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ThredUp Inc. logo

ThredUp Inc.

TDUP

NASDAQConsumer CyclicalSpecialty Retail

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Previous close

$2.79

+$0.04 · +1.45%

Aug 21, 4:00 PM ET

TDUP company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

72

Undervalued

Momentum

49

Neutral

Sentiment

51

Mixed

Risk resilience

29

High Risk

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Company profile

Company website

ThredUp Inc., along with its affiliated entities, manages digital marketplaces where users can buy and sell pre-owned apparel, footwear, and accessories primarily for women and children. This company was founded in 2009 and maintains its primary corporate office in Oakland, California.

Industry
Specialty Retail
Sector
Consumer Cyclical
Headquarters
US
CEO
James G. Reinhart
Listed since
Mar 26, 2021
Employees
2,132

Market position

Day range

Current $2.79

52-week range

Current $2.79

Open
$2.79
Previous close
$2.75
Volume
2.35M
0.97× average
Average volume
2.43M
Average daily volume
Market cap
360.02M USD
Beta
2.06
Market reference 1
50-day average
$5.4507
-48.81% below average
200-day average
$5.3431
-47.78% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
-15.62×
P/B (TTM)
5.96×
P/S (TTM)
1.08×
Dividend yield
0.00%

Profitability & efficiency

Gross margin
80.46%
Operating margin
-6.65%
Net margin
-6.65%

Financial health

Debt / equity
0.83×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends91%46%1%-43%Gross margin, FY2021: 70.75%Gross margin, FY2022: 66.70%Gross margin, FY2023: 76.78%Gross margin, FY2024: 79.65%Gross margin, FY2025: 79.39%Operating margin, FY2021: -24.78%Operating margin, FY2022: -31.03%Operating margin, FY2023: -20.50%Operating margin, FY2024: -15.62%Operating margin, FY2025: -6.50%Net margin, FY2021: -25.09%Net margin, FY2022: -32.00%Net margin, FY2023: -27.56%Net margin, FY2024: -29.61%Net margin, FY2025: -6.50%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 70.75%. Gross margin FY2022 66.70%. Gross margin FY2023 76.78%. Gross margin FY2024 79.65%. Gross margin FY2025 79.39%. Operating margin FY2021 -24.78%. Operating margin FY2022 -31.03%. Operating margin FY2023 -20.50%. Operating margin FY2024 -15.62%. Operating margin FY2025 -6.50%. Net margin FY2021 -25.09%. Net margin FY2022 -32.00%. Net margin FY2023 -27.56%. Net margin FY2024 -29.61%. Net margin FY2025 -6.50%.

Income trends

Revenue

310.81M USD+19.53%

Operating income

−20.21M USD+50.24%

Net income

−20.21M USD+73.74%
Income trends across reported periods351.12M USD189.88M USD28.65M USD−132.59M USDRevenue, FY2021: 251.79M USDRevenue, FY2022: 288.38M USDRevenue, FY2023: 258.5M USDRevenue, FY2024: 260.03M USDRevenue, FY2025: 310.81M USDOperating income, FY2021: −62.39M USDOperating income, FY2022: −89.49M USDOperating income, FY2023: −53M USDOperating income, FY2024: −40.62M USDOperating income, FY2025: −20.21M USDNet income, FY2021: −63.18M USDNet income, FY2022: −92.28M USDNet income, FY2023: −71.25M USDNet income, FY2024: −76.99M USDNet income, FY2025: −20.21M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 251.79M USD. Revenue FY2022 288.38M USD. Revenue FY2023 258.5M USD. Revenue FY2024 260.03M USD. Revenue FY2025 310.81M USD. Operating income FY2021 −62.39M USD. Operating income FY2022 −89.49M USD. Operating income FY2023 −53M USD. Operating income FY2024 −40.62M USD. Operating income FY2025 −20.21M USD. Net income FY2021 −63.18M USD. Net income FY2022 −92.28M USD. Net income FY2023 −71.25M USD. Net income FY2024 −76.99M USD. Net income FY2025 −20.21M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue310.81M USD260.03M USD258.5M USD288.38M USD251.79M USD
Cost of goods sold64.06M USD52.91M USD60.04M USD96.04M USD73.66M USD
Gross profit246.75M USD207.13M USD198.47M USD192.34M USD178.13M USD
Selling, general, and administrative115.64M USD105.53M USD108.13M USD126.18M USD112.44M USD
Operating expenses266.97M USD247.74M USD251.47M USD281.83M USD240.52M USD
Interest expense1.92M USD2.53M USD2.24M USD805K USD2.28M USD
Depreciation and amortization12.92M USD17.33M USD14.23M USD14.03M USD9.16M USD
Operating income−20.21M USD−40.62M USD−53M USD−89.49M USD−62.39M USD
Net income−20.21M USD−76.99M USD−71.25M USD−92.28M USD−63.18M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
36%
4 beats, 5 misses, 2 met estimates
Average EPS surprise
+3.14%
11 comparable reports
Latest EPS result
-0.05
Estimate -0.03 · Miss by 68.01%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates-0.01-0.06-0.12-0.17Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MetQ2 '26MetQ3 '26MissQ4 '26Estimate
Q1 2025, reported Mar 3, 2025: actual -0.07, estimate -0.13, surprise +46.15%, Beat. Q2 2025, reported May 5, 2025: actual -0.04, estimate -0.07, surprise +42.86%, Beat. Q3 2025, reported Aug 4, 2025: actual -0.01, estimate -0.05, surprise +80.00%, Beat. Q4 2025, reported Nov 3, 2025: actual -0.03, estimate -0.04, surprise +25.00%, Beat. Q1 2026, reported Mar 2, 2026: actual -0.04, estimate -0.04, surprise 0.00%, Met estimate. Q2 2026, reported May 4, 2026: actual -0.05, estimate -0.05, surprise 0.00%, Met estimate. Q3 2026, reported Aug 5, 2026: actual -0.05, estimate -0.03, surprise -68.01%, Miss. Q4 2026, reported Nov 2, 2026: actual —, estimate -0.04, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates95.82M71.72M47.62M23.52MQ1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Mar 3, 2025: actual 27.67M USD, estimate 64.07M USD, surprise -56.82%, Miss. Q2 2025, reported May 5, 2025: actual 71.29M USD, estimate 70.41M USD, surprise +1.25%, Beat. Q3 2025, reported Aug 4, 2025: actual 77.66M USD, estimate 73.76M USD, surprise +5.28%, Beat. Q4 2025, reported Nov 3, 2025: actual 82.16M USD, estimate 77.17M USD, surprise +6.47%, Beat. Q1 2026, reported Mar 2, 2026: actual 79.7M USD, estimate 77.16M USD, surprise +3.29%, Beat. Q2 2026, reported May 4, 2026: actual 81.67M USD, estimate 80.17M USD, surprise +1.87%, Beat. Q3 2026, reported Aug 5, 2026: actual 90.77M USD, estimate 90.34M USD, surprise +0.47%, Beat. Q4 2026, reported Nov 2, 2026: actual —, estimate 88.11M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$6.50

132.97% upside
Past 12 months12-month forecastHigh $6.50Average $6.50Low $6.50

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ETFs holding TDUP

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
18.63M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
7.48M
Weight
0.01%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
6.76M
Weight
0.01%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
Fidelity Enhanced Small Cap ETF logoFidelity Enhanced Small Cap ETFFESM
Market value
5.28M
Weight
0.08%
AUM
6.03B USD
Expense ratio
0.28%
Price / 1D
$47.94+0.80%
Vanguard Russell 2000 ETF logoVanguard Russell 2000 ETFVTWO
Market value
3.41M
Weight
0.02%
AUM
17.4B USD
Expense ratio
0.06%
Price / 1D
$121.25+0.74%
iShares Russell 2000 Growth ETF logoiShares Russell 2000 Growth ETFIWO
Market value
2.66M
Weight
0.02%
AUM
15.16B USD
Expense ratio
0.24%
Price / 1D
$387.37+1.24%
Vanguard Consumer Discretionary ETF logoVanguard Consumer Discretionary ETFVCR
Market value
2.25M
Weight
0.03%
AUM
6.6B USD
Expense ratio
0.09%
Price / 1D
$397.13+1.19%
State Street SPDR S&P Retail ETF logoState Street SPDR S&P Retail ETFXRT
Market value
1.9M
Weight
0.59%
AUM
321.03M USD
Expense ratio
0.35%
Price / 1D
$87.71+1.13%

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