TDUP Stock Recent News

ThredUp Inc. TDUP reported a good first-quarter beat and raised its full-year guidance, driven by record new buyer growth, according to Telsey Advisory Group.

ThredUp Inc. (NASDAQ:TDUP ) Q1 2025 Earnings Conference Call May 5, 2025 4:30 PM ET Company Participants Lauren Frasch - Senior Director, Investor Relation & Strategic Finance James Reinhart - Co-Founder & Chief Executive Officer Sean Sobers - Chief Financial Officer Conference Call Participants Ike Boruchow - Wells Fargo Dana Telsey - Telsey Group Dylan Carden - William Blair Bernie McTernan - Needham & Company Kunal Madhukar - Water Tower Research Operator Good afternoon, ladies and gentlemen, and welcome to the ThredUp First Quarter 2025 Earnings Conference Call. At this time, all lines are in a listen-only mode.

Online resale marketplace ThredUP delivered better-than-expected first-quarter earnings Monday (May 5), reinforcing shoppers' growing taste for secondhand clothing. And in a theme not sounded very often during this earnings season, CEO James Reinhart says the Trump administration's proposed tariffs on Chinese imports could sharpen that advantage by making new clothes more expensive.

All results reported are for continuing operations, unless otherwise noted. Record quarterly revenue of $71.3 million, representing an increase of 10% year-over-year Quarterly gross margin of 79.1% and an increase in gross profit of 9% year-over-year Active Buyers of 1.37 million, representing growth of 6% year-over-year, with new buyer growth of 95% year-over-year, reflecting ThredUp's best quarter for new buyer acquisition in its history Ended the quarter with cash, restricted cash, and investments of $55.4 million, up $2.6 million dollars from the previous quarter Issued a revised full year 2025 financial outlook, raising expectations for Revenue and Adjusted EBITDA margin OAKLAND, Calif.

ThredUp shows strong revenue growth and margin expansion, with conservative 2025 guidance positioning it for future outperformance and broader investor attention. Carvana's Q4 highlights include a 50% increase in retail car sales and record profitability, signaling long-term upside despite a leveraged balance sheet. Uber's record quarter with 18% gross bookings growth and strong free cash flow, bolstered by demand and autonomous vehicle prospects, supports a positive investment thesis.

Secondhand clothing retailer ThredUp saw its stock climb Monday (April 28) ahead of its next earnings report. As Seeking Alpha reports, analysts note that the consignment company ended the last quarter on a high note, while facing less exposure to tariffs.

As of April 23, 2025, two stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Investors reportedly expect new U.S. tariffs to be good for sellers of secondhand goods.

OAKLAND, Calif., April 07, 2025 (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 first quarter ended March 31, 2025 will be released on Monday, May 5, 2025 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.

The tech-focused Nasdaq officially entered bear market territory on Friday, falling over 20% from its December peak.