TDUP
Internet Retail · Consumer Cyclical
Analyst
William Blair
Equibles does not estimate personal net worth.
Dylan Carden is recorded as Analyst at William Blair. Dylan Carden has spoken on 11 earnings calls across 8 companies, most recently for Duluth Holdings Inc. on September 3, 2026. Those appearances were for ThredUp Inc. (TDUP), Boot Barn Holdings, Inc. (BOOT), Revolve Group, Inc. (RVLV), Duluth Holdings Inc. (DLTH), Torrid Holdings Inc. (CURV) and 3 other companies. The companies whose calls Dylan Carden spoke on are classified in the Consumer Cyclical and Healthcare sectors.
“I'm curious if you can kind of spell out in guidance expectations for the third quarter, why that takes a step back, and maybe in that understanding kind of the drag of the Alastin hard gear business.”
“I'm curious, just sort of coming off the quarter that you had, and with the idea that you're sort of engaging a stickier buyer and presumably incentivizing or stimulating demand through a higher promo, why sort of the level of caution that you're embedding in the guide?”
“I just wanted to ask a general question about your consumer. How are they behaving? how they changed over the last six months? Are you expecting anything from refunds?”
“The comments around revenue per decelerating as you laugh harder comparisons. I mean, you already kind of started two last one of those comparisons. So can you give a sense sort of what's behind that or is that just sort of general caution?”
“So, if you think about the 50-plus percent new buyer growth, the strong active customer growth that you've printed, can you kind of remind us the lag effect or speak to any churn as far as sort of then guiding the go-forward revenue growth where you've put it?”
William Blair
Analyst
Source not stated
TDUP
Internet Retail · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
DLTH
Apparel Retail · Consumer Cyclical
CURV
Apparel Retail · Consumer Cyclical
SFIX
Apparel Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
WRBY
Medical Instruments & Supplies · Healthcare