ThredUp Management
Management Kriterienprüfungen 4/4
ThredUp CEO ist James Reinhart , ernannt in Jan 2009, hat eine Amtszeit von 17.33 Jahren. Die jährliche Gesamtvergütung beträgt $3.45M , bestehend aus 26.5% Gehalt und 73.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 3.6% der Aktien des Unternehmens, im Wert von $19.07M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 6.5 Jahre bzw. 4.9 Jahre.
Wichtige Informationen
James Reinhart
Geschäftsführender
US$3.4m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 26.55% |
| Amtszeit als Geschäftsführer | 17.3yrs |
| Eigentum des Geschäftsführers | 3.6% |
| Durchschnittliche Amtszeit des Managements | 6.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 4.9yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 01
TDUP: Marketplace Momentum And Buyer Trends Will Support Higher Margins
Analysts have slightly raised the blended price target for ThredUp by about $0.10, citing continued marketplace momentum, resilient buyer trends, and an outlook that still supports higher margins despite lower peer multiples and a tougher consumer backdrop. Analyst Commentary Recent Street research on ThredUp reflects a generally constructive stance on the business, even as price targets are adjusted downward to reflect lower marketplace multiples and a tougher consumer backdrop.
Neues Narrativ • Apr 23
Resale And AI Adoption Will Support Long Term Secondhand Fashion Demand
Catalysts About ThredUp ThredUp operates a managed online marketplace for secondhand fashion focused on consignment and U.S. sourced supply. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Apr 17
TDUP: Marketplace Momentum And Buyer Trends Will Drive Long Term Upside
Analysts have lowered the average price target on ThredUp to about $8.70 from roughly $9.63, citing reduced marketplace multiples while research continues to highlight buyer momentum, the company’s resale market positioning, and ongoing benefits from prior investments and rebranding. Analyst Commentary Recent research points to a mixed setup for ThredUp, where analysts are balancing confidence in execution and growth drivers with more conservative valuation assumptions.
Neues Narrativ • Apr 07
Weak Consumer And Margin Pressures Will Challenge Resale Shift Yet Ultimately Support Long Term Upside
Catalysts About ThredUp ThredUp operates a managed online marketplace for secondhand fashion, connecting buyers and sellers of used apparel and accessories in the U.S. What are the underlying business or industry changes driving this perspective? Although consumer interest in value and more sustainable shopping habits is helping ThredUp attract a record 1.7 million active buyers and drive 20% annual revenue of US$310.8 million, weaker discretionary wallets and an affordability squeeze on core expenses could limit how much of the apparel spend pool actually shifts onto the platform.Narrativ-Update • Apr 02
TDUP: Marketplace Momentum And Buyer Trends Will Support Long Term Upside
Analysts have adjusted ThredUp's average price target to a range centered around $9 to $10, reflecting lower marketplace multiples. They also highlight solid Q4 execution, ongoing buyer momentum, and a constructive long-term view on the resale model.Seeking Alpha • Mar 27
ThredUp: Strong Thrifting Demand Underlies Falling Valuation
Summary 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's enterprise value stands at $402 million, with a solid cash position and manageable debt, underpinning its financial stability. Read the full article on Seeking AlphaNarrativ-Update • Mar 19
TDUP: Marketplace Momentum And New Supply Channels Will Support Long Term Upside
Narrative Update on ThredUp Analysts have trimmed ThredUp's blended price target to about $9.63, reflecting lower P/E multiples across resale marketplace peers, even as they highlight strong recent results, sustained growth drivers, and the long term potential in the resale market. Analyst Commentary Recent research on ThredUp reflects a mixed backdrop where trimmed price targets sit alongside broadly positive views on execution, growth drivers, and the resale opportunity.Narrativ-Update • Mar 05
TDUP: Marketplace Momentum And Margin Progress Will Support Long Term Upside
The analyst price target for ThredUp has been revised from $13.00 to $9.63, as analysts reset multiples and temper fair value assumptions, while still pointing to ongoing marketplace momentum, buyer growth and margin progress as key supports for the long term story. Analyst Commentary Bullish Takeaways Bullish analysts point to a strong finish to FY25 and Q4, with high teens growth and a 2026 outlook they view as healthy enough, which they see as reinforcing the thesis that ThredUp's core marketplace continues to gain traction.Analyseartikel • Feb 05
