v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Total Stockholders’ Equity Attributable to RSI
Treasury Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income
Accumulated Deficit
Non- Controlling Interests
Common Class A
Common Class A
Common Stock
Class V Common Stock
Common Stock
Beginning balance (in shares) at Dec. 31, 2024                 90,511,441 135,748,023
Beginning balance at Dec. 31, 2024 $ 198,316 $ 78,678   $ 217,675 $ (3,090) $ (135,929) $ 119,638   $ 9 $ 13
Beginning of period (in shares) at Dec. 31, 2024     0              
Beginning of period at Dec. 31, 2024     $ 0              
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Share-based compensation expense 8,813 3,665   3,665     5,148      
Issuance of class A common stock under the equity compensation plan, net of shares withheld for employee taxes (in shares)                 2,684,333  
Issuance of Class A Common Stock under the equity compensation plan, net of shares withheld for employee taxes (22,344) (9,293)   (9,293)     (13,051)      
Issuance of class A common stock upon RSILP unit exchanges (in shares)                 2,313,287 (2,313,287)
Foreign currency translation adjustment, net of tax 4,527 1,864     1,864   2,663      
Repurchased of class A common stock (in shares)     498,622              
Repurchase of Class A Common Stock (5,162) (2,147) $ (2,147)       (3,015)      
Net loss 11,211 5,319       5,319 5,892      
Allocation of equity and non-controlling interests upon changes in RSILP ownership 0 3,224   3,327 (103)   (3,224)      
Ending balance (in shares) at Mar. 31, 2025                 95,509,061 133,434,736
Ending balance at Mar. 31, 2025 195,361 81,310   215,374 (1,329) (130,610) 114,051   $ 9 $ 13
Ending of period (in shares) at Mar. 31, 2025     498,622              
Ending of period at Mar. 31, 2025     $ (2,147)              
Beginning balance (in shares) at Dec. 31, 2024                 90,511,441 135,748,023
Beginning balance at Dec. 31, 2024 $ 198,316 78,678   217,675 (3,090) (135,929) 119,638   $ 9 $ 13
Beginning of period (in shares) at Dec. 31, 2024     0              
Beginning of period at Dec. 31, 2024     $ 0              
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Issuance of class A common stock upon exercise of stock options (in shares) 0                  
Foreign currency translation adjustment, net of tax $ 9,759                  
Repurchased of class A common stock (in shares)               733,019    
Repurchase of Class A Common Stock (7,600)                  
Net loss 54,887                  
Ending balance (in shares) at Sep. 30, 2025                 97,795,455 131,570,831
Ending balance at Sep. 30, 2025 274,365 133,078   243,917 182 (107,867) 141,287   $ 10 $ 13
Ending of period (in shares) at Sep. 30, 2025     733,019              
Ending of period at Sep. 30, 2025     $ (3,177)              
Beginning balance (in shares) at Mar. 31, 2025                 95,509,061 133,434,736
Beginning balance at Mar. 31, 2025 195,361 81,310   215,374 (1,329) (130,610) 114,051   $ 9 $ 13
Beginning of period (in shares) at Mar. 31, 2025     498,622              
Beginning of period at Mar. 31, 2025     $ (2,147)              
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Share-based compensation expense 6,098 2,543   2,543     3,555      
Issuance of class A common stock under the equity compensation plan, net of shares withheld for employee taxes (in shares)                 283,307  
Issuance of Class A Common Stock under the equity compensation plan, net of shares withheld for employee taxes (192) (80)   (80)     (112)      
Issuance of class A common stock upon RSILP unit exchanges (in shares)                 210,000 (210,000)
Foreign currency translation adjustment, net of tax 1,549 217     217   1,332      
Tax impact of equity transactions 23,067 23,067   23,067            
Repurchased of class A common stock (in shares)     234,397              
Repurchase of Class A Common Stock (2,472) (1,030) $ (1,030)       (1,442)      
Net loss 28,830 16,688       16,688 12,142      
Allocation of equity and non-controlling interests upon changes in RSILP ownership 0 219   221 (2)   (219)      
Ending balance (in shares) at Jun. 30, 2025                 96,002,368 133,224,736
Ending balance at Jun. 30, 2025 252,241 122,934   241,125 (1,114) (113,922) 129,307   $ 9 $ 13
Ending of period (in shares) at Jun. 30, 2025     733,019              
Ending of period at Jun. 30, 2025     $ (3,177)              
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Share-based compensation expense 6,379 2,708   2,708     3,671      
Issuance of class A common stock under the equity compensation plan, net of shares withheld for employee taxes (in shares)                 139,182  
Issuance of Class A Common Stock under the equity compensation plan, net of shares withheld for employee taxes (1,958) (831)   (832)     (1,127)   $ 1  
Issuance of class A common stock upon RSILP unit exchanges (in shares)                 1,653,905 (1,653,905)
Foreign currency translation adjustment, net of tax 3,683 1,289     1,289   2,394      
Tax impact of equity transactions (826) (826)   (826)            
Repurchased of class A common stock (in shares)               0    
Net loss 14,846 6,055       6,055 8,791      
Allocation of equity and non-controlling interests upon changes in RSILP ownership 0 1,749   1,742 7   (1,749)      
Ending balance (in shares) at Sep. 30, 2025                 97,795,455 131,570,831
Ending balance at Sep. 30, 2025 274,365 133,078   243,917 182 (107,867) 141,287   $ 10 $ 13
Ending of period (in shares) at Sep. 30, 2025     733,019              
Ending of period at Sep. 30, 2025     $ (3,177)              
Beginning balance (in shares) at Dec. 31, 2025                 100,691,255 129,609,532
Beginning balance at Dec. 31, 2025 $ 303,491 147,235   251,579 1,431 (102,621) 156,256   $ 10 $ 13
Beginning of period (in shares) at Dec. 31, 2025 733,019   733,019              
Beginning of period at Dec. 31, 2025 $ 147,235   $ (3,177)              
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Share-based compensation expense 6,691 2,973   2,973     3,718      
Issuance of class A common stock upon exercise of stock options (in shares)                 63,223  
Issuance of Class A Common Stock upon exercise of stock options 405 180   180     225      
Issuance of class A common stock under the equity compensation plan, net of shares withheld for employee taxes (in shares)     (733,019)           1,869,199  
Issuance of Class A Common Stock under the equity compensation plan, net of shares withheld for employee taxes (30,106) (13,376) $ 3,177 (16,553)     (16,730)      
Issuance of class A common stock upon RSILP unit exchanges (in shares)                 560,518 (560,518)
Foreign currency translation adjustment, net of tax 2,161 802     802   1,359      
Tax impact of equity transactions 9,703 9,703   9,703            
Net loss 26,211 9,070       9,070 17,141      
Allocation of equity and non-controlling interests upon changes in RSILP ownership 0 2,539   2,472 67   (2,539)      
Ending balance (in shares) at Mar. 31, 2026                 103,184,195 129,049,014
Ending balance at Mar. 31, 2026 318,556 159,126   250,354 2,300 (93,551) 159,430   $ 10 $ 13
Ending of period (in shares) at Mar. 31, 2026     0              
Ending of period at Mar. 31, 2026     $ 0              
Beginning balance (in shares) at Dec. 31, 2025                 100,691,255 129,609,532
Beginning balance at Dec. 31, 2025 $ 303,491 147,235   251,579 1,431 (102,621) 156,256   $ 10 $ 13
Beginning of period (in shares) at Dec. 31, 2025 733,019   733,019              
Beginning of period at Dec. 31, 2025 $ 147,235   $ (3,177)              
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Issuance of class A common stock upon exercise of stock options (in shares) 220,647                  
