator/twitter::725547310126522369/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::725547310126522369/c:line/m:posts_active.svg)

- [--] Month [--] -43%
- [--] Months [---] +183%
- [--] Year [---] +1,700%

### Followers: [---------] [#](/creator/twitter::725547310126522369/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::725547310126522369/c:line/m:followers.svg)

- [--] Week [-----] +0.21%
- [--] Month [-----] +0.69%
- [--] Months [-----] +2.10%
- [--] Year [-----] +1.90%

### CreatorRank: undefined [#](/creator/twitter::725547310126522369/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::725547310126522369/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [fashion brands](/list/fashion-brands)  [luxury brands](/list/luxury-brands)  [financial services](/list/financial-services)  [us election](/list/us-election)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$real](/topic/$real) #11, [luxury](/topic/luxury), [tariffs](/topic/tariffs), [$tdup](/topic/$tdup), [market cap](/topic/market-cap), [wall street](/topic/wall-street), [ai](/topic/ai), [$cvna](/topic/$cvna), [luxury brands](/topic/luxury-brands), [short interest](/topic/short-interest)

**Top accounts mentioned or mentioned by**
[@keithmccullough](/creator/undefined) [@hedgeyeretail](/creator/undefined) [@ericjackson](/creator/undefined) [@paulcerro](/creator/undefined) [@citronresearch](/creator/undefined) [@buccocapital](/creator/undefined) [@burrytracker](/creator/undefined) [@jcparetsx](/creator/undefined) [@hedgeyetv](/creator/undefined) [@cornelialake](/creator/undefined) [@unusualwhales](/creator/undefined) [@cedargrovecm](/creator/undefined) [@leadlagreport](/creator/undefined) [@stockballa](/creator/undefined) [@therealreal](/creator/undefined) [@henrikzeberg](/creator/undefined) [@ubs](/creator/undefined) [@allstarcharts](/creator/undefined) [@cnbcclosingbell](/creator/undefined) [@thecompoundnews](/creator/undefined)

**Top assets mentioned**
[ThredUp Inc. (TDUP)](/topic/$tdup) [Carvana Co. (CVNA)](/topic/$cvna) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [BlackRock Inc (BLK)](/topic/blackrock) [Robonomics Network (XRT)](/topic/$xrt) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [eBay Inc (EBAY)](/topic/$ebay) [Credit Suisse Group (CS)](/topic/credit-suisse) [State Street Corp (STT)](/topic/state-street-corp) [Morgan Stanley (MS)](/topic/morgan-stanley) [Citigroup Inc (C)](/topic/citigroup)
### Top Social Posts
Top posts by engagements in the last [--] hours

"We believe Treasury Yields will begin to slowly fall starting in Q4 [----] creating significant tailwinds for US equity markets. While deflation starts to create headwinds for the US economy in early [----] yields will bottom when the recession starts in mid [----]. #FedDecision"  
[X Link](https://x.com/GD2Uinc/status/1704548957781901784)  2023-09-20T17:31Z [----] followers, [--] engagements


"$REAL We believe CEO John Koryl will bring in a CFO that will help return the company to growth mode getting GMV back to double digits in 2024"  
[X Link](https://x.com/GD2Uinc/status/1707775605016818068)  2023-09-29T15:13Z [----] followers, [---] engagements


"#LVMH CFO seems frustrated with results and questions from analysts. Primary markets in luxury starting to get hit. Consumers starting to seek value in Q3 through secondary markets. We believe demand will continue to get worse in the primary market. $REAL"  
[X Link](https://x.com/GD2Uinc/status/1711981112644510208)  2023-10-11T05:44Z [----] followers, [---] engagements


"Economy not in recession#Bond #yields are about to collapse as fed is done hiking. Goldilocks zone starts now. Watching unemployment rate for potential credit event on horizon"  
[X Link](https://x.com/GD2Uinc/status/1719802913005154741)  2023-11-01T19:45Z [----] followers, [--] engagements


"#IWM Small cap index +5% today as fed rate hiking cycle ends inflation falling fast unemployment rate under 4%. Market breadth starting to expand. Bottom line revenues will be much better than the street expects in Q1-Q2 [----]. Big banks starting to make bullish market calls"  
[X Link](https://x.com/GD2Uinc/status/1724502004985462821)  2023-11-14T18:58Z [----] followers, [--] engagements


"Institutions beginning to re-open positioning in $REAL in most recent 13F filings. Most notable share purchase Fuller & Thaler asset Management 914k position in Q3 2023"  
[X Link](https://x.com/GD2Uinc/status/1724524308977033719)  2023-11-14T20:26Z [----] followers, [---] engagements


"Credit Suisse 667k Barclays 125k EAM investors 500k Two Sigma Advisers 1.7M"  
[X Link](https://x.com/GD2Uinc/status/1724525264187838590)  2023-11-14T20:30Z [----] followers, [--] engagements


"We are still buyers of small caps even after a 22% rally since October 26th. Soft landing narrative starting to push through the media and we are in final stage of business cycle before a recession hits alongside deflation. We stand in line with @HenrikZeberg economic outlook"  
[X Link](https://x.com/GD2Uinc/status/1735545927333736626)  2023-12-15T06:22Z [----] followers, [--] engagements


"Most notable $REAL share purchases in Q4 [----]. State street corp: 425k Findell Capital: 1.8M Morgan Stanley 2.5M Anthracite Investment: 460k JP Morgan Chase 250k Citigroup 481k. Michael burry still holding 660k Shares"  
[X Link](https://x.com/GD2Uinc/status/1757896089586593820)  2024-02-14T22:34Z [----] followers, [---] engagements


"Barclays increases $REAL shares by 47% to 182k shares the most since its IPO. Jane Street group purchase an additional 513k shares in Q4 2023"  
[X Link](https://x.com/GD2Uinc/status/1758255469142081619)  2024-02-15T22:22Z [----] followers, [---] engagements


"$REAL Earnings call tomorrow 2:00PM PST"  
[X Link](https://x.com/GD2Uinc/status/1762986886090690923)  2024-02-28T23:43Z [----] followers, [---] engagements


"Therealreal $REAL gains 22% in after hours after another blowout quarter. First quarter in the companies history of positive adjusted ebitda and positive free cash flow"  
[X Link](https://x.com/GD2Uinc/status/1763323880784212307)  2024-02-29T22:02Z [----] followers, [---] engagements


"TheRealReal $REAL ended the day up 56% with over [--] million shares traded. The most in its history since IPO. In addition the company plans to open [--] new stores in [----] and plans to increase its store count to [--] from [--] over the next couple years"  
[X Link](https://x.com/GD2Uinc/status/1763672616102228164)  2024-03-01T21:08Z [----] followers, [---] engagements


"Key points we will be listening to on $REAL earnings call next Tuesday. - Supply burst happening due to macro - Positive adjusted EBITDA Q3/Q4 [----] - Active buyer Q/Q - Gross margin (Trending towards 90%+) - Consumer trends within categories - Operating losses"  
[X Link](https://x.com/GD2Uinc/status/1819475862045315138)  2024-08-02T20:50Z [----] followers, [---] engagements


"@CorneliaLake Agreed- however GMV growing alongside higher profitability would warrant a higher price than $8.50. Thats where GMV REVENUE story comes in compared to EV. We think they will take this into a growth story alongside profitability. $EBAY is years behind them will pay premium"  
[X Link](https://x.com/GD2Uinc/status/1821674712919130495)  2024-08-08T22:27Z [----] followers, [---] engagements


"@CorneliaLake Due to the nature of luxury premium comparing to poshmark [---] billion buyout. $REAL will get bought out between 1.5-2 billion as rate cuts re-evaluates a company like this. Primary market slowdown will force a premium bid as a company like $LVMH $ROST $EBAY need GMV"  
[X Link](https://x.com/GD2Uinc/status/1821676100411339204)  2024-08-08T22:33Z [----] followers, [---] engagements


