ThredUp (TDUP)
Market Price (6/29/2026): $6.97 | Market Cap: $890.0 MilSector: Consumer Discretionary | Industry: Broadline Retail
ThredUp (TDUP)
Market Price (6/29/2026): $6.97Market Cap: $890.0 MilSector: Consumer DiscretionaryIndustry: Broadline Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 20% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Sustainable Consumption. Themes include Online Marketplaces, and Circular Fashion. | Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 11.79, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 18% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -23 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -7.1% Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 92x Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -6.7% Key risksTDUP key risks include [1] its consistent inability to achieve profitability, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 20% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Sustainable Consumption. Themes include Online Marketplaces, and Circular Fashion. |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 11.79, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 18% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -23 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -7.1% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 92x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -6.7% |
| Key risksTDUP key risks include [1] its consistent inability to achieve profitability, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 6/26/2026
ThredUp (TDUP) stock has gained about 40% since 2/28/2026 because of the following key factors:
1. Strong Fiscal Q1 2026 Performance and Upbeat Full-Year Outlook.
ThredUp reported strong financial results for its fiscal first quarter ended March 31, 2026, announcing revenue of $81.7 million, representing a 15% increase year-over-year and exceeding analyst estimates of $80.17 million by approximately 1.95%. The company also demonstrated significant operational growth, with active buyers increasing by 25% year-over-year to 1.71 million and total orders rising by 19% to 1.64 million. Following this performance, ThredUp raised its full fiscal year 2026 financial outlook, anticipating revenue in the range of $351.2 million to $356.2 million, which would be a 14% year-over-year increase at the midpoint, along with higher expectations for gross margin and Adjusted EBITDA margin.
2. Strategic Expansion through New Peer-to-Peer (P2P) and Resale-as-a-Service (RaaS) Initiatives.
The company introduced the open beta launch of Direct Listing on June 9, 2026, a new peer-to-peer (P2P) selling experience integrated into its marketplace. This new offering features 0% seller fees, marketplace-backed returns, and AI-powered tools to simplify listing and selling. During beta testing, Direct Listing generated double-digit month-over-month growth in both listings and orders and attracted premium inventory, with nearly 18% of listings priced above $100 and an average selling price of $60, more than double that of its traditional marketplace. ThredUp also continued to expand its Resale-as-a-Service (RaaS) platform, onboarding new partners such as Lands' End in January 2026 and Misfits Market in March 2026, and established a RaaS Advisory Board on May 6, 2026, to further scale its enterprise growth.
Show more
ThredUp (TDUP) stock has gained about 40% since 2/28/2026 because of the following key factors:
1. Strong Fiscal Q1 2026 Performance and Upbeat Full-Year Outlook.
ThredUp reported strong financial results for its fiscal first quarter ended March 31, 2026, announcing revenue of $81.7 million, representing a 15% increase year-over-year and exceeding analyst estimates of $80.17 million by approximately 1.95%. The company also demonstrated significant operational growth, with active buyers increasing by 25% year-over-year to 1.71 million and total orders rising by 19% to 1.64 million. Following this performance, ThredUp raised its full fiscal year 2026 financial outlook, anticipating revenue in the range of $351.2 million to $356.2 million, which would be a 14% year-over-year increase at the midpoint, along with higher expectations for gross margin and Adjusted EBITDA margin.
2. Strategic Expansion through New Peer-to-Peer (P2P) and Resale-as-a-Service (RaaS) Initiatives.
The company introduced the open beta launch of Direct Listing on June 9, 2026, a new peer-to-peer (P2P) selling experience integrated into its marketplace. This new offering features 0% seller fees, marketplace-backed returns, and AI-powered tools to simplify listing and selling. During beta testing, Direct Listing generated double-digit month-over-month growth in both listings and orders and attracted premium inventory, with nearly 18% of listings priced above $100 and an average selling price of $60, more than double that of its traditional marketplace. ThredUp also continued to expand its Resale-as-a-Service (RaaS) platform, onboarding new partners such as Lands' End in January 2026 and Misfits Market in March 2026, and established a RaaS Advisory Board on May 6, 2026, to further scale its enterprise growth.
Show more
Updated on 6/26/2026
ThredUp (TDUP) stock has gained about 40% since 2/28/2026 because of the following key factors:
1. Strong Fiscal Q1 2026 Performance and Upbeat Full-Year Outlook.
ThredUp reported strong financial results for its fiscal first quarter ended March 31, 2026, announcing revenue of $81.7 million, representing a 15% increase year-over-year and exceeding analyst estimates of $80.17 million by approximately 1.95%. The company also demonstrated significant operational growth, with active buyers increasing by 25% year-over-year to 1.71 million and total orders rising by 19% to 1.64 million. Following this performance, ThredUp raised its full fiscal year 2026 financial outlook, anticipating revenue in the range of $351.2 million to $356.2 million, which would be a 14% year-over-year increase at the midpoint, along with higher expectations for gross margin and Adjusted EBITDA margin.
2. Strategic Expansion through New Peer-to-Peer (P2P) and Resale-as-a-Service (RaaS) Initiatives.
The company introduced the open beta launch of Direct Listing on June 9, 2026, a new peer-to-peer (P2P) selling experience integrated into its marketplace. This new offering features 0% seller fees, marketplace-backed returns, and AI-powered tools to simplify listing and selling. During beta testing, Direct Listing generated double-digit month-over-month growth in both listings and orders and attracted premium inventory, with nearly 18% of listings priced above $100 and an average selling price of $60, more than double that of its traditional marketplace. ThredUp also continued to expand its Resale-as-a-Service (RaaS) platform, onboarding new partners such as Lands' End in January 2026 and Misfits Market in March 2026, and established a RaaS Advisory Board on May 6, 2026, to further scale its enterprise growth.
3. Favorable Macroeconomic Trends and Positive Analyst Sentiment.
ThredUp benefited from robust macroeconomic trends in the secondhand apparel market. The 2026 Resale Report, released in April 2026, projects the global secondhand apparel market to reach $393 billion by 2030, growing over twice as fast as the overall apparel market. Specifically, the U.S. online resale market is expected to nearly double to $48.3 billion by 2030, with an average annual growth rate of 10%. This growth is partly driven by economic pressures accelerating consumer adoption, with 59% of consumers having shopped secondhand apparel in 2025. This positive industry backdrop, coupled with resilient consumer spending reflected in upbeat March retail sales data, contributed to the stock's upward movement. Analysts maintain a generally optimistic outlook, with a consensus rating of "Moderate Buy" or "Strong Buy" and an average price target of $9.14 for TDUP.
Show less
ThredUp (TDUP) stock has gained about 40% since 2/28/2026 because of the following key factors:
1. Strong Fiscal Q1 2026 Performance and Upbeat Full-Year Outlook.
ThredUp reported strong financial results for its fiscal first quarter ended March 31, 2026, announcing revenue of $81.7 million, representing a 15% increase year-over-year and exceeding analyst estimates of $80.17 million by approximately 1.95%. The company also demonstrated significant operational growth, with active buyers increasing by 25% year-over-year to 1.71 million and total orders rising by 19% to 1.64 million. Following this performance, ThredUp raised its full fiscal year 2026 financial outlook, anticipating revenue in the range of $351.2 million to $356.2 million, which would be a 14% year-over-year increase at the midpoint, along with higher expectations for gross margin and Adjusted EBITDA margin.
2. Strategic Expansion through New Peer-to-Peer (P2P) and Resale-as-a-Service (RaaS) Initiatives.
The company introduced the open beta launch of Direct Listing on June 9, 2026, a new peer-to-peer (P2P) selling experience integrated into its marketplace. This new offering features 0% seller fees, marketplace-backed returns, and AI-powered tools to simplify listing and selling. During beta testing, Direct Listing generated double-digit month-over-month growth in both listings and orders and attracted premium inventory, with nearly 18% of listings priced above $100 and an average selling price of $60, more than double that of its traditional marketplace. ThredUp also continued to expand its Resale-as-a-Service (RaaS) platform, onboarding new partners such as Lands' End in January 2026 and Misfits Market in March 2026, and established a RaaS Advisory Board on May 6, 2026, to further scale its enterprise growth.
3. Favorable Macroeconomic Trends and Positive Analyst Sentiment.
ThredUp benefited from robust macroeconomic trends in the secondhand apparel market. The 2026 Resale Report, released in April 2026, projects the global secondhand apparel market to reach $393 billion by 2030, growing over twice as fast as the overall apparel market. Specifically, the U.S. online resale market is expected to nearly double to $48.3 billion by 2030, with an average annual growth rate of 10%. This growth is partly driven by economic pressures accelerating consumer adoption, with 59% of consumers having shopped secondhand apparel in 2025. This positive industry backdrop, coupled with resilient consumer spending reflected in upbeat March retail sales data, contributed to the stock's upward movement. Analysts maintain a generally optimistic outlook, with a consensus rating of "Moderate Buy" or "Strong Buy" and an average price target of $9.14 for TDUP.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 42.0% change in TDUP stock from 2/28/2026 to 6/28/2026 was primarily driven by a 36.0% change in the company's P/S Multiple.| (LTM values as of) | 2282026 | 6282026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.88 | 6.93 | 42.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 298 | 321 | 7.6% |
| P/S Multiple | 2.0 | 2.8 | 36.0% |
| Shares Outstanding (Mil) | 124 | 128 | -3.0% |
| Cumulative Contribution | 42.0% |
Market Drivers
2/28/2026 to 6/28/2026| Return | Correlation | |
|---|---|---|
| TDUP | 42.0% | |
| Market (SPY) | 6.6% | 45.5% |
| Sector (XLY) | -1.9% | 53.3% |
Fundamental Drivers
The -7.8% change in TDUP stock from 11/30/2025 to 6/28/2026 was primarily driven by a -11.8% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 6282026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.52 | 6.93 | -7.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 298 | 321 | 7.6% |
| P/S Multiple | 3.1 | 2.8 | -11.8% |
| Shares Outstanding (Mil) | 124 | 128 | -3.0% |
| Cumulative Contribution | -7.8% |
Market Drivers
11/30/2025 to 6/28/2026| Return | Correlation | |
|---|---|---|
| TDUP | -7.8% | |
| Market (SPY) | 7.3% | 43.6% |
