Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 record second-quarter 2026 revenue of $90.8 million, up 17% year over year, with gross profit of $72.5 million and a gross margin of 79.9%. Active Buyers reached 1.77 million and Orders 1.87 million, increases of 21% and 22% respectively, indicating continued marketplace growth.
The company remained loss-making, with a Q2 2026 net loss of $5.9 million, or 6.5% of revenue, compared with $5.2 million a year earlier, but generated Adjusted EBITDA of $4.8 million (5.3% margin) and first-half free cash flow of $2.4 million. Cash, cash equivalents, restricted cash, and marketable securities totaled $57.4 million at quarter end, $3.0 million higher than the previous quarter. For full-year 2026, ThredUp expects revenue of $344.4–$348.4 million, gross margin of 78.7%–79.1%, and Adjusted EBITDA margin of about 4.7%, and updated second-half guidance to reflect economic uncertainty affecting price-sensitive buyers.
ThredUp Inc. reported the results of its 2026 Annual Meeting of Stockholders held on May 20, 2026. Stockholders representing 115,415,334 shares, or 297,073,512 votes, were present in person or by proxy, establishing a quorum for conducting business.
Three Class II directors—James Reinhart, Dan Nova, and Kelly Bodnar Battles—were elected to serve until the 2029 annual meeting. Each nominee received over 259 million votes "for," with broker non-votes recorded. Stockholders also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 296,770,804 votes "for," 142,987 "against," and 159,721 abstentions.
ThredUp Inc. reported first quarter 2026 revenue of $81.7 million, up 15% year-over-year, with gross margin of 79.2%. Gross profit reached $64.7 million, also up 15%.
The company posted a net loss of $6.5 million (7.9% of revenue), compared with a $5.2 million loss a year earlier. Non-GAAP Adjusted EBITDA was $2.7 million, or 3.4% of revenue, down from $3.8 million, or 5.3%, last year.
Customer metrics continued to expand, with 1.71 million Active Buyers and 1.64 million orders, increases of 25% and 19% year-over-year. ThredUp ended the quarter with $54.4 million in cash, cash equivalents, restricted cash, and marketable securities.
For the second quarter 2026, ThredUp expects revenue of $89.0–$91.0 million, gross margin of 78.5–79.5%, and Adjusted EBITDA margin of about 5.2%. For full-year 2026, it projects revenue of $351.2–$356.2 million, gross margin of 78.5–79.5%, and Adjusted EBITDA margin of about 6.1%.
ThredUp Inc. reported strong growth for the fourth quarter and full year 2025 while still posting GAAP losses. Q4 revenue was $79.7 million, up 18% year over year, with gross margin of 79.6% and a loss from continuing operations of $5.6 million, improved from an $8.1 million loss last year. Adjusted EBITDA from continuing operations was $2.9 million (3.7% margin), down from $5.0 million (7.4% margin) a year ago. For 2025, revenue reached $310.8 million, up 20%, while the loss from continuing operations narrowed to $20.2 million from $40.0 million. Full-year Adjusted EBITDA from continuing operations rose to $13.5 million, a 4.4% margin. Active Buyers grew 30% to 1.65 million and Orders increased 25% to 6.08 million, showing demand expansion. ThredUp ended the year with $53.1 million in cash, cash equivalents, restricted cash, and marketable securities and achieved positive annual total cash flows of $3.1 million for the first time. For 2026, the company guides to revenue of $349.0–$355.0 million, gross margin of 78–79%, and Adjusted EBITDA margin of about 6%.
ThredUp Inc. amended its senior loan agreement with Western Alliance Bank and other lenders on January 30, 2026. The change cuts the unused Term B loan commitment from $22.5 million to $10 million and extends the overall facility maturity from July 14, 2027 to July 10, 2030.
The interest benchmark on outstanding amounts moves from the Wall Street Journal Prime Rate to Term SOFR with a 2.50% floor, plus a 3.25% margin. ThredUp’s Term A loan becomes interest-only until January 10, 2028, deferring principal payments. Financial covenants are revised by removing a minimum fixed charge coverage ratio and adding new liquidity-focused tests based on RML and daily specified cash levels.
ThredUp Inc. announced that its board of directors appointed Kelly Bodnar Battles as a Class II director, effective December 1, 2025. She will also serve as chair of the Audit Committee and has been designated an “audit committee financial expert” under SEC rules, indicating significant expertise in accounting and financial reporting. As a non-employee director, she will receive compensation under ThredUp’s existing Non-Employee Director Compensation Policy and has entered into the company’s standard indemnification agreement for directors. ThredUp later issued a press release to publicly announce her appointment.
ThredUp Inc. furnished an update on its latest results. The company announced that it issued a press release detailing financial results for the quarter ended September 30, 2025, and provided related supplemental financial information. Both materials are attached as Exhibits 99.1 and 99.2 and are incorporated by reference.
The information was furnished under Item 2.02 and is not deemed filed for purposes of Section 18 of the Exchange Act. The report was signed by Chief Financial Officer Sean Sobers.