TDUP · ThredUp Inc.
$3.07
+0.00 (+0.00%)
At close · Aug 17
Market Cap
$403.19M
Shares
131.33M
ThredUp Inc. Earnings Call Transcripts
Every quarterly earnings call for ThredUp Inc. (TDUP) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲7.4%
$67.94M
−$23.68M
'22 Q3
22-11-14
▼2.1%
$71.32M
−$19.50M
'22 Q4
23-03-06
▲4.4%
$75.92M
−$19.79M
'23 Q1
23-05-09
▲8.2%
$82.66M
−$18.76M
'23 Q2
23-08-08
▲20.8%
$82.05M
−$18.08M
'23 Q3
23-11-06
▼74.9%
$17.88M
−$14.61M
'23 Q4
24-03-07
▼15%
$64.53M
−$16.55M
'24 Q1
24-05-06
▼19.3%
$66.72M
−$13.95M
'24 Q2
24-08-05
▼25%
$61.51M
−$24.77M
'24 Q3
24-11-04
▲276.3%
$67.27M
−$21.71M
'24 Q4
25-01-14
▲10.5%
$71.29M
−$5.21M
'25 Q1
25-05-05
▲16.4%
$77.66M
−$5.18M
'25 Q2
25-08-04
▲33.6%
$82.16M
−$4.25M
'25 Q3
25-11-03
▲18.5%
$79.70M
−$5.58M
'25 Q4
26-03-02
▲14.6%
$81.67M
−$6.47M
'26 Q1
26-05-04
LATEST
▲16.9%
$90.77M
−$5.93M
'26 Q2
26-08-05
Earnings call
FY26 · Q2
2026-08-05
ThredUp Q2 2026 Earnings Call
Positive tone
Active buyers and orders growth
Premium supply and direct listings
Marketing channel shift to Meta and Pinterest
Revenue
$90.77M
▲ 16.9% YoY Diluted EPS
$-0.05
Gross margin
79.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-03
William Blair 46th Annual Growth Stock Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-04
ThredUp Inc. Q1 FY2026 Earnings Call
Positive tone
Q1 financial results and beats
Marketing channel mix and CAC
Buyer growth and order frequency
Revenue
$81.67M
▲ 14.6% YoY Diluted EPS
$-0.05
Gross margin
79.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-03-02
ThredUp Inc. Q4 FY2025 Earnings Call
Confident tone
U.S.-focused streamlined business and marketplace durability
Record Q4 and full-year 2025 financial results
TikTok Shop channel for new supplier acquisition
Revenue
$79.70M*
▲ 18.5% YoY Gross margin
79.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-03
ThredUp Inc. Q3 FY2025 Earnings Call
Confident tone
Direct selling (peer-to-peer) launch
Margin and reinvestment strategy
Supply growth vectors and RaaS
Revenue
$82.16M
▲ 33.6% YoY Diluted EPS
$-0.03
Gross margin
79.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
ThredUp Inc. Q2 FY2025 Earnings Call
Confident tone
Revenue and financial outperformance
Customer acquisition growth
Resale as a Service (RaaS) open-source strategy
Revenue
$77.66M
▲ 16.4% YoY Diluted EPS
$-0.04
Gross margin
79.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-05
ThredUp Inc. Q1 FY2025 Earnings Call
Confident tone
Financial performance and profitability
Tariffs and de minimis closure as potential tailwind
Active buyer and new customer growth
Revenue
$71.29M
▲ 10.5% YoY Diluted EPS
$-0.04
Gross margin
79.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-14
ThredUp Inc. Q4 FY2024 Earnings Call
Confident tone
Consumer environment and tariffs
Financial outlook and guidance
Customer acquisition and retention
Revenue
$67.27M*
▲ 276.3% YoY Gross margin
80.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
ThredUp Inc. Q3 FY2024 Earnings Call
Positive tone
Profitability and margin expansion
Customer acquisition and retention
U.S. marketplace recovery and growth
Revenue
$61.51M
▼ 25% YoY Diluted EPS
$-0.22
Gross margin
79.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-05
ThredUp Inc. Q2 FY2024 Earnings Call
Cautious tone
Free cash flow and profitability
European business divestiture
U.S. gross profit and margin expansion
Revenue
$66.72M
▼ 19.3% YoY Diluted EPS
$-0.13
Gross margin
78.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
ThredUp Inc. Q1 FY2024 Earnings Call
Positive tone
Profitability and cash flow milestones
Europe consignment transition
Guidance outlook
Revenue
$64.53M
▼ 15% YoY Diluted EPS
$-0.15
Gross margin
80.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-07
ThredUp Inc. Q4 FY2023 Earnings Call
Confident tone
Europe Business Transformation
U.S. Business Performance
Profitability and EBITDA Breakeven
Revenue
$17.88M*
▼ 74.9% YoY Gross margin
195.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-06
ThredUp Inc. Q3 FY2023 Earnings Call
Revenue
$82.05M
▲ 20.8% YoY Diluted EPS
$-0.17
Gross margin
69.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
ThredUp Inc. Q2 FY2023 Earnings Call
Revenue
$82.66M
▲ 8.2% YoY Diluted EPS
$-0.18
Gross margin
67.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
ThredUp Inc. Q1 FY2023 Earnings Call
Revenue
$75.92M
▲ 4.4% YoY Diluted EPS
$-0.19
Gross margin
67.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-06
ThredUp Inc. Q4 FY2022 Earnings Call
Revenue
$71.32M*
▼ 2.1% YoY Gross margin
63.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-14
ThredUp Inc. Q3 FY2022 Earnings Call
Revenue
$67.94M
▲ 7.4% YoY Diluted EPS
$-0.24
Gross margin
65.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-15
ThredUp Inc. Q2 FY2022 Earnings Call
Revenue
$76.42M
▲ 27.5% YoY Diluted EPS
$-0.29
Gross margin
68.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-09
ThredUp Inc. Q1 FY2022 Earnings Call
Revenue
$72.69M
▲ 30.6% YoY Diluted EPS
$-0.21
Gross margin
69.1%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-07
ThredUp Inc. Q4 FY2021 Earnings Call
Revenue
$72.88M*
▲ 67.8% YoY Gross margin
66.1%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-08
ThredUp Inc. Q3 FY2021 Earnings Call
Revenue
$63.27M
▲ 34.8% YoY Diluted EPS
$-0.15
Gross margin
72.8%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-10
ThredUp Inc. Q2 FY2021 Earnings Call
Revenue
$59.96M
▲ 26.7% YoY Diluted EPS
$-0.15
Gross margin
73.6%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-12
ThredUp Inc. Q1 FY2021 Earnings Call
Revenue
$55.68M
▲ 15.2% YoY Diluted EPS
$-0.86
Gross margin
71.3%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–23 of 23 earnings calls
Key facts
CIK
1484778
CUSIP
88556E102
13F (30d)
171 filings
170 filers
Visit website
Investor relations