thredup is the nation's leading online marketplace for women's and kids' like-new apparel. over 25,000 brands, ranging from gap to gucci, are listed on thredup.com at prices up to 90 percent off retail. thredup is disrupting the $30b+ apparel resale industry by reinventing the way consumers think about used clothing, inspiring them to think "secondhand first". thredup pioneered the clean out bag, the most convenient way to sell clothes, shoes and accessories that you're no longer wearing. james reinhart, chris homer and oliver lubin co-founded thredup in 2009, and the business today is venture capital backed with over $50m from world-class investors. we're always looking for great talent to join our passionate team in downtown san francisco: thredup.com/jobs
Company profile
Ticker
TDUP
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
thredUP
SEC CIK
Corporate docs
Subsidiaries
Knitwit GC LLC • ThredUp Intermediary Holdings LLC ...
IRS number
264009181
TDUP stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
5 Apr 24
DEF 14A
Definitive proxy
5 Apr 24
ARS
2023 FY
Annual report to shareholders
5 Apr 24
PRE 14A
Preliminary proxy
25 Mar 24
8-K
Departure of Directors or Certain Officers
25 Mar 24
8-K
Q4 2023 Earnings Call
7 Mar 24
S-8
Registration of securities for employees
5 Mar 24
10-K
2023 FY
Annual report
4 Mar 24
8-K
ThredUp Announces Fourth Quarter and Full Year 2023 Results
4 Mar 24
8-K
Entry into a Material Definitive Agreement
19 Dec 23
Transcripts
TDUP
Earnings call transcript
2023 Q3
6 Nov 23
TDUP
Earnings call transcript
2023 Q2
8 Aug 23
TDUP
Earnings call transcript
2023 Q1
9 May 23
TDUP
Earnings call transcript
2022 Q4
6 Mar 23
TDUP
Earnings call transcript
2022 Q3
15 Nov 22
TDUP
Earnings call transcript
2022 Q2
16 Aug 22
TDUP
Earnings call transcript
2022 Q1
10 May 22
TDUP
Earnings call transcript
2021 Q4
8 Mar 22
TDUP
Earnings call transcript
2021 Q3
9 Nov 21
TDUP
Earnings call transcript
2021 Q2
11 Aug 21
Latest ownership filings
4
James G. Reinhart
3 Apr 24
144
Notice of proposed sale of securities
1 Apr 24
4
James G. Reinhart
21 Mar 24
144
Notice of proposed sale of securities
19 Mar 24
SC 13G
NEEDHAM INVESTMENT MANAGEMENT LLC
14 Mar 24
4
Alon Rotem
13 Mar 24
144
Notice of proposed sale of securities
11 Mar 24
4
Christopher Homer
5 Mar 24
4
James G. Reinhart
5 Mar 24
4
Alon Rotem
5 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 74.58 mm | 74.58 mm | 74.58 mm | 74.58 mm | 74.58 mm | 74.58 mm |
Cash burn (monthly) | (no burn) | (no burn) | 6.06 mm | 6.38 mm | (no burn) | 2.48 mm |
Cash used (since last report) | n/a | n/a | 40.38 mm | 42.52 mm | n/a | 16.53 mm |
Cash remaining | n/a | n/a | 34.20 mm | 32.06 mm | n/a | 58.05 mm |
Runway (months of cash) | n/a | n/a | 5.6 | 5.0 | n/a | 23.4 |
Institutional ownership, Q4 2023
61.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 7 |
Opened positions | 0 |
Closed positions | 102 |
Increased positions | 2 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 121.73 mm |
Total shares | 48.37 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Trinity TVL X | 9.17 mm | $0.00 |
Capital World Investors | 8.58 mm | $19.31 mm |
Goldman Sachs Asset Management | 7.79 mm | $10.21 mm |
Redpoint Ventures IV | 7.23 mm | $92.22 mm |
Thrivent Financial For Lutherans | 7.04 mm | $0.00 |
Highland Management Partners VIII Limited Partnership | 4.93 mm | $0.00 |
Upfront Growth I | 3.62 mm | $0.00 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Apr 24 | James G. Reinhart | Class A Common Stock | Sell | Dispose S | No | No | 2.001 | 20,744 | 41.51 k | 659,398 |
20 Mar 24 | James G. Reinhart | Class A Common Stock | Sell | Dispose S | No | No | 2.0052 | 9,801 | 19.65 k | 680,142 |
19 Mar 24 | James G. Reinhart | Class A Common Stock | Sell | Dispose S | No | No | 2.0006 | 5,000 | 10.00 k | 689,943 |
11 Mar 24 | Alon Rotem | Class A Common Stock | Sell | Dispose S | No | No | 1.8518 | 12,823 | 23.75 k | 220,771 |
1 Mar 24 | Christopher Homer | Class A Common Stock | Payment of exercise | Dispose F | No | No | 2.11 | 15,979 | 33.72 k | 483,517 |
1 Mar 24 | Christopher Homer | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 54,166 | 0.00 | 499,496 |
1 Mar 24 | Christopher Homer | Class A Common Stock | Payment of exercise | Dispose F | No | No | 2.11 | 17,063 | 36.00 k | 445,330 |
1 Mar 24 | Christopher Homer | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 58,236 | 0.00 | 462,393 |
1 Mar 24 | Christopher Homer | Class A Common Stock | Payment of exercise | Dispose F | No | No | 2.11 | 13,679 | 28.86 k | 404,157 |
1 Mar 24 | Christopher Homer | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 41,335 | 0.00 | 417,836 |
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Press releases
ThredUp to Report First Quarter 2024 Financial Results on May 6, 2024
8 Apr 24
ThredUp's 12th Annual Resale Report Reveals Resale Grew 15X Faster than Retail in 2023
27 Mar 24
ThredUp Announces Fourth Quarter and Full Year 2023 Results
4 Mar 24
ThredUp to Report Fourth Quarter and Full Year 2023 Financial Results on March 4, 2024
5 Feb 24