AI brief of an SEC Form 8-K · ThredUp Inc. (TDUP)

ThredUp Q2 revenue rises 17% to $90.8 million; second-half outlook updated

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyThredUp Inc. (TDUP)
Form8-K, current report
Filed with the SECAug 5, 2026, 4:10 PM ET
Accession number0001484778-26-000024

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 10:08 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 05, 2026.

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.