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ThredUp Inc. TDUP Gift Card Breakage — Revenue recognized

Other product segments

Gift Card
$0—
Loyalty Program
$0-100%

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Other financials

Income statement

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Revenue$81.7M+14.6%
Gross profit$64.7M+14.7%
Operating income-$6.6M-21.3%
Net income-$6.5M-24.1%
EPS (diluted)-$0.05-25.0%

Balance sheet

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Cash & equivalents$43.9M-11.6%
Total debt$52.2M-8.1%
Total equity$59.4M+5.9%
Total assets$172.4M-0.1%

Cash flow

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Operating cash flow$4.8M-17.2%
CapEx$4.1M+127%
Free cash flow$643.0K-83.6%

Valuation

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Market cap$843.93M-17.9%
Enterprise value$852.17M-17.6%
P/S2.6×-1.2×

Profitability

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Gross margin79.4%0.0pp
Operating margin-7.1%-2.2pp
Net margin-6.7%-2.8pp
FCF margin-6.1%-2.6pp

Returns & leverage

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Return on equity-37.2%-13.6pp
Debt / equity0.9×-0.1×
Current ratio0.9×0.0×

Where this comes from

Reported directly by ThredUp Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityRevenueRecognized.

The official record: ThredUp Inc.’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is ThredUp Inc.'s gift card breakage — revenue recognized?
ThredUp Inc. (TDUP) reported gift card breakage — revenue recognized of $1.3M in Q1 2026.
How has ThredUp Inc.'s gift card breakage — revenue recognized changed year-over-year?
ThredUp Inc.'s gift card breakage — revenue recognized decreased by 43.5% year-over-year, from $2.3M to $1.3M.
What is the long-term trend for ThredUp Inc.'s gift card breakage — revenue recognized?
Over 2 years (2023 to 2025), ThredUp Inc.'s gift card breakage — revenue recognized has grown at a 47.5% compound annual growth rate (CAGR), from $4M to $8.7M.
What does gift card breakage — revenue recognized mean?
This metric represents the portion of revenue recognized from unredeemed gift card balances that are no longer expected to be used by customers. It reflects the income realized when the likelihood of a customer exercising their right to redeem the card becomes remote based on historical patterns. This serves as an indicator of the company's ability to monetize dormant customer credit liabilities.