How tariffs and AI are giving secondhand platforms like ThredUp a boost [MSNBC.com]
ThredUp Inc. - Class A (TDUP)
Company Research
Source: MSNBC.com
AtThredUp"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."hit one of America's most import-dependent industries: fashion.more Americans are catching on."The business is free-cash-flow positive and growing double digits," said Reinhart. "We feel really good about the economics, gross margins near 80% and operations built entirely within the U.S.""If tariffs add 20% to 30% to retail prices, that's a huge advantage for resale," said Dylan Carden, research analyst at William Blair & Company. "Pre-owned items aren't subject to those duties, so demand naturally shifts."Inside the ThredUp warehouse, where CNBC got a behind-the-scenes look. automation hums alongside human workers. systems photograph, categorize, and price thousands of garments per hour. For Reinhart, the technology is key to scaling resale like retail." has really accelerated adoption," said Reinhart. "It's h
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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