NASDAQ$TDUP

Thredup Inc - Class A · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

TDUP reported Q4 2025, revenue of $79.7M.

For Q4 2025, TDUP reported revenue of $79.7M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $79.7M.
  • TDUP MD&A covers liquidity, operating priorities, and sector risks.
  • TDUP MD&A covers liquidity, operating priorities, and sector risks.

Headline financials

Total Revenue

$79.7M

Previous: $67.3M+18.5%
EPS (adj)

-$0.04

Previous: -$0.07+42.9%
Gross Margin

79.6%

Previous: 80.4%-1.0%
Active Buyers

1.6M

Previous: 1.3M+30.0%
Orders

1.6M

Previous: 1.2M+27.0%
Adjusted EBITDA

$2.93M

Previous: $4.99M-41.3%
Adjusted EBITDA Margin

3.7%

Previous: 7.4%-50.0%
Net Income

-$5.58M

Previous: -$21.7M+74.3%
Operating Income

-$6.68M

Previous: -$8.16M+18.1%
Gross Profit

$63.4M

Previous: $54.1M+17.3%

Revenue & EPS history

ThredUp · Revenue · Quarterly

$79.7M

Q4 2025+18.5%vs Q4 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro or input-cost pressure may affect margins.
  • One-time items can affect YoY comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+2.3%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+11.8%

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%+7.8%+2.2%
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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro