TDUPThredUp Inc.
Retail-Catalog & Mail-Order Houses
- Revenue
- $311M
- 20% YoY
- Operating margin
- -7.0%
- 55% YoY
- EBITDA
- −$9M
- 62% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$24M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear6% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear6% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $252M | $288M | $259M | $260M | $311M | 20% |
| Operating income | −$62M | −$89M | −$53M | −$41M | −$22M | 46% |
| Net income | −$63M | −$92M | −$71M | −$77M | −$20M | 74% |
| Operating cash flow | −$35M | −$52M | −$23M | $5M | $11M | 117% |
| Capex | $20M | $43M | $13M | $7M | $10M | 59% |
| Stock-based comp | $13M | $27M | $30M | $26M | $19M | 26% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.