ThredUp Collapses On Q2 Report, Shares Have Further To Fall

ThredUp Inc. (TDUP) receives a 'sell' rating following a significant Q2 earnings miss and weak forward guidance. TDUP's net loss exceeded expectations by 40%, triggering a near 50% stock price collapse and raising concerns about profitability timelines. Management cut full-year revenue guidance by 2.1%, citing softness among sub-$60k income consumers—a segment which is still material to results.

Seeking Alpha • Aug 7, 2026

ThredUp Navigates K-Shaped Economy as Revenues Climb 17%

Online secondhand marketplace ThredUp is adjusting its marketing tactics while navigating a “K-shaped” economy. The company reported quarterly earnings Wednesday (Aug. 5) showing revenues of $90.8 million, up 17% from the same quarter last year.

PYMNTS • Aug 6, 2026

ThredUp Q2 Earnings Call Highlights

ThredUp NASDAQ: TDUP reported second-quarter 2026 revenue of $90.8 million, up 16.9% from a year earlier, as active buyers and orders grew at double-digit rates. The online resale company said the results exceeded its internal expectations, though management lowered its outlook for the second half as it plans to use more promotions to support engagement among price-sensitive customers.

MarketBeat • Aug 6, 2026

ThredUp Inc. (TDUP) Q2 2026 Earnings Call Transcript

ThredUp Inc. (TDUP) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

ThredUp Announces Second Quarter 2026 Results

Record quarterly revenue of $90.8 million, representing an increase of 17% year-over-year Quarterly gross margin of 79.9% and an increase in gross profit of 17% year-over-year Record Active Buyers of 1.77 million, representing an increase of 21% year-over-year Ended the quarter with cash and cash equivalents, restricted cash, and marketable securities of $57.4 million, up $3.0 million from the previous quarter OAKLAND, Calif., Aug. 05, 2026 (GLOBE NEWSWIRE) -- ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, announced today its financial results for the second quarter ended June 30, 2026, and updated its financial outlook for the third quarter, fourth quarter, and full year 2026.

GlobeNewsWire • Aug 5, 2026

ThredUp to Report Second Quarter 2026 Financial Results on August 5, 2026

OAKLAND, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- ThredUp (NASDAQ: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, announced today that its financial results for the second quarter ended June 30, 2026 will be released on Wednesday, August 5, 2026 after the close of the U.S. markets. ThredUp will host a conference call and live webcast that day at 1:30 p.m. PT / 4:30 p.m. ET.

GlobeNewsWire • Jul 8, 2026

ThredUp: Favorable Insights From Recent Conference

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.

Seeking Alpha • Jun 10, 2026

ThredUp: There's More Room To Surge Higher

ThredUp remains a buy as I rotate into small-cap contrarian positions amid S&P 500 concentration and stretched large-cap valuations. TDUP leverages a $48B resale TAM, with less than 1% market penetration and strong consumer demand for value, driving active buyer and order growth. The platform-only model yields robust ~80% gross margins, supporting scalability and long-term adjusted EBITDA margin targets of 20-25%.

Seeking Alpha • Jun 10, 2026

ThredUp Launches Direct Listing, Bringing Peer-to-Peer Selling to Its Marketplace

New peer-to-peer marketplace offering includes 0% seller fees, marketplace-backed returns, and AI-powered tools that simplify listing and selling OAKLAND, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- ThredUp (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, today announced the open beta launch of Direct Listing, its peer-to-peer (P2P) selling experience built directly into its existing marketplace.

GlobeNewsWire • Jun 9, 2026

ThredUp to Participate in TD Cowen and William Blair Investor Conferences

OAKLAND, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, announced today that CEO and co-founder James Reinhart and CFO Sean Sobers will participate in the following investor conferences: TD Cowen 10th Annual Future of the Consumer Conference Tuesday, June 2, 2026 William Blair 46th Annual Growth Stock Conference Wednesday, June 3, 20267:20 AM - 7:50 AM PT / 10:20 AM - 10:50 AM ETThis event will be webcast live on ThredUp's investor website at https://ir.thredup.com/.

GlobeNewsWire • May 20, 2026