secwatch.observer — SEC 8-K summary
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Issuer:     ThredUp Inc. (TDUP)
CIK:        0001484778
Form:       8-K
Filed at:   2026-08-05T20:10:42+00:00
Accession:  0001484778-26-000024
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ThredUp Q2 revenue $90.8M (+17% YoY), record active buyers 1.77M; guides Q3 rev $87-89M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1484778/000148477826000024/0001484778-26-000024-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1484778/000148477826000024/tdup-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001484778-26-000024

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer