THREDUP INC CLASS A (TDUP)
Consumer Discretionary · Online fashion resale and secondhand marketplace · NASDAQ
ThredUp is one of the world's largest online resale platforms for apparel, shoes and accessories, powered by proprietary processing infrastructure and AI-driven data science.
What THREDUP INC CLASS A does
ThredUp operates a managed online resale marketplace for apparel, shoes and accessories where sellers ship items in prepaid "Clean Out Bags" for processing and resale, while buyers browse millions of unique items at steep discounts. The company's custom-built platform combines distributed processing infrastructure, proprietary software systems, and data science expertise to handle single-SKU logistics at scale. Beyond its core marketplace, ThredUp offers Resale-as-a-Service (RaaS) to major brands and retailers seeking to offer closet clean-out and resale services to their customers.
Themes: ["secondhand / resale fashion","online marketplace","circular economy / sustainable fashion","AI-powered shopping experience","logistics automation"]
Fundamentals
- Price$6.58 as of 2026-07-09 close
- Market cap$848M as of 2026-07-10
- 1-year return-2.2% as of 2026-07-09 close
- Net margin-6.7% as of 2026-07-10
- Gross margin+79.4% as of 2026-07-10
- ROE-36.1% as of 2026-07-10
- Debt / equity0.30 as of 2026-07-10
- Revenue growth (YoY)+27.6% as of 2026-07-10
- Revenue CAGR (3y)+2.5% SEC XBRL
- Beta2.06 as of 2026-07-10
Key risks (from latest filing)
["Ability to attract and retain buyers and sellers in an intensely competitive market dominated by traditional off-price retailers and fast-fashion competitors","Dependency on successfully integrating AI and machine learning technologies into operations and customer experience","Current unprofitability and need to achieve and maintain profitability while scaling operations; cash sufficiency to meet liquidity needs"]
Competitors & peers
- Poshmark
- Vinted
- Depop
- The RealReal
- Vestiaire Collective
- Off-price retailers (e.g., TJ Maxx, Ross)
- Fast-fashion retailers (e.g., H&M, Forever 21)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.