Filing Flows › ThredUp (TDUP) › Guidance history
ThredUp (TDUP) guidance history: what it guided and what it reported
ThredUp gave guidance in 3 earnings releases on file since May 4, 2026. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +0.6% against the guided midpoint. Its releases raised guidance twice and lowered it once.
Revenue
Met or beat 2 of 2 periods (0 above, 2 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q3 2026 | $87.0M–$89.0M (Aug 5, 2026) | $88.2M | within the range | +0.3% |
| Q4 2026 | $85.0M–$87.0M (Aug 5, 2026) → lowered $77.0M–$79.0M (Nov 4, 2026) | — | to be reported | — |
| Q2 2026 | $89.0M–$91.0M (May 4, 2026) | $90.8M | within the range | +0.8% |
| FY2026 | $351M–$356M (May 4, 2026) → lowered $344M–$348M (Aug 5, 2026) → lowered $338M–$340M (Nov 4, 2026) | — | to be reported | — |
Gross margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | 77.5%–78.5% (Aug 5, 2026) → lowered 76.5%–77.5% (Nov 4, 2026) | — | to be reported | — |
| Q3 2026 | 78.0%–79.0% (Aug 5, 2026) | — | — | — |
| FY2026 | 78.5%–79.5% (May 4, 2026) → reaffirmed 78.7%–79.1% (Aug 5, 2026) → lowered 78.5%–78.7% (Nov 4, 2026) | — | to be reported | — |
| Q2 2026 | 78.5%–79.5% (May 4, 2026) | — | — | — |
Depreciation & amortization
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $3.4M (May 4, 2026) → lowered $3.3M (Aug 5, 2026) → reaffirmed $3.3M (Nov 4, 2026) | — | to be reported | — |
Stock-based compensation
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $4.5M (May 4, 2026) → raised $5.9M (Aug 5, 2026) → raised $6.0M (Nov 4, 2026) | — | to be reported | — |
Adjusted EBITDA margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | 6.0% (Aug 5, 2026) → lowered -4.0%–-2.0% (Nov 4, 2026) | — | to be reported | — |
| Q3 2026 | 4.0% (Aug 5, 2026) | — | — | — |
| FY2026 | 6.1% (May 4, 2026) → lowered 4.7% (Aug 5, 2026) → lowered 2.4%–2.8% (Nov 4, 2026) | — | to be reported | — |
| Q2 2026 | 5.2% (May 4, 2026) | — | — | — |
The latest quarter
ThredUp, Q3 2026: revenue $88.2M (+7% year over year), operating margin -6.0%, net loss $5.5M, operating cash flow $2.0M. The chart follows the revenue to costs, profit and cash.
Questions
Does ThredUp beat its guidance?
ThredUp gave guidance in 3 earnings releases on file since May 4, 2026. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +0.6% against the guided midpoint.
How often does ThredUp raise guidance?
Its earnings releases raised guidance twice and lowered it once since May 4, 2026.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.