ThredUp Inc. (TDUP)Consumer Cyclical | Internet Retail | Oakland, United States | NasdaqGS
6.34 USD
+0.16
(2.589%)
⇧
(July 14, 2026, 4 p.m.
EDT)
|
Hot Take ↕ | July 11, 2026, 4:02 a.m. EDT
ThredUp presents a classic high-risk turnaround story with a fractured balance sheet. The company is burning cash, evidenced by negative operating margins (-8%) and a return on equity of -37%, while carrying debt that nearly matches its cash reserves. Despite a recent surge in share price (+300% year-over-year) and a new revenue growth engine (+14%), the fundamentals remain precarious with negative earnings and a price-to-book ratio of 14x, implying the market is pricing in massive future success that hasn't materialized yet. The short-term outlook is neutral-to-slightly-bearish due to the lack of a clear catalyst to sustain the recent rally and the heavy short interest (19%). However, the options market tells a different story, with significant call buying at strikes above the current price, hinting at speculative hopes for a continued bounce. For the long term, the investment case hinges entirely on whether management can turn the bleeding operating losses into profit without diluting shareholders further. Until the path to profitability is clear, this remains a speculative hold rather than a core investment. |
| Model | MAE |
|---|---|
| AutoTheta ✓ | 0.151753 |
| MSTL | 0.182333 |
| AutoETS | 0.187290 |
| AutoARIMA | 0.187292 |
Forecast horizon: 45 days | Selected: AutoTheta
| Forecast Reliability | |
|---|---|
| Score | 27% |
| H-stat | 18.03 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.119 |
| Excess Kurtosis | -1.16 |
| Attribute | Value |
|---|---|
| Sector | Consumer Cyclical |
| Debt to Equity Ratio | 87.872 |
| Revenue per Share | 2.581 |
| Market Cap | 818,118,976 |
| Forward P/E | -105.67 |
| Beta | 1.98 |
| Profit Margins | -6.69% |
| Website | https://www.thredup.com |
As of July 11, 2026, 4:02 a.m. EDT: Speculators are positioning for a moderate upside move rather than a crash. Call open interest is heavily skewed toward out-of-the-money strikes (7.5 and 10.0), suggesting bets on a rally to test resistance levels. Put open interest is concentrated deep in-the-money (2.5 strike), acting as a floor for downside protection, while ATM put volume is negligible. This asymmetry indicates a 'bullish floor' strategy where traders expect volatility but favor price appreciation over a collapse.
| Attribute | Value |
|---|---|
| 52 Week Change | -0.13566434 |
| Address1 | 969 Broadway |
| Address2 | Suite 200 |
| All Time High | 31.86 |
| All Time Low | 0.503 |
| Ask | 7.97 |
| Ask Size | 2 |
| Audit Risk | 1 |
| Average Daily Volume10 Day | 1,780,560 |
| Average Daily Volume3 Month | 2,241,400 |
| Average Volume | 2,241,400 |
| Average Volume10Days | 1,780,560 |
| Beta | 1.978 |
| Bid | 4.54 |
| Bid Size | 2 |
| Board Risk | 5 |
| Book Value | 0.46 |
| City | Oakland |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 9 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 6.34 |
| Current Ratio | 0.948 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 6.365 |
| Day Low | 6.17 |
| Debt To Equity | 87.872 |
| Display Name | ThredUp |
| Earnings Call Timestamp End | 1,785,960,000 |
| Earnings Call Timestamp Start | 1,785,960,000 |
| Earnings Timestamp | 1,785,960,000 |
| Earnings Timestamp End | 1,785,960,000 |
| Earnings Timestamp Start | 1,785,960,000 |
| Ebitda | -8,770,000 |
| Ebitda Margins | -0.0273 |
| Enterprise To Ebitda | -93.598 |
| Enterprise To Revenue | 2.556 |
| Enterprise Value | 820,853,952 |
| Eps Current Year | -0.09333 |
| Eps Forward | -0.06 |
| Eps Trailing Twelve Months | -0.18 |
| Esg Populated | 0 |
| Exchange | NMS |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 5.2678 |
| Fifty Day Average Change | 1.0722003 |
