TDUP · ThredUp Inc.
Market Cap
$341.47M
Shares
131.33M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$2.60
Open$2.66
Day$2.55–2.74
52W close$2.52–10.92
Avg vol 30d3.1M
Short int18.7M · 14.2% float · 8.4d
Short vol42%
Last earningsAug 5, 2026
DataMar 2021–Sep 2026
Filing10-Q · Aug 5
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 8 wks
filed Aug 5, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$334.30M
Trailing 12 months
Net income (TTM)
−$22.23M
Trailing 12 months
Revenue growth YoY
+16.9%
Year over year
Operating margin
-7.1%
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
0.5%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$24.45M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+8.0%
Year over year · more shares
Price change (1Y)
-74.8%
Trailing year
Short interest
14.2%
Latest settlement · 8.4 days to cover
AI Brief
Q2 FY26 earnings call · Aug 5, 2026
Q2 FY26
TL;DR. ThredUp beat Q2 with record revenue of $90.8M (+17% YoY), record 1.77M Active Buyers (+21%), and Adjusted EBITDA of $4.8M (5.3% margin), but is lowering H2 2026 guidance to invest in more promotions for price-sensitive buyers, expecting roughly a $7M revenue headwind in H2 and slower growth (FY26 revenue now $344.4–$348.4M, +11% YoY at midpoint).
Bullish
- + Q2 record revenue of $90.8M grew 17% YoY and beat internal expectations
- + Record Active Buyers of 1.77M (+21% YoY) and Orders up 22% YoY
- + Gross margin expanded 40 bps to 79.9% from 79.5% YoY on logistics efficiency
Bearish
- − Updating full-year 2026 revenue guidance to $344.4–$348.4M, slowing to +11% YoY at midpoint from prior trajectory
- − Q3 revenue guided to +7% and Q4 to +8% YoY at midpoints, with elevated promotions expected to weigh on revenue by ~$7M in H2
- − Net loss widened to $5.9M from $5.2M YoY in Q2
- − Consumer weakness among buyers earning under $60K is forcing heavier promotions, driving lower ASPs and average revenue per buyer
- − Q2 included a ~$3M revenue headwind from promotions, and management chose not to maintain the original H2 outlook given macro uncertainty
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Excellent
Quant / Vol
Very High
Market backdrop
VIX 17.8 · elevated
Equity put/call 0.60
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−48%
below
Price vs 50-day avg
−43%
below
RSI (14)
29
oversold
MACD trend
Positive
52-week position
1%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−16%
trailing
6-month return
−22%
trailing
YTD return
−59%
this year
Relative strength
−37%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $5 › 200d $5 — 200d above 50d
Institutional flow
Accumulating
+4% holders QoQ · +33 funds added
Insider flow
Distributing
Net -$712.0K over 90 days · 100% sells
Short interest
Falling
14.22% of float · ▼ -0.3% MoM · 8.4 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
182 holders — mid 3-yr range
Squeeze score
60
elevated · 0–100
Fundamentals
Revenue growth
+20%
Y/Y
Gross margin
79%
contracting
EPS growth
+75%
Y/Y
Free cash flow
$-33.1M
Balance sheet
$20.5M
net cash
Quant / Vol
risk profile
Volatility
81%
annualized · 1-yr
Max drawdown
−77%
past year
ATR
8.6%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 5, 2026
third quarter 2026
Revenue
Initiated
$87M – $89M
prior qtr $90.77M
midpoint −3.0% QoQ
Gross margin
Initiated
78% – 79%
Adjusted EBITDA margin
Non-GAAP
Initiated
4%
Depreciation and amortization
Initiated
$3.3M
Stock-based compensation expense
Initiated
$5.9M
Stock-based compensation
Initiated
$5.9M
fourth quarter 2026
Revenue
Initiated
$85M – $87M
prior qtr $90.77M
midpoint −5.3% QoQ
Gross margin
Initiated
77.5% – 78.5%
Adjusted EBITDA margin
Non-GAAP
Initiated
6%
Depreciation and amortization
Initiated
$3.3M
Stock-based compensation expense
