Online fashion resale marketplace ThredUp (NASDAQ: TDUP) will be reporting results this Monday after market hours. Here’s what to look for.
ThredUp beat analysts’ revenue expectations by 4% last quarter, reporting revenues of $77.66 million, up 16.4% year on year. It was a stunning quarter for the company, with an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ adjusted operating income estimates. It reported 1.54 million orders, up 20.8% year on year.
Is ThredUp a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting ThredUp’s revenue to grow 26.2% year on year to $77.61 million, a reversal from the 9.7% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.04 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. ThredUp has missed Wall Street’s revenue estimates six times over the last two years.
Looking at ThredUp’s peers in the apparel and accessories segment, some have already reported their Q3 results, giving us a hint as to what we can expect. VF Corp’s revenues decreased 3.5% year on year, beating analysts’ expectations by 0.9%, and Levi's reported revenues up 7%, topping estimates by 2.9%. VF Corp traded down 12.4% following the results while Levi's was also down 12.6%.
Read our full analysis of VF Corp’s results here and Levi’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the apparel and accessories stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.6% on average over the last month. ThredUp is down 6.8% during the same time and is heading into earnings with an average analyst price target of $13 (compared to the current share price of $8.79).
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