| Sector (XLY) | -2.9% | 46.5% |
Fundamental Drivers
The -3.8% change in TDUP stock from 5/31/2025 to 6/28/2026 was primarily driven by a -12.5% change in the company's P/S Multiple.| (LTM values as of) | 5312025 | 6282026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.20 | 6.93 | -3.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 267 | 321 | 20.4% |
| P/S Multiple | 3.1 | 2.8 | -12.5% |
| Shares Outstanding (Mil) | 117 | 128 | -8.6% |
| Cumulative Contribution | -3.8% |
Market Drivers
5/31/2025 to 6/28/2026| Return | Correlation | |
|---|---|---|
| TDUP | -3.8% | |
| Market (SPY) | 25.1% | 38.1% |
| Sector (XLY) | 7.8% | 38.5% |
Fundamental Drivers
The 234.8% change in TDUP stock from 5/31/2023 to 6/28/2026 was primarily driven by a 280.6% change in the company's P/S Multiple.| (LTM values as of) | 5312023 | 6282026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.07 | 6.93 | 234.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 292 | 321 | 10.1% |
| P/S Multiple | 0.7 | 2.8 | 280.6% |
| Shares Outstanding (Mil) | 102 | 128 | -20.1% |
| Cumulative Contribution | 234.8% |
Market Drivers
5/31/2023 to 6/28/2026| Return | Correlation | |
|---|---|---|
| TDUP | 234.8% | |
| Market (SPY) | 81.3% | 22.7% |
| Sector (XLY) | 54.6% | 23.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| TDUP Return | -36% | -90% | 72% | -38% | 360% | 4% | -67% |
| Peers Return | 8% | -59% | -14% | 107% | 17% | -8% | -15% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 7% | 96% |
Monthly Win Rates [3] | |||||||
| TDUP Win Rate | 40% | 25% | 67% | 25% | 67% | 50% | |
| Peers Win Rate | 47% | 28% | 38% | 45% | 53% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| TDUP Max Drawdown | - | -94% | -54% | -78% | -48% | -52% | |
| Peers Max Drawdown | -40% | -71% | -58% | -43% | -43% | -42% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: REAL, EBAY, ETSY, RVLV, RENT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/26/2026 (YTD)
How Low Can It Go
| Event | TDUP | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.4% | -18.8% |
| % Gain to Breakeven | 27.1% | 23.1% |
| Time to Breakeven | 11 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -62.3% | -7.8% |
| % Gain to Breakeven | 165.5% | 8.5% |
| Time to Breakeven | 112 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -36.8% | -9.5% |
| % Gain to Breakeven | 58.3% | 10.5% |
| Time to Breakeven | 510 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -14.8% | -6.7% |
| % Gain to Breakeven | 17.4% | 7.1% |
| Time to Breakeven | 2 days | 31 days |
In The Past
ThredUp's stock fell -21.4% during the 2025 US Tariff Shock. Such a loss loss requires a 27.1% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | TDUP | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.4% | -18.8% |
| % Gain to Breakeven | 27.1% | 23.1% |
| Time to Breakeven | 11 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -62.3% | -7.8% |
| % Gain to Breakeven | 165.5% | 8.5% |
| Time to Breakeven | 112 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -36.8% | -9.5% |
| % Gain to Breakeven | 58.3% | 10.5% |
| Time to Breakeven | 510 days | 24 days |
In The Past
ThredUp's stock fell -21.4% during the 2025 US Tariff Shock. Such a loss loss requires a 27.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About ThredUp (TDUP)
ThredUp Inc. operates a prominent online resale platform dedicated to making secondhand fashion mainstream. The company provides a convenient marketplace where consumers can easily buy and sell pre-owned women's and children's apparel, shoes, and accessories. This model serves to extend the lifecycle of clothing, offering both an economical and sustainable alternative to traditional retail.
The company's primary service involves managing the entire resale process: sellers send in their used items, which ThredUp then inspects, photographs, lists, and ships to buyers. For buyers, it offers a curated selection of authenticated, high-quality secondhand items across various fashion categories for women and kids. ThredUp's main customers include individuals seeking affordable and sustainable fashion choices, as well as those looking to declutter their wardrobes and monetize their gently used clothing.
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- eBay for secondhand apparel.
- Carvana for clothes.
- Amazon for used fashion.
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- Secondhand Apparel Marketplace: Provides a digital storefront for consumers to purchase pre-owned women's and kids' apparel, shoes, and accessories.
- Clothing Consignment Service: Offers a service for consumers to sell their used women's and kids' apparel, shoes, and accessories via ThredUp's platform.
AI Analysis | Feedback
ThredUp (TDUP) primarily serves individual consumers through its online resale platform, facilitating both the buying and selling of secondhand apparel, shoes, and accessories. The company serves the following categories of customers:
- Buyers (Shoppers): Individuals who purchase secondhand women's and kids' apparel, shoes, and accessories from the ThredUp platform. These customers are typically motivated by value, unique finds, specific brands, and sustainable shopping options.
- Sellers (Consignors): Individuals who send their unwanted women's and kids' apparel, shoes, and accessories to ThredUp to be processed and resold. These customers are often looking to declutter their closets, monetize their used items, or dispose of clothing responsibly.
- Eco-Conscious and Value-Driven Consumers: This overarching category includes both buyers and sellers who are specifically drawn to ThredUp for its commitment to circular fashion. They prioritize sustainability by extending the life cycle of clothing and seek the economic benefits of buying or selling quality secondhand items.
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- United Parcel Service, Inc. (NYSE: UPS)
- FedEx Corporation (NYSE: FDX)
- PayPal Holdings, Inc. (NASDAQ: PYPL)
- Visa Inc. (NYSE: V)
- Mastercard Incorporated (NYSE: MA)
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James Reinhart, Co-Founder & Chief Executive Officer
Mr. Reinhart co-founded ThredUp in January 2009 and has served as its Chief Executive Officer and a board member since then. Before founding ThredUp, he helped develop the Pacific Collegiate School and co-founded Beacon Education Network, a charter management organization serving low-income students in California's Central Coast. Mr. Reinhart holds a Master of Public Administration from the Harvard Kennedy School and a Master of Business Administration from Harvard Business School. He started his career as a teacher.
Sean Sobers, Chief Financial Officer
Mr. Sobers has served as ThredUp's Chief Financial Officer since October 2019. From July 2016 to August 2019, he was Chief Financial Officer of Quantenna Communications, Inc., a Wi-Fi Solutions Company that was acquired by ON Semiconductor Corporation in June 2019. Prior to that, from July 2009 to June 2016, Mr. Sobers served as Corporate Vice President of Finance of Cadence Design Systems, Inc., a publicly traded design automation software and engineering services company. He also held senior financial roles at Documentum, Inc. (acquired by EMC Corporation), EMC Corporation (acquired by Dell Technologies), and Polycom Inc.
Christopher Homer, Co-Founder & Chief Operating Officer
Mr. Homer co-founded ThredUp and has served as its Chief Operating Officer since September 2020. He previously served as the Chief Technology Officer from June 2009 to September 2020. From July 2005 to August 2007, Mr. Homer was a midmarket solution advisor at Microsoft Corporation.
Dan DeMeyere, Chief Product and Technology Officer
Mr. DeMeyere has served as ThredUp's Chief Product and Technology Officer since May 2024. He served as Head of International from October 2021 to May 2024 and as Chief Product Officer from February 2019 to October 2021. Before that, he was Vice President of Engineering at ThredUp from May 2016 to February 2019.
Alon Rotem, Chief Strategy Officer & Chief Legal Officer
Mr. Rotem has served as ThredUp's Chief Strategy Officer since September 2024 and Chief Legal Officer since February 2021, and as Secretary since March 2017. He previously served as General Counsel from January 2017 to February 2021. From September 2013 to November 2016, Mr. Rotem served as the General Counsel of Rocket Lawyer Inc., an online legal technology company.
Mr. Reinhart co-founded ThredUp in January 2009 and has served as its Chief Executive Officer and a board member since then. Before founding ThredUp, he helped develop the Pacific Collegiate School and co-founded Beacon Education Network, a charter management organization serving low-income students in California's Central Coast. Mr. Reinhart holds a Master of Public Administration from the Harvard Kennedy School and a Master of Business Administration from Harvard Business School. He started his career as a teacher.
Sean Sobers, Chief Financial Officer
Mr. Sobers has served as ThredUp's Chief Financial Officer since October 2019. From July 2016 to August 2019, he was Chief Financial Officer of Quantenna Communications, Inc., a Wi-Fi Solutions Company that was acquired by ON Semiconductor Corporation in June 2019. Prior to that, from July 2009 to June 2016, Mr. Sobers served as Corporate Vice President of Finance of Cadence Design Systems, Inc., a publicly traded design automation software and engineering services company. He also held senior financial roles at Documentum, Inc. (acquired by EMC Corporation), EMC Corporation (acquired by Dell Technologies), and Polycom Inc.
Christopher Homer, Co-Founder & Chief Operating Officer
Mr. Homer co-founded ThredUp and has served as its Chief Operating Officer since September 2020. He previously served as the Chief Technology Officer from June 2009 to September 2020. From July 2005 to August 2007, Mr. Homer was a midmarket solution advisor at Microsoft Corporation.
Dan DeMeyere, Chief Product and Technology Officer
Mr. DeMeyere has served as ThredUp's Chief Product and Technology Officer since May 2024. He served as Head of International from October 2021 to May 2024 and as Chief Product Officer from February 2019 to October 2021. Before that, he was Vice President of Engineering at ThredUp from May 2016 to February 2019.
Alon Rotem, Chief Strategy Officer & Chief Legal Officer
Mr. Rotem has served as ThredUp's Chief Strategy Officer since September 2024 and Chief Legal Officer since February 2021, and as Secretary since March 2017. He previously served as General Counsel from January 2017 to February 2021. From September 2013 to November 2016, Mr. Rotem served as the General Counsel of Rocket Lawyer Inc., an online legal technology company.
AI Analysis | Feedback
The public company ThredUp (TDUP) faces several key business risks, primarily stemming from its operational model, financial performance, and sensitivity to macroeconomic factors.
- Reliance on Consistent Supply of Quality Inventory and Challenges with the Consignment Model: ThredUp's business is fundamentally "supply-driven," relying heavily on individual sellers to provide clothing through "Clean Out Kits". The company's shift to a consignment model means sellers are compensated only after an item is sold, which can make it challenging to consistently attract and retain a large base of sellers. This model also carries the risk that sellers might choose to submit "lower-quality or less desirable items" due to delayed compensation, potentially leading to a failure to resell items while incurring processing expenses. This reliance directly impacts inventory quality, operational costs, and the overall stability of ThredUp's revenue stream.