"Dow soars [----] points Russell [----] up 5% as Trump wins election. https://www.cnbc.com/2024/11/05/stock-market-today-live-updates.html https://www.cnbc.com/2024/11/05/stock-market-today-live-updates.html"  
[X Link](https://x.com/GD2Uinc/status/1854242706832208143)  2024-11-06T19:21Z [----] followers, [--] engagements


"Powell #FOMC:"The economy is so good that we had to lower rates". It's clear voters spoke the number one issue is the economy. Powell is very late taking action against a weakening labor market. Jobless claims continue to tick up. Mortgage rates continue to tick up hitting 7.5%"  
[X Link](https://x.com/GD2Uinc/status/1854617370951557472)  2024-11-07T20:10Z [----] followers, [---] engagements


"#Stagflation on main street - Reverse market crash on Wall Street. @KeithMcCullough"  
[X Link](https://x.com/GD2Uinc/status/1854625191491670067)  2024-11-07T20:41Z [----] followers, [--] engagements


"Since the start of [----] Short Interest on $REAL has increased from 12% to 25%. At the same time the shares have increased 100% institutional investors continue purchasing millions of shares"  
[X Link](https://x.com/GD2Uinc/status/1856412736118202516)  2024-11-12T19:04Z [----] followers, [--] engagements


"@unusual_whales $REAL Institutional investors increased to 78% from 50% short interest has increased to 20% while the company achieved free cash flow alongside [---] billion GMV (400M - market cap). Poshmark was purchased for 1.2b- Could $AMZN $EBAY $LVMH be a buyer https://fintel.io/so/us/real https://fintel.io/so/us/real"  
[X Link](https://x.com/GD2Uinc/status/1857147941984845887)  2024-11-14T19:45Z [----] followers, [---] engagements


"BTIG $REAL "Working with brands to sell excess inventory in an opaque brand-friendly way. REAL has a history of working with prominent brands including Gucci and Stella McCartney. Another drop-ship opportunity is with brick & mortar consignment stores""  
[X Link](https://x.com/GD2Uinc/status/1858932478871818478)  2024-11-19T17:56Z [----] followers, [---] engagements


"Luxury brands have lost about [--] million customers in two years. Secondhand websites are welcoming them with open arms. https://www.wsj.com/business/retail/customers-are-quitting-luxury-brands-as-price-hikes-go-too-far-cfa2b9e3# https://www.wsj.com/business/retail/customers-are-quitting-luxury-brands-as-price-hikes-go-too-far-cfa2b9e3#"  
[X Link](https://x.com/GD2Uinc/status/1861789823008166000)  2024-11-27T15:10Z [----] followers, [--] engagements


"The RealReal Expands to Miamis Design District with New Store Opening. https://investor.therealreal.com/node/10866/pdf https://investor.therealreal.com/node/10866/pdf"  
[X Link](https://x.com/GD2Uinc/status/1861808420472381943)  2024-11-27T16:24Z [----] followers, [---] engagements


"$REAL BTIG Raises PT to $6.75 "It's a virtual certainty" that government policy will be a major factor for the market making it a net positive for US consumers""  
[X Link](https://x.com/GD2Uinc/status/1864011347526090915)  2024-12-03T18:18Z [----] followers, [---] engagements


"$REAL Wells Fargo increases PT to $15 a share from $4"  
[X Link](https://x.com/GD2Uinc/status/1866119039728439342)  2024-12-09T13:53Z [----] followers, [---] engagements


"$REAL Northland Capital Markets upgrades PT to $12.50/share"  
[X Link](https://x.com/GD2Uinc/status/1869014216105246801)  2024-12-17T13:38Z [----] followers, [---] engagements


"Wall Street Journal: $REAL "Shoppers are cutting back on purchases of designer handbags and shoes. For luxury resale website The RealReal thats a good thing.- I dont think that if the consumer gets better theyre going to go back to buying the primary luxury market"  
[X Link](https://x.com/GD2Uinc/status/1869764434618712486)  2024-12-19T15:19Z [----] followers, [---] engagements


"$REAL hits a new 52-week high of $10/share"  
[X Link](https://x.com/GD2Uinc/status/1872310889338343470)  2024-12-26T15:57Z [----] followers, [---] engagements


""With oil prices going down I'll demand that interest rates drop immediately and likewise they should be dropping all over the world" Trump told the World Economic Forum on Thursday"  
[X Link](https://x.com/GD2Uinc/status/1882483958862262500)  2025-01-23T17:42Z [----] followers, [--] engagements


"$REAL [----] RealReal's Breakthrough Year- Record Sales and Cash Flow Turn Positive. AOV GMV hit record highs alongside returning to "Growth Playbook." Expecting attainable beats in [----]. Wall Street Still not paying attention. https://investor.therealreal.com/node/10981/pdf https://investor.therealreal.com/node/10981/pdf"  
[X Link](https://x.com/GD2Uinc/status/1892713880935076333)  2025-02-20T23:12Z [----] followers, [---] engagements


"$REAL UBS increases share count by [---] million in Q4 [----] alongside a $10 PT"  
[X Link](https://x.com/GD2Uinc/status/1892981148080345286)  2025-02-21T16:54Z [----] followers, [---] engagements


"$REAL Institutions increased positioning by +8.65million in Q4 [----] bringing total institutional investors to 80% marking the highest in company history. In addition short sellers continue to pile in bringing short % back to 20%"  
[X Link](https://x.com/GD2Uinc/status/1892983872826007886)  2025-02-21T17:04Z [----] followers, [---] engagements


"@UBS : $REAL In fact a recession could catalyze an acceleration in supply growth in our view since it could motivate luxury consumers to become sellers for the first time. Tariffs probably only increase REAL's pricing power and affect luxury sellers in primary market"  
[X Link](https://x.com/GD2Uinc/status/1902107215877788010)  2025-03-18T21:17Z [----] followers, [--] engagements


"$REAL- Street underestimates how powerful their business model becomes in a soft economy recession scenario. @allstarcharts @HedgeyeRetail"  
[X Link](https://x.com/GD2Uinc/status/1904365042688041131)  2025-03-25T02:49Z [----] followers, [---] engagements


"The year all $REAL investors have been waiting for. Slower growth in US economy will drive substantial supply growth. [----] buying frenzy in the primary market due to stimulus checks will fuel unexpected growth. Student Loan Repayment will be a driver here"  
[X Link](https://x.com/GD2Uinc/status/1905345401403867411)  2025-03-27T19:45Z [----] followers, [---] engagements


"USA implements 20% Tariff on all imported European Union goods. $REAL $LVMH"  
[X Link](https://x.com/GD2Uinc/status/1907532827899408689)  2025-04-02T20:37Z [----] followers, [---] engagements


"UBS: $REAL sources a vast majority of its supply in the United States. 20% Tariff implemented on luxury goods affect luxury sellers in the primary marketand probably only increase REAL's pricing power. In our view this brings further demand to REAL as consumers look for deals"  
[X Link](https://x.com/GD2Uinc/status/1907543607470379008)  2025-04-02T21:20Z [----] followers, [---] engagements


"$LVMH Has lost 100billion in market cap since April [----] as global luxury demand in the primary market slows tariffs will weigh on demand further"  
[X Link](https://x.com/GD2Uinc/status/1907856737287246051)  2025-04-03T18:04Z [----] followers, [---] engagements


"$REAL $200billion of luxury goods supply trapped in homes in the USA. [----] is a supply growth story for TheRealReal. Resilience will be shown in their model"  
[X Link](https://x.com/GD2Uinc/status/1909672088891224429)  2025-04-08T18:18Z [----] followers, [---] engagements


"$REAL The Technology Behind Luxury Authentication: AI and Expert Collaboration https://realstyle.therealreal.com/technology-behind-luxury-authentication/ https://realstyle.therealreal.com/technology-behind-luxury-authentication/"  
[X Link](https://x.com/GD2Uinc/status/1910406039867916651)  2025-04-10T18:54Z [----] followers, [--] engagements


"The RealReal Announces Timing of Its First Quarter [----] Earnings Conference Call $REAL https://investor.therealreal.com/node/11111/pdf https://investor.therealreal.com/node/11111/pdf"  
[X Link](https://x.com/GD2Uinc/status/1912973092642562505)  2025-04-17T20:55Z [----] followers, [---] engagements


"Luxury groups including Louis Vuitton have warned that theyll raise prices to offset the US tariffs imposed earlier this month. $LVMH $REAL"  
[X Link](https://x.com/GD2Uinc/status/1915115382374871237)  2025-04-23T18:47Z [----] followers, [---] engagements


"GUCCI OWNER KERING POSTS WEAKER SALES SALES DOWN 25% Kering posted lower sales that undershot analysts forecasts for the first quarter as a slowdown in luxury goods spending continues to plague the primary market players"  
[X Link](https://x.com/GD2Uinc/status/1915117021643129150)  2025-04-23T18:54Z [----] followers, [---] engagements


"$REAL CEO "$200b of luxury goods trapped in USA homes with $80billion added annually". The potential growth for TheRealReal is massive and the company is perfectly positioned if a recession hits"  
[X Link](https://x.com/GD2Uinc/status/1916919844848418952)  2025-04-28T18:18Z [----] followers, [---] engagements


""A Federal Reserve Bank of New York study estimates that roughly [---] million Americans have fallen behind on their student loan bills. Delinquencyaffects 43% of those required to make payments" 50% of $REAL consignors are "Millennials and Gen Z" alongside [--] million buyers"  
[X Link](https://x.com/GD2Uinc/status/1916921919267607029)  2025-04-28T18:26Z [----] followers, [---] engagements


"$REAL "94% of items sell within [--] days". $REAL is a supply driven company. Expect a shift shift in consumer behavior looking for deals after Tariffs have been implemented"  
[X Link](https://x.com/GD2Uinc/status/1916922507598434376)  2025-04-28T18:28Z [----] followers, [---] engagements


"$REAL Raymond James Financial opens new position of [------] shares"  
[X Link](https://x.com/GD2Uinc/status/1917282666988122129)  2025-04-29T18:19Z [----] followers, [--] engagements


""Some analysts and investors may be warming up to the sector again as they bet that it not only will be insulated from the worst of the trade war but could also benefit as consumers trade down to cheaper options" $REAL https://www.barrons.com/articles/retail-secondhand-stocks-tariffs-trump-ab1844c6 https://www.barrons.com/articles/retail-secondhand-stocks-tariffs-trump-ab1844c6"  
[X Link](https://x.com/GD2Uinc/status/1917290561674862999)  2025-04-29T18:51Z [----] followers, [---] engagements


"ThredUP Surges as CEO Sees Tariffs Tilting Shoppers to Resale https://www.pymnts.com/news/ecommerce/2025/thredup-surges-as-ceo-sees-tariffs-tilting-shoppers-to-resale/ https://www.pymnts.com/news/ecommerce/2025/thredup-surges-as-ceo-sees-tariffs-tilting-shoppers-to-resale/"  
[X Link](https://x.com/GD2Uinc/status/1919767079076364530)  2025-05-06T14:51Z [----] followers, [--] engagements


"$REAL $TDUP Showing strength in the resale sector as tariffs hit retail. Both are trading near 800mil market cap up significantly from [----]. Both reminds us of $CVNA turnaround story. @cedargrovecm @HedgeyeRetail"  
[X Link](https://x.com/GD2Uinc/status/1919841377921179675)  2025-05-06T19:47Z [----] followers, [---] engagements


"$TDUP $REAL https://www.youtube.com/watchv=MdaP0HnzGuo https://www.youtube.com/watchv=MdaP0HnzGuo"  
[X Link](https://x.com/GD2Uinc/status/1920315309304455472)  2025-05-08T03:10Z [----] followers, [---] engagements


"$REAL -Highest growth in new consignors in over two years -Reaffirms [----] Guidance -Gross Margin 75.0% - Active buyer count was [------] an increase of 7% -Average order value was $564 an increase of 5% - Q1 [----] Adjusted EBITDA of $4.1 million Feels like a Q4 print"  
[X Link](https://x.com/GD2Uinc/status/1920579731449082250)  2025-05-08T20:41Z [----] followers, [---] engagements


"$REAL Wells Fargo maintains $15 price Target"  
[X Link](https://x.com/GD2Uinc/status/1920805304469434666)  2025-05-09T11:37Z [----] followers, [---] engagements


"$REAL UBS raises Price Target to $7"  
[X Link](https://x.com/GD2Uinc/status/1920859772527517920)  2025-05-09T15:13Z [----] followers, [---] engagements


"$REAL Northland sets $11 Price Target"  
[X Link](https://x.com/GD2Uinc/status/1920860008402542648)  2025-05-09T15:14Z [----] followers, [---] engagements


"$REAL We believe guidance was the reason for the sell off today Wall Street wanted guidance raised like other companies in the space. Seems like they setup to just beat as the year goes on rather than play the short game with the street. We set our 1-year price target to $25"  
[X Link](https://x.com/GD2Uinc/status/1920918357336813679)  2025-05-09T19:06Z [----] followers, [---] engagements


"$REAL Highest # of new consignors in over [--] years indicating supply is being unlocked faster. Get paid now program is gaining traction as consumers look for fast cash. No slowdown in buyers tariffs only help margins further with price increases. Supply growth story in play"  
[X Link](https://x.com/GD2Uinc/status/1921412026552738285)  2025-05-11T03:48Z [----] followers, [---] engagements


"$REAL Goldman Sachs purchases an additional [------] shares in Q1 [----]. Swiss National Bank opens position of [------] shares. Black Rock now holding [-------] shares (up [--] million from Q1 2024)"  
[X Link](https://x.com/GD2Uinc/status/1921970420523155682)  2025-05-12T16:47Z [----] followers, [--] engagements


"$REAL - 50% of new sellers are new to luxury resale - 35M annual luxury buyers in the US primary market"  
[X Link](https://x.com/GD2Uinc/status/1922014871857618989)  2025-05-12T19:43Z [----] followers, [---] engagements


"The RealReals Luxury Resales Enjoy Boom as Demand for New Designer Items Stalls. $REAL https://www.wsj.com/articles/the-realreal-keeps-its-designer-sales-flowing-as-overall-luxury-market-stalls-fe494e2a https://www.wsj.com/articles/the-realreal-keeps-its-designer-sales-flowing-as-overall-luxury-market-stalls-fe494e2a"  
[X Link](https://x.com/GD2Uinc/status/1922346838436303018)  2025-05-13T17:42Z [----] followers, [--] engagements


"$REAL "If you can buy the $7000 Chanel bag for $4000 and its authenticin great condition said Bobby Brooks a senior equity research analyst at Northland Capital Markets. I dont think that if the consumer gets better theyre going to go back to buying the new thing"  
[X Link](https://x.com/GD2Uinc/status/1922347340096016828)  2025-05-13T17:44Z [----] followers, [--] engagements


"$REAL https://seekingalpha.com/news/4447387-the-realreal-post-earnings-drop-presents-attractive-entry-point https://seekingalpha.com/news/4447387-the-realreal-post-earnings-drop-presents-attractive-entry-point"  
[X Link](https://x.com/GD2Uinc/status/1922368582769365126)  2025-05-13T19:09Z [----] followers, [--] engagements


"$REAL BTIG Maintains $9 PT"  
[X Link](https://x.com/GD2Uinc/status/1922369170638848502)  2025-05-13T19:11Z [----] followers, [--] engagements


"$REAL BTIG "Investors should be reminded that REAL is delivering some of the best growth in internet retail""  
[X Link](https://x.com/GD2Uinc/status/1922370912155746777)  2025-05-13T19:18Z [----] followers, [---] engagements


"$REAL Citadel Purchases an additional 1M shares. Institutional investors now hold [--------] shares of TheRealReal (87%) up from (75%) in Q4 [----]. Short interest is still holding high at 20% all while the company is on its way to EPS positive after achieving Free Cash Flow +"  
[X Link](https://x.com/GD2Uinc/status/1923215889404489966)  2025-05-16T03:16Z [----] followers, [--] engagements


