How tariffs and AI are giving secondhand platforms like ThredUp a boost [CNBC]
ThredUp Inc. - Class A (TDUP)
Company Research
Source: CNBC
The company's logistics network — four facilities across the U.S. — now rivals that of some fast-fashion giants. “This is the largest garment-on-hanger system in the world,” said Justin Pina, ThredUp's senior director of operations. “We can hold more than 3.5 million items here.“ Secondhand shopping is booming. The global secondhand apparel market is expected to reach $367 billion by 2029, growing almost three times faster than the overall apparel market, according to GlobalData. President Donald Trump's tariffs were billed as a way to bring manufacturing back home. But the measures hit one of America's most import-dependent industries: fashion. About 97 percent of clothing sold in the U.S. is imported, mostly from China, Vietnam, Bangladesh and India, according to the American Apparel and Footwear Association. For years, Gen Z shoppers have been driving the rise of secondhand fashion, but now more Americans are catching on. “When tariffs raise those costs, resale platform
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TDUP
News
- Plus-Size Shoppers Are Powering Circular Fashion At ThredUp [Forbes]Forbes
- ThredUp: Repeat Of An Exceptional 2025 Unlikely [Seeking Alpha]Seeking Alpha
- Apparel and Accessories Q3 Earnings: Figs (NYSE:FIGS) Simply the Best [Yahoo! Finance]Yahoo! Finance
- ThredUp Stock Gained 340% in 2025. Is There Still Room to Run in 2026? [Yahoo! Finance]Yahoo! Finance
- 1 Small-Cap Stock with Promising Prospects and 2 We Ignore [Yahoo! Finance]Yahoo! Finance
TDUP
Earnings
- 11/3/25 - Beat
TDUP
Sec Filings
- 1/21/26 - Form SCHEDULE
- 12/3/25 - Form 4
- 12/3/25 - Form 3
- TDUP's page on the SEC website