earnings
confidence high
sentiment positive
materiality 0.75
ThredUp Q2 revenue $90.8M (+17% YoY), record active buyers 1.77M; guides Q3 rev $87-89M
ThredUp Inc.
- Revenue $90.8M (+17% YoY), gross margin 79.9%, net loss $5.9M (6.5% of revenue).
- Adjusted EBITDA $4.8M (5.3% margin) vs $3.0M (3.9%) in Q2 2025.
- Active Buyers 1.77M (+21% YoY), Orders 1.87M (+22% YoY).
- Cash and equivalents $57.4M, up $3.0M from prior quarter.
- FY2026 revenue guidance $344.4-348.4M (+11% YoY); Q3 rev $87-89M, Q4 $85-87M; cites economic uncertainty.