"Trump imposing 50% tariffs on EU. Massive for $REAL as all of their supply is in the US prices on inventory should trend up as demand follows"  
[X Link](https://x.com/GD2Uinc/status/1926037935813517645)  2025-05-23T22:10Z [----] followers, [---] engagements


"$REAL https://www.bloomberg.com/news/articles/2025-05-21/lvmh-said-to-warn-of-continued-luxury-weakness-amid-china-woes https://www.bloomberg.com/news/articles/2025-05-21/lvmh-said-to-warn-of-continued-luxury-weakness-amid-china-woes"  
[X Link](https://x.com/GD2Uinc/status/1926040722324463882)  2025-05-23T22:21Z [----] followers, [---] engagements


"$REAL Institutional investors added [--] million shares in Q1 [----] bringing total shares held to [---------] or 89% of outstanding shares. In [----] this number was around 50%. At the same time short interest stands at [--------] shares ( 21%). Analysts continue to upgrade"  
[X Link](https://x.com/GD2Uinc/status/1927385332477043152)  2025-05-27T15:24Z [----] followers, [---] engagements


"$REAL Short interest hits 22% (20877493 shares) the highest level since October 2024"  
[X Link](https://x.com/GD2Uinc/status/1928529649480482917)  2025-05-30T19:11Z [----] followers, [---] engagements


"$REAL Institutional Investors now own 90% of shares after a change of +14million in Q1 [----] the highest level in company history"  
[X Link](https://x.com/GD2Uinc/status/1928530745292722485)  2025-05-30T19:15Z [----] followers, [---] engagements


"We believe the trade down economy is clearly playing out across all retail. The effect on $REAL should provide strong tailwinds due to buyers looking for discounts REALs value in the e-commerce marketplace already has an advanced position due to convenience for consumers"  
[X Link](https://x.com/GD2Uinc/status/1930497130323443883)  2025-06-05T05:29Z [----] followers, [---] engagements


"If the trade down has started this means more supply will come available for $REAL fueling growth. Theres a reason companies like $EBAY $AMZN have tried to re-create REAL. REAL holds all the supply buyers and is a monopoly in its space"  
[X Link](https://x.com/GD2Uinc/status/1930498652671213792)  2025-06-05T05:35Z [----] followers, [--] engagements


"$REAL Short Interest hits 23.5% the highest level in company history"  
[X Link](https://x.com/GD2Uinc/status/1930499452609196511)  2025-06-05T05:38Z [----] followers, [---] engagements


"How much more valuable is $REAL to primary luxury brands or someone wanting to step into the space after all of their sales declines tariffs slowing their business further"  
[X Link](https://x.com/GD2Uinc/status/1930501001808912894)  2025-06-05T05:44Z [----] followers, [--] engagements


"$REAL The RealReal Expands to Summit New Jersey with New Store. Opening its 16th store"  
[X Link](https://x.com/GD2Uinc/status/1930662691758358917)  2025-06-05T16:27Z [----] followers, [---] engagements


"$LVMH "Analysts are predicting another 2% dip in luxury sales making 2024/2025 the first back to back yearly decline in luxury sales since the financial crisis in 2008/2009". Meanwhile $REAL has been growing 10% + as consumers flock to secondary sites looking for deals"  
[X Link](https://x.com/GD2Uinc/status/1934076557531996294)  2025-06-15T02:32Z [----] followers, [---] engagements


"$REAL reduced indebtedness by a total of $63m year to date and $81m over the last [--] months at the same time has hit adjusted EBITDA positive FCF positive running at 10%+ growth rate into EPS positive territory. Analysts never thought REAL could be a profitable company"  
[X Link](https://x.com/GD2Uinc/status/1934709957678780505)  2025-06-16T20:29Z [----] followers, [---] engagements


"Wall Street ties $REAL heavily to consumer discretionary spending #'s we view them as an alternative/beneficiary to weak retail sales. Luxury good companies are protected by high income consumers value e-commerce players on the other hand are clear winners in this economy"  
[X Link](https://x.com/GD2Uinc/status/1935431662042562586)  2025-06-18T20:17Z [----] followers, [---] engagements


"$TDUP hits $1 billion market cap on $260mil of revenue $REAL market cap stands at $570million and has 3X more revenue than TDUP"  
[X Link](https://x.com/GD2Uinc/status/1935433248957399195)  2025-06-18T20:23Z [----] followers, [---] engagements


"$REAL Short Interest hits 24% [----] million shares. The highest level in company history"  
[X Link](https://x.com/GD2Uinc/status/1938369025198698515)  2025-06-26T22:49Z [----] followers, [---] engagements


"$REAL Has the opposite effect as consumers look for deals due to tariffs. https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html"  
[X Link](https://x.com/GD2Uinc/status/1940053138544771425)  2025-07-01T14:21Z [----] followers, [---] engagements


"$REAL is the clear winner in a soft economy more supply being unlocked at a faster rate. We compare $REAL to a $CVNA model secondary markets thrive in this environment"  
[X Link](https://x.com/GD2Uinc/status/1940418908751815162)  2025-07-02T14:34Z [----] followers, [---] engagements


"@ericjackson @CNBCClosingBell @TheCompoundNews $REAL"  
[X Link](https://x.com/GD2Uinc/status/1942309867466653757)  2025-07-07T19:48Z [----] followers, [---] engagements


"@ericjackson $REAL"  
[X Link](https://x.com/GD2Uinc/status/1942311183907741899)  2025-07-07T19:54Z [----] followers, [---] engagements


"We set a PT of $REAL to $25 1) Higher growth alongside continuous EPS beats 2) GAAP EPS positive territory in [----] 3) Supply being unlocked due to soft economy 4) Tariffs providing tailwinds to pricing/existing supply 5) Consumers flocking to value 6) 24% SI small caps favored"  
[X Link](https://x.com/GD2Uinc/status/1942992669946323190)  2025-07-09T17:02Z [----] followers, [---] engagements


"Institutional investors now hold 90% of all outstanding shares. +14million change from Q4 [----]. Wall Street Current Price Targets: Wells Fargo $15 Northland Capital markets $11 BTIG $9 UBS $7"  
[X Link](https://x.com/GD2Uinc/status/1942994033338351913)  2025-07-09T17:07Z [----] followers, [---] engagements


"@paulcerro @leadlagreport @stockballa @burrytracker We compare it to a $CVNA in its space. We just like to see a $TDUP having larger multiples than $REAL even though it is 2x the size in a huge market"  
[X Link](https://x.com/GD2Uinc/status/1942999195847151903)  2025-07-09T17:28Z [----] followers, [---] engagements


"@EndicottInvests $REAL"  
[X Link](https://x.com/GD2Uinc/status/1943509199608045992)  2025-07-11T03:14Z [----] followers, [--] engagements


"$REAL EU goods will face 30% US tariff rate starting on [--] August. https://www.euronews.com/business/2025/07/12/trump-eu-goods-will-face-30-us-tariff-rate-starting-on-1-august https://www.euronews.com/business/2025/07/12/trump-eu-goods-will-face-30-us-tariff-rate-starting-on-1-august"  
[X Link](https://x.com/GD2Uinc/status/1944050979453682009)  2025-07-12T15:07Z [----] followers, [---] engagements


"$REAL [--------] shares Short making it 24.3% of outstanding shares. This marks the highest level in company history"  
[X Link](https://x.com/GD2Uinc/status/1944833332279234877)  2025-07-14T18:56Z [----] followers, [---] engagements


"$REAL Institutional ownership hits 91% the highest level in company history"  
[X Link](https://x.com/GD2Uinc/status/1945138966421745889)  2025-07-15T15:10Z [----] followers, [---] engagements


"$REAL RealReal Initiated at Buy by B. Riley Securities Sets $8 Price Target"  
[X Link](https://x.com/GD2Uinc/status/1945824012350693426)  2025-07-17T12:32Z [----] followers, [---] engagements


