ThredUp Inc (TDUP)

Official site

CONSUMER CYCLICAL • INTERNET RETAIL • NASDAQ

$2.20

-0.11 (-4.76%)

Market Cap: $288.93M

Last updated: Oct 16, 2026 at 5:00 PM ET

Earnings

Performance (10Y)

Beat Rate

57%(13/23)

Avg Surprise

+3.66%

Upcoming Estimates

Period ending Sep 30, 2026

EPS Consensus$-0.04

Range$-0.05 - $-0.04

4 analysts

EPS RevisionsNo revisions (7d)No revisions (30d)

EPS Estimate DriftChange to current

90d ago$-0.01-412.0%

60d ago$-0.01-412.0%

30d ago$-0.01-412.0%

7d ago$-0.04+1.8%

Current$-0.04

Revenue Consensus

$88M

Range$88M - $88M

7 analysts

Period ending Dec 31, 2026

EPS Consensus$-0.04

Range$-0.04 - $-0.03

4 analysts

Revenue Consensus

$88M

Range$88M - $90M

7 analysts

Period	Reported	Est.	Range	Surprise	B/M	Analysts	Revisions	YoY
Dec 31, 2026Dec 26EST	-	$-0.04	$-0.04 - $-0.03	-	-	4	-	-
Sep 30, 2026Sep 26EST	-	$-0.04	$-0.05 - $-0.04	-	-	4	No revisions (30d)	-
Jun 30, 2026Jun 26 Reported Aug 5, 2026Reported Aug 5	$-0.05	$-0.03	$-0.03 - $-0.02	-66.67%	Miss	6	1 1 30d	-25.0%
Mar 31, 2026Mar 26 Reported May 4, 2026Reported May 4	$-0.05	$-0.06	$-0.06 - $-0.05	+16.67%	Beat	5	0 1 30d	-25.0%
Dec 31, 2025Dec 25 Reported Mar 2, 2026Reported Mar 2	$-0.04	$-0.04	$-0.04 - $-0.02	-15.26%	Miss	5	1 0 30d	+76.9%
Sep 30, 2025Sep 25 Reported Nov 3, 2025Reported Nov 3	$-0.03	$-0.04	$-0.05 - $-0.03	+25.00%	Beat	4	1 0 30d	+76.9%
Jun 30, 2025Jun 25 Reported Aug 4, 2025Reported Aug 4	$-0.04	$-0.05	$-0.07 - $-0.03	+20.00%	Beat	2	No revisions (30d)	+69.2%
Mar 31, 2025Mar 25 Reported May 5, 2025Reported May 5	$-0.04	$-0.06	$-0.06 - $-0.06	+33.33%	Beat	1	No revisions (30d)	+73.3%
Dec 31, 2024Dec 24 Reported Mar 3, 2025Reported Mar 3	$-0.19	$-0.13	$-0.13 - $-0.13	-45.62%	Miss	0	No revisions (30d)	-35.2%
Sep 30, 2024Sep 24 Reported Nov 4, 2024Reported Nov 4	$-0.13	$-0.15	$-0.15 - $-0.14	+13.33%	Beat	3	No revisions (30d)	+23.5%
Jun 30, 2024Jun 24 Reported Aug 5, 2024Reported Aug 5	$-0.13	$-0.11	$-0.13 - $-0.09	-18.18%	Miss	5	No revisions (30d)	+27.8%
Mar 31, 2024Mar 24 Reported May 6, 2024Reported May 6	$-0.15	$-0.13	$-0.15 - $-0.13	-15.38%	Miss	5	1 0 30d	+21.1%
Dec 31, 2023Dec 23 Reported Mar 4, 2024Reported Mar 4	$-0.14	$-0.13	$-0.14 - $-0.12	-7.69%	Miss	6	No revisions (30d)	+12.5%
Sep 30, 2023Sep 23 Reported Nov 6, 2023Reported Nov 6	$-0.17	$-0.16	$-0.18 - $-0.15	-6.25%	Miss	9	No revisions (30d)	+22.7%
Jun 30, 2023Jun 23 Reported Aug 8, 2023Reported Aug 8	$-0.18	$-0.23	$-0.25 - $-0.22	+21.74%	Beat	9	No revisions (30d)	+33.3%
Mar 31, 2023Mar 23 Reported May 9, 2023Reported May 9	$-0.19	$-0.21	$-0.22 - $-0.17	+9.52%	Beat	10	No revisions (30d)	+5.0%
Dec 31, 2022Dec 22 Reported Mar 6, 2023Reported Mar 6	$-0.16	$-0.20	$-0.21 - $-0.17	+20.00%	Beat	10	1 0 30d	+11.1%
Sep 30, 2022Sep 22 Reported Nov 14, 2022Reported Nov 14	$-0.22	$-0.21	$-0.25 - $-0.18	-4.76%	Miss	10	No revisions (30d)	-57.1%
Jun 30, 2022Jun 22 Reported Aug 15, 2022Reported Aug 15	$-0.27	$-0.22	$-0.22 - $-0.22	-22.73%	Miss	0	No revisions (30d)	-80.0%
Mar 31, 2022Mar 22 Reported May 9, 2022Reported May 9	$-0.20	$-0.20	$-0.21 - $-0.19	+0.00%	Beat	10	0 1 30d	-25.0%
Dec 31, 2021Dec 21 Reported Mar 7, 2022Reported Mar 7	$-0.18	$-0.17	$-0.18 - $-0.13	-5.88%	Miss	10	No revisions (30d)	+2.7%
Sep 30, 2021Sep 21 Reported Nov 8, 2021Reported Nov 8	$-0.14	$-0.15	$-0.17 - $-0.14	+6.67%	Beat	8	No revisions (30d)	-
Jun 30, 2021Jun 21 Reported Aug 10, 2021Reported Aug 10	$-0.15	$-0.15	$-0.18 - $-0.15	+0.00%	Beat	6	3 0 30d	-
Mar 31, 2021Mar 21 Reported May 12, 2021Reported May 12	$-0.16	N/A	-	+60.00%	Beat	5	No revisions (30d)	-
Dec 31, 2020Dec 20 Reported Mar 26, 2021Reported Mar 26	$-0.18	N/A	-	+66.36%	Beat	-	-	-

Key Metrics

Valuation
P/E Ratio	-12.66	EV/EBITDA	N/A
Price/FCF	177.11x	FCF Yield	0.56%
Profitability
Profit Margin	-6.65%	Operating Margin	-6.74%
ROE	-36.80%	ROIC	-19.52%
Financial Health
Debt/Equity	0.74x	Interest Coverage	-12.95x
Current Ratio	0.99x	Quick Ratio	0.99x
Trading Statistics
Beta	2.11	Avg Volume	2.01M
52-Week High	$9.46	52-Week Low	$2.09

Technical Indicators Dashboard

Moving Averages

SMA 10$2.27

SMA 20$2.29

SMA 50$2.67

SMA 200$4.39

EMA 10$2.30

EMA 20$2.36

EMA 50$2.93

EMA 200$4.47

MACD

Line: -0.15Signal: -0.21Hist: 0.06

ADX

ADX: 39.9+DI: 17.6-DI: 30.1

Aroon & PSAR

Aroon UpN/A

Aroon Down64.0

PSAR$2.52

Bollinger Bands

Upper Band$2.54

Lower Band$2.03

%B Position2219%(Upper)

Band Width0.33

RSI (14-Day)

Neutral

37.1

Momentum Oscillators

Stoch %K56.8

Stoch %D73.0

Williams %R-74.5

ROC (10d)3.8%

Momentum0.08

CCI (20d)-51.6

MFI (14d)49.4

Volatility Measures

ATR (14d)$0.15(6.7%)

StdDev (20d)0.13

Hist Vol55.2%(High)

Volume Flow

VWAP$2.20

OBV-398.6K

AD Line24.1M

CMF (20d)0.183

Volume Metrics

Avg Vol (20d)2.0M

Vol Ratio1.1x

VWMA (20d)$2.33

Pivot Points

R3$2.68

R2$2.60

R1$2.46

Pivot Point$2.38

S1$2.23

S2$2.15

S3$2.00

Advanced Oscillators

TSI-27.30

Ultimate Osc55.9

KST-140.97

Financial Data

Quarter	Jun 2026	Mar 2026	Dec 2025	Sep 2025	Jun 2025	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024	Dec 2023	Sep 2023
Total Revenue	$90.77M	$81.67M	$79.70M	$82.16M	$77.66M	$71.29M	$67.27M	$61.51M	$66.72M	$64.53M	$17.88M	$82.05M
Cost of Revenue	$18.24M	$17.01M	$16.27M	$16.95M	$15.92M	$14.92M	$13.17M	$12.76M	$14.16M	$12.82M	$-17,141,000	$25.42M
Gross Profit	$72.52M	$64.66M	$63.43M	$65.21M	$61.74M	$56.37M	$54.10M	$48.75M	$52.56M	$51.71M	$35.02M	$56.63M

Operating Expenses	$78.64M	$71.25M	$70.11M	$69.60M	$66.98M	$61.80M	$62.26M	$59.22M	$62.16M	$64.11M	$30.93M	$74.82M
R&D	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
SG&A	$15.76M	$15.23M	$15.00M	$14.87M	$13.25M	$13.54M	$13.82M	$13.01M	$13.93M	$16.13M	$9.59M	$15.06M
Operating Income	$-6,113,000	$-6,589,000	$-6,679,000	$-4,388,000	$-5,245,000	$-5,434,000	$-8,155,000	$-10,464,000	$-9,605,000	$-12,395,000	$4.09M	$-18,192,000

