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Rent the Runway10-K: Supplier concentration

Consolidated vast majority of shipping with a single national carrier since August 2023

What happened

Rent the Runway has consolidated the vast majority of its shipping needs with a single major national carrier to secure competitive rates. This creates a significant dependency and potential risk, making the company a target for competing logistics providers offering diversification, risk mitigation, or enhanced service levels.

Source

SEC EDGARApr 14, 2026

Annual report (Form 10-K)

Rent the Runway 10-K for FY2026

Filing excerpt

Since August 2023, we have partnered with a major national carrier to provide us with competitive shipping rates and consolidate the vast majority of our shipping needs.

sec.gov/Archives/edgar/data/1468327/000146832726000020/wdq-20260131.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/31
Filed
Apr 14, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1468327
Accession number
0001468327-26-000020
Timeframe
Current year
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Extraction

Confidence
High
Relevance
80%
Sentiment
Neutral
Detected
Apr 21, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/fd492c0c-981b-40b6-9a69-61e9453452f1 returns this record as JSON. POST /v1/companies/enrich returns every signal for renttherunway.com.

{
  "signal_id": "fd492c0c-981b-40b6-9a69-61e9453452f1",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-04-21T07:28:39.297+00:00",
  "company": {
    "name": "Rent the Runway",
    "domain": "renttherunway.com"
  },
  "data": {
    "detail": "Rent the Runway has consolidated the vast majority of its shipping needs with a single major national carrier to secure competitive rates. This creates a significant dependency and potential risk, making the company a target for competing logistics providers offering diversification, risk mitigation, or enhanced service levels.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Consolidated vast majority of shipping with a single national carrier since August 2023",
    "excerpts": "Since August 2023, we have partnered with a major national carrier to provide us with competitive shipping rates and consolidate the vast majority of our shipping needs.",
    "relevance": 0.8,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1468327/000146832726000020/wdq-20260131.htm",
    "filing_date": "2026-04-14",
    "filing_year": 2026,
    "fiscal_year_end": "01/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market"
  }
}

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