"$REAL https://au.investing.com/news/analyst-ratings/the-realreal-stock-initiated-with-buy-rating-at-briley-on-margin-growth-93CH-3930014 https://au.investing.com/news/analyst-ratings/the-realreal-stock-initiated-with-buy-rating-at-briley-on-margin-growth-93CH-3930014"  
[X Link](https://x.com/GD2Uinc/status/1945826542761726099)  2025-07-17T12:42Z [----] followers, [---] engagements


"June Retail Sales report: Clothing and accessories stores posted a 0.9% sales increase. Online retailers saw a 0.4% gain"  
[X Link](https://x.com/GD2Uinc/status/1945829637034021326)  2025-07-17T12:55Z [----] followers, [--] engagements


"$REAL Mizuho Securities initiates coverage and sets $8 Price Target"  
[X Link](https://x.com/GD2Uinc/status/1945862785016934585)  2025-07-17T15:06Z [----] followers, [---] engagements


"@ericjackson $REAL 1X EV/REV about to hit GAAP EPS + after hitting adjusted ebitda + FCF +. Growing 13% with 660mil revenue 2bil GMV. Trading at 600mil market cap"  
[X Link](https://x.com/GD2Uinc/status/1946995620834590987)  2025-07-20T18:08Z [----] followers, [---] engagements


"$REAL 25% Short Interest 91% held by institutions. +20million change from Q4 [----]. $OPEN"  
[X Link](https://x.com/GD2Uinc/status/1947349821934727197)  2025-07-21T17:35Z [----] followers, [----] engagements


"@APompliano @ericjackson $REAL has the exact same model as $CVNA $OPEN. No competition EV/Rev multiple only 1x"  
[X Link](https://x.com/GD2Uinc/status/1947366647540412647)  2025-07-21T18:42Z [----] followers, [---] engagements


"$REAL Wall Street Current Price Targets: Wells Fargo $15 Northland Capital $11 BTIG $9 UBS $7"  
[X Link](https://x.com/GD2Uinc/status/1947478770945851855)  2025-07-22T02:08Z [----] followers, [---] engagements


"$REAL +35% in July. [-----] % Short Interest [----] Days to Cover. 10K OI Call options $7.50. August 15th. Earnings August 7th. $OPEN $CVNA $KSS"  
[X Link](https://x.com/GD2Uinc/status/1947721467342246017)  2025-07-22T18:12Z [----] followers, [---] engagements


"LVMHs fashion and leather goods sales fell [--] percent in the second quarter. Consumers are starting to realize they can buy the same thing for 40% off on secondary sites. $REAL . https://www.businessoffashion.com/articles/luxury/lvmh-fashion-and-leather-goods-sales-fall-9-percent/utm_source=linkedin&utm_medium=post&utm_campaign=luxury https://www.businessoffashion.com/articles/luxury/lvmh-fashion-and-leather-goods-sales-fall-9-percent/utm_source=linkedin&utm_medium=post&utm_campaign=luxury"  
[X Link](https://x.com/GD2Uinc/status/1948467053524123675)  2025-07-24T19:35Z [----] followers, [---] engagements


"The RealReals Luxury Resales Enjoy Boom as Demand for New Designer Items Stalls $LVMH $REAL https://www.wsj.com/articles/the-realreal-keeps-its-designer-sales-flowing-as-overall-luxury-market-stalls-fe494e2atrk=feed-detail_main-feed-card_feed-article-content https://www.wsj.com/articles/the-realreal-keeps-its-designer-sales-flowing-as-overall-luxury-market-stalls-fe494e2atrk=feed-detail_main-feed-card_feed-article-content"  
[X Link](https://x.com/GD2Uinc/status/1948487747502535112)  2025-07-24T20:57Z [----] followers, [---] engagements


"$REAL Institutional investors now hold 92% of outstanding shares a change of 21million. At the same time short interest hit 25%. Both holding at all time highs"  
[X Link](https://x.com/GD2Uinc/status/1950041163714412677)  2025-07-29T03:50Z [----] followers, [---] engagements


"$REAL Cup and Handle formed"  
[X Link](https://x.com/GD2Uinc/status/1950223269245689877)  2025-07-29T15:53Z [----] followers, [---] engagements


"$CVNA 3.6x EV/REV $UBER 3.6x EV/REV $OPEN [---] EV/REV $REAL [---] EV/REV (A 4X EV/REV) on 2025s revenue warrants a $21 share price"  
[X Link](https://x.com/GD2Uinc/status/1950607472596541487)  2025-07-30T17:20Z [----] followers, [---] engagements


"$REAL trading at [---] EV/REV and expected to do $30million+ in adjusted ebitda in [----] on its way to GAAP EPS positive in [----]. @ericjackson"  
[X Link](https://x.com/GD2Uinc/status/1950608453308694666)  2025-07-30T17:24Z [----] followers, [---] engagements


"$REAL Supply burst imminent"  
[X Link](https://x.com/GD2Uinc/status/1951307188598723011)  2025-08-01T15:41Z [----] followers, [---] engagements


"Switzerland hit with 39% tariffs. Impact on brands: Rolex Patek Philippe Audemars Piguet Omega TAG Heuer $REAL https://www.npr.org/2025/08/04/nx-s1-5489779/switzerland-will-face-one-of-the-steepest-trump-tariffs-at-39 https://www.npr.org/2025/08/04/nx-s1-5489779/switzerland-will-face-one-of-the-steepest-trump-tariffs-at-39"  
[X Link](https://x.com/GD2Uinc/status/1952414082075705688)  2025-08-04T16:59Z [----] followers, [---] engagements


"@ericjackson $REAL [---] EV/REV 25% Short $OPEN"  
[X Link](https://x.com/GD2Uinc/status/1952416059249787050)  2025-08-04T17:07Z [----] followers, [---] engagements


"$REAL +10% $TDUP +14%. Resale thrives in this environment"  
[X Link](https://x.com/GD2Uinc/status/1952461089725456619)  2025-08-04T20:06Z [----] followers, [---] engagements


"$REAL We expect a raise in guidance for the back half of 2025"  
[X Link](https://x.com/GD2Uinc/status/1952474475213070371)  2025-08-04T20:59Z [----] followers, [---] engagements


"$TDUP Hits $1.2billion market cap on 300million revenue. $REAL $660million revenue 640million market cap"  
[X Link](https://x.com/GD2Uinc/status/1952803725107474798)  2025-08-05T18:47Z [----] followers, [---] engagements


"$200billion of luxury goods trapped in peoples homes USA alone. Given weak jobs numbers etc $REAL's potential for capturing supply in this environment is huge. Convenience is key. The $CVNA of luxury goods. @ericjackson"  
[X Link](https://x.com/GD2Uinc/status/1952821644382408925)  2025-08-05T19:58Z [----] followers, [---] engagements


"$REAL Best earnings report we have seen. Total Revenue was $165 million a beat of $5million. Gross Profit was $123 million an increase of $15 million.Adjusted EBITDA was $6.8 million. The company raised its full year guidance. Stock trading 30%+ after hours"  
[X Link](https://x.com/GD2Uinc/status/1953550982287089816)  2025-08-07T20:17Z [----] followers, [---] engagements


"Mark Mc Caffrey ex Chief Financial officer of Godaddy joins the board of $REAL"  
[X Link](https://x.com/GD2Uinc/status/1953553634140336465)  2025-08-07T20:27Z [----] followers, [---] engagements


"$REAL Trailing twelve months active buyers was [-------] an increase of 6% Average order value (AOV) was $581 an increase of 8%"  
[X Link](https://x.com/GD2Uinc/status/1953554164589465742)  2025-08-07T20:29Z [----] followers, [---] engagements


"$REAL CEO: We are at a pivotal momentnot just as a company but as a category leader. Todays modern consumer is embracing the circular economy and luxury resale is on the rise. We are leading this cultural shift and also helping to define it"  
[X Link](https://x.com/GD2Uinc/status/1953554591511122135)  2025-08-07T20:31Z [----] followers, [---] engagements


"$REAL Record high quarterly Gross Merchandise Value and Total Revenue"  
[X Link](https://x.com/GD2Uinc/status/1953557955850199244)  2025-08-07T20:44Z [----] followers, [---] engagements


