ThredUp Inc. TDUP Loyalty Program — Deferred Revenue

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ALKLoyalty Plan Revenue — Deferred Revenue

$1.78B—

AMCLoyalty Program — Deferred Revenue

$96.2M+18.8%

CHHLoyalty Points — Deferred Revenue

$78.2M+3.2%

WHDeferred loyalty program revenue — Loyalty program liability

$118M+12.4%

MARLoyalty program — Current and noncurrent deferred revenue

$8.2B+6.4%

WHDeferred loyalty program revenues — Contract Liabilities

$85M-4.5%

Questions, answered.

What is ThredUp Inc.'s loyalty program — deferred revenue?

ThredUp Inc. (TDUP) reported loyalty program — deferred revenue of $0 in Q1 2026.

What is the long-term trend for ThredUp Inc.'s loyalty program — deferred revenue?

Over 3 years (2022 to 2025), ThredUp Inc.'s loyalty program — deferred revenue has grown at a -100.0% compound annual growth rate (CAGR), from $13.3M to $0.

What does loyalty program — deferred revenue mean?

Represents the balance of consideration received from customers for loyalty program memberships or points that have not yet been earned as revenue. This liability reflects future performance obligations to provide goods or services to loyalty program participants. Monitoring this balance helps investors assess the potential future revenue pipeline generated from existing customer commitments.