Skip to content

ThredUp Inc. TDUP Gift Card — Deferred Revenue

Other product segments

Site Credit
$4.3M+16.2%
Loyalty Program
$0

Similar metrics at other companies

Boot Barn Holdings logo
BOOTGift Card Program — Deferred Revenue
$34.58M+22.2%
Warby Parker logo
WRBYDeferred Revenue, Unredeemed Gift Cards
$3M+15.4%
Chipotle Mexican Grill logo
CMGGift card liability — Unearned revenue
$138.11M-5.0%
Abercrombie & Fitch logo
ANFGift Card — Contract with Customer, Liability, Current
$40.22M+2.1%
FIGS logo
FIGSGift card liability
$11.75M+26.3%
Versant Media Group, Inc.
 logo
VSNTPlatforms, gift cards — Deferred Revenue
$32M

Other financials

Income statement

See full
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

See full
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

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

Valuation

See full
Market cap$858.12M-16.5%
Enterprise value$866.37M-16.3%
P/S2.7×-1.2×

Profitability

See full
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

See full
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:ContractWithCustomerLiabilityCurrent.

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

Ask your AI about ThredUp Inc.'s gift card — deferred revenue.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is ThredUp Inc.'s gift card — deferred revenue?
ThredUp Inc. (TDUP) reported gift card — deferred revenue of $3.5M in Q1 2026.
How has ThredUp Inc.'s gift card — deferred revenue changed year-over-year?
ThredUp Inc.'s gift card — deferred revenue decreased by 53.3% year-over-year, from $7.5M to $3.5M.
What is the long-term trend for ThredUp Inc.'s gift card — deferred revenue?
Over 2 years (2023 to 2025), ThredUp Inc.'s gift card — deferred revenue has grown at a -20.4% compound annual growth rate (CAGR), from $36.9M to $23.4M.
What does gift card — deferred revenue mean?
This metric represents the liability arising from the sale of gift cards that have not yet been redeemed by customers for goods or services. It reflects the obligation to provide future value to the holder and serves as a leading indicator of potential future revenue recognition. Monitoring this balance helps assess consumer demand and the company's ability to convert prepaid balances into actual sales.