Every material Form 8-K ThredUp Inc. has filed with the SEC since May 04, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ThredUp reported third quarter 2026 revenue of $88.2 million, up 7% year-over-year, and a record 1.82 million Active Buyers, up 16%. Net loss widened to $5.5 million from $4.2 million, and Adjusted EBITDA fell to $3.5 million from $3.8 million, so profit measures moved backward even as sales grew. The company's fourth quarter revenue outlook of $77.0 million to $79.0 million implies a 2% year-over-year decline at the midpoint, while full-year 2026 revenue guidance of $337.7 million to $339.7 million implies 9% growth at the midpoint.
Q3 2026 revenue $88.2 million, up 7% year-over-year; gross margin 78.2% versus 79.4% a year earlier
Q3 2026 net loss $5.5 million versus $4.2 million in Q3 2025; Adjusted EBITDA $3.5 million, 4.0% of revenue
Q4 2026 revenue guidance $77.0 million to $79.0 million; full-year 2026 revenue guidance $337.7 million to $339.7 million
Cash, cash equivalents, restricted cash and marketable securities of $57.6 million at September 30, 2026, up $0.2 million from the prior quarter
ThredUp reported second-quarter 2026 revenue of $90.8 million, up 17% from a year earlier, while its net loss widened to $5.9 million from $5.2 million. The company also updated its outlook for the third quarter, fourth quarter and full year 2026, citing economic uncertainty affecting its most price-sensitive buyers. Shareholders get a higher sales base but a filing that does not give the prior guidance figures, so the size of any change cannot be measured from this document.
Q2 2026 revenue was $90.8 million, up 17% year-over-year; net loss was $5.9 million versus $5.2 million a year earlier.
Adjusted EBITDA was $4.8 million, or 5.3% of revenue, compared with $3.0 million, or 3.9%, in Q2 2025.
Q3 2026 revenue guidance is $87.0 million to $89.0 million; full-year 2026 revenue guidance is $344.4 million to $348.4 million.
Active Buyers reached 1.77 million, up 21% year-over-year; cash and marketable securities totaled $57.4 million at June 30, 2026.
ThredUp reported first-quarter 2026 revenue of $81.7 million, up 15% from a year earlier, and raised its full-year 2026 outlook for revenue, gross margin and Adjusted EBITDA margin. The net loss widened to $6.5 million from $5.2 million, and Adjusted EBITDA fell to $2.7 million from $3.8 million, so growth came with lower profitability.
Q1 2026 revenue of $81.7 million, up 15% year over year; gross margin 79.2% versus 79.1%
Net loss of $6.5 million, or 7.9% of revenue, versus $5.2 million a year earlier
Full-year 2026 revenue outlook of $351.2 million to $356.2 million, about 14% growth at the midpoint
Record Active Buyers of 1.71 million, up 25% year over year
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ThredUp Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →