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

ThredUp Q3 revenue rises 7% to $88.2 million; Q4 revenue outlook implies 2% decline

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyThredUp Inc. (TDUP)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:13 PM ET
Accession number0001484778-26-000031

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 November 04, 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.