ThredUp Dirección
Dirección controles de criterios 4/4
El CEO de ThredUp es James Reinhart , nombrado en Jan 2009, tiene una permanencia de 17.42 años. compensación anual total es $3.45M, compuesta por 26.5% salario y 73.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 3.72% de las acciones de la empresa, por valor de $33.31M. La antigüedad media del equipo directivo y de la junta directiva es de 6.6 años y 5 años, respectivamente.
Información clave
James Reinhart
Chief Executive Officer (CEO)
US$3.4m
Compensación total
| Porcentaje del salario del CEO | 26.55% |
| Permanencia del CEO | 17.4yrs |
| Participación del CEO | 3.7% |
| Permanencia media de la dirección | 6.6yrs |
| Promedio de permanencia en la Junta Directiva | 5yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 23
TDUP: Execution Improvements And Raised Guidance Will Support Future Upside Potential
Analysts have trimmed their average price target on ThredUp by $2 to reflect updated views on the stock's risk profile and earnings potential, while keeping core valuation assumptions largely unchanged. Analyst Commentary Recent research on ThredUp points to a mixed but measured view, with some analysts focusing on upside from execution and others highlighting risks that could weigh on valuation and growth expectations.Seeking Alpha • Jun 10
ThredUp: Favorable Insights From Recent Conference
Summary I award a 'Buy' rating to ThredUp Inc., considering its profitability improvement potential. TDUP's upscale shift is expected to translate into higher selling prices and an increase in the proportion of wealthier clients. Its utilization of AI for automation should lead to lower expenses, as the need for human intervention in its operations is reduced. Read the full article on Seeking AlphaActualización de narrativa • Jun 06
TDUP: Marketplace Momentum And Margin Execution Will Support Future Upside Potential
Analysts have lowered their average price target for ThredUp by about $2. This change reflects updated assumptions around discount rates, long-term margin potential, and the P/E multiple they are willing to pay for the stock.Actualización de narrativa • May 23
TDUP: Marketplace Momentum And Buyer Trends Will Support Future Margin Expansion
The updated analyst price target for ThredUp edges down from $8.80 to $8.04, as analysts factor in slightly softer assumptions for revenue growth and profit margins while still recognizing ongoing marketplace momentum and recent target changes across the Street. Analyst Commentary Recent research points to a mixed but generally constructive stance on ThredUp, with most firms trimming price targets while still citing company specific drivers that support the updated valuations.Actualización de narrativa • 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.
Nueva narrativa • 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?Actualización de narrativa • 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.
Nueva narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| 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$38m |
Compensación vs. Mercado: La compensación total ($USD3.45M) de James está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD3.61M).
Compensación vs. Ingresos: La compensación de James ha sido consistente con los resultados de la empresa en el último año.
CEO
James Reinhart (47 yo)
17.4yrs
Permanencia
US$3,445,267
Compensación
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...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 17.4yrs | US$3.45m | 3.72% $ 33.3m | |
| Co-Founder & COO | 17.4yrs | US$1.56m | 2.66% $ 23.8m | |
| Chief Financial Officer | 6.7yrs | US$1.24m | 0.46% $ 4.1m | |
| Chief Product & Technology Officer | 2.1yrs | sin datos | sin datos | |
| Senior Director of Investor Relations & Strategic Finance | no data | sin datos | sin datos | |
| Chief Strategy Officer | 9.4yrs | sin datos | 0.25% $ 2.3m | |
| Senior Vice President of Marketing | 2.3yrs | sin datos | sin datos | |
| Chief People & Diversity Officer | no data | sin datos | sin datos | |
| Senior Vice President of Operations | 6.6yrs | sin datos | sin datos | |
| Head of Social Commerce | 1.4yrs | sin datos | sin datos |
6.6yrs
Permanencia media
46yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de TDUP es experimentado (6.6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 17.4yrs | US$3.45m | 3.72% $ 33.3m | |
| Independent Director | 13.8yrs | US$358.89k | 0.47% $ 4.2m | |
| Independent Director | 15.3yrs | US$363.89k | 0.22% $ 2.0m | |
| Independent Chairperson of the Board | 16yrs | US$383.89k | 0.25% $ 2.2m | |
| Independent Director | 4.4yrs | US$358.89k | 0.12% $ 1.1m | |
| Independent Director | less than a year | US$292.12k | 0.059% $ 531.5k | |
| Member of RaaS Advisory Board | less than a year | sin datos | sin datos | |
| Independent Director | 5.5yrs | US$368.89k | 0.18% $ 1.6m | |
| Member of RaaS Advisory Board | less than a year | sin datos | sin datos | |
| Independent Director | 10.8yrs | US$358.89k | 0.32% $ 2.9m | |
| Independent Director | 2yrs | US$333.89k | 0.42% $ 3.8m | |
| Member of RaaS Advisory Board | less than a year | sin datos | sin datos |
5.0yrs
Permanencia media
59yo
Promedio de edad
Junta con experiencia: La junta directiva de TDUP se considera experimentada (5 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/29 06:36 |
| Precio de las acciones al final del día | 2026/06/29 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ThredUp Inc. está cubierta por 16 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brian McNamara | Berenberg |
| Alexandra Kasper Steiger | Goldman Sachs |
| Seth Sigman | Guggenheim Securities, LLC |