TDUP · ThredUp Inc.
$2.14
-0.04 (-1.61%)
At close · Oct 5
Return incl. dividend (before tax)
Market Cap
$295.50M
Shares
131.33M
Volume · Oct 5
464.53K
Avg daily vol (3M)
2.4M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$2.17
Open$2.16
Day$2.13–2.23
52W close$2.12–9.43
Avg vol 30d2.1M
Short int21.3M · 16.2% float · 10.2d
Short vol61%
Last earningsAug 5, 2026
DataMar 2021–Oct 2026
Filing10-Q · Aug 5
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 4 wks
filed Aug 5, 2026
call held 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)
-76.3%
Trailing year
Short interest
16.2%
Latest settlement · 10.2 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
Neutral
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Excellent
Quant / Vol
Very High
Market backdrop
VIX 15.3 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−53%
below
Price vs 50-day avg
−33%
below
RSI (14)
29
oversold
MACD trend
Positive
52-week position
1%
near low
Volume (OBV)
Bullish div.
accumulating
Momentum
relative strength
1-month return
−19%
trailing
6-month return
−45%
trailing
YTD return
−66%
this year
Relative strength
−57%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $3 › 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
Rising
16.18% of float · ▲ +13.8% MoM · 10.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
182 holders — mid 3-yr range
Squeeze score
65
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
−78%
past year
ATR
6.8%
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
Guided vs delivered
· last 8 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
second quarter 2024
guided $81M – $83M
$66.72M
Miss −18.6%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−53%
Bearish
Price vs 50-day avg
−33%
Bearish
RSI (14)
29
Neutral
MACD trend
Positive
Bullish
52-week position
1%
Bearish
Volume (OBV)
Bullish div.
Bullish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $3 › 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
Rising
16.18% of float · ▲ +13.8% MoM · 10.2 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 $2
Now $2 · 1%
Range high $9
vs 200-day avg -53%
vs 50-day avg -33%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active Buyers | 1.8M | the second quarter of 2026 filing | — |
| Non-GAAP Adjusted EBITDA non-GAAP | $4.8M | the second quarter of 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net loss -5.94M
+5.93M Stock-based compensation expense
+4.1M Depreciation and amortization
+299K Interest expense
+27K Provision for income taxes
+362K Severance and other reorganization costs
+0K Gains related to non-marketable equity investments
= Non-GAAP Adjusted EBITDA 4.78M
|
|||
| Orders | 1.9M | the second quarter of 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TDUP
this stock
ThredUp Inc.
|
$295.50M | -66.0% | +19.5% | — | 16.2% |
|
AMZN
Amazon Com Inc
|
$2.66T | +9.0% | +12.4% | 19.8 | 0.8% |
|
BABA
Alibaba Group Holding Ltd
|
$267.88B | -27.8% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$110.41B | -33.5% | +14.5% | — | 2.0% |
|
MELI
Mercadolibre Inc
|
$88.85B | -15.8% | +39.1% | 47.7 | 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 | -3.6% | -18.7% | -44.9% | +2.4% | -66.0% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -3.3% | -18.3% | -57.1% | +1.4% | -78.9% |