ThredUp

TDUP

Market cap $481M

ThredUp beat timeline estimates, but investors seemed unimpressed with its continuing losses. Growth is expected to slow next year.

ThredUp Inc. (TDUP) Q4 2025 Earnings Call Transcript

All results reported are for continuing operations, unless otherwise noted. Quarterly revenue of $79.7 million, representing an increase of 18% year-over-year Quarterly gross margin of 79.6% and an increase in gross profit of 17% year-over-year Record Active Buyers of 1.65 million, representing an increase of 30% year-over-year Ended the quarter with cash and cash equivalents, restricted cash, and marketable securities of $53.1 million, achieving positive annual total cash flows of $3.1 million for the first time in company history OAKLAND, Calif.

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The Optimist Fund Q4 2025 Portfolio Review

The most oversold stocks in the consumer discretionary sector presents an opportunity to buy into undervalued companies.

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With Thanksgiving just hours away, investors are bracing for the most pivotal stretch of the retail calendar, as Black Friday launches a high-stakes holiday season shaped by shifting consumer behavior, sticky inflation and growing divides in household spending — factors likely to separate retail stock winners from losers.

ThredUp presents a compelling buying opportunity after a ~30% correction, despite strong year-to-date gains and accelerating order growth. TDUP's capital-light, high-margin marketplace model and exposure to the growing $49 billion resale market support its long-term bull case. Recent results show ThredUp outperforming a struggling retail sector, with management raising revenue guidance and demonstrating countercyclical appeal.

OAKLAND, Calif.--(BUSINESS WIRE)--ThredUp (NASDAQ: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, today announced the appointment of Kelly Bodnar Battles to its Board of Directors, with the appointment becoming effective on December 1, 2025. Upon the effective date, Battles will assume the role of Audit Committee Chair. This appointment reinforces ThredUp's continued commitment to strengthening its financial governance as the company accelerat.