{"schema_version":"secwatch.filing_event.v1","accession":"0001484778-26-000015","form_type":"8-K","ticker":"TDUP","cik":"0001484778","company_name":"ThredUp Inc.","filed_at":"2026-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.349371+00:00","generated_at":"2026-05-14T23:52:30.440064+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"ThredUp Q1 revenue up 15% to $81.7M, active buyers record 1.71M, raises FY26 guidance","bullets":["Revenue $81.7M (+15% YoY); gross margin 79.2% vs 79.1% a year ago; net loss $6.5M vs $5.2M.","Adjusted EBITDA $2.7M (3.4% of revenue) vs $3.8M (5.3%) in Q1 2025; cash $54.4M.","Active buyers record 1.71M (+25% YoY); orders 1.64M (+19% YoY).","Raised FY26 outlook: revenue $351-356M (+14% at midpoint), gross margin 78.5-79.5%, Adj EBITDA margin ~6.1%.","Q2 2026 guidance: revenue $89-91M, gross margin 78.5-79.5%, Adj EBITDA margin ~5.2%."],"urls":{"canonical":"https://secwatch.observer/filing/0001484778-26-000015","json":"https://secwatch.observer/filing/0001484778-26-000015.json","markdown":"https://secwatch.observer/filing/0001484778-26-000015.md","text":"https://secwatch.observer/filing/0001484778-26-000015.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1484778/000148477826000015/0001484778-26-000015-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1484778/000148477826000015/tdup-20260504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:52:30.440064+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":"b541897709dfe8f80b2b9d9d7255a89f41de66ab","claim":"ThredUp Inc. updated its full year 2026 guidance (raised).","evidence_excerpt":"Issued a revised full year 2026 financial outlook, raising expectations for Revenue, Gross Margin and Adjusted EBITDA margin","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1484778/000148477826000015/0001484778-26-000015-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2026"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}]},{"claim_id":"b83c91a910d47f172cf011ae4c090618a0b814d1","claim":"ThredUp Inc. reported first quarter ended March 31, 2026 results: revenue $81.7 million, net income $6.5 million. Guidance raised.","evidence_excerpt":"Exchange Act, regardless of any general incorporation language in such filing. --- EX-99.1 (EX-99.1) --- ThredUp Announces First Quarter 2026 Results • Quarterly revenue of $81.7 million, representing an increase of 15% year-over-year • Quarterly gross margin of 79.2% and an increase in gross profit of 15% year-over-year • Record Active Buyers of 1.71 million,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1484778/000148477826000015/0001484778-26-000015-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$81.7 million"},{"label":"Net income","value":"$6.5 million"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}