Morgan Stanley downgrades Rent the Runway, cites 'volatile' business growth

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The analyst cited a 'concerning reversal' that pointed to wild swings in online traffic month to month.

Rent the Runway is a "show-me story" for now, according to Morgan Stanley. Analyst Lauren Schenk downgraded shares to equal weight from overweight, and slashed her price target, citing data that points to a more challenging path ahead for the online retailer. "Recent data suggests a meaningful October slowdown and a 3Q sub miss after an encouraging September," Schenk wrote in a Friday note.

"We don't have a definitive explanation as to why October has slowed, though it is consistent with the rest of eCommerce/retail commentary around consumer spending pullback," Schenk wrote. "What is clear, though, is the business is more volatile and seasonal than we had expected with two straight quarters of significant monthly swings," she added. Shares of Rent the Runway have come under pressure since its initial public offering in October 2021 .

 

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