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Upturn AI SWOT - About
ThredUp Inc (TDUP)
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Upturn Advisory Summary
06/30/2025: TDUP (2-star) is a SELL. SELL since 2 days. Profits (175.93%). Updated daily EoD!
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
4 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $7.25
1 Year Target Price $7.25
| 3 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.9% | Avg. Invested days 41 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 880.94M USD | Price to earnings Ratio - | 1Y Target Price 7.25 |
Price to earnings Ratio - | 1Y Target Price 7.25 | ||
Volume (30-day avg) 4 | Beta 1.76 | 52 Weeks Range 0.50 - 8.74 | Updated Date 06/30/2025 |
52 Weeks Range 0.50 - 8.74 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -24.61% | Operating Margin (TTM) -7.62% |
Management Effectiveness
Return on Assets (TTM) -10.1% | Return on Equity (TTM) -44.15% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 889773234 | Price to Sales(TTM) 3.3 |
Enterprise Value 889773234 | Price to Sales(TTM) 3.3 | ||
Enterprise Value to Revenue 3.34 | Enterprise Value to EBITDA -2.75 | Shares Outstanding 96352200 | Shares Floating 90077176 |
Shares Outstanding 96352200 | Shares Floating 90077176 | ||
Percent Insiders 5.44 | Percent Institutions 60.58 |
Analyst Ratings
Rating 2 | Target Price 7.25 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
ThredUp Inc
Company Overview
History and Background
ThredUp Inc. was founded in 2009 with the mission of inspiring a new generation to think secondhand first. Initially focused on facilitating clothing swaps, it evolved into an online marketplace for buying and selling secondhand clothing, shoes, and accessories.
Core Business Areas
- Marketplace: ThredUp's core business is its online marketplace for buying and selling used apparel and accessories. They provide a platform for consumers to list items and for buyers to purchase them.
- Retail as a Service (RaaS): ThredUp partners with retailers to enable them to offer resale programs. This includes handling logistics and processing for retailers selling secondhand items.
Leadership and Structure
ThredUp is led by CEO James Reinhart. The company has a typical corporate structure with departments focusing on technology, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- Secondhand Apparel: The primary product is secondhand apparel for women and children. ThredUp claims to be one of the largest online resellers of women's and kids' apparel. Competitors include Poshmark, The RealReal, and traditional retailers offering secondhand programs. They currently have a 2% market share in the U.S. apparel market.
- Accessories: ThredUp also offers accessories such as shoes, handbags, and jewelry. Market share data specific to accessories is not readily available. Competitors include Poshmark, The RealReal, and other online marketplaces.
Market Dynamics
Industry Overview
The secondhand apparel market is growing rapidly, driven by increasing consumer awareness of sustainability and affordability. Online resale platforms are gaining popularity.
Positioning
ThredUp positions itself as a convenient and affordable option for buying and selling secondhand apparel. Its scale and technology provide a competitive advantage.
Total Addressable Market (TAM)
The total addressable market for secondhand apparel is estimated to be in the tens of billions of dollars globally and expected to reach $218 Billion by 2026. ThredUp is positioned to capture a significant share of this market through its online platform and RaaS partnerships.
Upturn SWOT Analysis
Strengths
- Large scale and inventory
- Proprietary technology and logistics
- Brand recognition
- RaaS partnerships
Weaknesses
- Profitability challenges
- Dependence on consumer behavior
- High fulfillment costs
- Competition in a fragmented market
Opportunities
- Further expansion of RaaS partnerships
- Increased adoption of secondhand apparel
- International expansion
- Development of new technologies
Threats
- Increased competition
- Changes in consumer preferences
- Economic downturn
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- POSH
- REAL
- EBAY
Competitive Landscape
ThredUp has a competitive advantage in its scale, technology and RaaS partnerships. Its challenges include improving profitability and managing competition from other online resale platforms.
Major Acquisitions
Remix Global
- Year: 2021
- Acquisition Price (USD millions): 28.5
- Strategic Rationale: Expanded European presence and improved logistics capabilities.
Growth Trajectory and Initiatives
Historical Growth: ThredUp has experienced significant revenue growth, driven by the increasing popularity of online resale.
Future Projections: Analysts project continued revenue growth for ThredUp, driven by RaaS partnerships and market expansion. Profitability is expected to improve over time.
Recent Initiatives: Recent initiatives include expanding RaaS partnerships, improving logistics efficiency, and enhancing the customer experience.
Summary
ThredUp shows strong revenue growth in the expanding online resale market, aided by strategic initiatives like Retail-as-a-Service. Profitability remains a key challenge, and competition from larger players like Poshmark and The RealReal is intense. The company's ability to manage costs and leverage its technology will be critical for future success. Investors should monitor its progress towards profitability and its ability to differentiate itself in a crowded market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Research Reports
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ThredUp Inc
Exchange NASDAQ | Headquaters Oakland, CA, United States | ||
IPO Launch date 2021-03-26 | Co-Founder, CEO & Director Mr. James G. Reinhart | ||
Sector Consumer Cyclical | Industry Internet Retail | Full time employees 1630 | Website https://www.thredup.com |
Full time employees 1630 | Website https://www.thredup.com | ||
ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States. Its platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California.
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