Jun 2026 (Q2 FY26) — Aug 5, 2026
ThredUp Q2 FY26 — Strong Buyer Growth Despite Promotional Environment
Read the full callThredUp (TDUP) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
ThredUp earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 90.8 | +16.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -6.7 | +0.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -5.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$2.15 −2.27% · −$0.05
Performance −76.4% 1Y
1Y: $9.11 on 17 Oct 2025 → $2.15. High $9.36 (20 Oct 2025), low $2.12 (30 Sept 2026).
- Previous close
- $2.2
- 52-week range
- $2.12 – $9.36
- One year
- −77.03%
Overview
- Symbol
- TDUP
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
ThredUp earnings calls (TDUP)
Financials
What the filings say
Net profit, year on year: −15% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 62 | 28 | 71 | 78 | 82 | 80 | 82 | 91 |
| Operating profit | -10 | 15 | -5 | -5 | -4 | -7 | -7 | -6 |
| Operating margin | −17.0% | 55.1% | −7.6% | −6.8% | −5.3% | −8.4% | −8.1% | −6.7% |
| Interest | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | -10 | 15 | -5 | -5 | -4 | -6 | -6 | -6 |
| Tax rate | −0.0% | 0.1% | −1.1% | −0.6% | 0.8% | −0.1% | −0.4% | −0.5% |
| Net profit | -25 | -22 | -5 | -5 | -4 | -6 | -6 | -6 |
| EPS ($ per share) | -0.22 | — | -0.04 | -0.04 | -0.03 | — | -0.05 | -0.05 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -252 | -315 | -408 | -479 | -556 | -576 |
| Total liabilities | — | 118 | 155 | 162 | 146 | 115 | 108 |
| Fixed assets | — | 41 | 55 | 92 | 78 | 68 | 67 |
| Total assets | — | 143 | 361 | 302 | 250 | 171 | 167 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -10 | -19 | -35 | -52 | -23 | 5 | 11 |
| Cash from investing | -1 | -19 | -170 | 9 | 44 | — | — |
| Cash from financing | 91 | 18 | 229 | -4 | -4 | -4 | -0 |
| Net cash flow | 80 | -20 | 24 | -48 | 17 | -21 | 3 |
| Capital expenditure | -10 | -19 | -20 | -43 | -13 | -7 | -10 |
| Free cash flow | -20 | -39 | -55 | -95 | -36 | -2 | 0 |
Insider filings
105 filings between Nov 5, 2025 and Sep 2, 2026.
Open market
decisions to buy or sellPurchases
$571.4K
2 purchases by 2 insiders
Sales
$10.23M
38 sales by 3 insiders
Compensation
not trading decisions- 26
- Award — granted as compensation
- 36
- Option exercise — converted options into shares
Also filed: 3 conversions.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Reinhart James G. | — | $8.12M | Sep 2, 2026 |
| Homer Christopher | — | $1.20M | Sep 2, 2026 |
| Sobers Sean | — | $913.0K | Sep 2, 2026 |
| NOVA DANIEL J | $522.3K | — | Nov 5, 2025 |
| Nakache Patricia | $49.1K | — | Mar 10, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Reinhart James G. Chief Executive Officer | Sale | 57,771 | $149.1K |
| Sep 2, 2026 | Reinhart James G. Chief Executive Officer | Sale | 27,068 | $69.9K |
| Sep 2, 2026 | Reinhart James G. Chief Executive Officer | Sale | 86,223 | $222.6K |
| Sep 2, 2026 | Homer Christopher Chief Operating Officer | Sale | 14,135 | $36.5K |
| Sep 2, 2026 | Sobers Sean Chief Financial Officer | Sale | 18,973 | $49.0K |
| Sep 2, 2026 | Sobers Sean Chief Financial Officer | Sale | 12,218 | $31.5K |
| Sep 2, 2026 | Homer Christopher Chief Operating Officer | Sale | 26,632 | $68.7K |
| Sep 2, 2026 | Sobers Sean Chief Financial Officer | Sale | 13,368 | $34.5K |
| Sep 2, 2026 | Homer Christopher Chief Operating Officer | Sale | 19,463 | $50.2K |
