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RENT compared with ULTA: revenue, margins and what each company keeps, and the suppliers and customers both name
RENT
Rent the Runway, Inc.
Change
Mkt cap
Revenue
Revenue
ULTA
Ulta Beauty, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
RENT
Rent the Runway, Inc.
vs
ULTA
Ulta Beauty, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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RENT
Rent the Runway, Inc.
Change
2.32
▲
+2.94%
· post 2.43
Mkt cap
$76.0M
Revenue
$98M
Q2 FY26
Revenue
$330M
FY25
ULTA
Ulta Beauty, Inc.
Change
660.82
▲
+4.08%
· post 655.71
Closed
Nov 4 '26
Mkt cap
$27.1B
Revenue
$3.0B
Q2 FY26
Revenue
$12.4B
FY25
vs
Compare
Closed
Nov 4 '26
RENT
Rent the Runway, Inc.
vs
ULTA
Ulta Beauty, Inc.
2.32
▲
+2.94%
post 2.43
Price
660.82
▲
+4.08%
post 655.71
$76.0M
Mkt cap
$27.1B
Q2 FY26
$98M
Revenue
$3.0B
Q2 FY26
FY25
$330M
Revenue
$12.4B
FY25
Change
Change
RENT
2.32
▲
+2.94%
vs
ULTA
660.82
▲
+4.08%
Closed
Nov 4 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
RENT: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only RENT
0
None
Shared
0
No disclosed counterparties: RENT.
Only ULTA
7
TGT
Target
customer
EL
Estée Lauder Companies
supplier
ELF
e.l.f. Beauty
supplier
WALD
Waldencast
supplier
3 more · ULTA chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
RENT, solid
ULTA, dashed