ATRenew Inc ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
42.8%projected annual EPS growth
Analyst Coverage
4analysts covering
FY EPS (est.)
$0.42next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 19 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Total Net Revenues Quarterly6.2BTarget: RMB 6,240 million to RMB 6,340 million for Q2 2026
Number of Consumer Products Transacted Quarterly10.8MTarget: Continued volume expansion across 1P and 3P segments
AHS Recycle Store Count Quarterly2.2KTarget: 5,000 stores in China (long-term target)
Non-GAAP Operating Income Quarterly190.5MTarget: Meaningful margin expansion and operational leverage
Watch Items
- China National Trade-In SubsidiesTrigger: Reduction or expiration of the 15% consumer electronics subsidy programAction: Adjust sourcing strategies and marketing incentives to maintain transaction volume momentum.
- 1P Business Gross MarginTrigger: Gross margin falling below 15.0% (currently at 15.9% in Q1 2026)Action: Optimize compliant refurbishment capacity and leverage AI-driven pricing capabilities to control merchandise costs.
- Share Repurchase Program ExecutionTrigger: Completion or extension of the authorized USD 50 million share repurchase programAction: Evaluate capital allocation priorities between reinvestment in offline store expansion and shareholder returns.
Research as of 19 Jun 2026