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ThredUp Inc. TDUP Business Segments

TTM Q1 '26TTM Q4 '25TTM Q3 '25TTM Q2 '25TTM Q1 '25
Revenue recognized by Product
Gift Card Breakage$7.7M-11.5%$8.7M-12.1%$9.9M+15.1%$8.6M+4.9%$8.2M+13.9%
Gift Card$0$0$0$0-100%$300K-50.0%
Loyalty Program$0-100%$1.5M-44.4%$2.7M-50.9%$5.5M-40.9%$9.3M-19.1%

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Questions, answered.

How does ThredUp Inc. break its business down?
ThredUp Inc. (TDUP) reports revenue recognized by product across 3 parts — Gift Card Breakage, Gift Card and Loyalty Program. Each is extracted from the segment footnotes and tracked over time.
Where does ThredUp Inc.'s segment data come from?
Segment breakdowns are pulled from the segment footnotes in ThredUp Inc.'s SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.