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thredUP (TDUP)
NASDAQ:TDUP
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.13Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: 40.32%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant achievements in new buyer acquisition, revenue growth, and strategic advancements in AI and RaaS. Despite a decrease in gross margin and macroeconomic uncertainties due to tariffs, the company's positive performance and strategic direction suggest a strong outlook.Company Guidance
During the ThredUp First Quarter 2025 Earnings Conference Call, CEO James Reinhart and CFO Sean Sobers provided guidance on their financial outlook for the second quarter and full year of 2025. For Q2, ThredUp expects revenue between $72.5 million and $74.5 million, representing 10% growth at the midpoint, with a gross margin range of 77% to 79% and an adjusted EBITDA of approximately 3.3% of revenue. For the full year, they anticipate revenue between $281 million and $291 million, a 10% increase at the midpoint, with gross margins also between 77% and 79% and an adjusted EBITDA of around 4% of revenue. The guidance reflects a robust start to the year, driven by a 95% year-over-year increase in new buyers in Q1, even amidst a challenging macro environment, with a focus on maintaining gross margins and reinvesting in buyer and seller growth.Record-Breaking New Buyer Acquisition
New buyers acquired in Q1 2025 were up 95% compared to Q1 2024, marking the strongest new customer acquisition month in ThredUp's history.
Revenue Growth and Profitability
Revenue for Q1 2025 totaled $71.3 million, an increase of 10.5% year-over-year. Adjusted EBITDA was $3.8 million or 5.3% of revenue, doubling from last year.
AI-Driven Product Enhancements
ThredUp launched new AI-powered features like the 'shop similar' feature, which increased conversion rates by 64%, and a beta 'shop social' feature linking social media inspiration to curated shopping experiences.
Expansion of Resale-as-a-Service (RaaS)
ThredUp is open sourcing its front-end technology and back-end logistics chain to encourage brands to make a bigger impact on branded resale, aiming to create a 'universal recommerce layer.'
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TDUP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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TDUP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 05, 2025 | $4.44 | $6.56 | +47.75% |
| Mar 03, 2025 | $2.23 | $2.39 | +7.17% |
| Nov 04, 2024 | $0.53 | $0.84 | +58.49% |
| Aug 05, 2024 | $1.73 | $0.64 | -63.01% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does thredUP (TDUP) report earnings?
thredUP (TDUP) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is thredUP (TDUP) earnings time?
thredUP (TDUP) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TDUP EPS forecast?
TDUP EPS forecast for the fiscal quarter 2025 (Q2) is -0.05.
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