ThredUp Inc (TDUP) Q1 2026 Earnings Call Transcript
ThredUp reported Q1 2026 revenue of $79.7 million, an 18.5% year‑over‑year increase, driven by aggressive buyer acquisition and higher engagement. The company completed its transition to a fully consignment‑based model, now covering over 90% of transactions, and posted its first full year of positive free cash flow in 2025 with $14 million adjusted EBITDA. Active buyers rose 30% to 1.7 million and new‑buyer acquisition jumped 57% YoY, while AI‑enhanced features reduced service costs. Management guided FY 2026 revenue of $349‑$355 million, targeting 13% growth and a 6% adjusted EBITDA margin.
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