ThredUp Inc.

ThredUp Inc.

TDUP
ThredUp Inc.US flagNASDAQ Global Select
4.57
USD
+0.07
- -
589.72MMarket Cap
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.67
2.11
2.05
3.27
2.89
2.46
2.32
2.55
2.58
Basic EPS, GAAP
-0.44
-0.49
-0.53
-0.82
-0.92
-0.68
-0.69
-0.17
-0.17
Free Cash Flow per Basic Share
-0.47
-0.25
-0.42
-0.71
-0.96
-0.22
-0.02
- -
-0.02
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
- -
-2.63
-2.78
-4.09
-4.08
-4.57
-4.96
-4.73
-4.68
Tangible Book Value per Share
- -
-2.36
-2.45
2.33
1.18
0.88
0.41
0.4
0.39
Basic Weighted Avg Shares
78
78
91
77
100
105
112
122
124
Sales/Revenue/Turnover
130
164
186
252
288
259
260
311
321
Operating Margin (%)
-26.44
-22.47
-25.05
-24.78
-31.03
-20.5
-15.62
-7
-7.13
Depreciation Expense
4
4
6
9
14
14
17
13
13
Net Income, GAAP
-34
-38
-48
-63
-92
-71
-77
-20
-21
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Profit Margin (%)
-26.38
-23.32
-25.74
-25.09
-32
-27.56
-29.61
-6.5
-6.68
Working Capital
- -
51
13
139
50
17
-5
-6
-3
LT Debt
- -
15
53
65
75
54
51
43
46
Total Equity
- -
-183
-222
206
140
104
56
59
59
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
9
9
6
LT Borrowings
15
14
18
LT Finance Leases
30
29
29
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
125
127
129
Market Capitalization
1,123
777
408

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
61
57
60
Cash, Cash Equivalents & STI
51
48
49
Accounts Receivable, Net
4
2
4
Inventories
- -
- -
- -
Total Current Liabilities
66
62
64
Payables & Accruals
39
37
40
ST Debt
9
9
6
Deferred Revenue
11
10
9

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
-58.2%
5.14%
Free Cash Flow
- -
-32.63%
-110.71%
Net Income, GAAP
- -
-2.09%
-73.74%
Sales/Revenue/Turnover
- -
11.93%
19.53%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
65
67
62
28
260
2025
71
78
82
80
311
2026
82
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-0.15
-0.13
-0.22
-0.19
-0.69
2025
-0.04
-0.04
-0.03
-0.04
-0.17
2026
-0.05
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
James G. Reinhart
Full Time Employees
1,630
Sector
Consumer Cyclical
Industry
Specialty Retail
Address
969 Broadway Oakland CA United States of America 94607
IPO Date
Mar 26, 2021
Business
ThredUp Inc. (Nasdaq: TDUP) operates an online resale platform focused on secondhand apparel, shoes, and accessories for women and children; the company offers a consumer-to-consumer marketplace where buyers access premium and luxury brands at up to 90% off retail prices and sellers utilize clean-out bags, AI-powered listing tools, and consignment services to offload closets with payouts or charity donations; its Resale-as-a-Service (RaaS) provides brands and retailers such as Walmart and Nordstrom with white-label resale solutions including customizable programs, logistics infrastructure, inventory processing, and proprietary software for integrating pre-owned items into their e-commerce channels; additional consumer services encompass Goody Box for curated secondhand outfits, Rescue Box for discounted mystery bundles, Virtual Closet for wishlists and price tracking, Style Chat and Shop Social for AI-enhanced personalization, and a rewards program for sustainable purchases; ThredUp leverages advanced technology including AI for pricing algorithms, image recognition, quality control, search filtering, and sustainability metrics, supported by automated distribution centers and wholesale channels for bulk inventory sales. Founded in 2009 by James Reinhart, Chris Homer, and Oliver Lubin, and headquartered in Oakland, California, the company primarily serves the U.S. market across the internet retail segment of consumer discretionary, with approximately 1,630 employees and a focus on reducing fashion waste through circular economy practices. In late 2024, ThredUp divested its European subsidiary Remix via a management buyout led by General Manager Florin Filote for a symbolic €1 plus a €61.6 million convertible note repayable by 2034, retaining a 9% stake and providing $2 million in transition funding to sharpen focus on core U.S. operations; the company reinvested $25 million from this shift into domestic growth, driving Q1 2025 revenue up 10% to $71.3 million, gross margins to 79.1%, and new buyer acquisition surging 95% year-over-year via AI innovations; further advancements include premium consignment boosting average selling prices 15%, seven straight quarters of positive U.S. EBITDA targeting 4% for 2025, and expansion of high-margin RaaS partnerships amid 1.37 million active buyers.

Company News

APIChat
  • ThredUp to Participate in TD Cowen and William Blair Investor Conferences

  • ThredUp Doubles Down on Resale-as-a-Service® (RaaS®); Appoints Strategic Advisory Board to Scale Universal Recommerce Layer

  • ThredUp Q1 Loss Meets Estimates, Adjusted EBITDA Margin Shrinks

  • ThredUp Inc. (TDUP) Q1 2026 Earnings Call Transcript

  • ThredUp AI Agents Personalize Shopping in Real Time

  • ThredUp Announces First Quarter 2026 Results

  • ThredUp (NASDAQ:TDUP) vs. Warby Parker (NYSE:WRBY) Head-To-Head Review

  • 2 Stocks to Buy and 2 to Sell, According to Insiders

  • ThredUp to Report First Quarter 2026 Financial Results on May 4, 2026

  • ThredUp's 14th Annual Resale Report Reveals New Era of Structural Competition and AI-Driven Discovery

  • ThredUp Inc. (NASDAQ:TDUP) Receives Average Recommendation of “Moderate Buy” from Analysts

  • ThredUp: Strong Thrifting Demand Underlies Falling Valuation

  • Blair William & Co. IL Decreases Stake in ThredUp Inc. $TDUP

  • ThredUp Inc. (NASDAQ:TDUP) Receives $11.00 Consensus Price Target from Brokerages

  • ThredUp Q4 Earnings In Line With Estimates, Revenues Up 18% Y/Y

  • Why ThredUp Stock Was Tumbling Today

  • ThredUp Inc. (TDUP) Q4 2025 Earnings Call Transcript

  • ThredUp Announces Fourth Quarter and Full Year 2025 Results

  • 3 Stocks Under $5 With Strong Analyst Upside Potential

  • The Optimist Fund Q4 2025 Portfolio Review