ThredUp Inc.
NASDAQ•TDUP
CEO: Mr. James G. Reinhart
セクター: Consumer Cyclical
業種: Specialty Retail
上場日: 2021-03-26
ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States and internationally. 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.
連絡先情報
時価総額
$446.98M
PER (TTM)
-21.9
28.1
配当利回り
--
52週高値
$12.28
52週安値
$2.16
52週レンジ
順位54Top 78.1%
2.7
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 2.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025
財務ダッシュボード
Q4 2025 データ
売上高
$79.70M+0.00%
直近4四半期の推移
EPS
-$0.04+0.00%
直近4四半期の推移
フリーCF
-$3.19M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Revenue Growth Strong Revenue from continuing operations hit $310.8 M, increasing 19.5% driven by strong buyer acquisition.
Loss Reduction Significant Continuing operations loss decreased 49.5% to $(20.2) M; Non-GAAP EBITDA grew 55.8% to $13.5 M.
Buyer Base Expanding Active Buyers increased 29.5% to 1.65 million, resulting in 6.075 million total Orders placed.
リスク要因
Margin Stability Challenged Gross margin slightly compressed 30 basis points to 79.4% due to higher outbound shipping and packaging costs.
Future Growth Uncertain Management cautions recent growth rates may not be indicative of future performance; profitability remains uncertain.
Operational Scaling Risks Scaling distribution infrastructure and retaining specialized AI/ML personnel present ongoing operational challenges for growth.
見通し
Investing in Technology Expect continued investment in automation, AI, and machine learning to support efficiency and operational scale.
Operating Expenses Rising Operating expenses are expected to increase to support growth; revenue must offset these anticipated increases.
Capital Needs Possible Additional capital may be required to support growth plans, potentially resulting in existing stockholder dilution.
同業比較
売上高 (TTM)
$5.96B
$4.06B
$3.75B
粗利益率 (最新四半期)
83.5%
43.2%
39.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| RERE | $1.97B | 40.5 | 8.7% | 6.6% |
| LEG | $1.39B | 6.1 | 26.1% | 46.8% |
| CRI | $1.26B | 13.4 | 10.5% | 47.2% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.8%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年5月4日
EPS:-$0.05
|売上高:$80.13M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし