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ThredUp Inc. Stock Price

NasdaqGS:TDUP Community·US$350.7m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author
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TDUP Share Price Performance

US$2.70
-8.10 (-75.00%)
​
US$8.04
Fair Value
US$2.70
-8.10 (-75.00%)
66.4% undervalued intrinsic discount
US$8.04
Fair Value
Price US$2.70
AnalystConsensusTarget US$8.04
AnalystLowTarget US$5.70
AnalystHighTarget US$10.00

TDUP Community Narratives

Fair Value
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Fair Value US$8.04 66.4% undervalued intrinsic discount

Tariffs And Sustainability Trends Will Empower Secondhand Fashion Markets

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Fair Value
·
Fair Value US$5.7 52.6% undervalued intrinsic discount

Weak Consumer And Margin Pressures Will Challenge Resale Shift Yet Ultimately Support Long Term Upside

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Fair Value
·
Fair Value US$10 73.0% undervalued intrinsic discount

Resale And AI Adoption Will Support Long Term Secondhand Fashion Demand

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TDUP logo
ThredUp
66.4% undervalued intrinsic discount

Tariffs And Sustainability Trends Will Empower Secondhand Fashion Markets

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Updated 23 Jun
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TDUP logo
ThredUp
52.6% undervalued intrinsic discount

Weak Consumer And Margin Pressures Will Challenge Resale Shift Yet Ultimately Support Long Term Upside

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Updated 7 Jul
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TDUP logo
ThredUp
73.0% undervalued intrinsic discount

Resale And AI Adoption Will Support Long Term Secondhand Fashion Demand

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Published 23 Apr
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Updated Narratives

TDUP logo

TDUP: Higher Future P/E Expectations Will Likely Expose Profitability Weakness

Fair Value: US$5.7 52.6% undervalued intrinsic discount
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TDUP: Execution Improvements And Raised Guidance Will Support Future Upside Potential

Fair Value: US$8.04 66.4% undervalued intrinsic discount
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Resale And AI Adoption Will Support Long Term Secondhand Fashion Demand

Fair Value: US$10 73.0% undervalued intrinsic discount
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Snowflake Analysis

Adequate balance sheet and slightly overvalued.

2 Risks
2 Rewards
View Full Analysis

ThredUp Inc. Key Details

US$334.3m

Revenue

US$68.5m

Cost of Revenue

US$265.8m

Gross Profit

US$288.1m

Other Expenses

-US$22.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.17
79.52%
-6.65%
29.2%
View Full Analysis

About TDUP

Founded
2009
Employees
2132
CEO
James Reinhart
WebsiteView website
www.thredup.com

ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States. The company’s platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California.

Recent TDUP News & Updates

Seeking Alpha • Aug 07

ThredUp Collapses On Q2 Report, Shares Have Further To Fall

Summary ThredUp Inc. (TDUP) receives a 'sell' rating following a significant Q2 earnings miss and weak forward guidance. TDUP's net loss exceeded expectations by 40%, triggering a near 50% stock price collapse and raising concerns about profitability timelines. Management cut full-year revenue guidance by 2.1%, citing softness among sub-$60k income consumers—a segment which is still material to results. Despite healthy liquidity, TDUP remains expensive at 2.28x fwd EV/Sales; further downside is likely unless future quarters deliver clear beats. Read the full article on Seeking Alpha

Recent updates

No updates

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