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Sep 30, 2022

ThredUp Q3 2022 Earnings Report

Announced third quarter 2022 results, demonstrating revenue growth and progress towards profitability.

Key Takeaways

ThredUp reported a 7% year-over-year increase in revenue, reaching $67.9 million for Q3 2022. The company's active buyers and orders also saw significant growth, increasing by 18% and 24%, respectively. However, the company experienced a decline in gross profit and an increased net loss compared to the same quarter last year.

Revenue reached $67.9 million, a 7% increase year-over-year.

Gross margin was 65.5%, with gross profit declining 3% year-over-year.

Active Buyers totaled 1.7 million, growing 18% year-over-year.

Orders amounted to 1.6 million, reflecting a 24% increase year-over-year.

Total Revenue
$67.9M
Previous year: $63.3M
+7.4%
EPS
-$0.24
Previous year: -$0.15
+60.0%
Gross Margin
65.5%
Previous year: 72.8%
-10.0%
Active Buyers
1.7M
Previous year: 1.7M
+0.0%
Orders
1.6M
Previous year: 1.6M
+0.0%
Gross Profit
$44.5M
Previous year: $46.1M
-3.5%
Cash and Equivalents
$36.7M
Previous year: $161M
-77.2%
Free Cash Flow
-$23.8M
Previous year: -$11.3M
+111.9%
Total Assets
$320M
Previous year: $350M
-8.7%

ThredUp

ThredUp

ThredUp Revenue by Segment

Forward Guidance

For the fourth quarter 2022, thredUP expects revenue in the range of $62 million to $64 million, gross margin in the range of 62.0% to 64.0%, and Adjusted EBITDA loss margin in the range of 16.5% to 14.5%. For the full fiscal year 2022, thredUP expects revenue in the range of $279 million to $281 million, gross margin in the range of 66.5% to 67.0%, and Adjusted EBITDA loss margin in the range of 17.0% to 16.5%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income