ATRenew (RERE) Q2 FY26 earnings call

ATRenew delivered strong Q2 FY26 results, driven by robust 1P business growth and strategic overseas expansion. The company successfully navigated macroeconomic headwinds and declining new device sales by leveraging its 1P model and expanding its recycling network. Management remains focused on enhancing supply sourcing, customer services, and operating efficiency, with a clear strategy for global B2B marketplace development.