Q3: 2025-11-03 Earnings Summary

EPS of -$0.03 beats by $0.01

 | Revenue of $82.16M (12.52% Y/Y) beats by $4.56M

ThredUp Inc. (TDUP) Q3 2025 Earnings Call November 3, 2025 4:30 PM EST

Company Participants

Lauren Frasch – Senior Director of Investor Relations & Strategic Finance
James Reinhart – Co-Founder, CEO & Director
Sean Sobers – Chief Financial Officer

Conference Call Participants

Irwin Boruchow – Wells Fargo Securities, LLC, Research Division
Bernard McTernan – Needham & Company, LLC, Research Division
Robert Brooks – Northland Capital Markets, Research Division
Dylan Carden – William Blair & Company L.L.C., Research Division
Dana Telsey – Telsey Advisory Group LLC
Matt Koranda – ROTH Capital Partners, LLC, Research Division
Oliver Chen – Cowen Inc.

Presentation

Operator

Good afternoon, ladies and gentlemen, and welcome to the ThredUp’s Q3 2025 Earnings Conference Call. [Operator Instructions] This call is being recorded on November 3, 2025.

And I would now like to turn the conference over to Ms. Lauren Frasch. Thank you. Please go ahead.

Lauren Frasch
Senior Director of Investor Relations & Strategic Finance

Good afternoon, and thank you for joining us on today’s conference call to discuss ThredUp’s Third Quarter 2025 Financial Results. With me are James Reinhart, ThredUp’s CEO and Co-Founder; and Sean Sobers, CFO. We posted our press release and supplemental financial information on our Investor Relations website at ir.thredup.com. This call is being webcast on our IR website, and a replay of this call will be available on the site shortly.

Before we begin, I’d like to remind you that we will make forward-looking statements during the course of this call. Such statements are based on current expectations and assumptions that are subject to a number of risks and uncertainties. Actual results could differ materially. Please refer to our earnings release, supplemental financial information, and our Forms 10-K and 10-Q for more information on these expectations, assumptions, and related risk factors. We undertake no obligation to update any forward-looking statements.

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