ThredUp Inc. (TDUP) Form 8-K — Nov 4, 2026

$TDUPForm 8-KItems 2.02, 9.01Filed Nov 4, 2026, 4:13 PM ET0001484778-26-000031Original filing

ThredUp reported Q3 2026 revenue of $88.2 million, up 7% year-over-year, with record Active Buyers of 1.82 million (+16%) and Orders of 1.89 million (+17%). Net loss widened to $5.5 million from $4.2 million a year ago, and gross margin slipped to 78.2% from 79.4%. Adjusted EBITDA was $3.5 million (4.0% margin), down from $3.8 million (4.6%) last year. The company ended the quarter with $57.6 million in cash, cash equivalents, restricted cash, and marketable securities.

Key figures

Revenue: 88200000
Guidance: Q4 2026 revenue $77.0M-$79.0M (2% YoY decline at midpoint), gross margin 76.5%-77.5%, adjusted EBITDA margin (4.0)%-(2.0)%; FY2026 revenue $337.7M-$339.7M (9% YoY growth), gross margin 78.5%-78.7%, adjusted EBITDA margin 2.4%-2.8%
Cash Position: 57600000
Orders: 1.89M (+17% YoY)
Gross margin: 78.2%
Gross profit: $69.0M (+6% YoY)
Active buyers: 1.82M (+16% YoY)
Adjusted ebitda: $3.5M
Adjusted ebitda margin: 4.0%

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