ATRenew (NYSE:RERE) Posts Earnings Results, Beats Expectations By $0.01 EPS

ATRenew (NYSE:RERE) issued its earnings results on Wednesday, March 11th. The company reported $0.08 earnings per share for the quarter, beating the consensus estimate of $0.07 by $0.01, Zacks reports. ATRenew had a net margin of 1.60% and a return on equity of 9.87%. The firm had revenue of $893.92 million for the quarter, compared to analysts’ expectations of $887.75 million.

Here are the key takeaways from ATRenew’s conference call:

• Management reported record results — Q4 net revenue RMB 6.25B (+29% YoY) and FY2025 net revenue RMB 21.05B (+28.9% YoY); non?GAAP operating profit was ~RMB 180M in Q4 (+38.1%) and ~RMB 560M for the year (+35.5%), with Q1 2026 revenue guidance of RMB 5.86–5.96B.
• The retail?first and refurbishment strategy scaled quickly — 1P2C retail revenue rose 88% YoY to a record 41.7% share of product revenue, and compliant refurbishment revenue grew 90.8% in Q4, improving higher?margin mix.
• Operating costs and channel commissions increased materially — non?GAAP selling expenses rose 44.1% in Q4 (selling expense ratio up to 7.4%), merchandise and fulfillment costs also grew, indicating continued cost pressure even as margins modestly improved.
• International expansion is progressing — self?operated export channels posted four consecutive quarters of sequential growth with peak monthly revenue >RMB 50M, and management plans further platformization and localized overseas recycling pilots (early?stage execution risk remains).
• Board actions signal shareholder returns and confidence — the company repurchased ~1.3M ADS for ~$5.8M in Q4 and declared a FY2025 cash dividend of $0.10 per ADS (total ~ $23.5M).

ATRenew Price Performance

Shares of NYSE:RERE traded down $0.18 during trading on Thursday, hitting $4.92. 286,140 shares of the company were exchanged, compared to its average volume of 1,360,876. The stock has a market capitalization of $1.08 billion, a P/E ratio of 24.62 and a beta of 0.19. ATRenew has a 12-month low of $2.00 and a 12-month high of $6.47. The firm’s 50 day moving average price is $5.66 and its 200-day moving average price is $4.99.

ATRenew Announces Dividend

The business also recently disclosed a dividend, which will be paid on Friday, April 24th. Shareholders of record on Monday, April 6th will be issued a dividend of $0.10 per share. The ex-dividend date of this dividend is Monday, April 6th.

Wall Street Analyst Weigh In

RERE has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “hold (c-)” rating on shares of ATRenew in a research report on Monday, December 29th. Wall Street Zen upgraded shares of ATRenew from a “buy” rating to a “strong-buy” rating in a research note on Sunday. One research analyst has rated the stock with a Hold rating, Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold”.

Institutional Investors Weigh In On ATRenew

A number of institutional investors and hedge funds have recently bought and sold shares of RERE. Wells Fargo & Company MN purchased a new position in shares of ATRenew during the fourth quarter worth about $30,000. Caitong International Asset Management Co. Ltd lifted its holdings in shares of ATRenew by 10,014.1% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 6,473 shares of the company’s stock valued at $34,000 after purchasing an additional 6,409 shares during the last quarter. Brevan Howard Capital Management LP acquired a new stake in shares of ATRenew in the 3rd quarter valued at about $49,000. Hsbc Holdings PLC acquired a new stake in shares of ATRenew in the 4th quarter valued at about $67,000. Finally, Van ECK Associates Corp purchased a new position in ATRenew during the 3rd quarter worth approximately $83,000. 19.29% of the stock is owned by hedge funds and other institutional investors.

About ATRenew

ATRenew Inc, through its subsidiaries, operates pre-owned consumer electronics transactions and services platform in the People's Republic of China. It primarily sells mobile phones, laptops, tablets, drones, digital cameras; and vintage bags, watches, liquor, gold, and various household goods through its online platforms and offline stores, as well as provides services to third-party merchants to sell the products through its platforms. The company was formerly known as AiHuiShou International Co Ltd.