ThredUp マネジメント
マネジメント 基準チェック /44
ThredUpの CEO はJames Reinhartで、 Jan2009年に任命され、 の在任期間は 17.33年です。 の年間総報酬は$ 3.45Mで、 26.5%給与と73.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の3.6%を直接所有しており、その価値は$ 22.42M 。経営陣と取締役会の平均在任期間はそれぞれ6.5年と4.9年です。
主要情報
James Reinhart
最高経営責任者
US$3.4m
報酬総額
| CEO給与比率 | 26.55% |
| CEO在任期間 | 17.3yrs |
| CEOの所有権 | 3.6% |
| 経営陣の平均在職期間 | 6.5yrs |
| 取締役会の平均在任期間 | 4.9yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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.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 Alphaナラティブ更新 • 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分析記事 • 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...分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$38m |
報酬と市場: Jamesの 総報酬 ($USD 3.45M ) は、 US市場 ($USD 3.73M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Jamesの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
James Reinhart (46 yo)
17.3yrs
在職期間
US$3,445,267
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 17.3yrs | US$3.45m | 3.6% $ 22.4m | |
| Co-Founder & COO | 17.3yrs | US$1.56m | 2.61% $ 16.2m | |
| Chief Financial Officer | 6.6yrs | US$1.24m | 0.43% $ 2.7m | |
| Chief Product & Technology Officer | 2yrs | データなし | データなし | |
| Senior Director of Investor Relations & Strategic Finance | no data | データなし | データなし | |
| Chief Strategy Officer | 9.3yrs | データなし | 0.25% $ 1.6m | |
| Senior Vice President of Marketing | 2.2yrs | データなし | データなし | |
| Chief People & Diversity Officer | no data | データなし | データなし | |
| Senior Vice President of Operations | 6.5yrs | データなし | データなし | |
| Head of Social Commerce | 1.3yrs | データなし | データなし |
6.5yrs
平均在職期間
45yo
平均年齢
経験豊富な経営陣: TDUPの経営陣は経験豊富で経験豊富です（平均在職期間は6.5年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 17.3yrs | US$3.45m | 3.6% $ 22.4m | |
| Independent Director | 13.7yrs | US$358.89k | 0.47% $ 2.9m | |
| Independent Director | 15.2yrs | US$363.89k | 0.18% $ 1.1m | |
| Independent Chairperson of the Board | 15.9yrs | US$383.89k | 0.21% $ 1.3m | |
| Independent Director | 4.3yrs | US$358.89k | 0.085% $ 530.6k | |
| Independent Director | less than a year | US$292.12k | データなし | |
| Member of RaaS Advisory Board | no data | データなし | データなし | |
| Independent Director | 5.4yrs | US$368.89k | 0.18% $ 1.1m | |
| Member of RaaS Advisory Board | no data | データなし | データなし | |
| Independent Director | 10.8yrs | US$358.89k | 0.29% $ 1.8m | |
| Independent Director | 1.9yrs | US$333.89k | 0.39% $ 2.4m | |
| Member of RaaS Advisory Board | no data | データなし | データなし |
4.9yrs
平均在職期間
58yo
平均年齢
経験豊富なボード: TDUPの 取締役会 は 経験豊富 であると考えられます ( 4.9年の平均在任期間)。
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 | 2026/05/11 17:51 |
| 終値 | 2026/05/11 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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 |