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

969 Broadway, Suite 200, Oakland, CA, 94607, United States

415-402-5202

www.thredup.com

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

13%

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)

WOOF

$5.96B

-2.5%

LEG

$4.06B

-7.5%

MLKN

$3.75B

+4.3%

粗利益率 (最新四半期)

TDUP

83.5%

+4.4pp

CRI

43.2%

-1.9pp

MLKN

39.0%

+0.1pp

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