ThredUp

TDUP

Market cap $711M

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

Many investors have profited from the artificial intelligence (AI) trade in 2025. But there have been several up-and-coming stocks in other sectors that have posted impressive gains this year.

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.

Tariffs are driving shoppers to resale platforms in the U.S., and companies like ThredUp are cashing in.

ThredUp Inc. ( TDUP ) Q3 2025 Earnings Call November 3, 2025 4:30 PM EST Company Participants Lauren Frasch - Senior Director of Investor Relations & Strategic Finance James Reinhart - Co-Founder, CEO & Director Sean Sobers - Chief Financial Officer Conference Call Participants Irwin Boruchow - Wells Fargo Securities, LLC, Research Division Bernard McTernan - Needham & Company, LLC, Research Division Robert Brooks - Northland Capital Markets, Research Division Dylan Carden - William Blair & Company L.L.C., Research Division Dana Telsey - Telsey Advisory Group LLC Matt Koranda - ROTH Capital Partners, LLC, Research Division Oliver Chen - Cowen Inc. Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the ThredUp's Q3 2025 Earnings Conference Call.

The resale platform ThredUp reported its strongest year-over-year growth in nearly four years, buoyed by record new customer acquisition and higher engagement from existing buyers. But consumers are cautious moving into the holidays, according to commentary on the conference call after the market closed on Monday (Nov. 3).

All results reported are for continuing operations, unless otherwise noted. Record quarterly revenue of $82.2 million, representing an increase of 34% year-over-year Quarterly gross margin of 79.4% and an increase in gross profit of 34% year-over-year Active Buyers of 1.57 million, representing growth of 26% year-over-year, with new buyer growth of 54% 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 $56.1 million, substantially consistent with the $56.2 million reported last quarter Issued a revised fourth quarter and full year 2025 financial outlook, raising revenue expectations OAKLAND, Calif.

Wayfair delivered one of its strongest quarters in recent years. ThredUp remains our largest investment. Carvana estimates its U.S. market share is still only about 1.5%.