ThredUp (TDUP) Panoramica del titolo
ThredUp Inc. gestisce, insieme alle sue controllate, una piattaforma di rivendita online negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per TDUP dai nostri controlli di rischio.
TDUP Community Fair Values
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Analyst Price Targets
Concorrenti di ThredUp Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$6.01 |
| Massimo di 52 settimane | US$12.28 |
| Minimo di 52 settimane | US$3.08 |
| Beta | 2.06 |
| Variazione di 1 mese | 40.09% |
| Variazione a 3 mesi | 84.36% |
| Variazione di 1 anno | -30.84% |
| Variazione a 3 anni | 142.34% |
| Variazione a 5 anni | -77.77% |
| Variazione dall'IPO | -69.95% |
Notizie e aggiornamenti recenti
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 Alpha
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Recent updates
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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Rendimenti per gli azionisti
| TDUP | US Specialty Retail | US Mercato | |
|---|---|---|---|
| 7D | 19.0% | -0.4% | 2.0% |
| 1Y | -30.8% | 6.7% | 23.3% |
Ritorno vs Industria: TDUP ha avuto una performance inferiore rispetto al US Specialty Retail che ha registrato un rendimento 6.7 % nell'ultimo anno.
Rendimento vs Mercato: TDUP ha avuto una performance inferiore al mercato US che ha registrato un rendimento 23.3 % nell'ultimo anno.
Volatilità dei prezzi
| TDUP volatility | |
|---|---|
| TDUP Average Weekly Movement | 9.1% |
| Specialty Retail Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: TDUP non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di TDUP è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2009 | 2,132 | James Reinhart | www.thredup.com |
ThredUp Inc. gestisce, insieme alle sue controllate, una piattaforma di rivendita online negli Stati Uniti. La piattaforma dell'azienda consente ai consumatori di acquistare e vendere principalmente abbigliamento, scarpe e accessori di seconda mano. ThredUp Inc. è stata costituita nel 2009 e ha sede a Oakland, in California.
ThredUp Inc. Riepilogo dei fondamenti
| TDUP statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$775.54m |
| Utili (TTM) | -US$21.47m |
| Ricavi(TTM) | US$321.19m |
2.4x
Rapporto P/S-36.1x
Rapporto P/ETDUP è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TDUP Conto economico (TTM) | |
|---|---|
| Ricavi | US$321.19m |
| Costo del fatturato | US$66.15m |
| Profitto lordo | US$255.04m |
| Altre spese | US$276.51m |
| Utili | -US$21.47m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.17 |
| Margine lordo | 79.40% |
| Margine di profitto netto | -6.68% |
| Rapporto debito/patrimonio netto | 29.9% |
Come si è comportato TDUP nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/19 03:40 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ThredUp Inc. è coperta da 16 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brian McNamara | Berenberg |
| Alexandra Kasper Steiger | Goldman Sachs |
| Seth Sigman | Guggenheim Securities, LLC |