Initiated
$5.9M
Stock-based compensation
Initiated
$5.9M
full fiscal year 2026
Revenue
Initiated
$344.4M – $348.4M
prior FY $310.81M
midpoint +11.4% Y/Y
Gross margin
Initiated
78.7% – 79.1%
Adjusted EBITDA margin
Non-GAAP
Initiated
4.7%
full year 2026
Depreciation and amortization
Initiated
$14M
Stock-based compensation expense
Initiated
$23.3M
fiscal year 2026
Stock-based compensation
Initiated
$23.3M
Prior guidance
period ended
· from the 8-K filed Aug 5, 2024
Consolidated Revenue
· third quarter 2024
$69M – $71M
U.S. Revenue
· third quarter 2024
$59M – $61M
Consolidated Gross margin
· third quarter 2024
69.8% – 71.8%
U.S. Gross margin
· third quarter 2024
77.5% – 79.5%
Consolidated Revenue
· fourth quarter 2024
$70M – $72M
U.S. Revenue
· fourth quarter 2024
$57M – $59M
Consolidated Gross margin
· fourth quarter 2024
68.8% – 70.8%
U.S. Gross margin
· fourth quarter 2024
77.5% – 79.5%
U.S. Adjusted EBITDA margin
· fourth quarter 2024
0% – 2%
Consolidated Revenue
· full fiscal year 2024
$298M – $302M
U.S. Revenue
· full fiscal year 2024
$247M – $251M
Consolidated Gross margin
· full fiscal year 2024
69.6% – 70.6%
U.S. Gross margin
· full fiscal year 2024
78.5% – 79.5%
Depreciation and amortization
· third quarter 2024
$4.8M
Depreciation and amortization
· full fiscal year 2024
$19.4M
Depreciation and amortization
· fourth quarter 2024
$4.8M
Stock-based compensation expense
· third quarter 2024
$6.9M
Stock-based compensation expense
· fourth quarter 2024
$6.8M
Stock-based compensation expense
· full fiscal year 2024
$28M
Consolidated Adjusted EBITDA margin
· third quarter 2024
-6% – -4%
Consolidated Depreciation and amortization
· third quarter 2024
$4.8M
Consolidated Stock-based compensation
· third quarter 2024
$6.9M
Consolidated Adjusted EBITDA margin
· fourth quarter 2024
-4.5% – -2.5%
Consolidated Depreciation and amortization
· fourth quarter 2024
$4.8M
Consolidated Stock-based compensation
· fourth quarter 2024
$6.8M
Consolidated Adjusted EBITDA margin
· fiscal year 2024
-3.3% – -2.3%
U.S. Adjusted EBITDA margin
· fiscal year 2024
1% – 2%
Guided vs delivered
· last 6 settled
Consolidated Revenue
third quarter 2024
guided $69M – $71M
$61.51M
Miss −12.1%
Consolidated Revenue
fourth quarter 2024
guided $70M – $72M
$67.27M
Miss −5.3%
Consolidated Revenue
full fiscal year 2024
guided $298M – $302M
$260.03M
Miss −13.3%
Revenue
full year of 2021
guided $248M – $250M
$251.79M
Beat +1.1%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−48%
Bearish
Price vs 50-day avg
−43%
Bearish
RSI (14)
29
Neutral
MACD trend
Positive
Bullish
52-week position
1%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $5 › 200d $5 — 200d above 50d
Institutional flow
Accumulating
+4% holders QoQ · +33 funds added
Insider flow
Distributing
Net -$712.0K over 90 days · 100% sells
Short interest
Falling
14.22% of float · ▼ -0.3% MoM · 8.4 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
182 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $3
Now $3 · 1%
Range high $11
vs 200-day avg -48%
vs 50-day avg -43%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TDUP
this stock
ThredUp Inc.
|
$341.47M | -59.3% | +19.5% | — | 14.2% |
|
AMZN
Amazon Com Inc
|
$2.77T | +9.1% | +12.4% | 20.7 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$272.15B | -25.9% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$110.80B | -31.4% | +14.5% | — | 2.2% |
|
MELI
Mercadolibre Inc
|
$96.64B | -5.4% | +39.1% | 51.8 | 1.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TDUP | -4.1% | -15.6% | -22.4% | -3.4% | -59.3% |
| SPY | -1.0% | -1.9% | +14.9% | -1.2% | +11.1% |
| vs SPY | -3.1% | -13.7% | -37.3% | -2.2% | -70.4% |
Key facts
CIK
1484778
CUSIP
88556E102
13F (30d)
109 filings
109 filers
Visit website
Investor relations