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 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
600% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 4
94% more capital invested
Capital invested by funds: $72.4M [Q4 2024] → $140M (+$67.7M) [Q1 2025]
25% more funds holding
Funds holding: 91 [Q4 2024] → 114 (+23) [Q1 2025]
21% more call options, than puts
Call options by funds: $1.63M | Put options by funds: $1.35M
1.97% more ownership
Funds ownership: 60.8% [Q4 2024] → 62.77% (+1.97%) [Q1 2025]
3% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 31
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$7
4%
downside
Avg. target
$7.25
1%
downside
High target
$7.50
3%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Ike Boruchow | 3%upside $7.50 | Overweight Maintained | 6 May 2025 |
Telsey Advisory Group Dana Telsey | 4%downside $7 | Outperform Maintained | 6 May 2025 |
Financial journalist opinion
Based on 3 articles about TDUP published over the past 30 days
Positive
MarketBeat
2 weeks 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 weeks 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.
Neutral
GlobeNewsWire
3 weeks ago
ThredUp to Participate in TD Cowen and William Blair Investor Conferences
OAKLAND, Calif., May 20, 2025 (GLOBE NEWSWIRE) -- ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, announced today that CEO and co-founder James Reinhart and CFO Sean Sobers will participate in the following investor conferences:
Positive
Benzinga
1 month ago
ThredUp Shares Jump 32% On Record Customer Growth, Upbeat Forecast; Analyst Sees More Upside
ThredUp Inc. TDUP reported a good first-quarter beat and raised its full-year guidance, driven by record new buyer growth, according to Telsey Advisory Group.
Neutral
Seeking Alpha
1 month ago
ThredUp Inc. (TDUP) Q1 2025 Earnings Call Transcript
ThredUp Inc. (NASDAQ:TDUP ) Q1 2025 Earnings Conference Call May 5, 2025 4:30 PM ET Company Participants Lauren Frasch - Senior Director, Investor Relation & Strategic Finance James Reinhart - Co-Founder & Chief Executive Officer Sean Sobers - Chief Financial Officer Conference Call Participants Ike Boruchow - Wells Fargo Dana Telsey - Telsey Group Dylan Carden - William Blair Bernie McTernan - Needham & Company Kunal Madhukar - Water Tower Research Operator Good afternoon, ladies and gentlemen, and welcome to the ThredUp First Quarter 2025 Earnings Conference Call. At this time, all lines are in a listen-only mode.
Positive
PYMNTS
1 month ago
ThredUP Surges as CEO Sees Tariffs Tilting Shoppers to Resale
Online resale marketplace ThredUP delivered better-than-expected first-quarter earnings Monday (May 5), reinforcing shoppers' growing taste for secondhand clothing. And in a theme not sounded very often during this earnings season, CEO James Reinhart says the Trump administration's proposed tariffs on Chinese imports could sharpen that advantage by making new clothes more expensive.
Neutral
GlobeNewsWire
1 month ago
ThredUp Announces First Quarter 2025 Results
All results reported are for continuing operations, unless otherwise noted. Record quarterly revenue of $71.3 million, representing an increase of 10% year-over-year Quarterly gross margin of 79.1% and an increase in gross profit of 9% year-over-year Active Buyers of 1.37 million, representing growth of 6% year-over-year, with new buyer growth of 95% year-over-year, reflecting ThredUp's best quarter for new buyer acquisition in its history Ended the quarter with cash, restricted cash, and investments of $55.4 million, up $2.6 million dollars from the previous quarter Issued a revised full year 2025 financial outlook, raising expectations for Revenue and Adjusted EBITDA margin OAKLAND, Calif.
Negative
Benzinga
1 month ago
Top 2 Consumer Stocks That May Implode In May
As of May 5, 2025, two stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Positive
Seeking Alpha
1 month ago
The Optimist Fund Q1 2025 Leaders And Laggards
ThredUp shows strong revenue growth and margin expansion, with conservative 2025 guidance positioning it for future outperformance and broader investor attention. Carvana's Q4 highlights include a 50% increase in retail car sales and record profitability, signaling long-term upside despite a leveraged balance sheet. Uber's record quarter with 18% gross bookings growth and strong free cash flow, bolstered by demand and autonomous vehicle prospects, supports a positive investment thesis.
Positive
PYMNTS
1 month ago
ThredUp Stock Climbs Thanks to Tariff Immunity
Secondhand clothing retailer ThredUp saw its stock climb Monday (April 28) ahead of its next earnings report. As Seeking Alpha reports, analysts note that the consignment company ended the last quarter on a high note, while facing less exposure to tariffs.
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