A Secondhand Clothing Seller Achieves Remarkable Comeback in the Retail Industry
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Source: SeekingAlpha
ThredUp's Stock Performance: ThredUp (TDUP) has experienced a significant stock rally in 2025, with shares rising nearly 400% as investors view the company as a high-growth resale platform rather than a distressed entity.
Revenue Growth and Projections: The company reported its fourth consecutive quarter of accelerating revenue growth in Q3, with expectations for holiday quarter revenue to increase by 14%, potentially leading to its first profitable quarter.
Business Model: ThredUp operates an e-commerce platform for secondhand women's and kids' clothing, positioning itself uniquely by managing logistics, pricing, and customer service, unlike traditional thrift or peer-to-peer resale marketplaces.
Market Position and Short Interest: With a market cap of over $912 million, ThredUp ranks highly in the retail sector, although it has a short interest of 15.8% of the total float, indicating some investor skepticism.
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Analyst Views on TDUP
Wall Street analysts forecast TDUP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TDUP is 12.50 USD with a low forecast of 11.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 5.260
Low
11.00
Averages
12.50
High
14.00
Current: 5.260
Low
11.00
Averages
12.50
High
14.00
About TDUP
ThredUp Inc. provides an online resale platform for apparel, shoes, and accessories. The Company’s proprietary operating platform is the foundation for its managed marketplace and consists of distributed processing infrastructure, proprietary software and systems and data science expertise. The marketplaces the Company has built enable buyers in the United States to browse and purchase resale items primarily for apparel, shoes and accessories across a range of price points. Buyers get shopping value, premium and luxury brands all in one place, at up to 90% off the estimated retail price. In addition to its core marketplace, various brands and retailers are taking advantage of its resale-as-a-service (RaaS) offering, which allows them to conveniently offer a scalable closet clean-out service and/or resale shop to their customers. The Company has processed over 200 million secondhand items from approximately 60,000 brands across 100 categories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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