Latest Earnings Results: Q3 '26
Estimated EPS
-$0.05
Reported EPS
-$0.04
Surprise
+13.08%
Estimated Rev
$88.05M
Reported Rev
$88.23M
Surprise
+0.2%
• Reported GAAP EPS of -$0.04 down -33.33% YoY • Reported revenue of $88.23M up 7.39% YoY • ThredUp expects Q4 2026 revenue of $77M to $79M and gross margin of 76.5% to 77.5%; FY2026 revenue is expected at $337.7M to $339.7M, with gross margin of 78.5% to 78.7%.
Bullish Takeaway
ThredUp's Q3 revenue and gross profit increased year-over-year, Active Buyers and Orders reached records with year-over-year increases, and management cited product-experience innovation to compound competitive advantages.
Bearish Takeaway
ThredUp reported lower Q3 gross margin and Adjusted EBITDA alongside a larger net loss; Q4 revenue guidance included a 2% year-over-year decline and negative Adjusted EBITDA margin, while management cited a highly competitive environment.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | -$0.06 | -- | -- | N/A |
Q3 '26 | -$0.05 | -$0.04 | 13.08% | BEAT |
Q2 '26 | -$0.03 | -$0.05 | -68.03% | MISSED |
Q1 '26 | -$0.05 | -$0.05 | 2.78% | BEAT |
Q4 '25 | -$0.04 | -$0.04 | -0.04% | MISSED |