logo

TDUP

ThredUp·NASDAQ
--
--(--)
--
--(--)

TDUP fundamentals

ThredUp (TDUP) released its earnings on Mar 2, 2026: revenue was 79.70M (YoY +18.49%), beat estimates; EPS was -0.04 (YoY +42.86%), met estimates.
Revenue / YoY
79.70M
+18.49%
EPS / YoY
-0.04
+42.86%
Report date
Mar 2, 2026
TDUP Earnings Call Summary for Q4,2025
  • Revenue growth: Q4 2025 revenue up 18.5% YoY to $79.7 million, driven by 57% YoY new buyer growth.
  • Gross margin expansion: 79.6% (80 bps YoY improvement) due to premium supply and AI-driven efficiency.
  • AI innovation: Direct listings ASP >$70, TikTok shop sales 100,000+ cleanout bags, and AI customer service reducing escalations by 50%.
  • 2026 guidance: Revenue $349-$355 million (13% YoY growth), EBITDA margin 6% (150 bps YoY expansion).
  • Key risks: Macroeconomic uncertainty, consumer spending trends, and supply chain execution.

Earnings

EPS
Revenue

Revenue & Expenses

TDUP has released its 2025 Q3 earnings report, with revenue of 82.16M, reflecting a YoY change of 33.56%, and net profit of -4.25M, showing a YoY change of 82.85%. The Sankey diagram below clearly presents TDUP's revenue sources and cost distribution.

Key Indicators

ThredUp (TDUP) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

ThredUp (TDUP)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown

Balance Sheet

ThredUp (TDUP)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
Trend
Breakdown

Cash Flow

ThredUp (TDUP)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
Trend
Breakdown

Revenue Breakdown

Where does ThredUp (TDUP) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:

Dividend

Track ThredUp (TDUP) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield