-1.13%
57.19%
254.42%
4.05%
7.11%
-76.43%
-89.08%
AI Spotlight on TDUP
Company Description
ThredUp Inc., together with its subsidiaries, operates online resale platforms that allows consumers to buy and sell secondhand women's and kids' apparel, shoes, and accessories.ThredUp Inc.was incorporated in 2009 and is headquartered in Oakland, California.
Market Data
| Last Price | 2.19 |
| Change Percentage | -1.13% |
| Open | 2.2 |
| Previous Close | 2.21 |
| Market Cap ( Millions) | 249 |
| Volume | 691913 |
| Year High | 2.45 |
| Year Low | 0.5 |
| M A 50 | 1.61 |
| M A 200 | 1.41 |
Financial Ratios
| FCF Yield | -6.35% |
| Dividend Yield | 0.00% |
| ROE | -79.15% |
| Debt / Equity | 109.09% |
| Net Debt / EBIDTA | -76.31% |
| Price To Book | 3.56 |
| Price Earnings Ratio | -3.53 |
| Price To FCF | -15.75 |
| Price To sales | 0.79 |
| EV / EBITDA | -6.72 |
News
- Jan -20 - Is ThredUp Stock a Buy Post the Outcome of Q4 Preliminary Results?
- Jan -17 - Is ThredUp (TDUP) Outperforming Other Consumer Staples Stocks This Year?
- Jan -17 - Despite Fast-paced Momentum, ThredUp (TDUP) Is Still a Bargain Stock
- Jan -16 - ThredUp Posts Strong Q4 Preliminary Results: What's More to Know?
- Jan -14 - ThredUp Provides Preliminary Fourth Quarter 2024 Results, Exceeding Guidance
- Jan -06 - ThredUp to Participate in Needham Conference
- Dec -03 - ThredUp fashion marketplace offloads its European business, Remix
- Nov -05 - ThredUp Inc. (TDUP) Q3 2024 Earnings Call Transcript
- Nov -04 - ThredUp (TDUP) Reports Q3 Loss, Tops Revenue Estimates
- Nov -04 - ThredUp Announces Third Quarter 2024 Results
- Oct -07 - ThredUp to Report Third Quarter 2024 Financial Results on November 4, 2024
- Sep -16 - 2 Penny Stocks To Buy With Just $250
- Sep -16 - ThredUp And 2 Other Stocks Under $2 Executives Are Buying
- Sep -04 - ThredUp And 2 Other Penny Stocks Executives Are Buying
- Aug -07 - ThredUp: Results Miss And Europe Exit Draw Attention (Rating Downgrade)
- Aug -06 - ThredUp Inc. (TDUP) Q2 2024 Earnings Call Transcript
- Aug -05 - ThredUp (TDUP) Reports Q2 Loss, Misses Revenue Estimates
- Aug -05 - ThredUp CEO: It Will Be a While Before Shoppers Splurge Again
- Aug -05 - ThredUp Announces Second Quarter 2024 Results
- Aug -05 - ThredUp Launches Suite of AI Shopping Features
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Consignment
Expected Growth : 10 %
What the company do ?
ThredUp Inc.'s consignment is a resale model where customers send in used clothing, which is then processed, priced, and sold online, with the sender earning credit or cash.
Why we expect these perspectives ?
ThredUp's consignment segment growth is driven by increasing consumer adoption of online thrift shopping, fueled by Gen Z's and millennials' preference for sustainable fashion. Additionally, the company's data-driven approach to inventory management, efficient logistics, and strong brand recognition contribute to its 10% growth.
Segment n°2 -> Apparel, Shoes and Accessories
Expected Growth : 12 %
What the company do ?
ThredUp Inc.'s Apparel, Shoes, and Accessories segment offers a wide range of second-hand women's and kids' clothing, shoes, and accessories at discounted prices.
Why we expect these perspectives ?
ThredUp Inc.'s 12% growth in Apparel, Shoes, and Accessories is driven by increasing consumer adoption of online thrift shopping, growing demand for sustainable fashion, and the company's effective marketing strategies. Additionally, the rise of social media influencers promoting second-hand shopping and the expansion of ThredUp's product offerings also contribute to this growth.
Thredup Inc. Products
| Product Range | What is it ? |
|---|---|
| ThredUp Goody Box | A personalized shopping experience where customers receive a box of curated second-hand clothing based on their style and preferences |
| ThredUp Online Marketplace | An online platform where customers can browse and purchase high-quality, second-hand women's and children's clothing and accessories |
| ThredUp Clean Out Kit | A convenient and easy way for customers to declutter their closet and send in gently-used clothing in exchange for ThredUp credit or cash |
| ThredUp Resale-as-a-Service (RaaS) | A platform that enables retailers and brands to offer resale options to their customers, powered by ThredUp's technology and logistics |
| ThredUp Luxury | A curated selection of high-end, pre-owned designer clothing and accessories |
ThredUp Inc.'s Porter Forces
Threat Of Substitutes
ThredUp's business model is focused on online consignment, which is a niche market. While there are some substitutes like eBay, Poshmark, and Facebook Marketplace, they are not direct substitutes. ThredUp's unique selling proposition and strong brand recognition reduce the threat of substitutes.
Bargaining Power Of Customers
ThredUp's customers have limited bargaining power due to the company's strong brand recognition and unique selling proposition. Customers have limited alternatives, and the company's pricing strategy is competitive.
Bargaining Power Of Suppliers
ThredUp's suppliers are primarily individuals who consign their used clothing. The company has a large supplier base, and the suppliers have limited bargaining power due to the company's strong brand recognition and competitive pricing.
Threat Of New Entrants
The threat of new entrants is moderate due to the capital requirements and regulatory hurdles in the online consignment industry. However, the industry is growing, and new entrants may emerge, posing a threat to ThredUp's market share.
Intensity Of Rivalry
The online consignment industry is highly competitive, with several players competing for market share. ThredUp faces intense competition from companies like Poshmark, eBay, and Facebook Marketplace, which may lead to pricing pressure and reduced market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 23.43% |
| Debt Cost | 3.95% |
| Equity Weight | 76.57% |
| Equity Cost | 7.46% |
| WACC | 6.63% |
| Leverage | 30.59% |
ThredUp Inc. : Quality Control
ThredUp Inc. passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CONN | Conn's, Inc. operates as a specialty retailer of durable consumer goods and related services in the United States. It operates through two segments, Retail and Credit. The company's stores offer … |
| OLPX | Olaplex Holdings, Inc. manufactures and sells hair care products. The company offers hair care shampoos and conditioners for use in treatment, maintenance, and protection of hair. It provides hair care … |
| GRWG | GrowGeneration Corp., through its subsidiaries, owns and operates retail hydroponic and organic gardening stores in the United States. It engages in the marketing and distribution of nutrients, growing media, advanced … |
| IPW | iPower Inc. engages in the online retail of hydroponics equipment in the United States. It offers various products, including advanced indoor and greenhouse grow-light systems, ventilation systems, activated carbon filters, … |
| QRTEA | Qurate Retail, Inc., together with its subsidiaries, engages in the video and online commerce industries in North America, Europe, and Asia. The company markets and sells various consumer products primarily … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Olaplex
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