ThredUp Inc.
TDUP
NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $351.0M
$2.72
▲ +1.87%
P/E
-15.23
Mkt Cap
$351.0M
52-Wk Range
$2.48–$11.67
52-Week Range
$2.48 - $11.67
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 75.6% 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
1 risk
- Above-average volatility (beta 2.0).
Growth
Stable outlook
Market Expansion - Secondhand apparel market growing 2-3x faster than traditional retail, with increasing mainstream adoption
Value
Deep value opportunity - significant discount to Specialty Retail peers
Momentum
Falling
-44.8% over 3m
Quality
Excellent
Solid business
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
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 5, 2026
Reported EPS of -$0.05 vs -$0.03 consensus (-68.0% surprise). Revenue of $90.8M vs $90.3M expected (+0.5%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-68.0%
Revenue trend · last 8Q
—
-66%
+10%
+16%
+13%
+188%
+15%
+17%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$73.0M
$27.7M
$71.3M
$77.7M
$82.2M
$79.7M
$81.7M
$90.8M
Margins · last 8Q
Gross
79.9%
Operating
32.1%
Profit
-6.5%
Wall Street consensus
4 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Roth Capital · Aug 6, 2026
vs Industry
How TDUP stacks vs Specialty Retail
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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