ThredUpTDUP
TDUP
About: ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app and RaaS partners. Geographically, the majority of the company's revenue is generated from United States.
Employees: 1,630
0
Funds holding %
of 7,428 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
792% more call options, than puts
Call options by funds: $6.89M | Put options by funds: $772K
511% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 9
299% more capital invested
Capital invested by funds: $140M [Q1] → $559M (+$419M) [Q2]
146% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 26
39% more funds holding
Funds holding: 114 [Q1] → 158 (+44) [Q2]
14.69% more ownership
Funds ownership: 62.77% [Q1] → 77.46% (+14.69%) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$12
1%
downside
Avg. target
$12.50
3%
upside
High target
$13
8%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Ike Boruchow | 8%upside $13 | Overweight Maintained | 5 Aug 2025 |
Telsey Advisory Group Dana Telsey | 1%downside $12 | Outperform Maintained | 5 Aug 2025 |
Financial journalist opinion
Based on 6 articles about TDUP published over the past 30 days
Negative
Seeking Alpha
18 hours ago
De Minimis Closure Will Have A Far Reaching Impact On Many Companies
The end of the de minimis rule will sharply disrupt cross-border commerce, raising costs and reducing shipments for many retailers and logistics firms. Etsy and ThredUp could benefit as higher import costs make second-hand and domestic goods more attractive, though profitability remains a concern for ThredUp. Amazon stands to gain competitive ground as rivals like Temu and Shein lose their price advantage, potentially strengthening Amazon's U.S. e-commerce dominance.
Neutral
Business Wire
2 weeks ago
ThredUp Releases Fourth Annual Impact Report
OAKLAND, Calif.--(BUSINESS WIRE)--ThredUp (NASDAQ: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, today released its fourth annual Impact Report. The report provides a comprehensive and transparent look into ThredUp's overall impact, including its environmental, social, and governance (ESG) strategy, detailing the progress made on key initiatives throughout 2024. "What began 16 years ago as a simple belief in a better way to experience fashion.
Positive
Seeking Alpha
2 weeks ago
ThredUp: A Buy On Beat-And-Raise Quarter
I'm raising ThredUp's rating to Buy after its Q2 results surpassed expectations, with its full-year guidance lifted as well. The company's second-quarter EBITDA came in 25% better than the consensus projection, thanks to trade policy tailwinds and increased marketing spend to attract new buyers. TDUP is now anticipating a +15% topline expansion for FY25 as opposed to 10% earlier; this is realistic as cheaper second-hand apparel stays in favor with consumers.
Positive
The Motley Fool
3 weeks ago
ThredUp (TDUP) Q2 Revenue Jumps 16%
ThredUp (TDUP 14.29%), an online secondhand fashion marketplace, released its second quarter 2025 results on August 4, 2025. The company reported GAAP revenue of $77.7 million, surpassing analyst expectations by more than $3.9 million (GAAP).
Neutral
Seeking Alpha
3 weeks ago
ThredUp Inc. (TDUP) Q2 2025 Earnings Call Transcript
ThredUp Inc. (NASDAQ:TDUP ) Q2 2025 Earnings Conference Call August 4, 2025 4:30 PM ET Company Participants Graden Sean Sobers - Chief Financial Officer James G. Reinhart - Co-Founder, CEO & Director Lauren Marie Frasch - Senior Director of Investor Relations & Strategic Finance Conference Call Participants Bernard Jerome McTernan - Needham & Company, LLC, Research Division Dana Lauren Telsey - Telsey Advisory Group LLC Dylan Douglas Carden - William Blair & Company L.L.C.
Neutral
GlobeNewsWire
3 weeks ago
ThredUp Announces Second Quarter 2025 Results
All results reported are for continuing operations, unless otherwise noted. Record quarterly revenue of $77.7 million, representing an increase of 16% year-over-year Quarterly gross margin of 79.5% and an increase in gross profit of 17% year-over-year Active Buyers of 1.47 million, representing growth of 17% year-over-year, with new buyer growth of 74% year-over-year, reflecting ThredUp's best quarter for new buyer acquisition in its history Ended the quarter with cash and cash equivalents, restricted cash, and marketable securities of $56.2 million, up $0.8 million from the previous quarter Issued a revised full year 2025 financial outlook, raising expectations for Revenue and Adjusted EBITDA margin OAKLAND, Calif.
Neutral
GlobeNewsWire
1 month ago
ThredUp to Report Second Quarter 2025 Financial Results on August 4, 2025
OAKLAND, Calif., July 07, 2025 (GLOBE NEWSWIRE) -- ThredUp (NASDAQ: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, announced today that its financial results for the second quarter ended June 30, 2025 will be released on Monday, August 4, 2025 after the close of the U.S. markets. ThredUp will host a conference call and live webcast that day at 1:30 p.m. PT / 4:30 p.m. ET.
Neutral
PRNewsWire
2 months ago
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of ThredUp Inc. (NASDAQ: TDUP)
NEW YORK , June 16, 2025 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating ThredUp Inc. (NASDAQ: TDUP) on behalf of the company's shareholders. The investigation seeks to determine whether ThredUp Inc.'s directors breached their fiduciary duties in connection with recent corporate actions.
Positive
MarketBeat
2 months ago
ThredUp Stock Reverses on AI Buzz, Eyes Double-Digit Gains
ThredUp NASDAQ: TDUP is not a technology company per se, nor an AI-specific play, but it is a poster child representing what AI can do for a business. At face value, the lean into AI, including front- and back-of-house operations, has lifted the stock's price from penny stock territory, gaining roughly 1,000% in less than 12 months, and has it on track to double again in the coming quarters.
Neutral
MarketBeat
3 months ago
5 Small-Cap Stocks to Watch for Big Speculative Gains
Small caps are risky for investors, but can pay richly, which is why investors need exposure. The question is the best approach, which is a cautious one, taking the time to watch and wait for the right stocks and not investing too much into any one.
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