| Fifty Day Average Change Percent | 0.20353854 |
| Fifty Two Week Change Percent | -13.566435 |
| Fifty Two Week High | 12.28 |
| Fifty Two Week High Change | -5.9399996 |
| Fifty Two Week High Change Percent | -0.48371333 |
| Fifty Two Week Low | 3.08 |
| Fifty Two Week Low Change | 3.2600002 |
| Fifty Two Week Low Change Percent | 1.0584416 |
| Fifty Two Week Range | 3.08 - 12.28 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,616,765,400,000 |
| Float Shares | 101,948,720 |
| Forward Eps | -0.06 |
| Forward P E | -105.66667 |
| Free Cashflow | 8,052,500 |
| Full Exchange Name | NasdaqGS |
| Full Time Employees | 2,132 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,782,864,000 |
| Gross Margins | 0.79405 |
| Gross Profits | 255,042,000 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.0585 |
| Held Percent Institutions | 0.95858 |
| Implied Shares Outstanding | 129,040,846 |
| Industry | Internet Retail |
| Industry Disp | Internet Retail |
| Industry Key | internet-retail |
| Ipo Expected Date | 2,021-03-26 |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Fiscal Year End | 1,767,139,200 |
| Long Business Summary | ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States. The company's platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California. |
| Long Name | ThredUp Inc. |
| Market | us_market |
| Market Cap | 818,118,976 |
| Market State | PRE |
| Max Age | 86,400 |
| Message Board Id | finmb_98730515 |
| Most Recent Quarter | 1,774,915,200 |
| Net Income To Common | -21,471,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 797,472,427 |
| Number Of Analyst Opinions | 5 |
| Open | 6.31 |
| Operating Cashflow | 9,663,000 |
| Operating Margins | -0.08068 |
| Overall Risk | 9 |
| Payout Ratio | 0.0 |
| Phone | 415 402 5202 |
| Pre Market Change | -0.14000034 |
| Pre Market Change Percent | -2.2082074 |
| Pre Market Price | 6.2 |
| Pre Market Time | 1,784,104,342 |
| Previous Close | 6.1800003 |
| Price Eps Current Year | -67.931 |
| Price Hint | 2 |
| Price To Book | 13.782609 |
| Price To Sales Trailing12 Months | 2.5471258 |
| Profit Margins | -0.06685 |
| Quick Ratio | 0.844 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | none |
| Region | US |
| Regular Market Change | 0.15999985 |
| Regular Market Change Percent | 2.5889943 |
| Regular Market Day High | 6.365 |
| Regular Market Day Low | 6.17 |
| Regular Market Day Range | 6.17 - 6.365 |
| Regular Market Open | 6.31 |
| Regular Market Previous Close | 6.1800003 |
| Regular Market Price | 6.34 |
| Regular Market Time | 1,784,059,200 |
| Regular Market Volume | 1,028,278 |
| Return On Assets | -0.07913 |
| Return On Equity | -0.37188 |
| Revenue Growth | 0.146 |
| Revenue Per Share | 2.581 |
| Sand P52 Week Change | 0.20365608 |
| Sector | Consumer Cyclical |
| Sector Disp | Consumer Cyclical |
| Sector Key | consumer-cyclical |
| Share Holder Rights Risk | 10 |
| Shares Outstanding | 108,372,115 |
| Shares Percent Shares Out | 0.1522 |
| Shares Short | 19,636,912 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 22,705,757 |
| Short Name | ThredUp Inc. |
| Short Percent Of Float | 0.19139999 |
| Short Ratio | 9.06 |
| Source Interval | 15 |
| State | CA |
| Symbol | TDUP |
| Target High Price | 10.0 |
| Target Low Price | 5.7 |
| Target Mean Price | 8.04 |
| Target Median Price | 8.0 |
| Total Cash | 49,453,000 |
| Total Cash Per Share | 0.383 |
| Total Debt | 52,188,000 |
| Total Revenue | 321,192,992 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | -0.18 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 5.956175 |
| Two Hundred Day Average Change | 0.3838253 |
| Two Hundred Day Average Change Percent | 0.06444158 |
| Type Disp | Equity |
| Volume | 1,028,278 |
| Website | https://www.thredup.com |
| Zip | 94,607 |