Interest Income	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
Interest Expense	$299,000	$384,000	$432,000	$477,000	$496,000	$514,000	$567,000	$629,000	$652,000	$677,000	$709,000	$732,000
Income Before Tax	$-5,908,000	$-6,448,000	$-5,570,000	$-4,282,000	$-5,145,000	$-5,158,000	$-8,051,000	$-10,354,000	$-9,386,000	$-12,179,000	$4.27M	$-18,079,000
Income Tax Expense	$27,000	$24,000	$5,000	$-34,000	$31,000	$57,000	$8,000	$4,000	$6,000	$11,000	$-5,000	$3,000

Net Income	$-5,935,000	$-6,472,000	$-5,575,000	$-4,248,000	$-5,176,000	$-5,215,000	$-21,707,000	$-24,771,000	$-13,954,000	$-16,554,000	$-14,613,000	$-18,082,000

EBITDA	$-1,508,000	$-2,758,000	$-1,687,000	$-667,000	$-1,483,000	$-1,475,000	$-1,052,000	$-6,199,000	$-5,112,000	$-7,754,000	$5.33M	$-11,983,000
EBIT	$-5,609,000	$-6,064,000	$-5,138,000	$-3,805,000	$-4,649,000	$-4,644,000	$-7,484,000	$-9,725,000	$-8,734,000	$-11,502,000	$4.98M	$-17,347,000

* Some calculated fields are derived from available data when not provided by source

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News

ThredUp Q3 Results: Sales guidance misses estimates

ThredUp (NASDAQ: TDUP) has projected third-quarter sales of $87 million to $89 million, falling short of the analyst consensus estimate of $92.937 million. This guidance suggests the online secondhand fashion marketplace...

scanx.trade•Oct 7, 2026 8:31 PM ET10/7/26•Bearish

ThredUp Q4 Results: Sales miss estimates with $85-87M guidance

ThredUp (NASDAQ: TDUP) has projected fourth-quarter sales between $85.000 million and $87.000 million, falling short of the analyst consensus estimate of $89.866 million. This guidance indicates a potential revenue...

scanx.trade•Oct 7, 2026 8:31 PM ET10/7/26•Bearish

ThredUp recirculates 90% of inventory in fifth annual impact report

ThredUp released its fifth annual Impact Report, revealing that it recirculated 90% of its 2025 inventory, significantly higher than the 20% typical for traditional charities. The company has processed over 261 million...

scanx.trade•Oct 7, 2026 6:31 PM ET10/7/26•Bullish

ThredUp CFO Sean Sobers sells $115,015 in stock

ThredUp Inc.'s CFO, Sean Sobers, sold 44,559 shares of Class A Common Stock for $115,015 on September 2, 2026, to cover tax obligations from RSU vesting. This sale followed his acquisition of 86,110 shares through RSU...

Investing.com•Sep 3, 2026 5:57 PM ET9/3/26•Neutral

ThredUp CEO James Reinhart sells $441,545 in company stock

ThredUp CEO James Reinhart sold 171,062 shares of company stock worth $441,545 in a "sell to cover" transaction for tax obligations related to RSU vesting. This sale occurred after he acquired 330,649 shares through RSU...

Investing.com•Sep 3, 2026 5:57 PM ET9/3/26•Somewhat-Bearish

TDUP Valuation and Fair Value

P/E: -12.7x
P/FCF: 177.1x
P/B: 4.7x

See GNG's fair value

TDUP Profitability: Margins, ROIC and FCF

Gross margin: 79.5%
Operating margin: -6.7%
Net margin: -6.7%
ROIC: -19.5%
ROE: -36.8%
FCF margin: 0.5%
FCF yield: 0.6%

TDUP Competitors

Company	Ticker
Camping World Holdings Inc	CWH
Marine Products Corporation	MPX
ZKH Group Limited	ZKH
Escalade Incorporated	ESCA
Ranpak Holdings Corp	PACK
Strattec Security Corporation	STRT
Holley Inc	HLLY
Jack in the Box Inc.	JACK

Sector: Consumer Cyclical

TDUP Analyst Ratings

Consensus: Buy
Analysts: 7
Strong Buy: 0
Buy: 6
Hold: 1
Sell: 0
Strong Sell: 0

TDUP Bull Case vs Bear Case

Bull case

TDUP grew quarterly revenue 16.9% year over year.
85.7% of TDUP's analyst ratings are Buy or Strong Buy.

Bear case

TDUP has a -6.7% net profit margin.

TDUP Earnings: Beat Rate and Next Report

Beat rate: 5 of 8 quarters (62.5%)
Average surprise: -2.4%
EPS estimate (fiscal period ending Sep 30, 2026): $-0.04
Estimate revisions (30 days, fiscal period ending Sep 30, 2026): 0 up, 0 down

Frequently Asked Questions About TDUP

Does TDUP pay dividends?

ThredUp Inc (TDUP) does not currently pay a regular dividend.

What is TDUP's market cap?

ThredUp Inc (TDUP) has a market capitalization of $288.93M with a current stock price of $2.20.

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