{"schema_version":"secwatch.filing_event.v1","accession":"0001484778-23-000215","form_type":"8-K","ticker":"TDUP","cik":"0001484778","company_name":"ThredUp Inc.","filed_at":"2023-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.211177+00:00","generated_at":"2026-06-08T19:42:24.112731+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"ThredUp Q3 revenue up 21% to $82M; US business reaches adjusted EBITDA breakeven","bullets":["Revenue $82.0M (+21% YoY); gross margin 69.0% vs 65.5% a year ago; net loss narrowed to $18.1M from $23.7M.","Adjusted EBITDA loss improved to $3.6M (4.4% of revenue) from $11.0M (16.2%) in Q3 2022.","US business achieved adjusted EBITDA breakeven for first time; Active Buyers up 4%, Orders up 11% YoY.","Added RaaS clients Beyond Yoga, Smartwool, Journeys; recognized as TIME 100 Most Influential Companies.","Q4 2023 guidance: revenue $79-81M; adj. EBITDA loss margin 2-0%; FY2023 revenue $319.5-321.5M."],"urls":{"canonical":"https://secwatch.observer/filing/0001484778-23-000215","json":"https://secwatch.observer/filing/0001484778-23-000215.json","markdown":"https://secwatch.observer/filing/0001484778-23-000215.md","text":"https://secwatch.observer/filing/0001484778-23-000215.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1484778/000148477823000215/0001484778-23-000215-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1484778/000148477823000215/tdup-20231106.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T19:42:24.112731+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"f51c5e6a378d187ad5a4e5106b463368dd0962a4","claim":"ThredUp Inc. reported third quarter ended September 30, 2023 results: revenue $82.0 million, net income $18.1 million. Guidance initiated.","evidence_excerpt":"the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing. --- EX-99.1 (EX-99.1) --- • Quarterly revenue of $82.0 million, representing an increase of 21% year-over-year. • U.S. business reached quarterly adjusted EBITDA breakeven for first time in company’s history. • Third quarter gross margin of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1484778/000148477823000215/0001484778-23-000215-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$82.0 million"},{"label":"Net income","value":"$18.1 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}