ATRENEW INC (NYSE:RERE) Q3 2025 Earnings Miss Estimates, Stock Declines

ATRENEW INC (NYSE:RERE) released its third-quarter 2025 financial results, revealing a performance that narrowly missed analyst expectations on key profitability metrics. The Chinese pre-owned electronics marketplace demonstrated solid revenue generation but fell short on earnings per share, triggering a negative response in pre-market trading.

Earnings Performance vs. Estimates

The company's Q3 2025 results showed mixed performance against Wall Street projections:

• Revenue: Reported 5.15 billion CNY versus estimates of 5.21 billion CNY
• Non-GAAP EPS: Reported 0.50 CNY per share compared to estimated 0.61 CNY per share

While revenue came in just slightly below expectations, the earnings per share figure showed a more significant deviation from analyst forecasts. This EPS miss of approximately 18.6% appears to be the primary driver behind the market's initial negative reaction to the earnings announcement.

Market Reaction

Trading activity following the earnings release indicates investor disappointment with the results. The stock is currently showing a pre-market decline of approximately 0.50%, suggesting traders are focusing on the earnings shortfall rather than the relatively close revenue performance. This negative sentiment contrasts with the stock's performance over recent weeks, which had shown modest stability with minimal movement in either direction throughout the past month.

Business Performance Highlights

The earnings release highlighted several operational achievements despite the earnings miss. ATRenew maintained its position as a leading technology-driven platform for pre-owned consumer electronics transactions in China. The company's business model, which combines both product sales and service offerings, continues to serve the growing market for refurbished electronics through both online and offline channels. Their comprehensive approach includes sourcing devices from various channels, conducting rigorous inspection and grading processes, and facilitating marketplace transactions between merchants and consumers.

Forward-Looking Expectations

Looking ahead, analysts have established expectations for the company's upcoming performance:

• Q4 2025 Revenue Estimate: 6.29 billion CNY
• Q4 2025 EPS Estimate: 0.83 CNY per share
• Full Year 2025 Revenue Estimate: 21.34 billion CNY
• Full Year 2025 EPS Estimate: 0.23 CNY per share

The earnings release did not provide specific forward guidance from management, making it difficult to compare internal expectations with these analyst projections. The absence of company-provided guidance is a neutral factor that doesn't inherently explain the market's reaction to the current earnings report.

For detailed historical earnings data and comprehensive analyst estimates, view the earnings and estimates page for ATRenew.

Disclaimer: This article presents factual information about ATRenew's financial results and should not be construed as investment advice. All investment decisions should be based on your own research and risk tolerance.