- Persistent Net Losses and Concerns Regarding Profitability and Liquidity: Despite reporting revenue growth, ThredUp has a "history of losses and expects increasing operating expenses," making the achievement and maintenance of profitability uncertain. The company continues to experience a "persistent negative bottom line" and a "loss from continuing operations". This ongoing financial challenge raises questions about the "sufficiency of liquidity and capital resources" and is further highlighted by an "Altman Z-Score of -0.11," which places the company in a "distress zone" suggesting a potential for bankruptcy within two years.
- Sensitivity to Economic Downturns and Consumer Discretionary Spending: ThredUp's growth is significantly influenced by "consumers' overall discretionary spending trends". Adverse economic conditions, such as "inflation, interest rates, or job market uncertainty," can disrupt the company's growth by affecting both buyer and seller activity on its platform. Additionally, aggressive pricing or discounting strategies by new apparel retailers could "undermine ThredUp's growth and market share" in the secondhand market.
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The proliferation of direct-to-consumer (DTC) resale programs launched by apparel brands themselves.
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ThredUp Inc. operates within the expansive secondhand apparel market, focusing on women's and kids' clothing, shoes, and accessories. The addressable markets for their products and services span both the United States and global regions.
United States Market
- The U.S. secondhand apparel market was valued at $43 billion in 2023 and is projected to reach $73 billion by 2028, growing at an average of 11% annually. Other projections indicate the U.S. market could reach $73 billion by 2029.
- The North American secondhand apparel market, which includes the U.S., was valued at $71.04 billion in 2023 and is forecast to grow from $22.4 billion in 2023 to $58.3 billion by 2032, reflecting an 11% compound annual growth rate.
- Specifically for the kids and baby resale market in the U.S., it was valued at $7 billion in 2021 and is projected to reach $12.8 billion by 2030.
- The U.S. softlines resale market is expected to reach $70 billion by 2027.
Global Market
- The global secondhand apparel market was valued at $196.56 billion in 2023 and is projected to grow to $593.72 billion by 2031, exhibiting a compound annual growth rate (CAGR) of 15.07%.
- Another estimate projects the global secondhand apparel market to reach $367 billion by 2029, with a CAGR of 10%.
- The global market for secondhand apparel was estimated at $45.3 billion in 2024 and is expected to reach $126.6 billion by 2033, with a CAGR of 10.4%.
- The women's segment dominates the global secondhand apparel market, holding a 45.5% share in 2023, and is expected to maintain its dominance through 2033. The women's segment was valued at $92.15 billion in 2024.
AI Analysis | Feedback
ThredUp Inc. (TDUP) is expected to drive future revenue growth over the next two to three years through several key strategies:
- Growth in Active Buyers and New Buyer Acquisition: ThredUp has demonstrated significant success in expanding its customer base. In Q4 2025, the company reported a 30% year-over-year increase in active buyers, reaching 1.65 million. Furthermore, new buyer acquisition surged by 57% year-over-year in the same quarter, indicating effective strategies for attracting new users to its platform. Continued investment in attracting new buyers is a stated driver of performance.
- Increased Order Volume and Enhanced Monetization: The company saw a 27% increase in orders, totaling 1.56 million in Q4 2025. While the number of orders saw a decline over a two-year period, ThredUp has managed to increase its monetization, suggesting that it is generating more revenue per transaction, potentially through higher average selling prices or improved sales strategies.
- Expansion of Premium Supply Offering: ThredUp is focusing on scaling its premium supply offering, which has contributed to higher average selling prices. The introduction of a "higher-margin Premium Selling Kit" and a "Direct Listings beta" are strategic initiatives aimed at attracting more valuable inventory and expanding channels for higher-quality items.
- Strategic Shift to a Consignment Model: ThredUp is transitioning its Resale-as-a-Service (RaaS) partners and European operations to a consignment model. This operational shift is anticipated to be beneficial for gross margins over time and is driving consignment revenue growth. The company's U.S. business is now predominantly consignment-based (over 90%), and while this may affect how net revenue is accounted for, it is viewed as a key indicator for evaluating the underlying growth rate of the business due to its positive impact on gross profit.
- Investments in AI Technology: ThredUp is actively transforming into an AI-powered resale company by increasing investments across product, operations, and marketing. Notable AI initiatives include the launch of a new AI search experience and two AI-powered styling tools in beta. These tools aim to enhance personalization and simplify the shopping experience, leading to an 18% year-over-year increase in new customer conversion rates, reduced customer acquisition costs, and improved customer lifetime values.
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Capital Allocation Decisions (Last 3-5 Years) for ThredUp Inc. (TDUP)
Share Issuance
- ThredUp Inc. completed its Initial Public Offering (IPO) on March 25, 2021, with 12,000,000 shares of Class A common stock priced at $14.00 per share.
- In 2025, the company reported proceeds from the issuance of stock-based awards totaling $27.931 million.
- ThredUp had 127 million shares outstanding in Q4 2025, which represented a 1.6% increase from the prior quarter.
Capital Expenditures
- Capital expenditures were reported as $20 million in 2021, $43 million in 2022, $13 million in 2023, $6.58 million in 2024, and $10.5 million in 2025.
- The company anticipates similar levels of capital expenditures in 2026 as in 2025.
- Capital expenditures have primarily focused on scaling the resale infrastructure, inbound processing, and investments in new buyer acquisition to drive marketplace growth.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| ThredUp Earnings Notes | 12/16/2025 | |
| Can ThredUp Stock Recover If Markets Fall? | 10/17/2025 | |
| Should You Buy ThredUp Stock? | 08/09/2025 | |
| ThredUp (TDUP) Debt Comparison | 08/09/2025 | |
| ThredUp (TDUP) EBITDA Comparison | 08/09/2025 | |
| ThredUp (TDUP) Net Income Comparison | 08/09/2025 | |
| ThredUp (TDUP) Tax Expense Comparison | 08/09/2025 | |
| ThredUp (TDUP) Operating Cash Flow Comparison | 08/09/2025 | |
| ThredUp (TDUP) Operating Income Comparison | 08/09/2025 | |
| ThredUp (TDUP) Revenue Comparison | 08/09/2025 | |
| ARTICLES | ||
| TDUP Stock Up 36% after 5-Day Win Streak | 08/06/2025 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 17.96 |
| Mkt Cap | 1.6 |
| Rev LTM | 997 |
| Op Inc LTM | 31 |
| FCF LTM | 32 |
| FCF 3Y Avg | 15 |
| CFO LTM | 56 |
| CFO 3Y Avg | 24 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 14.5% |
| Rev Chg 3Y Avg | 5.2% |
| Rev Chg Q | 17.1% |
| QoQ Delta Rev Chg LTM | 4.0% |
| Op Inc Chg LTM | 15.8% |
| Op Inc Chg 3Y Avg | 22.9% |
| Op Mgn LTM | 2.0% |
| Op Mgn 3Y Avg | -2.5% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 5.9% |
| CFO/Rev 3Y Avg | 2.7% |
| FCF/Rev LTM | 2.9% |
| FCF/Rev 3Y Avg | 0.4% |
Price Behavior
Price Behavior
| Market Price | $6.93 | |
| Market Cap ($ Bil) | 0.9 | |
| First Trading Date | 03/26/2021 | |
| Distance from 52W High | -42.6% | |
| 50 Days | 200 Days | |
| DMA Price | $4.78 | $6.14 |
| DMA Trend | down | up |
| Distance from DMA | 45.1% | 12.8% |
| 3M | 1YR | |
| Volatility | 63.3% | 67.9% |
| Downside Capture | 26.12 | 252.86 |
| Upside Capture | 288.69 | 190.42 |
| Correlation (SPY) | 42.9% | 40.4% |
TDUP Betas & Captures as of 5/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.99 | 3.04 | 3.17 | 2.92 | 2.33 | 1.52 |
| Up Beta | 4.20 | 3.15 | 2.56 | 2.76 | 3.07 | 1.47 |
| Down Beta | 3.24 | 3.09 | 3.12 | 1.93 | 2.24 | 0.89 |
| Up Capture | 220% | 307% | 340% | 314% | 181% | 795% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 9 | 21 | 30 | 51 | 112 | 353 |
| Down Capture | 299% | 335% | 343% | 280% | 183% | 112% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 11 | 19 | 31 | 67 | 126 | 366 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TDUP | |
|---|---|---|---|---|
| TDUP | -10.8% | 67.8% | 0.11 | - |
| Sector ETF (XLY) | 8.0% | 18.5% | 0.28 | 40.0% |
| Equity (SPY) | 21.2% | 12.4% | 1.26 | 40.0% |
| Gold (GLD) | 21.8% | 27.7% | 0.70 | 16.4% |
| Commodities (DBC) | 21.8% | 18.6% | 0.92 | -17.2% |
| Real Estate (VNQ) | 16.1% | 13.6% | 0.85 | 21.3% |
| Bitcoin (BTCUSD) | -44.2% | 42.5% | -1.25 | 22.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TDUP | |
|---|---|---|---|---|
| TDUP | -23.0% | 104.4% | 0.24 | - |
| Sector ETF (XLY) | 6.7% | 23.9% | 0.24 | 31.3% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 27.7% |
| Gold (GLD) | 17.8% | 18.3% | 0.79 | 6.8% |
| Commodities (DBC) | 7.4% | 19.5% | 0.28 | 6.0% |
| Real Estate (VNQ) | 3.4% | 18.9% | 0.08 | 20.6% |
| Bitcoin (BTCUSD) | 10.9% | 54.0% | 0.39 | 19.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TDUP | |
|---|---|---|---|---|
| TDUP | -10.0% | 107.4% | 0.31 | - |
| Sector ETF (XLY) | 12.5% | 22.1% | 0.52 | 28.6% |
| Equity (SPY) | 15.2% | 18.0% | 0.72 | 25.9% |
| Gold (GLD) | 11.8% | 16.1% | 0.60 | 6.5% |
| Commodities (DBC) | 5.9% | 18.0% | 0.26 | 6.4% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 19.1% |
