Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TDUP
Strong SellSinkerThredUp Inc. · Consumer Cyclical · United States · $357M · Avg Vol: $8M/d
COMPANY DESCRIPTION
ThredUp Inc. is one of the world's largest online resale platforms for women's and kids' apparel, shoes, and accessories. It offers a convenient way for consumers to buy and sell secondhand fashion, promoting circularity in the retail industry. As a pioneer in the re-commerce market, ThredUp leverages its proprietary technology and logistics infrastructure to provide a vast, curated inventory and seamless user experience, addressing the growing demand for sustainable and affordable fashion.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 288.4M | 258.5M | 260.0M | 310.8M | 2.5% | 334.3M | 346.8M | 382.6M | 10.9% |
| EPS | -0.92 | -0.68 | -0.69 | -0.17 | — | -0.18 | -0.17 | -0.12 | — |
| Shares | 101.5M | 108.8M | 116.1M | 127.0M | +25.1% | 111.0M | — | — | — |
| Debt | 84.8M | 62.3M | 58.8M | 52.1M | -15.0% | 50.6M | — | — | — |
| Equity | 140.0M | 103.9M | 56.3M | 59.2M | -24.9% | — | — | — | — |
| Op CF | -52.1M | -9.8M | 4.9M | 10.7M | 117.3% | 13.8M | — | — | — |
| Inv CF | 8.9M | 46.6M | -10.3M | -7.2M | — | — | — | — | — |
| Fin CF | -3.9M | -3.6M | -4.4M | -0.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of TDUP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TDUP | ThredUp Inc.(you) | $357M | 4 | Strong Sell |
| NEGG | Newegg Commerce, Inc. | $350M | 8 | Strong Sell |
| NXH | Neighborhood Intelligence, Inc. | $375M | 10 | Strong Sell |
| LOGC | ContextLogic Holdings Inc. | $544M | 30 | Sell |
| HOUR | Hour Loop, Inc. | $65M | 36 | Hold |
| RVLV | Revolve Group, Inc. | $1.6B | 54 | Hold |
| CPNG | Coupang, Inc. | $29.7B | 5 | Strong Sell |
| CHWY | Chewy, Inc. | $9.5B | 40 | Hold |
| BALY | Bally's Corporation | $476M | 4 | Strong Sell |
| FWDI | Forward Industries, Inc. | $435M | 7 | Strong Sell |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%