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ThredUp Inc.
TDUP
NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $891.7M
$7.03
▲ +1.74%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$3.08 - $12.28
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 8.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Market Leadership - Largest online consignment platform in North America with established brand recognition and network effects
- Technology & Curation - Proprietary technology for authentication, pricing algorithms, and personalized recommendations that enhance user experience
- Integrated Ecosystem - Unique combination of consignment, marketplace, and wholesale services creates multiple revenue streams and customer touchpoints
- Sustainability Positioning - Strong alignment with ESG trends and conscious consumer movement provides brand differentiation and customer loyalty
Bear Case
2 risks
- High volatility (beta 2.1). Larger-than-normal price swings expected.
- Growth premium of 0.0x vs Specialty Retail peers. Reasonable for this growth rate.
Growth
Stable outlook
Market Expansion - Secondhand apparel market growing 2-3x faster than traditional retail, with increasing mainstream adoption
Value
Growth premium of 0.0x vs Specialty Retail peers. Reasonable for this growth rate.
Momentum
Hot
+105.7% over 3m
Quality
Excellent
High-growth business (35% revenue growth, 80% gross margin). Pre-profit but investing in growth.
Dividend
None
No dividend
Smart-money signal
Who's buying TDUP right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Aug 3, 2026
MAY 4, 2026
Reported EPS of -$0.05 vs -$0.05 consensus (0.0% surprise). Revenue of $81.7M vs $80.2M expected (+1.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
0.0%
Next: Aug 3, 2026
Revenue trend · last 8Q
—
—
-66%
+10%
+16%
+13%
+188%
+15%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$66.7M
$73.0M
$27.7M
$71.3M
$77.7M
$82.2M
$79.7M
$81.7M
Margins · last 8Q
Gross
—
Operating
—
Profit
-7.9%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Telsey Advisory Group · May 5, 2026