RENT compared with ULTA: revenue, margins and what each company keeps, and the suppliers and customers both name

RENTRent the Runway, Inc.

Mkt capRevenueRevenue

ULTAUlta Beauty, Inc.

Mkt capRevenueRevenue

Compare

RENTRent the Runway, Inc.

ULTAUlta Beauty, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only RENT 0

None

Shared 0

No disclosed counterparties: RENT.

Only ULTA 7

TGTTargetcustomer

ELEstée Lauder Companiessupplier

ELFe.l.f. Beautysupplier

WALDWaldencastsupplier

3 more · ULTA chain ›

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

RENTRent the Runway, Inc.

2.26▼−8.13%· post 2.25

Mkt cap$83.1MRevenue$98MQ2 FY26Revenue$330MFY25

ULTAUlta Beauty, Inc.

649.87▼−1.64%· post 643.00

ClosedNov 5 '26

Mkt cap$28.2BRevenue$3.0BQ2 FY26Revenue$12.4BFY25

Compare

ClosedNov 5 '26

RENTRent the Runway, Inc.

ULTAUlta Beauty, Inc.

2.26▼−8.13%post 2.25

Price

649.87▼−1.64%post 643.00

$83.1M

Mkt cap

$28.2B

Q2 FY26$98M

Revenue

$3.0BQ2 FY26

FY25$330M

Revenue

$12.4BFY25

RENT2.26▼−8.13%vsULTA649.87▼−1.64%ClosedNov 5 '26