TDUP
ThredUp·NASDAQ
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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.
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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.
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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.
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Revenue Breakdown
Where does ThredUp (TDUP) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track ThredUp (TDUP) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What factors drove the changes in ThredUp's revenue and profit?What were the key takeaways from ThredUp’s earnings call?What is ThredUp's gross profit margin?What is ThredUp's latest dividend and current dividend yield?What does ThredUp do and what are its main business segments?What is the market's earnings forecast for ThredUp next quarter?What is the revenue and EPS growth rate for ThredUp year over year?What guidance did ThredUp's management provide for the next earnings period?