"$REAL Shift from Primary luxury market to circular economy happening in real time. Consumers are flocking to value"  
[X Link](https://x.com/GD2Uinc/status/1953563314908287222)  2025-08-07T21:06Z [----] followers, [---] engagements


"$REAL Highest # of new consignors on Record Soft economy = more supply"  
[X Link](https://x.com/GD2Uinc/status/1953563576175620255)  2025-08-07T21:07Z [----] followers, [---] engagements


"$REAL CEO confirms tariffs are driving this growth"  
[X Link](https://x.com/GD2Uinc/status/1953565055255245020)  2025-08-07T21:12Z [----] followers, [---] engagements


"$REAL [----] GMV $2.030 - $2.045 billion"  
[X Link](https://x.com/GD2Uinc/status/1953566686390759789)  2025-08-07T21:19Z [----] followers, [---] engagements


"$REAL CFO : AI is making mass improvements in the business"  
[X Link](https://x.com/GD2Uinc/status/1953573342096568592)  2025-08-07T21:45Z [----] followers, [---] engagements


"$REAL https://www.businessoffashion.com/news/retail/the-realreal-posts-record-quarterly-revenue-raises-annual-forecast/ https://www.businessoffashion.com/news/retail/the-realreal-posts-record-quarterly-revenue-raises-annual-forecast/"  
[X Link](https://x.com/GD2Uinc/status/1953578147691343877)  2025-08-07T22:05Z [----] followers, [---] engagements


"Economic Anxiety Fuels Secondhand Luxury Boom for The RealReal https://www.pymnts.com/earnings/2025/economic-anxiety-fuels-secondhand-luxury-boom-for-the-realreal/ https://www.pymnts.com/earnings/2025/economic-anxiety-fuels-secondhand-luxury-boom-for-the-realreal/"  
[X Link](https://x.com/GD2Uinc/status/1953651718610173961)  2025-08-08T02:57Z [----] followers, [---] engagements


"$REAL B Riley Securities raises price target to $9"  
[X Link](https://x.com/GD2Uinc/status/1953819522114195570)  2025-08-08T14:04Z [----] followers, [---] engagements


"$REAL UBS maintains buy and raises price target to $8"  
[X Link](https://x.com/GD2Uinc/status/1953819706206355707)  2025-08-08T14:04Z [----] followers, [---] engagements


"$REAL Begins unlocking supply from international vendors. We believe they will eventually open individual consignors internationally to ship to USA authentication centers or open an authentication center internationally very soon. Creating a global supply chain"  
[X Link](https://x.com/GD2Uinc/status/1954235205398466674)  2025-08-09T17:35Z [----] followers, [--] engagements


"$REAL Short Interest hits 24% up 2% from earnings release. Short sellers have [--] days to cover"  
[X Link](https://x.com/GD2Uinc/status/1954990460025639402)  2025-08-11T19:37Z [----] followers, [---] engagements


"$REAL JP Morgan Chase purchases an additional [------] shares"  
[X Link](https://x.com/GD2Uinc/status/1955273231394361784)  2025-08-12T14:20Z [----] followers, [---] engagements


"$REAL Trades +10% on the day with short sellers still shorting [--------] shares"  
[X Link](https://x.com/GD2Uinc/status/1955273683343126702)  2025-08-12T14:22Z [----] followers, [---] engagements


"$REAL Fund purchases $1.2million in $7.50 call options expiring November 2025"  
[X Link](https://x.com/GD2Uinc/status/1955317334899294479)  2025-08-12T17:15Z [----] followers, [---] engagements


"$REAL Blackrock now holds 8.2million shares a 1million increase from Q4 [----]. Institutional ownership stands at 90% from 60% in 2024"  
[X Link](https://x.com/GD2Uinc/status/1955321378304880694)  2025-08-12T17:31Z [----] followers, [---] engagements


"$REAL With 15% Tariffs on Europe the benefits the company will receive from this policy is massively underestimated"  
[X Link](https://x.com/GD2Uinc/status/1955661858180043066)  2025-08-13T16:04Z [----] followers, [---] engagements


"Resale stocks rise after hot #PPI report. Value driven consumer $REAL $TDUP"  
[X Link](https://x.com/GD2Uinc/status/1955995712656744693)  2025-08-14T14:11Z [----] followers, [---] engagements


"$REAL Institutional ownership increases to 95%"  
[X Link](https://x.com/GD2Uinc/status/1956022590918553984)  2025-08-14T15:58Z [----] followers, [---] engagements


"$REAL https://www.bloomberg.com/news/videos/2025-08-14/strong-continued-growth-for-the-realreal-video https://www.bloomberg.com/news/videos/2025-08-14/strong-continued-growth-for-the-realreal-video"  
[X Link](https://x.com/GD2Uinc/status/1956048550925602894)  2025-08-14T17:41Z [----] followers, [---] engagements


"$REAL Short interest increases to 24% (21967429 shares) after a 50% increase. Short sellers have [--] days ratio to cover their positions. The last time we saw this level of short interest the stock rallied 400%. We place a fair value of $15-20+ by year end. @ericjackson"  
[X Link](https://x.com/GD2Uinc/status/1957509276697784503)  2025-08-18T18:25Z [----] followers, [---] engagements


"$REAL $2.3million Call Option OI for November $7.50 strike. $85000 premium for $10 call November"  
[X Link](https://x.com/GD2Uinc/status/1957509790323572998)  2025-08-18T18:27Z [----] followers, [---] engagements


"$REAL The RealReal Announces Upcoming Investor Conferences B. Riley 8th Annual Consumer & TMT Conference Wells Fargo 8th Annual Consumer Conference https://investor.therealreal.com/node/11371/pdf https://investor.therealreal.com/node/11371/pdf"  
[X Link](https://x.com/GD2Uinc/status/1957535779313336635)  2025-08-18T20:11Z [----] followers, [---] engagements


"Resales big moment is here. Is The RealReal ready $REAL https://www.voguebusiness.com/story/consumers/resales-big-moment-is-here-is-the-realreal-ready https://www.voguebusiness.com/story/consumers/resales-big-moment-is-here-is-the-realreal-ready"  
[X Link](https://x.com/GD2Uinc/status/1957922786321498137)  2025-08-19T21:49Z [----] followers, [---] engagements


"$REAL Hits highest short level interest in company history. (21967429 shares) / [--] Days to Cover indicating a higher likelihood of a short squeeze"  
[X Link](https://x.com/GD2Uinc/status/1958177447175676110)  2025-08-20T14:40Z [----] followers, [---] engagements


"$REAL setup reminds us of [----] being 24% short $2 a share into fed cutting rates. Now $REAL sits at $7.50 (50% increase from earnings beat/raise quarter) 24% short interest +2% after earnings fed cutting with small caps rallying We stick to our $25 price target by year end"  
[X Link](https://x.com/GD2Uinc/status/1958965123004899351)  2025-08-22T18:50Z [----] followers, [---] engagements


"$REAL Short interest hits [--------] shares (25%) the highest level in company history. Short interest is now +3% from earnings after beat and raise quarter with a 50% gain in shares"  
[X Link](https://x.com/GD2Uinc/status/1960433458594873384)  2025-08-26T20:05Z [----] followers, [---] engagements


"$REAL Bonds Trading at a yield of 6.75% [--] year ago these were trading at a 26% yield. We haven't seen this yield since November [----] when the stock traded at $15. Since then revenue has grown 32% hit adjusted ebitda+ FCF+ on its way to EPS+ growing 15%+. Fair value $15-25"  
[X Link](https://x.com/GD2Uinc/status/1962925117232566536)  2025-09-02T17:06Z [----] followers, [---] engagements


"$REAL Closed the day +8% at $8.28 per share. Short interest still stands at (25%) [--------] shares with a days to cover ratio of 9"  
[X Link](https://x.com/GD2Uinc/status/1963332452853961167)  2025-09-03T20:05Z [----] followers, [---] engagements


"$REAL [----] Resale Report. "With inflation and rising retail prices consumers are increasingly factoring resale value into purchase decisions: *47% now consider resale value before buying new." https://investor.therealreal.com/node/11426/pdf https://investor.therealreal.com/node/11426/pdf"  
[X Link](https://x.com/GD2Uinc/status/1963614396220911752)  2025-09-04T14:45Z [----] followers, [---] engagements


""Some of the smartest investments in [----] werent on Wall Street. Resale values climbed steadily for classics like Rolex Datejusts (+17%) Goyard Saint Louis totes (+18%) Van Cleef & Arpels Alhambra jewelry (+20%) Herms Birkin [--] (+15%) and Louis Vuitton Speedy bags (+13%)""  
[X Link](https://x.com/GD2Uinc/status/1963614494531133612)  2025-09-04T14:45Z [----] followers, [--] engagements


"$REAL *Nearly one-third of clothing purchased in the U.S. last year was secondhand and 58% of consumers now prefer the secondary market outright"  
[X Link](https://x.com/GD2Uinc/status/1963615708035625132)  2025-09-04T14:50Z [----] followers, [--] engagements


"$REAL https://fashionista.com/2025/09/the-realreal-luxury-resale-report-2025 https://fashionista.com/2025/09/the-realreal-luxury-resale-report-2025"  
[X Link](https://x.com/GD2Uinc/status/1963619049243336781)  2025-09-04T15:03Z [----] followers, [---] engagements


"$REAL [----] Full Resale Report https://the-realreal.cdn.prismic.io/the-realreal/aLhOg2GNHVfTOkVG_TheRealReal2025ResaleReport.pdf https://the-realreal.cdn.prismic.io/the-realreal/aLhOg2GNHVfTOkVG_TheRealReal2025ResaleReport.pdf"  
[X Link](https://x.com/GD2Uinc/status/1963619841689972845)  2025-09-04T15:07Z [----] followers, [---] engagements


"$REAL Hits $1billion Market Cap alongside $TDUP hitting $1.5billion. Resale stocks continue to rise with a value driven consumer"  
[X Link](https://x.com/GD2Uinc/status/1963657682029887905)  2025-09-04T17:37Z [----] followers, [---] engagements


"Weak Jobs Data/Young Adult Unemployment rate hitting 10% will only continue to bring more supply in for $REAL. All the buyers of luxury from stimulus checks in [----] is unlocking large amounts of supply in real time. @CitronResearch"  
[X Link](https://x.com/GD2Uinc/status/1964001548603674690)  2025-09-05T16:23Z [----] followers, [---] engagements


"We believe $REAL will have its first GAAP EPS positive quarter Q4 2025"  
[X Link](https://x.com/GD2Uinc/status/1964046964883947750)  2025-09-05T19:24Z [----] followers, [---] engagements


"With todays -911k job revision and a [---] million jobs never created under the Biden Administration we continue to believe the supply being unlocked for luxury is fueling $REAL 's growth. The buying frenzy from [----] luxury boom is now having significant tailwinds for $REAL"  
[X Link](https://x.com/GD2Uinc/status/1965424723447480436)  2025-09-09T14:39Z [----] followers, [---] engagements


"$REAL BTIG Maintains Buy and Raises PT to $11/Share"  
[X Link](https://x.com/GD2Uinc/status/1965748796786389010)  2025-09-10T12:06Z [----] followers, [---] engagements


"$REAL BTIG: surveyed750 people who have made a purchase on REAL in the past [--] months about their luxury resale future shopping intentions.We came away incrementally confident in REAL's standing with consumers as over 80% told us $REAL was either their 1st or 2nd most used site"  
[X Link](https://x.com/GD2Uinc/status/1965773712743129528)  2025-09-10T13:45Z [----] followers, [---] engagements


"$REAL BTIG While it may come as little surprise that good prices was the top reason shoppers chose REAL over other platforms confidence in authenticity was the second most cited reason"  
[X Link](https://x.com/GD2Uinc/status/1965774206131695895)  2025-09-10T13:47Z [----] followers, [---] engagements


"$REAL 70% of respondents said they have also consigned on REAL. Of those 44% said they plan to consign more. Over twice the 19% who said they plan to consign less. Meanwhile 36% plan to consign the same amount"  
[X Link](https://x.com/GD2Uinc/status/1965775101280096766)  2025-09-10T13:51Z [----] followers, [---] engagements


"$REAL BTIG Resale is one of retail's best growth stories"  
[X Link](https://x.com/GD2Uinc/status/1965775243613737040)  2025-09-10T13:51Z [----] followers, [---] engagements


"With Subprime Auto Loan Delinquencies Hitting Record/Weak Job #s we continue to believe a large supply for $REAL is being unlocked in real time. We remember [----] buying frenzy in luxury from the government stimulus. The K shape economy is what $REAL thrives in"  
[X Link](https://x.com/GD2Uinc/status/1965853604545462498)  2025-09-10T19:03Z [----] followers, [---] engagements


"$REAL RealReal management to meet with KeyBanc. Meeting to be held in Phoenix on September [--] and in Las Vegas on September [--] hosted"  
[X Link](https://x.com/GD2Uinc/status/1966117832170635492)  2025-09-11T12:33Z [----] followers, [---] engagements


"$REAL Short interest hits [-----] % [--------] [----] Days to Cover. A record high"  
[X Link](https://x.com/GD2Uinc/status/1966136248843858111)  2025-09-11T13:46Z [----] followers, [---] engagements


"$REAL B Riley Maintains buy and Raises PT to $12"  
[X Link](https://x.com/GD2Uinc/status/1967572955669709161)  2025-09-15T12:55Z [----] followers, [---] engagements


"$REAL Secondhand Goes Mainstream As More Shoppers Turn To Online Resale. The U.S. secondhand apparel market has grown from $28 billion in [----] to $49 billion last year and is projected to reach $56 billion this year. https://www.forbes.com/sites/pamdanziger/2025/09/15/secondhand-goes-mainstream-as-more-shoppers-turn-to-thrift-and-online-resale/trk=feed-detail_main-feed-card_feed-article-content https://www.forbes.com/sites/pamdanziger/2025/09/15/secondhand-goes-mainstream-as-more-shoppers-turn-to-thrift-and-online-resale/trk=feed-detail_main-feed-card_feed-article-content"  
[X Link](https://x.com/GD2Uinc/status/1967793785099952198)  2025-09-16T03:32Z [----] followers, [---] engagements


"$REAL We reiterate our buy with a $25 Price Target"  
[X Link](https://x.com/GD2Uinc/status/1967959531868291270)  2025-09-16T14:31Z [----] followers, [---] engagements


"$REAL Short interest has increased by [-------] shares since January 2025"  
[X Link](https://x.com/GD2Uinc/status/1967971271553192253)  2025-09-16T15:18Z [----] followers, [---] engagements


"$REAL $OPEN $IWM Small caps breaking out after [--] years of decline/ being flat. Market broadening is clearly happening"  
[X Link](https://x.com/GD2Uinc/status/1968381578897408485)  2025-09-17T18:28Z [----] followers, [---] engagements


"We are confident that the resale sector will significantly outperform traditional retail in the foreseeable future driven by strong consumer demand for sustainable and value-driven shopping. $REAL $TDUP $IWM"  
[X Link](https://x.com/GD2Uinc/status/1968393195756151191)  2025-09-17T19:14Z [----] followers, [---] engagements


"$REAL Short interest hits 27.5% (+7% since Q2 earnings) [--------] shares. Another record high after a 100% rally since earnings. A covering of 2024s magnitude could push this to record highs. We stick to our $25 target however the setup looks much bigger into 2026"  
[X Link](https://x.com/GD2Uinc/status/1970986737183969409)  2025-09-24T23:00Z [----] followers, [---] engagements


"$REAL Institutional ownership hits 91% [---------] shares. An increase of 40% from Q3 2024"  
[X Link](https://x.com/GD2Uinc/status/1971218969995641184)  2025-09-25T14:23Z [----] followers, [--] engagements


