# ATRenew Inc. (RERE)

> Source: Nexqual · https://nexqual.com/RERE · data as of 2026-10-23 20:00 UTC · cite as "Nexqual, ATRenew Inc. (RERE), nexqual.com/RERE" · informational, not investment advice.

**Price:** USD 3.84 (+1.86% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 3.77 · day 3.77–3.89 · 52w 3.5–6.47 · market cap $851M · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold RERE (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $19K; 1 not under a Rule 10b5-1 plan ($19K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y -3.9% vs S&P 500 +13.4%; 5Y -50.1% vs S&P 500 +76.9%.
- Next earnings: 2026-11-19, EPS estimate USD 0.71, revenue estimate $6.41B.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold RERE. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Chase Coleman | Tiger Global Management | 0.16% | $38.0M | Unchanged |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-10 | Zhu Rui | Director | 4,762 | $19K | 7.9% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-21 | UBS | Initiated | Buy | $5.5 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -3.9% | -50.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -4.0% | -13.0% |
| Volatility (annualized) | 51.0% | 70.1% |
| Max drawdown | -41.6% (Jan 2026→Jun 2026) | -88.4% (Nov 2021→Jan 2024) |

## Peers (Internet Retail)
JMIA (Jumia Technologies AG) USD 5.7 -3.55% · HEPS (D-Market Electronic Services & ) USD 2.8 +0.36% · LQDT (Liquidity Services, Inc.) USD 44.85 +1.24% · RVLV (Revolve Group, Inc.) USD 22.26 -1.90% · PTRN (Pattern Group Inc. - Series A) USD 16.19 -2.06% · VIPS (Vipshop Holdings Limited) USD 12.54 -1.80%

## More
Full page: https://nexqual.com/RERE · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in RERE's own 20-F filed 2026-04-08 (https://www.sec.gov/Archives/edgar/data/1838957/000119312526146260/rere-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Apple (AAPL) | "In addition, new product launches by major cell phone brands such as Apple each year also boost our customer traffic and purchase orders." |
| Partner | Yunji Inc. (YJ) | "Before joining Yunji Inc., Mr. Chen was a partner at Deloitte and served various positions at Deloitte since July 2002." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.71 | $0.75 | -5.1% | $6.41B | 2 |
| Next quarter (ends 2026-12-31) | $0.84 | $0.82 | +3.5% | $7.58B | 2 |
| Current fiscal year (ends 2026-12-31) | $2.82 | $2.87 | -1.7% | $26.82B | 5 |
| Next fiscal year (ends 2027-12-31) | $3.83 | $4.07 | -6.0% | $32.71B | 5 |