Every 10-Q that ThredUp Inc. (TDUP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow TDUP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TDUP filings page.
ThredUp Inc. reported solid Q2 2026 growth while remaining loss‑making. Revenue rose 16.9% year over year to $90.767 million as orders increased 21.9% and Active Buyers grew 20.9% to 1.771 million. Gross profit reached $72.524 million with a 79.9% gross margin.
Net loss was $5.935 million, slightly larger than a year earlier, though net loss margin improved to 6.5% of revenue. Non‑GAAP Adjusted EBITDA was $4.779 million, a 5.3% margin, while stock‑based compensation totaled $5.925 million and marketing costs grew more slowly than revenue.
The company generated $9.204 million of operating cash flow in the first half of 2026 and ended June 30 with $57.4 million in cash, cash equivalents, restricted cash and marketable securities, plus $10 million of undrawn Term Loan capacity. Management cites elevated inflation and higher labor and shipping costs but believes existing liquidity is sufficient for at least the next 12 months and does not plan new distribution locations near term.
ThredUp Inc. reported higher Q1 2026 sales but remained unprofitable. Revenue reached $81.7 million, up 14.6% from $71.3 million a year earlier, driven by a 19.3% increase in orders to 1.6 million and 25.0% growth in active buyers to 1.7 million.
Gross profit was $64.7 million with a gross margin of 79.2%, roughly flat year over year. Net loss widened to $6.5 million, or a 7.9% net loss margin, compared with a $5.2 million loss and 7.3% margin in Q1 2025. Non‑GAAP Adjusted EBITDA declined to $2.7 million, a 3.4% margin, from $3.8 million and a 5.3% margin.
Operating cash flow was positive at $4.8 million. ThredUp ended March 31, 2026 with $54.4 million in cash, cash equivalents, restricted cash and marketable securities and $18.0 million outstanding under its Term Loan, with an additional $10.0 million available for equipment purchases.
ThredUp Inc. reported Q3 2025 results, showing strong top-line growth and improved profitability metrics. Revenue reached $82.2 million, up 33.6% year over year, while gross profit rose to $65.2 million. Gross margin was 79.4%, roughly flat versus last year.
Loss from continuing operations narrowed to $4.2 million, compared with $10.4 million a year ago, reflecting operating leverage as volumes scaled. Non-GAAP Adjusted EBITDA from continuing operations was $3.8 million (4.6% margin), up from $0.3 million. Active Buyers were 1.568 million and Orders were 1.608 million, increases of 25.6% and 37.2%, respectively, highlighting demand momentum even as average order value dipped modestly with a higher mix of new buyers.
Year to date, operating cash flow from continuing operations was $12.1 million. Cash and cash equivalents were $46.2 million, with $4.9 million in marketable securities, and $22.5 million remained available under the Term Loan for equipment purchases. The company completed its transition to a primarily consignment model and continues to recognize gift card breakage and site credit redemptions as disclosed in its revenue policies.