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Investor Relations14 Oct 2025
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ThredUp (TDUP) investor relations material
ThredUp Wells Fargo 8th Annual Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo 8th Annual Consumer Conference summary17 Sep, 2025
Business transformation and growth
Shifted to a U.S.-only focus after exiting the struggling European business in August, leading to a clear inflection in performance and accelerating revenue growth from Q3 onward.
U.S. business became cash flow positive, with Q4 revenue up 10% and further acceleration projected, including a 25% midpoint guide for Q3.
New customer growth has been dramatic, with Q1 buyers up 95% and Q2 up 75% year-over-year, driven by a new generation of 'resale native' customers.
Retention rates for new cohorts are strong, with some older cohorts showing increased lifetime value due to improved merchandising and product selection.
80% of revenue comes from existing buyers, with improved repeat rates as customers experience new AI-driven features.
Product innovation and AI integration
Major investments in AI have enabled tagging of over 100 attributes per item, improving search, conversion rates (up 18% YoY), and customer experience.
Launched five new AI-driven products, including image search, similar search, social commerce integrations, and Style Chat for personalized recommendations.
AI has also streamlined operations, automating measurements and enabling rapid deployment of new technology, reducing manual labor and increasing efficiency.
The company is still in the early stages of AI adoption, with significant future potential to further enhance both customer and operational experiences.
Seller experience and supply management
Introduced a premium selling kit at $34.99, offering enhanced services and driving higher quality inventory; now over 10% of seller items come through this channel.
Premium kits deliver higher margins and attract better merchandise, as sellers are incentivized to submit higher-value items.
Processing times for premium and VIP kits are within a week, supporting a positive seller flywheel and efficient supply management.
The supply backlog for regular processing is 4-5 weeks, with ongoing efforts to scale operations and maintain transparency.
What catalyzed the U.S. business acceleration?
How does AI uniquely boost conversion and LTV?
What is current DC revenue capacity & expansion cost?
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Q3 20254 Nov, 2025
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Frequently asked questions
ThredUp Inc operates an online resale platform for secondhand apparel, shoes, and accessories. The company provides services for consumers to buy and sell pre-owned clothing through a digital marketplace, supporting sustainable fashion consumption. ThredUp serves individual sellers and buyers, as well as retail partners through resale-as-a-service offerings. The company is headquartered in Oakland, California, and its shares are listed on the NASDAQ.
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