TDUP
ThredUp Inc.7.70
-0.27-3.39%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
963.59MP/E (TTM)
-Basic EPS (TTM)
-0.19Dividend Yield
0%Recent Filings
8-K
8-K
10-Q
8-K
ThredUp Q2 revenue surges 16%
ThredUp posted record Q2 revenue of $77.7 million, up 16% year-over-year, fueled by 17% growth in active buyers to 1.47 million and 21% in orders. Gross margin expanded to 79.5%, driving adjusted EBITDA to $3.0 million from $1.5 million last year, while narrowing losses to $5.2 million. AI enhancements boosted new buyer acquisition 74%. The company raised its full-year revenue outlook to $298–$302 million, but economic uncertainty looms.
10-Q
Q2 FY2025 results
ThredUp's revenue climbed 16.4% year over year to $77.7 million in Q2 ended June 30, 2025, fueled by a 20.8% jump in orders to 1.5 million, while gross margin edged up 0.7 points to 79.5% on lower cost of goods. Operating loss narrowed to $5.2 million from $9.6 million a year earlier, thanks to tighter sales, general, and administrative spending, though marketing rose 22.2% to chase growth. Cash from continuing operations hit $6.1 million year to date, lifting cash and equivalents to $41.0 million, with $20.3 million in term debt at 9.71% effective rate and $22.5 million undrawn capacity. The Remix divestiture in November 2024 sharpened focus on core U.S. operations. Non-GAAP Adjusted EBITDA from continuing operations, reconciled in the 10-Q, reached $3.0 million. Yet competition in resale remains fierce.
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