ThredUp (TDUP)

• Market cap: $162M
• 1 day: 5.97%
• 5 days: -4.05%
• 1 month: 12.70%
• 3 months: 60.11%
• 6 months: -13.94%
• Year to date: -37.44%
• 1 year: -34.86%
• 5 years: -92.90%
• 10 years: -92.90%
• Sector: Consumer Discretionary
• Industry: Catalog & Mail-Order Houses

About: ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners. Geographically, the majority of the company's revenue is generated from United States.

Employees: 2,377

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

3,100% more call options, than puts

Call options by funds: $32K | Put options by funds: $1K

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

9% less funds holding

Funds holding: 100 [Q2] → 91 (-9) [Q3]

9.2% less ownership

Funds ownership: 73.91% [Q2] → 64.72% (-9.2%) [Q3]

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

55% less capital invested

Capital invested by funds: $101M [Q2] → $46M (-$55.3M) [Q3]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $3 111% upside
• Avg. target: $3 111% upside
• High target: $3 111% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Telsey Advisory Group Dana Telsey 67% 1-year accuracy 126 / 189 met price target

111% upside $3

Outperform Maintained

29 Oct 2024