| Bitcoin (BTCUSD) | 54.7% | 66.4% | 0.95 | 17.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/5/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/4/2026 | 14.6% | 4.1% | 4.6% |
| 3/2/2026 | -23.4% | -25.5% | -34.5% |
| 11/3/2025 | -7.5% | -8.9% | -6.6% |
| 8/4/2025 | 5.7% | 1.7% | 9.1% |
| 5/5/2025 | 47.7% | 39.0% | 72.3% |
| 3/3/2025 | 7.2% | 4.0% | 10.3% |
| 1/14/2025 | 45.4% | 73.8% | 102.3% |
| 11/4/2024 | 58.5% | 77.4% | 212.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 11 | 13 |
| # Negative | 8 | 11 | 9 |
| Median Positive | 16.0% | 22.4% | 10.3% |
| Median Negative | -12.1% | -17.0% | -21.2% |
| Max Positive | 58.5% | 77.4% | 212.4% |
| Max Negative | -62.7% | -62.4% | -48.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/4/2026 | 14.6% | 4.1% | 4.6% |
| 3/2/2026 | -23.4% | -25.5% | -34.5% |
| 11/3/2025 | -7.5% | -8.9% | -6.6% |
| 8/4/2025 | 5.7% | 1.7% | 9.1% |
| 5/5/2025 | 47.7% | 39.0% | 72.3% |
| 3/3/2025 | 7.2% | 4.0% | 10.3% |
| 1/14/2025 | 45.4% | 73.8% | 102.3% |
| 11/4/2024 | 58.5% | 77.4% | 212.4% |
| 8/5/2024 | -62.7% | -62.4% | -48.6% |
| 5/6/2024 | 4.8% | 10.8% | 3.8% |
| 3/4/2024 | -16.5% | -21.2% | -21.2% |
| 11/6/2023 | -33.4% | -39.8% | -35.2% |
| 8/8/2023 | 26.1% | 30.1% | 5.7% |
| 5/9/2023 | 10.0% | -4.7% | -20.4% |
| 3/6/2023 | 51.2% | 35.2% | 50.0% |
| 11/14/2022 | 21.3% | 22.4% | 102.2% |
| 8/15/2022 | 17.4% | -17.0% | 0.0% |
| 5/9/2022 | -3.7% | -10.7% | -21.2% |
| 3/7/2022 | -0.8% | -17.7% | 2.3% |
| 11/8/2021 | 4.1% | 12.0% | -15.1% |
| 8/10/2021 | 2.1% | -1.4% | -11.9% |
| 5/12/2021 | -7.7% | -4.2% | 36.1% |
| SUMMARY STATS | |||
| # Positive | 14 | 11 | 13 |
| # Negative | 8 | 11 | 9 |
| Median Positive | 16.0% | 22.4% | 10.3% |
| Median Negative | -12.1% | -17.0% | -21.2% |
| Max Positive | 58.5% | 77.4% | 212.4% |
| Max Negative | -62.7% | -62.4% | -48.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/04/2026 | 10-Q |
| 12/31/2025 | 03/02/2026 | 10-K |
| 09/30/2025 | 11/03/2025 | 10-Q |
| 06/30/2025 | 08/04/2025 | 10-Q |
| 03/31/2025 | 05/05/2025 | 10-Q |
| 12/31/2024 | 03/03/2025 | 10-K |
| 09/30/2024 | 11/04/2024 | 10-Q |
| 06/30/2024 | 08/05/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 03/05/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/07/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/04/2026 | 10-Q |
| 12/31/2025 | 03/02/2026 | 10-K |
| 09/30/2025 | 11/03/2025 | 10-Q |
| 06/30/2025 | 08/04/2025 | 10-Q |
| 03/31/2025 | 05/05/2025 | 10-Q |
| 12/31/2024 | 03/03/2025 | 10-K |
| 09/30/2024 | 11/04/2024 | 10-Q |
| 06/30/2024 | 08/05/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 03/05/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/07/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/22/2022 | 10-K |
| 09/30/2021 | 11/09/2021 | 10-Q |
| 06/30/2021 | 08/11/2021 | 10-Q |
| 03/31/2021 | 05/13/2021 | 10-Q |
| 12/31/2020 | 03/26/2021 | 424B4 |
Recent Forward Guidance
Updated 6/1/2026Latest: Q1 2026 Earnings Reported 5/4/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | 89.00 Mil | 90.00 Mil | 91.00 Mil | 12.5% | Higher New | Actual: 80.00 Mil for Q1 2026 | |
| Q2 2026 Gross Margin | 78.5% | 79.0% | 79.5% | 0.6% | 0.5% | Higher New | Actual: 78.5% for Q1 2026 |
| Q2 2026 Adjusted EBITDA margin | 5.2% | 73.3% | 2.2% | Higher New | Actual: 3.0% for Q1 2026 | ||
| 2026 Revenue | 351.20 Mil | 353.70 Mil | 356.20 Mil | 0.5% | Raised | Guidance: 352.00 Mil for 2026 | |
| 2026 Gross Margin | 78.5% | 79.0% | 79.5% | 0.6% | 0.5% | Raised | Guidance: 78.5% for 2026 |
| 2026 Adjusted EBITDA margin | 6.1% | 1.7% | 0.1% | Raised | Guidance: 6.0% for 2026 | ||
Prior: Q4 2025 Earnings Reported 3/2/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 79.50 Mil | 80.00 Mil | 80.50 Mil | 3.9% | Higher New | Guidance: 77.00 Mil for Q4 2025 | |
