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.
ThredUp Inc. (TDUP) Q4 2024 Earnings Call Transcript
ThredUp Inc. (NASDAQ:TDUP ) Q4 2024 Earnings Conference Call March 3, 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 Dylan Carden - William Blair Bernie McTernan - Needham & Company Kunal Madhukar - Water Tower Research Operator Good afternoon, ladies and gentlemen and welcome to the ThredUp Q4 2024 Earnings Conference Call. At this time, all lines are in a listen-only mode.
Is ThredUp (TDUP) Stock Outpacing Its Consumer Staples Peers This Year?
Here is how ThredUp (TDUP) and Turning Point Brands (TPB) have performed compared to their sector so far this year.
Fast-paced Momentum Stock ThredUp (TDUP) Is Still Trading at a Bargain
ThredUp (TDUP) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
ThredUp (TDUP) Is Up 0.92% in One Week: What You Should Know
Does ThredUp (TDUP) have what it takes to be a top stock pick for momentum investors? Let's find out.
Why Fast-paced Mover ThredUp (TDUP) Is a Great Choice for Value Investors
ThredUp (TDUP) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
Is ThredUp Stock a Buy Post the Outcome of Q4 Preliminary Results?
As TDUP harnesses AI tools, enhances customer retention and boosts operational efficiency, it is set to capitalize on the growing demand for sustainable fashion.