"$REAL Our updated chart below. If we 3X wave #1 takes us to $40/share $50+ in a blow off top scenario which looks likely in this market. With 27.5% short interest could take us to $50 by early [----]. https://invst.ly/1chtsx https://invst.ly/1chtsx"  
[X Link](https://x.com/GD2Uinc/status/1971236519227818097)  2025-09-25T15:33Z [----] followers, [---] engagements


"$REAL Keybanc has $REAL hitting GAAP EPS + in Q4 [----]. Wall Street thinks this will happen in [----]. We stand by Keybanc and think there is a good chance they hit this by Q3. If not positive by Q3 we think breakeven is likely"  
[X Link](https://x.com/GD2Uinc/status/1971699549803803073)  2025-09-26T22:12Z [----] followers, [---] engagements


"$REAL Call option premium for November $7.50 Call now $3.5million. We will be watching to see if new options are opened for early [----] Q4 results to back GAAP EPS + narrative from keybanc"  
[X Link](https://x.com/GD2Uinc/status/1971703893387366807)  2025-09-26T22:30Z [----] followers, [--] engagements


"$REAL Short interest hits [--------] shares with [--] days to cover. $11.20 was when short sellers began to pile in again December [----]. +7% increase after Q2 earnings and 100% share increase. We believe Q3 earnings catalyst may be GAAP EPS + or another beat and or raise qtr"  
[X Link](https://x.com/GD2Uinc/status/1972699578097893847)  2025-09-29T16:26Z [----] followers, [---] engagements


"ADP: The number of jobs created in August [----] was revised from [-----] to [-----] September -32K jobs expected 51K. $REAL $TDUP Resale stocks will be the hottest stocks in the market in coming quarters"  
[X Link](https://x.com/GD2Uinc/status/1973417417385603223)  2025-10-01T15:59Z [----] followers, [---] engagements


"$REAL We believe with 25million shares currently short any short squeeze like [----] could potentially send shares to $50+. We are amazed how short sellers continue to fight the uptrend"  
[X Link](https://x.com/GD2Uinc/status/1973599521809768495)  2025-10-02T04:02Z [----] followers, [---] engagements


"@JC_ParetsX $REAL 27.5% short +7% from earnings. Short sellers fighting uptrend"  
[X Link](https://x.com/GD2Uinc/status/1973753057637966069)  2025-10-02T14:12Z [----] followers, [--] engagements


"$REAL $REAL Short Interest hits [--------] shares with a days to cover ratio of 10"  
[X Link](https://x.com/GD2Uinc/status/1973767482310795444)  2025-10-02T15:10Z [----] followers, [---] engagements


"$REAL Shares Trade +130% the past [--] months. At the same time short interest has increased by 7.5% (5 million shares). Any move past $11.20 short sellers are in trouble"  
[X Link](https://x.com/GD2Uinc/status/1973787448049332516)  2025-10-02T16:29Z [----] followers, [---] engagements


"$REAL Hits new 52-week high alongside 28% short interest (25million shares). Congrats to all the longs"  
[X Link](https://x.com/GD2Uinc/status/1974129792829313200)  2025-10-03T15:09Z [----] followers, [---] engagements


"@jscherniack $REAL also has 25million shares short (28% SI) higher than $Open"  
[X Link](https://x.com/GD2Uinc/status/1975764147733188612)  2025-10-08T03:24Z [----] followers, [---] engagements


"$REAL [--] Million Shares short [--] days to cover"  
[X Link](https://x.com/GD2Uinc/status/1976071036354560187)  2025-10-08T23:43Z [----] followers, [---] engagements


"$REAL Short Interest increases again to [--------] shares (27.5%) another record high. Short sellers shorted more shares at $11.20 where most hold"  
[X Link](https://x.com/GD2Uinc/status/1976419492600349179)  2025-10-09T22:48Z [----] followers, [---] engagements


"$REAL New Call Options 250K premium opened $10 call expiring October 17th. $3.6M premium still open for November Expiration $7.50 Calls"  
[X Link](https://x.com/GD2Uinc/status/1976420616208371866)  2025-10-09T22:52Z [----] followers, [---] engagements


"$REAL President Donald Trump places 100% tariff on China. $REAL will be a direct beneficiary from this act. Price hikes imminent"  
[X Link](https://x.com/GD2Uinc/status/1976756444071707111)  2025-10-10T21:07Z [----] followers, [---] engagements


"$REAL As a research firm we often ask ourselves who $REAL competition is. eBay - Failed Authentication brand trust- lack of convenience. Amazon- Failed Investment in Saks Thredup- Low end consumer base. Saks- Bankrupt lost vendors $REAL growing 20%+ 200b TAM @KeithMcCullough"  
[X Link](https://x.com/GD2Uinc/status/2011956373190242652)  2026-01-16T00:19Z [----] followers, [---] engagements


"$REAL Provides Strong Preliminary Fourth Quarter and Full Year [----] Results. Projects Profitable Growth for [----]. https://investor.therealreal.com/node/10951/pdf https://investor.therealreal.com/node/10951/pdf"  
[X Link](https://x.com/GD2Uinc/status/1888946785621561714)  2025-02-10T13:43Z [----] followers, [---] engagements


"$REAL CEO - "Buyers have been resilient" "Supply bringing more value". Secondary market showing strength. @KeithMcCullough @HedgeyeRetail"  
[X Link](https://x.com/GD2Uinc/status/1892744920114270521)  2025-02-21T01:15Z [----] followers, [---] engagements


"@paulcerro @leadlagreport @stockballa @burrytracker Yes we believe higher growth than expected will be achieved market favors small caps and multiple returns back to where it should be. If luxury brands continue to see sales declines while $REAL thrives this could add a larger multiple. $TDUP worth 2x $REAL gives us conviction"  
[X Link](https://x.com/GD2Uinc/status/1942997579085595133)  2025-07-09T17:21Z [----] followers, [---] engagements


"$REAL With a 200billion TAM currently and 90billion added to this annually. We believe they are returning to 20%+ growth"  
[X Link](https://x.com/GD2Uinc/status/1954240048125432254)  2025-08-09T17:55Z [----] followers, [---] engagements


"$XRT (Consumer discretionary) on its way to ATH after [--] years of being flat. Rate cuts will only fuel consumer discretionary higher. Weak labor market only fuels supply for $REAL. The macro has been the best we have seen for a company like $REAL especially with tariffs"  
[X Link](https://x.com/GD2Uinc/status/1962927304411054177)  2025-09-02T17:15Z [----] followers, [---] engagements


"$REAL hits $10 short sellers holding 23million shares short. (25%) even after a 100% increase. Short interest went up 5% from earnings. Short sellers have overstayed their welcome. @CitronResearch @paulcerro @HedgeyeRetail @ericjackson"  
[X Link](https://x.com/GD2Uinc/status/1967584421646914039)  2025-09-15T13:40Z [----] followers, [---] engagements


"$REAL Breaks through a [--] month resistance level hitting $11.20/Share and a 1.29billion market cap with [--] milion shares short"  
[X Link](https://x.com/GD2Uinc/status/1973793167053930723)  2025-10-02T16:52Z [----] followers, [---] engagements


"$REAL Wells Fargo reiterates buy and maintains $15 price target"  
[X Link](https://x.com/GD2Uinc/status/1976638308789985338)  2025-10-10T13:17Z [----] followers, [---] engagements


"$REAL Days to cover on short sales hits 11"  
[X Link](https://x.com/GD2Uinc/status/1976639488148263306)  2025-10-10T13:22Z [----] followers, [---] engagements


"$REAL Tariff narrative is back Elevated tariff levels will only stimulate more demand thereby driving further price appreciation in secondary market prices"  
[X Link](https://x.com/GD2Uinc/status/1976678479610704315)  2025-10-10T15:57Z [----] followers, [---] engagements


"$REAL Wells Fargo: The RealReal rounds out the recommendation as the top pick among e-comm names with category momentum and AI improvements driving scale and tariffs"  
[X Link](https://x.com/GD2Uinc/status/1976763900516254178)  2025-10-10T21:36Z [----] followers, [---] engagements

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