10-Q quarterly report · filed Aug 5, 2026

ThredUp Inc. (TDUP) Q2 2026 10-Q Quarterly Report

Short answer

ThredUp Inc. (TDUP) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $91M (up 16.9% year over year) with net income of −$6M.

Q2 2026 key financials · XBRL

Revenue
$91M
+16.9% YoY · +11.1% QoQ
Net income
−$6M
−14.7% YoY · +8.3% QoQ
Operating margin
-6.7%
Gross margin
79.9%
EPS (diluted)
−$0.05
+0.0% YoY · +0.0% QoQ

Source: XBRL data from the ThredUp Inc. (TDUP) Q2 2026 10-Q on SEC EDGAR. USD.

ThredUp Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $90.8M, up 16.9% YoY from $77.7M, driven by orders up 21.9%
  • Gross margin 79.9% vs 79.5% YoY; net loss margin negative 6.5% vs negative 6.7%
  • Adjusted EBITDA $4.8M, margin 5.3% vs 3.9% YoY
  • Cash, equivalents, restricted cash and securities $57.4M, up $4.3M from December 31, 2025
  • Six-month operating cash flow $9.2M vs $6.1M; capital expenditures expected to remain modest for remainder of 2026

Risk Factors

  • COO Chris Homer adopted a Rule 10b5-1 plan on June 15, 2026, covering up to 616,728 Class A shares
  • Trading plan remains active through September 24, 2027, creating potential equity-sale pressure
  • No additional director or officer trading arrangements adopted or terminated during the quarter

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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