ThredUp（TDUP）株式概要
ThredUp Inc.はその子会社とともに、米国でオンライン再販プラットフォームを運営している。 詳細
TDUP Community Fair Values
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Analyst Price Targets
ThredUp Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$6.58 |
| 52週高値 | US$12.28 |
| 52週安値 | US$3.08 |
| ベータ | 1.98 |
| 1ヶ月の変化 | 33.91% |
| 3ヶ月変化 | 74.87% |
| 1年変化 | -3.73% |
| 3年間の変化 | 157.84% |
| 5年間の変化 | -73.91% |
| IPOからの変化 | -67.13% |
最新ニュース
ナラティブの更新 • Jul 07
TDUP: Higher Future P/E Expectations Will Likely Expose Profitability Weakness
Analysts have adjusted ThredUp's fair value estimate to $5.70 from $5.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. Analyst Commentary on ThredUp Recent Street research on ThredUp reflects a mixed view, with some firms adjusting price targets in different directions.
ナラティブの更新 • 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 Alphaナラティブの更新 • 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.Recent updates
ナラティブの更新 • Jul 07
TDUP: Higher Future P/E Expectations Will Likely Expose Profitability Weakness
Analysts have adjusted ThredUp's fair value estimate to $5.70 from $5.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. Analyst Commentary on ThredUp Recent Street research on ThredUp reflects a mixed view, with some firms adjusting price targets in different directions.ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha株主還元
| TDUP | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | -6.5% | -2.6% | 0.6% |
| 1Y | -3.7% | 0.6% | 19.5% |
業界別リターン: TDUP過去 1 年間で0.6 % の収益を上げたUS Specialty Retail業界を下回りました。
リターン対市場: TDUPは、過去 1 年間で19.5 % のリターンを上げたUS市場を下回りました。
価格変動
| TDUP volatility | |
|---|---|
| TDUP Average Weekly Movement | 8.4% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TDUP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TDUPの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2009 | 2,132 | James Reinhart | www.thredup.com |
ThredUp Inc.はその子会社とともに、米国でオンライン再販プラットフォームを運営している。同社のプラットフォームでは、消費者が主に中古のアパレル、靴、アクセサリーを売買できる。スレッドアップは2009年に設立され、カリフォルニア州オークランドに本社を置いている。
ThredUp Inc. 基礎のまとめ
| TDUP 基礎統計学 | |
|---|---|
| 時価総額 | US$845.22m |
| 収益（TTM） | -US$21.47m |
| 売上高(TTM) | US$321.19m |
2.6x
P/Sレシオ-39.5x
PER（株価収益率TDUP は割高か？
公正価値と評価分析を参照収益と収入
| TDUP 損益計算書（TTM） | |
|---|---|
| 収益 | US$321.19m |
| 売上原価 | US$66.15m |
| 売上総利益 | US$255.04m |
| その他の費用 | US$276.51m |
| 収益 | -US$21.47m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | -0.17 |
| グロス・マージン | 79.40% |
| 純利益率 | -6.68% |
| 有利子負債／自己資本比率 | 29.9% |
TDUP の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 13:56 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ThredUp Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Brian McNamara | Berenberg |
| Alexandra Kasper Steiger | Goldman Sachs |
| Seth Sigman | Guggenheim Securities, LLC |