UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission File Number: 001-40249 ThredUp Inc. (Exact name of registrant as specified in its charter) Delaware 26 ...

财务表现 - 第一季度2024年，ThredUp的营收为7,960万美元，同比增长4.8%[1] - 第一季度2024年，ThredUp的毛利为5,530万美元，同比增长8.3%[1] - 第一季度2024年，ThredUp的毛利率为69.5%[1] - 第一季度2024年，ThredUp的调整后EBITDA亏损为70万美元[1] - 第一季度2024年，ThredUp的活跃买家总数为1,729万，同比增长3.7%[1] - 第一季度2024年，ThredUp的总订单数为1,651万，同比增长9.3%[1] - 2024财年，ThredUp预计营收范围为3.28亿至3.38亿美元[1] - 2024财年，ThredUp预计调整后EBITDA利润率范围为2.0%至4.0%[1] - 2024财年，ThredUp预计加权平均股数约为1.14亿[1] 资产状况 - 公司现金及现金等价物从2023年6月的51,073千美元增长到2024年3月的50,112千美元[5] - 公司净现金流量从2023年6月的负10,381千美元增长到2024年3月的正1,393千美元[6] - 非GAAP自由现金流从2023年6月的负16,994千美元增长到2024年3月的负227千美元[7] - 公司总资产从2023年6月的276,331千美元减少到2024年3月的244,279千美元[5] - 公司总负债从2023年6月的155,733千美元减少到2024年3月的150,749千美元[5] - 公司股东权益从2023年6月的120,598千美元减少到2024年3月的93,530千美元[5] 财务指标 - 公司提供的非GAAP财务指标和其他运营指标用于评估运营绩效和财务状况[13] - 公司鼓励投资者查看按照GAAP确定的结果和相关调和表以获取更多信息[16] - 公司提供了Adjusted EBITDA亏损和净亏损的调和表，以及非GAAP运营费用和总运营费用的调和表[14] - 公司提供了自由现金流和净现金流量的调和表[15]

ThredUp Inc. Exhibit 99.1 ThredUp Inc. Q4 2023 Earnings Call PRESENTATION: Operator^ Good afternoon. My name is Jenny and I will be your conference operator today. At this time, I would like to welcome everyone to the ThredUp Fourth Quarter 2023 Earnings Conference Call. (Operator Instructions) I would now like to hand the conference over to Lauren Frasch, Head of Investor Relations. Please go ahead. Lauren Frasch^ Good afternoon. Thank you for joining us on today's Conference Call to discuss ThredUp's four ...

Europe acquisition expands TAM opportunity and accelerates international strategy 2027 © THREDUP 16 Managed marketplace | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------------------------------------------------------------------| | | | | ● | Mass fashion \nU.S. resale is projected to grow to $42B in 20271 | | | | | ● | Mass market TAM is 6X larger than luxury2 | | | | | ● | Supply chain moat creates greater barriers to entry | Environmental Stewardship PRODUCT CIRCULARITY & END OF LI ...

ThredUp Inc. (NASDAQ:TDUP) Q4 2023 Earnings Conference Call March 4, 2024 4:30 PM ET Company Participants Lauren Frasch - Investor Relations James Reinhart - Chief Executive Officer and Co-Founder Sean Sobers - Chief Financial Officer Conference Call Participants Ike Boruchow - Wells Fargo Anna Andreeva - Needham & Company Tom Nikic - Wedbush Edward Yruma - Piper Sandler Alexandra Steiger - Goldman Sachs Dana Telsey - Telsey Group Operator Good afternoon. My name is Jeremy and I will be your conference oper ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission File Number: 001-40249 ThredUp Inc. (Exact name of registrant as specified in its charter) (State or other ...

ThredUp Inc. (NASDAQ:TDUP) Q3 2023 Earnings Conference Call November 6, 2023 4:30 PM ET Company Participants Lauren Frasch - Senior Director of Investor Relations and Strategic Finance James Reinhart - Co-Founder and Chief Executive Officer Sean Sobers - Chief Financial Officer Conference Call Participants Irwin Boruchow - Wells Fargo Securities, LLC Dylan Carden - William Blair & Company, LLC Edward Yruma - Piper Sandler & Co. Trevor Young - Barclays Bank PLC Anna Andreeva - Needham & Company, LLC Tom Niki ...

Q3 2023 FY 2021 | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------------------------------------------|-------|-------|-------|-------|--------|--------|--------| | GAAP Operations, Product and Technology Expense | $33.8 | $38.3 | $39.8 | $40.4 | $101.4 | $128.1 | $155.6 | | Less SBC, Operations, Product and Technology Expense | $2.2 | $3.7 | $2.9 | $2.9 | $3.7 | $4.2 | $10.0 | | Non-GAAP Operations, Product and Technology Expense | $31.6 | $34.7 | $36.9 | $37.5 | $97.7 | ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission File Number: 001-40249 ThredUp Inc. (Exact name of registrant as specified in its charter) (State ...

ThredUp Inc. (NASDAQ:TDUP) Q2 2023 Earnings Conference Call August 8, 2023 4:30 PM ET Company Participants James Reinhart - Co Founder and Chief Executive Officer Sean Sobers - Chief Financial Officer Alon Rotem - Chief Legal Officer Conference Call Participants Ike Boruchow - Wells Fargo Trevor Young - Barclays Dylan Carden - William Blair Anna Andreeva - Needham & Company Ed Yruma - Piper Sandler Dana Telsey - Telsey Advisory Group Pierre Martinez - Goldman Sachs Ashley Owens - KeyBanc Rick Patel - Raymon ...