8-K current report · filed May 4, 2026

ThredUp Inc. (TDUP) 8-K Current Report: May 4, 2026

Item 2.02Item EX-99.1TDUP overview

Short answer

ThredUp Inc. (TDUP) filed an 8-K current report with the SEC on May 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q1 2026 results for quarter ended March 31, 2026, released May 4, 2026.

ThredUp Inc. 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Q1 2026 results for quarter ended March 31, 2026, released May 4, 2026
  • Press release and supplemental financial information available in Exhibits 99.1 and 99.2
  • Investor focus: detailed financial results and management commentary contained in the exhibits
  • Disclosure furnished under Item 2.02, limiting Exchange Act Section 18 liability

Item EX-99.1 · Exhibit EX-99.1

  • Q1 revenue $81.7M, up 15% YoY, with active buyers up 25% to 1.71M and orders up 19% to 1.64M
  • Gross margin remained strong at 79.2%, but adjusted EBITDA margin fell to 3.4% from 5.3%
  • Net loss widened to $6.5M from $5.2M, signaling growth is not yet translating into improved GAAP profitability
  • Full-year 2026 outlook raised to $351.2M-$356.2M revenue and approximately 6.1% adjusted EBITDA margin
  • Liquidity improved $1.3M sequentially to $54.4M, while Q1 free cash flow declined to $0.6M from $3.9M

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