ThredUp: Buy The Dip As Growth Accelerates In A Tough Economy
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.
How tariffs and AI are giving secondhand platforms like ThredUp a boost
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 Transcript
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.
ThredUp Is ‘Cautious' on State of the Consumer
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).
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.
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.
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.
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.
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.
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.
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.
ThredUp Q4 Loss Wider Than Estimates, Active Buyers Decline 6% Y/Y
TDUP's fourth-quarter results reflect higher y/y revenues. The adjusted EBITDA margin increases 330 basis points to 7.4% in the quarter.
