Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-21
TDUP [neutral]
ThredUp Inc.
-12.9%
current return
Author Info
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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
$8.84
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:
The Optimist Fund Portfolio Holding: ThredUp Inc.
TDUP (holding update): Strong Q4 w/ 16% rev growth to $77.7M (fastest in years), adj EBITDA up ~100% YOY showing operating leverage. Active buyers +17% to 1.47M, new buyers +74%. Mgmt raised guidance to ~15% rev growth, 4% EBITDA margin. Analysts at 10% growth vs base case 15-20%. Largest position.
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