ThredUp Inc.'s (NASDAQ:TDUP) Share Price Is Still Matching Investor Opinion Despite 26% Slump
Unfortunately for some shareholders, the ThredUp Inc. ( NASDAQ:TDUP ) share price has dived 26% in the last thirty...Analyseartikel • Jan 09
Is ThredUp (NASDAQ:TDUP) Weighed On By Its Debt Load?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrativ-Update • Sep 04
Tariffs And Sustainability Trends Will Empower Secondhand Fashion Markets
Analysts remain bullish on ThredUp’s long-term growth potential, citing strong fundamentals, favorable industry trends, and recent share momentum, while the consensus analyst price target is unchanged at $13.00. Analyst Commentary Bullish analysts cite ThredUp's strong positioning to capitalize on secular tailwinds within the resale market.Analyseartikel • Aug 06
Investors Appear Satisfied With ThredUp Inc.'s (NASDAQ:TDUP) Prospects As Shares Rocket 28%
NasdaqGS:TDUP 1 Year Share Price vs Fair Value Explore ThredUp's Fair Values from the Community and select yours...Analyseartikel • Jul 28
Is ThredUp (NASDAQ:TDUP) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Jun 12
ThredUp Inc.'s (NASDAQ:TDUP) 26% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, ThredUp Inc. ( NASDAQ:TDUP ) shares have been powering on, with a gain of 26% in the...Analyseartikel • May 14
We Think The Compensation For ThredUp Inc.'s (NASDAQ:TDUP) CEO Looks About Right
Key Insights ThredUp to hold its Annual General Meeting on 21st of May Salary of US$980.0k is part of CEO James...Analyseartikel • Apr 11
Subdued Growth No Barrier To ThredUp Inc. (NASDAQ:TDUP) With Shares Advancing 43%
ThredUp Inc. ( NASDAQ:TDUP ) shares have continued their recent momentum with a 43% gain in the last month alone. The...
Neues Narrativ • Apr 01
Generative AI And Marketing Will Reshape Secondhand Apparel Sector
Investment in generative AI for enhanced shopping experience is expected to increase conversion rates and drive revenue growth.Analyseartikel • Apr 01
Is ThredUp (NASDAQ:TDUP) Weighed On By Its Debt Load?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Jan 31
ThredUp: A Compelling Asymmetric Investment Opportunity
Summary ThredUp, a leading U.S. second-hand marketplace, is poised for significant free cash flow growth over the next five years despite past challenges. The company's unique full-service model and strategic shift towards profitability create a strong competitive moat and compelling investment opportunity. ThredUp's recent Q4 preannouncement exceeded expectations, showing 9% revenue growth and 6.5% adjusted EBITDA margins, indicating a critical inflection point. With high-teens revenue growth and 25-30% incremental EBITDA margins expected, ThredUp's stock offers potential returns of over 700% by 2030. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
ThredUp: The Management Is Locked In, Just Need To Prove It Now
Summary ThredUp's recent stock surge is driven by exiting the European market and refocusing on the US, despite ongoing operational inefficiencies and high expenses. The company has high gross margins but remains unprofitable due to excessive operating expenses, with a concerning financial performance in recent quarters. ThredUp's strong cash position provides a cushion, but profitability hinges on management's ability to optimize marketing and operational strategies. While the thrift market has potential, I am cautious and rate TDUP stock as a “hold” until management demonstrates a clear path to profitability. Read the full article on Seeking AlphaAnalyseartikel • Jan 10
Risks Still Elevated At These Prices As ThredUp Inc. (NASDAQ:TDUP) Shares Dive 26%
ThredUp Inc. ( NASDAQ:TDUP ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...Analyseartikel • Nov 02
Risks Still Elevated At These Prices As ThredUp Inc. (NASDAQ:TDUP) Shares Dive 30%
Unfortunately for some shareholders, the ThredUp Inc. ( NASDAQ:TDUP ) share price has dived 30% in the last thirty...Analyseartikel • Aug 08
ThredUp Inc.'s (NASDAQ:TDUP) 63% Share Price Plunge Could Signal Some Risk
ThredUp Inc. ( NASDAQ:TDUP ) shareholders that were waiting for something to happen have been dealt a blow with a 63...Seeking Alpha • Aug 07
ThredUp: Results Miss And Europe Exit Draw Attention (Rating Downgrade)
Summary TDUP's Q2 2024 revenue, EBITDA loss, and net loss were worse than what the market had expected. ThredUp's decision to part ways with its European business operations will improve its financial profile and throw up potential value-accretive capital allocation opportunities. I have lowered my rating for TDUP to a Hold; this is fair, taking into account both the company's negative results and positive business restructuring moves. Read the full article on Seeking AlphaAnalyseartikel • Jul 18
Is ThredUp (NASDAQ:TDUP) Using Debt Sensibly?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • May 28
ThredUp Inc. (NASDAQ:TDUP) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable
ThredUp Inc. ( NASDAQ:TDUP ) shareholders would be excited to see that the share price has had a great month, posting a...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$21m |
| Dec 31 2025 | US$3m | US$915k | -US$20m |
| Sep 30 2025 | n/a | n/a | -US$23m |
| Jun 30 2025 | n/a | n/a | -US$29m |
| Mar 31 2025 | n/a | n/a | -US$33m |
| Dec 31 2024 | US$5m | US$980k | -US$40m |
| Sep 30 2024 | n/a | n/a | -US$28m |
| Jun 30 2024 | n/a | n/a | -US$35m |
| Mar 31 2024 | n/a | n/a | -US$45m |
| Dec 31 2023 | US$3m | US$980k | -US$52m |
| Sep 30 2023 | n/a | n/a | -US$76m |
| Jun 30 2023 | n/a | n/a | -US$82m |
| Mar 31 2023 | n/a | n/a | -US$91m |
| Dec 31 2022 | US$8m | US$425k | -US$92m |
| Sep 30 2022 | n/a | n/a | -US$91m |
| Jun 30 2022 | n/a | n/a | -US$82m |
| Mar 31 2022 | n/a | n/a | -US$68m |
| Dec 31 2021 | US$655k | US$330k | -US$63m |
| Sep 30 2021 | n/a | n/a | -US$62m |
| Jun 30 2021 | n/a | n/a | -US$59m |
| Mar 31 2021 | n/a | n/a | -US$51m |
| Dec 31 2020 | US$3m | US$283k | -US$48m |
| Dec 31 2019 | US$4m | US$330k | -US$38m |
Vergütung im Vergleich zum Markt: JamesDie Gesamtvergütung ($USD3.45M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD2.65M).
Entschädigung vs. Einkommen: JamesDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
James Reinhart (46 yo)
17.3yrs
Amtszeit
US$3,445,267
Vergütung
Mr. James G. Reinhart Co-founded ThredUP Inc. in 2009 and has been its Chief Executive Officer, Director since January 2009. Mr. Reinhart served as the Chief Knitwit at thredUP Inc. He is a serial entrepre...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 17.3yrs | US$3.45m | 3.6% $ 19.1m | |
| Co-Founder & COO | 17.3yrs | US$1.56m | 2.61% $ 13.8m | |
| Chief Financial Officer | 6.6yrs | US$1.24m | 0.43% $ 2.3m | |
| Chief Product & Technology Officer | 2yrs | keine Daten | keine Daten | |
| Senior Director of Investor Relations & Strategic Finance | no data | keine Daten | keine Daten | |
| Chief Strategy Officer | 9.3yrs | keine Daten | 0.25% $ 1.3m | |
| Senior Vice President of Marketing | 2.2yrs | keine Daten | keine Daten | |
| Chief People & Diversity Officer | no data | keine Daten | keine Daten | |
| Senior Vice President of Operations | 6.5yrs | keine Daten | keine Daten | |
| Head of Social Commerce | 1.3yrs | keine Daten | keine Daten |
6.5yrs
Durchschnittliche Betriebszugehörigkeit
45yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von TDUP ist erfahren und erfahren (durchschnittliche Amtszeit von 6.5 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 17.3yrs | US$3.45m | 3.6% $ 19.1m | |
| Independent Director | 13.7yrs | US$358.89k | 0.47% $ 2.5m | |
| Independent Director | 15.2yrs | US$363.89k | 0.18% $ 956.5k | |
| Independent Chairperson of the Board | 15.9yrs | US$383.89k | 0.21% $ 1.1m | |
| Independent Director | 4.3yrs | US$358.89k | 0.085% $ 451.3k | |
| Independent Director | less than a year | US$292.12k | keine Daten | |
| Member of RaaS Advisory Board | no data | keine Daten | keine Daten | |
| Independent Director | 5.4yrs | US$368.89k | 0.18% $ 936.8k | |
| Member of RaaS Advisory Board | no data | keine Daten | keine Daten | |
| Independent Director | 10.8yrs | US$358.89k | 0.29% $ 1.5m | |
| Independent Director | 1.9yrs | US$333.89k | 0.39% $ 2.1m | |
| Member of RaaS Advisory Board | no data | keine Daten | keine Daten |
4.9yrs
Durchschnittliche Betriebszugehörigkeit
58yo
Durchschnittliches Alter
Erfahrener Vorstand: TDUPDie Vorstandsmitglieder gelten als erfahren (4.9 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/17 23:28 |
| Aktienkurs zum Tagesende | 2026/05/15 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
ThredUp Inc. wird von 16 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Brian McNamara | Berenberg |
| Alexandra Kasper Steiger | Goldman Sachs |
| Seth Sigman | Guggenheim Securities, LLC |