Professional
Added to YB: 2026-05-21
Pitch date: 2026-04-24
TDUP [bullish]
ThredUp Inc.
+2.14%
current return
Author Info
Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.
Company Info
ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States.
Market Cap
$525.2M
Pitch Price
$4.20
Price Target
30.00 (+641%)
Dividend
N/A
EV/EBITDA
311.10
P/E
-23.59
EV/Sales
1.64
Sector
Specialty Retail
Category
growth
Optimist Fund Portfolio Holding: ThredUp Inc.
TDUP (added to position): Q4 rev +18% YoY, new buyers +57%, guided 2026 rev +13% & EBITDA margin +160bps (conservative vs 2025's 6% guide → 18% actual). Multi-year inflection driving growth & profitability. $30+ PT in 5 years. Added to position despite 6mo weakness disconnected from strong fundamentals.
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