Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-21
TDUP [neutral]
ThredUp Inc.
-45.48%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States.
Market Cap
$588.2M
Pitch Price
$8.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
277.24
P/E
-24.62
EV/Sales
1.98
Sector
Specialty Retail
Category
growth
Show full summary:
The Optimist Fund Portfolio Holding: ThredUp Inc.
TDUP (holding update): Strong Q4 w/ 16% rev growth to $77.7M (fastest in years), adj EBITDA up ~100% YOY showing operating leverage. Active buyers +17% to 1.47M, new buyers +74%. Mgmt raised guidance to ~15% rev growth, 4% EBITDA margin. Analysts at 10% growth vs base case 15-20%. Largest position.
Read full article (1 min)