NASDAQ$TDUP

Thredup Inc - Class A · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Thredup Inc - Class A Q1 fiscal 2026: $81.7M revenue, $6.5M net income

for the year ended December 31, 2025, in Part II, Item 1A, Risk Factors and elsewhere in this Quarterly Report on Form 10-Q, as well as in our other filings with the SEC.

  • Revenue: $81.7M
  • Net income: $6.5M
  • Diluted EPS: $-0.05
  • Operating income: -6.6M
  • Gross profit: $64.7M

Headline financials

Total Revenue

$81.7M

Previous: $71.3M+14.5%
EPS (adj)

-$0.05

Previous: -$0.04-25.0%
Capital Expenditures

-$4.11M

Previous: -$1.82M-126.5%
Net Income

-$6.47M

Previous: -$5.22M-24.1%
Operating Income

-$6.59M

Previous: -$5.43M-21.3%
Gross Profit

$64.7M

Previous: $56.4M+14.7%

Revenue & EPS history

ThredUp · Revenue · Quarterly

$81.7M

Q1 2026+14.5%vs Q1 2025
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.3%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+12.2%

Avg return

30 days after

48%

12 / 25 earnings

Positive

+53.1%

Q4 2022

Best reaction

-64.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.5%+7.6%
Q4 2025-23.7%-27.1%-32.9%
Q3 2025-7.5%-6.9%-6.6%
Q1 2025+48.2%+40.3%+69.1%
Q4 2024+7.2%+5.8%+13.0%
Q3 2024+51.3%+68.7%+198.4%
Q2 2024-64.9%-65.9%-51.5%
Q1 2024+8.3%+12.8%+7.2%
Q4 2023-6.6%-15.6%-11.8%
Q3 2023-38.1%-46.2%-39.7%
Q2 2023+14.7%+18.6%-3.8%
Q1 2023+4.4%-11.1%-24.4%
Q4 2022+53.1%+33.8%+36.3%
Q3 2022+30.4%+29.3%+117.4%
Q2 2022+11.5%-15.6%-5.0%
Q1 2022-16.6%-22.5%-31.8%
Q4 2019-1.0%-2.1%+5.5%
Q4 2021+6.7%+7.1%+8.4%
Q3 2020-0.6%+7.1%-21.0%
Q3 2021+3.2%+6.2%-15.9%
Q2 2020+7.1%+6.3%-14.3%
Q2 2021-4.7%+4.3%-17.8%
Q4 2020-9.3%-2.5%+36.1%
Q1 2020-9.3%-2.5%+36.1%
Q1 2021-4.2%-2.1%+41.2%

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