| Sep 1, 2026 | Sobers Sean Chief Financial Officer | Option exercise | 36,667 | $0 |
| Sep 1, 2026 | Reinhart James G. Chief Executive Officer | Option exercise | 166,667 | $0 |
| Sep 1, 2026 | Sobers Sean Chief Financial Officer | Option exercise | 25,833 | $0 |
| Sep 1, 2026 | Reinhart James G. Chief Executive Officer | Option exercise | 52,316 | $0 |
| Sep 1, 2026 | Homer Christopher Chief Operating Officer | Option exercise | 39,583 | $0 |
| Sep 1, 2026 | Homer Christopher Chief Operating Officer | Option exercise | 28,745 | $0 |
| Sep 1, 2026 | Homer Christopher Chief Operating Officer | Option exercise | 54,167 | $0 |
| Sep 1, 2026 | Reinhart James G. Chief Executive Officer | Option exercise | 111,666 | $0 |
| Sep 1, 2026 | Sobers Sean Chief Financial Officer | Option exercise | 23,610 | $0 |
| Jul 20, 2026 | HALEY TIMOTHY M Director | Award | 2,491 | $0 |
| Jul 20, 2026 | Nakache Patricia Director | Award | 3,397 | $0 |
| Jul 20, 2026 | Paransky Noam Director | Award | 2,265 | $0 |
| Jul 20, 2026 | Rushing Coretha M Director | Award | 2,265 | $0 |
| Jul 20, 2026 | Friedman Ian Director | Award | 2,265 | $0 |
| Jun 2, 2026 | Reinhart James G. Chief Executive Officer | Sale | 59,070 | $262.0K |
| Jun 2, 2026 | Reinhart James G. Chief Executive Officer | Sale | 88,163 | $391.0K |
| Jun 2, 2026 | Sobers Sean Chief Financial Officer | Sale | 19,397 | $86.0K |
| Jun 2, 2026 | Homer Christopher Chief Operating Officer | Sale | 14,450 | $64.1K |
| Jun 2, 2026 | Sobers Sean Chief Financial Officer | Sale | 12,490 | $55.4K |
| Jun 2, 2026 | Homer Christopher Chief Operating Officer | Sale | 19,899 | $88.2K |
| Jun 2, 2026 | Homer Christopher Chief Operating Officer | Sale | 27,229 | $120.7K |
| Jun 2, 2026 | Reinhart James G. Chief Executive Officer | Sale | 27,675 | $122.7K |
| Jun 2, 2026 | Sobers Sean Chief Financial Officer | Sale | 13,667 | $60.6K |
| Jun 1, 2026 | Reinhart James G. Chief Executive Officer | Option exercise | 111,667 | $0 |
| Jun 1, 2026 | Sobers Sean Chief Financial Officer | Option exercise | 36,666 | $0 |
| Jun 1, 2026 | Reinhart James G. Chief Executive Officer | Option exercise | 166,666 | $0 |
| Jun 1, 2026 | Homer Christopher Chief Operating Officer | Option exercise | 28,745 | $0 |
| Jun 1, 2026 | Homer Christopher Chief Operating Officer | Option exercise | 39,584 | $0 |
| Jun 1, 2026 | Sobers Sean Chief Financial Officer | Option exercise | 23,609 | $0 |
| Jun 1, 2026 | Homer Christopher Chief Operating Officer | Option exercise | 54,166 | $0 |
| Jun 1, 2026 | Sobers Sean Chief Financial Officer | Option exercise | 25,834 | $0 |
| Jun 1, 2026 | Reinhart James G. Chief Executive Officer | Option exercise | 52,316 | $0 |
| May 20, 2026 | Nakache Patricia Director | Award | 37,265 | $0 |
| May 20, 2026 | Battles Kelly Bodnar Director | Award | 37,265 | $0 |
| May 20, 2026 | Friedman Ian Director | Award | 37,265 | $0 |
| May 20, 2026 | Ginsberg Amanda Director | Award | 37,265 | $0 |
| May 20, 2026 | HALEY TIMOTHY M Director | Award | 37,265 | $0 |
| May 20, 2026 | NOVA DANIEL J Director | Award | 37,265 | $0 |
| May 20, 2026 | Paransky Noam Director | Award | 37,265 | $0 |
| May 20, 2026 | Rushing Coretha M Director | Award | 37,265 | $0 |
| Apr 22, 2026 | Nakache Patricia Director | Award | 5,231 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for ThredUp Inc.
Free account. Everything above stays public.
Write why you follow ThredUp Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading