TDUP Earnings Prediction
The chart below shows how TDUP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TDUP sees a +2.74% change in stock price 10 days leading up to the earnings, and a +5.48% change 10 days following the report. On the earnings day itself, the stock moves by -1.88%. This data can give you a slight idea of what to expect for the next quarter's release.
TDUP Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
73.02M
-11.00%
-8.44%
Gross Margin
71.19%
3.14%
1.17%
Operating Margin
-20.62%
-6.99%
15.07%
Net Margin
-33.92%
53.90%
93.83%
EPS
-0.22
-29.41%
69.23%
No Data Available
TDUP Earnings Analysis
ThredUp Inc. Class A Common Stock Corporation (TDUP.O) Earnings Conference Call
Positive
Revenue Decline Analysis: Consolidated revenue totaled $73 million, a decrease of 11% year-over-year.
Revenue Decline Analysis: The U.S. achieved net revenue of $61.5 million, down 9.6% over last year.
Buyer and Order Decline: U.S. active buyers were 1.2 million, while orders were 1.2 million, a 7.3% and a 10.5% decline, respectively.
Gross Margin Improvement: Consolidated gross margin was 71.2%, a 220-basis point increase over the same quarter last year.
Gross Margin Improvement: The U.S. achieved gross margin of 79.3%, a 70-basis point improvement over last year, and 80 basis points above the midpoint of our outlook.
Negative
Revenue Decline Analysis: Consolidated revenue totaled $73 million, a decrease of 11% year-over-year.
Revenue Decline Analysis: The U.S. achieved net revenue of $61.5 million, down 9.6% over last year.
Buyer and Order Decline: U.S. active buyers were 1.2 million, while orders were 1.2 million, a 7.3% and a 10.5% decline, respectively.
Net Loss and EBITDA Loss: For the third quarter of 2024, consolidated GAAP net loss was $25 million, while adjusted EBITDA loss was $2.5 million.
Adjusted EBITDA Performance: In the same period, the U.S. generated $700,000 of adjusted EBITDA or 1.1% of revenue.
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TDUP Earning Call Sentiment
ThredUp Inc. (TDUP) Q3 2024 Earnings Call Transcript
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TDUP.O
-7.91%Positive
The earnings call presents mixed signals: while there is optimism in AI product development and improved U.S. margins, significant challenges remain, such as declining revenue and regulatory issues in Europe. The Q&A reveals some uncertainty and lack of clarity from management, particularly regarding European operations and specific KPIs for growth. Despite positive initiatives, the weak revenue guidance and competitive pressures suggest a neutral sentiment, likely resulting in minimal stock movement.
