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ThredUp Inc. TDUP Gift Card — Revenue recognized

Other product segments

Gift Card Breakage
$1.3M-43.5%
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$424.21M-65.0%
Enterprise value$432.45M-64.5%
P/S1.3×-3.0×

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 source filing: ThredUp Inc.’s 10-Q, filed May 4, 2026.

Filed
May 4, 2026, 4:14 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001484778-26-000016

The Company previously had a customer loyalty program that has since been discontinued. Effective October 1, 2024, customers were no longer able to earn loyalty points and after March 31, 2025, they could no longer redeem any previously accumulated points. As a result, as of March 31, 2026 and December 31, 2025, the Company did not have a deferred revenue liability related to its customer loyalty program. The Company recognized $0 and $1.5 million of revenue from loyalty reward redemptions and expirations for the three months ended March 31, 2026 and 2025, respectively.

Item 1. Financial Statements

FAQ

What is ThredUp Inc.'s gift card — revenue recognized?
ThredUp Inc. (TDUP) reported gift card — revenue recognized of $0 in Q1 2026.
What is the long-term trend for ThredUp Inc.'s gift card — revenue recognized?
Over 4 years (2021 to 2025), ThredUp Inc.'s gift card — revenue recognized has grown at a -100.0% compound annual growth rate (CAGR), from $900K to $0.
What does gift card — revenue recognized mean?
This metric tracks the amount of revenue formally recognized from the redemption of gift cards during a specific reporting period. It signifies the conversion of prepaid liabilities into realized sales as customers utilize their gift cards to purchase apparel or services. This figure provides insight into the velocity at which consumers are engaging with the platform using previously purchased credit.

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