Skip to content
Screener

ThredUp Inc. TDUP Loyalty Program — Revenue recognized

Other product segments

Gift Card Breakage
$1.3M-43.5%
Gift Card
$0

Similar metrics at other companies

Torrid Holdings logo
CURVLoyalty Program — Revenue recognized
$4.8M-22.6%
Alaska Air Group logo
ALKLoyalty program other — Revenue recognized
-$51M-4.1%
Torrid Holdings logo
CURVDeferred revenue — Revenue recognized
$2.3M-17.9%
Aviat Networks logo
AVNWServices — Revenue recognized
$9.6M-7.7%
Supernus Pharmaceuticals logo
SUPNLicense — Revenue recognized
$20M+433%
Natera, Inc. logo
NTRAOncology — Revenue recognized
$200K0.0%

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$424.21M-65.0%
Enterprise value$432.45M-64.5%
P/S1.3×-3.0×

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: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 loyalty program — revenue recognized?
ThredUp Inc. (TDUP) reported loyalty program — revenue recognized of $0 in Q1 2026.
How has ThredUp Inc.'s loyalty program — revenue recognized changed year-over-year?
ThredUp Inc.'s loyalty program — revenue recognized decreased by 100.0% year-over-year, from $1.5M to $0.
What is the long-term trend for ThredUp Inc.'s loyalty program — revenue recognized?
Over 4 years (2021 to 2025), ThredUp Inc.'s loyalty program — revenue recognized has grown at a -42.6% compound annual growth rate (CAGR), from $13.8M to $1.5M.
What does loyalty program — revenue recognized mean?
Represents the total revenue earned and recognized during the reporting period specifically attributable to the loyalty program segment. This metric captures the financial value realized from loyalty-related activities, such as membership fees or the redemption of points. It serves as a key indicator of the segment's contribution to the company's overall top-line growth and customer engagement monetization.

Ask your AI about ThredUp Inc.'s loyalty program — revenue recognized.

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

Connect your AI
Harbor at dusk
Claude