The earnings call highlighted significant revenue growth, record customer acquisition, and strong gross margins, driven by AI innovations and strategic investments. However, there are concerns about the macro environment and expected seasonal revenue slowdown in Q4. Overall, the positive momentum and strategic advancements outweigh the challenges.

Company Guidance

During the ThredUp Q2 2025 earnings call, the company reported a significant acceleration in revenue growth to 16.4% year-over-year, surpassing internal expectations. The gross margin reached 79.5%, while adjusted EBITDA was 3.9% of revenue, indicating a 170 basis point improvement from the previous year. ThredUp experienced a 74% increase in new buyer acquisition, while active buyers rose 17% and orders increased by 21% year-over-year. The company's approach to maintaining gross margin and reinvesting in new buyers and sellers was highlighted as a key strategy for long-term shareholder value. ThredUp also provided guidance for Q3 and Q4, expecting revenue growth of 25% and 10% year-over-year, respectively, and adjusted EBITDA margins of 4.5% and 3% for each quarter. The full year 2025 revenue is projected to be between $298 million and $302 million, reflecting a 15% year-over-year increase, with gross margins between 78% to 79% and adjusted EBITDA around 4.2% of revenue.

Accelerated Revenue Growth

Revenue growth accelerated to 16.4% year-over-year, with revenue totaling $77.7 million for Q2 2025.

Record New Customer Acquisition

ThredUp acquired more new customers in Q2 2025 than at any other time in its history, with new buyer acquisition up 74% year-over-year.

Strong Gross Margin

Gross margin for Q2 2025 was 79.5%, a 70 basis point increase versus the same quarter last year.

AI-Driven Innovations

Positive results from AI-driven product experiences, including improvements in conversion rates and the introduction of AI-generated images.

Resale as a Service (RaaS) Progress

Renewed conversations with over 60 apparel brands for RaaS strategy, indicating promising engagement.

thredUP (TDUP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TDUP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	-0.04 / -	-0.22	―	―	―
Aug 04, 2025	2025 (Q2)	-0.05 / -0.04	-0.13	69.23% (+0.09)
May 05, 2025	2025 (Q1)	-0.07 / -0.04	-0.15	73.33% (+0.11)
Mar 03, 2025	2024 (Q4)	-0.16 / -0.07	-0.14	50.00% (+0.07)
Nov 04, 2024	2024 (Q3)	-0.15 / -0.22	-0.17	-29.41% (-0.05)
Aug 05, 2024	2024 (Q2)	-0.11 / -0.13	-0.18	27.78% (+0.05)
May 06, 2024	2024 (Q1)	-0.14 / -0.15	-0.19	21.05% (+0.04)
Mar 04, 2024	2023 (Q4)	-0.13 / -0.14	-0.19	26.32% (+0.05)
Nov 06, 2023	2023 (Q3)	-0.16 / -0.17	-0.24	29.17% (+0.07)
Aug 08, 2023	2023 (Q2)	-0.23 / -0.18	-0.29	37.93% (+0.11)

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

TDUP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$9.68	$10.23	+5.68%
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%

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.

FAQ

When does thredUP (TDUP) report earnings?

thredUP (TDUP) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).

What is thredUP (TDUP) earnings time?

thredUP (TDUP) earnings time is at Nov 10, 2025, After Close (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 (Q3) is -0.04.

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