Foreign currency translation adjustment, net of tax $ 13,087                  
Repurchased of class A common stock (in shares)               1,760,993    
Repurchase of Class A Common Stock (42,300)                  
Net loss 84,178                  
Ending balance (in shares) at Sep. 30, 2026                 115,955,422 115,830,345
Ending balance at Sep. 30, 2026 $ 362,373 195,308   264,708 7,497 (70,171) 167,065   $ 12 $ 12
Ending of period (in shares) at Sep. 30, 2026 607,147   607,147              
Ending of period at Sep. 30, 2026 $ 195,308   $ (6,750)              
Beginning balance (in shares) at Mar. 31, 2026                 103,184,195 129,049,014
Beginning balance at Mar. 31, 2026 318,556 159,126   250,354 2,300 (93,551) 159,430   $ 10 $ 13
Beginning of period (in shares) at Mar. 31, 2026     0              
Beginning of period at Mar. 31, 2026     $ 0              
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Share-based compensation expense 7,318 3,646   3,646     3,672      
Issuance of class A common stock upon exercise of stock options (in shares)                 157,424  
Issuance of Class A Common Stock upon exercise of stock options 575 286   286     289      
Issuance of class A common stock under the equity compensation plan, net of shares withheld for employee taxes (in shares)                 532,019  
Issuance of Class A Common Stock under the equity compensation plan, net of shares withheld for employee taxes (361) (180)   (181)     (181)   $ 1  
Issuance of class A common stock upon RSILP unit exchanges (in shares)                 12,743,669 (12,743,669)
Issuance of Class A Common Stock upon RSILP Unit Exchanges 0               $ 1 $ (1)
Foreign currency translation adjustment, net of tax 8,250 3,354     3,354   4,896      
Tax impact of equity transactions 5,253 5,253   5,253            
Repurchase and retirement of class A common stock (in shares)                 (1,153,846)  
Repurchase and retirement of Class A Common Stock (28,800) (14,348)   (14,348)     (14,452)      
Tax distributions to non-controlling interests (1,198)           (1,198)      
Net loss 29,295 11,546       11,546 17,749      
Allocation of equity and non-controlling interests upon changes in RSILP ownership 0 16,393   15,706 687   (16,393)      
Ending balance (in shares) at Jun. 30, 2026                 115,463,461 116,305,345
Ending balance at Jun. 30, 2026 338,888 185,076   260,716 6,341 (82,005) 153,812   $ 12 $ 12
Ending of period (in shares) at Jun. 30, 2026     0              
Ending of period at Jun. 30, 2026     $ 0              
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Share-based compensation expense 7,414 3,699   3,699     3,715      
Issuance of class A common stock under the equity compensation plan, net of shares withheld for employee taxes (in shares)                 16,961  
Issuance of Class A Common Stock under the equity compensation plan, net of shares withheld for employee taxes (259) (129)   (129)     (130)      
Issuance of class A common stock upon RSILP unit exchanges (in shares)                 475,000 (475,000)
Foreign currency translation adjustment, net of tax 2,676 1,143     1,143   1,533      
Tax impact of equity transactions 216 216   216            
Repurchased of class A common stock (in shares)     607,147         607,147    
Repurchase of Class A Common Stock (13,528) (6,750) $ (6,750)       (6,778)      
Tax distributions to non-controlling interests (1,706)           (1,706)      
Net loss 28,672 11,834       11,834 16,838      
Allocation of equity and non-controlling interests upon changes in RSILP ownership 0 219   206 13   (219)      
Ending balance (in shares) at Sep. 30, 2026                 115,955,422 115,830,345
Ending balance at Sep. 30, 2026 $ 362,373 $ 195,308   $ 264,708 $ 7,497 $ (70,171) $ 167,065   $ 12 $ 12
Ending of period (in shares) at Sep. 30, 2026 607,147   607,147              
Ending of period at Sep. 30, 2026 $ 195,308   $ (6,750)