ThredUp Inc.

NasdaqGS:TDUP 주식 리포트

시가총액: US$587.1m

ThredUp 배당 및 자사주 매입

배당 기준 점검 0/6

ThredUp 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

-0.9%

자사주 매입 수익률

총 주주 수익률-0.9%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 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.
새 내러티브 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?
내러티브 업데이트 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.
새 내러티브 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새 내러티브 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.
분석 기사 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 Alpha
Seeking 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 TDUP 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: TDUP 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

ThredUp 배당 수익률 vs 시장
TDUP의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (TDUP)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Specialty Retail)2.3%
분석가 예측 (TDUP) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 TDUP 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 TDUP 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 TDUP 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: TDUP 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/12 23:07
종가2026/05/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

ThredUp Inc.는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brian McNamaraBerenberg
Alexandra Kasper SteigerGoldman Sachs
Seth SigmanGuggenheim Securities, LLC