ThredUp

TDUP

Market cap $575M

Tom Yeung here, with your Sunday Digest.  All top investors rely on signals to know when to buy and sell.

OAKLAND, Calif., April 06, 2026 (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 first quarter ended March 31, 2026 will be released on Monday, May 4, 2026 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.

OAKLAND, Calif.--(BUSINESS WIRE)--ThredUp (Nasdaq: TDUP, LTSE: TDUP) today released its 14th annual Resale Report. Conducted by GlobalData, the study reveals a global secondhand market that has become a $393 billion powerhouse, representing roughly 10% of total apparel spend. “Resale is no longer just growing, it's taking direct market share,” said James Reinhart, ThredUp Cofounder and CEO. “In 2025, the U.S. secondhand market grew nearly 4X faster than the broader retail clothing market. The n.

ThredUp has lost over 40% YTD, presenting a potential value opportunity after a sharp growth-stock selloff. I'm reiterating my 'Buy' rating, as TDUP's adjusted EBITDA multiples now appear more reasonable amid moderating growth rates. Despite near-term EBITDA margin setbacks, the company remains on track for long-term adjusted EBITDA expansion, supporting the current valuation.

TDUP posts Q4 revenue growth of 18.5%, active buyers hit a record 1.65M and full-year free cash flow turns positive.

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.

At a time when many investors are rotating out of speculative penny stocks, others continue to embrace the risk-reward dynamic. Stocks that trade for under $5 carry a certain amount of risk.

The Optimist Fund Q4 2025 Portfolio Review