Professional
Added to YB: 2025-09-19
Pitch date: 2025-07-18
TDUP [neutral]
ThredUp Inc.
+6.41%
current return
Author Info
Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.
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Company Info
ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States.
Market Cap
$936.1M
Pitch Price
$7.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
440.34
P/E
-39.19
EV/Sales
3.15
Sector
Specialty Retail
Category
growth
Show full summary:
Optimist Fund Portfolio Holding: ThredUp Inc.
TDUP (holding update): Undergoing significant inflection shifting investor perception. Beat Q1 expectations, raised Q2 & full year guidance. Despite strong YTD run, meaningful upside expected as company scales into existing fulfillment center capacity over coming years.
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