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ThredUp Inc.(TDUP)Earnings, Financials & Key Ratios
TDUP•NASDAQ
$6.91
Price updated Jul 7, 2026
AboutThredUp Inc., together with its subsidiaries, operates online resale platforms that allows consumers to buy and sell secondhand women's and kids' apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California.Show more
- Revenue$311M+19.5%
- EBITDA-$7M+68.7%
- Net Income-$20M+73.7%
- EPS (Diluted)-0.17+75.4%
- Gross Margin79.39%-0.3%
- EBITDA Margin-2.35%+73.8%
- Operating Margin-6.5%+58.4%
- Net Margin-6.5%+78.0%
- ROE-35%+63.6%
TDUP Price & Volume
ThredUp Inc. (TDUP) stock price & volume — 10-year historical chart
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Persistent Operating Losses Challenge Marketplace Scaling Efforts
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Mixed
Primary Risk:Liquidity and solvency constraints
Key Thesis Takeaways
- ThredUp faces a precarious path to profitability as it struggles to convert its high 79.2% gross margin into sustainable operating income, which remained at a $6.6M loss in 2026Q1.
- While the company has successfully reduced its total debt from $76.4M in 2023Q4 to $34.4M in 2026Q1, its reliance on stock-based compensation and a shrinking asset base suggests limited operational flexibility.
- Investors should monitor whether the company can achieve consistent free cash flow positivity, which currently remains volatile, before committing capital to this speculative retail model.
Verdict Logic
the company's inability to generate consistent net income, evidenced by a -$6.5M net loss in 2026Q1, combined with a dwindling $39.0M cash position, presents significant solvency risks.
TDUP Growth Metrics
ThredUp Inc. (TDUP) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years10.81%
3 Years2.53%
TTM34.56%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM67.29%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM70.41%
Return on Capital
10 Years-60.48%
5 Years-29.35%
3 Years-24.89%
Last Year-18.84%
TDUP Recent Earnings
ThredUp Inc. (TDUP) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 4, 2026Metric
Actual
Est
EPS
$0.05+0.0%
$0.05
Rev
$82M+1.9%
$80M
Q2 2026
Mar 2, 2026Metric
Actual
Est
EPS
$0.04+0.0%
$0.04
Rev
$80M+3.3%
$77M
Q4 2025
Nov 3, 2025Metric
Actual
Est
EPS
$0.03+25.0%
$0.04
Rev
$82M+6.5%
$77M
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$0.01+80.0%
$0.05
Rev
$78M+7.9%
$72M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 4, 2026 | $0.05vs $0.05+0.0% | $82Mvs $80M+1.9% |
| Q2 2026 | Mar 2, 2026 | $0.04vs $0.04+0.0% | $80Mvs $77M+3.3% |
| Q4 2025 | Nov 3, 2025 | $0.03vs $0.04+25.0% | $82Mvs $77M+6.5% |
| Q3 2025 | Aug 4, 2025 | $0.01vs $0.05+80.0% | $78Mvs $72M+7.9% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for ThredUp Inc. (TDUP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $6.91 | $891.67M | -40.65 | 19.53% | -6.5% | -35% | — | |
| $10.93 | $3.17B | -16.07 | 15.38% | -9.03% | — | — | |
| $114.71 | $52.42B | 26.43 | 7.95% | 17.58% | 44.12% | — | |
| $77.59 | $7.36B | 55.82 | 2.68% | 9.94% | — | — | |
| $111.96 | $95.13B | 17.07 | -2.49% | 5.94% | 32.98% | — | |
| $312.88 | $74.66B | 16.87 | 7.73% | 4.68% | 15.11% | — |
Compare TDUP vs Peers
ThredUp Inc. (TDUP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
TDUP SEC Filings & Documents
ThredUp Inc. (TDUP) SEC filings — annual & quarterly reports (10-K, 10-Q)
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TDUP Frequently Asked Questions
ThredUp Inc. (TDUP) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is ThredUp Inc.'s revenue?
ThredUp Inc. (TDUP) reported $321.2M in revenue for fiscal year 2025. This represents a 148% increase from $129.6M in 2018.
How fast is ThredUp Inc. growing?
ThredUp Inc. (TDUP) grew revenue by 19.5% over the past year. This is strong growth.
Is TDUP profitable?
ThredUp Inc. (TDUP) reported a net loss of $21.5M for fiscal year 2025.
Dividend & Returns
What is TDUP's return on equity?
ThredUp Inc. (TDUP) has a return on equity (ROE) of -35.0%. Negative ROE indicates the company is unprofitable.
What is ThredUp Inc.'s free cash flow?
ThredUp Inc. (TDUP) had negative free cash flow of $3.1M in fiscal year 2025, likely due to heavy capital investments.