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ThredUp (TDUP) guidance and outlook
ThredUp (TDUP) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $77.0M–$79.0M for Q4 2026; Revenue +2% for Q4 2026; Gross margin 76.5%–77.5% for Q4 2026; EBITDA margin −4% to −2% for Q4 2026. ThredUp's 10-Q filed Nov 4, 2026 makes 6 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $77.0M–$79.0M | lowered |
| Revenue | Q4 2026 | +2% | lowered |
| Gross margin | Q4 2026 | 76.5%–77.5% | lowered |
| EBITDA margin | Q4 2026 | −4% to −2% | lowered |
| Revenue | FY2026 | $338M–$340M | lowered |
| Revenue | FY2026 | +9% | lowered |
| Gross margin | FY2026 | 78.5%–78.7% | lowered |
| EBITDA margin | FY2026 | 2.4%–2.8% | lowered |
| Depreciation & amortization | FY2026 | $3.3M | reaffirmed |
| Stock-based compensation | FY2026 | $6.0M | raised |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- Our historical results are not necessarily indicative of the results that may be expected for any period in the future, and our interim results are not necessarily indicative of the results we expect for the full calendar year or any other period.
- We believe that RaaS will accelerate the growth of this emerging category and supplements our overall supply strategy and other services.
- Based upon our current operating plans, we believe that our existing cash, cash equivalents and marketable securities will be sufficient for at least the next 12 months and beyond to meet our short and long-term capital requirements, and we do not anticipate expanding our distribution network to include additional locations in the near term.
- Our future capital requirements will depend on many factors, including but not limited to, the timing of any future distribution center automation and expansion plans to support planned revenue growth, the expansion of sales and marketing activities, the potential introduction of new offerings, the continuing growth of our marketplaces and overall economic conditions.
- However, we expect that our capital expenditures will remain modest for the remainder of 2026.
- However, we will cease to qualify as an emerging growth company as of December 31, 2026, the last day of the fiscal year in which the fifth anniversary of our initial public offering occurs.
ThredUp's 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
Did ThredUp raise or lower its guidance?
ThredUp (TDUP) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $77.0M–$79.0M for Q4 2026; Revenue +2% for Q4 2026; Gross margin 76.5%–77.5% for Q4 2026; EBITDA margin −4% to −2% for Q4 2026.
What does ThredUp expect?
Our historical results are not necessarily indicative of the results that may be expected for any period in the future, and our interim results are not necessarily indicative of the results we expect for the full calendar year or any other period. We believe that RaaS will accelerate the growth of this emerging category and supplements our overall supply strategy and other services. Based upon our current operating plans, we believe that our existing cash, cash equivalents and marketable securities will be sufficient for at least the next 12 months and beyond to meet our short and long-term ca
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.