ThredUp, Inc. (TDUP)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
$2.19+9.50%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
QuarterlyIQ Insights · TDUP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 3.1% |
| Our one-year growth estimate | diamond | 12.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 9.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 11 industry peers · Company calendar date is not available
TDUP — earnings miss
Dated 2026-08-05
Results of Operations and Financial Condition On August 5, 2026, ThredUp Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1. In addition, a copy of the supplemental financial information is attached hereto as Exhibit 99.2. The press release and supplemental financial information are incorporated herein by reference. The information in this Current Report on Form 8-K an…
Why it matters: More active buyers can support sales growth. Q2 buyer growth was 21%, close to the stated goal of over 20%.
Worry ifActive buyers grow less than 20% year over year in the next reported quarter.
Less concerning ifActive buyers grow more than 20% year over year in the next reported quarter.
Why it matters: The full-year target was cut from the range given in May. Results below the new low end would show more strain on growth.
Worry ifFull-year 2026 revenue is below $344.4 million.
Less concerning ifFull-year 2026 revenue is at least $348.4 million, the high end of guidance.
Why it matters: Q2 margin was 79.9%, but the Q3 range is lower. A drop below guidance would weaken the margin trend.
Worry ifQ3 gross margin is below 78.0%.
Less concerning ifQ3 gross margin is at least 79.0%, the high end of guidance.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$210 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $681 loss on $10,000 · 6.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,718 loss on $10,000 · 77.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.