| Q1 2026 Gross Margin | 78.0% | 78.5% | 79.0% | 0 | 0 | Same New | Guidance: 78.5% for Q4 2025 |
| Q1 2026 Adjusted EBITDA margin | 3.0% | 0 | 0 | Same New | Guidance: 3.0% for Q4 2025 | ||
| Q1 2026 Depreciation and amortization | 3.40 Mil | ||||||
| Q1 2026 Stock-based compensation expense | 6.00 Mil | ||||||
| 2026 Revenue | 349.00 Mil | 352.00 Mil | 355.00 Mil | 14.3% | Higher New | Guidance: 308.00 Mil for 2025 | |
| 2026 Gross Margin | 78.0% | 78.5% | 79.0% | -0.8% | -0.6% | Lower New | Guidance: 79.1% for 2025 |
| 2026 Adjusted EBITDA margin | 6.0% | 42.9% | 1.8% | Higher New | Guidance: 4.2% for 2025 | ||
| 2026 Depreciation and amortization | 13.70 Mil | ||||||
| 2026 Stock-based compensation expense | 24.40 Mil | ||||||
Insider Activity
Updated 6/3/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Homer, Christopher | Chief Operating Officer | Direct | Sell | 6032026 | 4.43 | 61,578 | 273,068 | 5,773,034 | Form |
| 2 | Reinhart, James G | Chief Executive Officer | Direct | Sell | 6032026 | 4.43 | 174,908 | 775,641 | 6,451,512 | Form |
| 3 | Sobers, Sean | Chief Financial Officer | Direct | Sell | 6032026 | 4.43 | 45,554 | 202,007 | 2,538,820 | Form |
| 4 | Nakache, Patricia | Gordan/Nakache Family Trust U/A DTD 11/30/2001 | Buy | 3102026 | 3.73 | 13,157 | 49,076 | 52,283 | Form | |
| 5 | Homer, Christopher | Chief Operating Officer | Direct | Sell | 3032026 | 3.82 | 69,741 | 266,432 | 4,870,523 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Homer, Christopher | Chief Operating Officer | Direct | Sell | 6032026 | 4.43 | 61,578 | 273,068 | 5,773,034 | Form |
| 2 | Reinhart, James G | Chief Executive Officer | Direct | Sell | 6032026 | 4.43 | 174,908 | 775,641 | 6,451,512 | Form |
| 3 | Sobers, Sean | Chief Financial Officer | Direct | Sell | 6032026 | 4.43 | 45,554 | 202,007 | 2,538,820 | Form |
| 4 | Nakache, Patricia | Gordan/Nakache Family Trust U/A DTD 11/30/2001 | Buy | 3102026 | 3.73 | 13,157 | 49,076 | 52,283 | Form | |
| 5 | Homer, Christopher | Chief Operating Officer | Direct | Sell | 3032026 | 3.82 | 69,741 | 266,432 | 4,870,523 | Form |
| 6 | Reinhart, James G | Chief Executive Officer | Direct | Sell | 3032026 | 3.82 | 215,338 | 822,656 | 3,347,805 | Form |
| 7 | Sobers, Sean | Chief Financial Officer | Direct | Sell | 3032026 | 3.82 | 56,504 | 215,862 | 2,121,237 | Form |
| 8 | Homer, Christopher | Chief Operating Officer | Direct | Sell | 12022025 | 7.42 | 68,358 | 507,326 | 8,687,480 | Form |
| 9 | Reinhart, James G | Chief Executive Officer | Direct | Sell | 12022025 | 7.42 | 198,690 | 1,474,598 | 4,645,929 | Form |
| 10 | Sobers, Sean | Chief Financial Officer | Direct | Sell | 12022025 | 7.42 | 51,220 | 380,134 | 3,676,186 | Form |
| 11 | Reinhart, James G | Chief Executive Officer | Trust | Sell | 11072025 | 7.95 | 200,000 | Form | ||
| 12 | Reinhart, James G | Chief Executive Officer | Direct | Sell | 11072025 | 7.93 | 379,826 | 3,012,780 | 4,551,786 | Form |
| 13 | Nova, Daniel J | See Footnote | Buy | 11062025 | 8.04 | 65,000 | 522,301 | 2,964,500 | Form | |
| 14 | Rushing, Coretha M | Direct | Sell | 8252025 | 10.82 | 105,000 | 1,136,342 | 1,603,832 | Form | |
| 15 | Reinhart, James G | Chief Executive Officer | Direct | Sell | 8082025 | 9.91 | 406,372 | 4,026,618 | 7,567,908 | Form |
| 16 | Sobers, Sean | Chief Financial Officer | Direct | Sell | 8082025 | 10.04 | 50,000 | 502,195 | 4,292,662 | Form |
| 17 | Reinhart, James G | Chief Executive Officer | Direct | Sell | 8082025 | 10.20 | 158,514 | 1,616,859 | 11,935,504 | Form |
| 18 | Sobers, Sean | Chief Financial Officer | Direct | Sell | 8082025 | 10.04 | 100,000 | 1,004,210 | 4,793,998 | Form |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Broadline Retail Resources |
| Chain Store Age |
| RetailWire |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 6/28/2026