Stock Ratings / Consumer Discretionary / TDUP / earnings

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ThredUp Inc. (Class A) (TDUP) Next Earnings Date & Expected ±12.5% Move

$2.22 +0.91% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $2.22

ThredUp Inc. (Class A) (TDUP) carries a Roarable Rating of D (Sell) with 44/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D • SELL / AVOID Cap $291.6M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $2.22 (-0.03%)🧬 Disciplined Float (+0.72% YoY Shares)⚙️ Cash Engine: 4/20 (E) • 2.6% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-6.5% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D

2-of-3 JEV AI Jury Bearish Warning

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Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-6.3% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for TDUP)Realized 20D OHLCV Swing Band: ±12.5%

Deterministic 5-Pillar Attribution (44/100 Composite)

🔍 WHY TDUP SCORES 44/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+15/20 pts (34% of score)

FRED Regime × Technicals: 4% of 52W Range • RSI-14 at 41.6 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Whale & Options Positioning+12/20 pts (27% of score)

20D Institutional Volume Accumulation (±12.5% realized swing band)

▼ #1 Drag / Risk Factor: Cash Engine Quality4/20 pts (-16 pt drag)

Capital intensity & 0% operating margin leave 16 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$2.48-11.3% Next Q

Q2 (-2Q)

Grade D$2.20-9.1% Next Q

Q3 (-1Q)

Grade D$2.00+11% Next Q

Current

Grade D$2.22-6.5% Hist 90D α

Trajectory: C- (52) → D (44)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a TDUP Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While TDUP currently carries a cautious 44/100 (D) rating due to Cash Engine Quality (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($2.40) and Max Pain ($2.33) forces dealer call-delta covering toward $9.25.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+0.72% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $TDUP• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “TDUP Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 44%NO 56%Trade / Inspect Odds →

NEXT EST. WINDOW: Dec 30, 2026 (~58 DAYS)

Historical OHLCV Volatility ±12.5% Swing Band

±$0.28 Expected Swing

MODEL EARNINGS SETUP GAUGE

TDUP Quantitative Pre-Earnings Setup: 44/100

Trailing EPS: $4.25 • YoY Revenue Growth: 19.5%

Model Bullish Setup (44/100)Model Risk Weight (56/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2025-12-31	$310.8M	-$20.2M	-$18.2M	79.4%
FY 2024	2024-12-31	$260.0M	-$77.0M	-$69.3M	79.7%
FY 2023	2023-12-31	$258.5M	-$71.2M	-$22.6M	79.4%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring TDUP)

✓Walkthrough of TDUP's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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TDUP // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -48.25%📐 HORIZONTAL RANGE

2026-10-30O $2.20H $2.22L $2.05C $2.22VOL 1.61M

RES: $7.77SUP: $1.69SMA50: $2.40SMA200: $4.15

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

TDUP Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 TDUP Butterfly Map → + Track TDUP →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +19.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on TDUP today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for TDUP. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for TDUP today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (TDUP)

Consumer Discretionary Rank #765 of 1011 ⚔️ SFIX vs TDUP Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (TDUP vs. SFIX, QVCG, BZUN, DDL)

Industry: Catalog/Specialty Distribution (29 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, ThredUp Inc. (Class A) (TDUP) ranks #765 by composite RQD confidence (44/100, grade D) and #652 by equity capitalization ($291.6M). Within this direct 5-issuer industry benchmark cohort, DDL leads on earnings valuation at 13.8x trailing P/E, while DDL leads on capital efficiency and profitability with 65.3% ROIC and — gross margin. DDL currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with TDUP at 44/100 (D).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
TDUP ACTIVE ThredUp Inc. (Class A)	D	44/100	—	79.4%	-35.0%	+0.91%	$291.6M	Benchmark Subject
SFIX Stitch Fix Inc. (Class A)	E	28/100	—	44.4%	-33.9%	+2.99%	$368.7M	/sfix-vs-tdup →
QVCG QVC Group Inc.	D-	36/100	—	33.6%	-35.0%	-2.19%	$379.0M	/qvcg-vs-tdup →
BZUN Baozun Inc.	D+	53/100	—	74.1%	1.6%	+2.13%	$195.3M	/bzun-vs-tdup →
DDL Dingdong (Cayman) Limited (each two representing three )	C+	66/100	13.8x	—	65.3%	-0.51%	$455.9M	/ddl-vs-tdup →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001484778

In its most recent audited fiscal period (FY2025, filed 2025-12-31), ThredUp Inc. (Class A) (TDUP) reported GAAP revenue of $310.8M (+19.5% vs. FY2024 revenue of $260.0M , and +20.2% cumulative change since FY2023) , GAAP net income of -$20.2M, operating cash flow of $0, and free cash flow of $0 . On the balance sheet, TDUP closed FY2025 with $167.2M in total assets against $14.3M in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$310.8M	-$20.2M	—	—	$167.2M	$14.3M
FY2024 (FY)	2024-12-31	$260.0M	-$77.0M	—	—	$171.2M	$18.2M
FY2023 (FY)	2023-12-31	$258.5M	-$71.2M	-$22.6M	-$22.6M	—	—

3. TDUP Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is TDUP stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, ThredUp Inc. (Class A) (NASDAQ: TDUP) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $2.22 (+0.91% 1D, market cap $291.6M). Pillar breakdown: Fundamental Cash Engine 4/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 5/20. Across 1011 tracked Consumer Discretionary issuers, TDUP ranks #765 in composite RQD confidence.

How does TDUP compare to SFIX and QVCG in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Catalog/Specialty Distribution), TDUP carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of 79.4%, and ROIC of -35.0%. By comparison, SFIX (Stitch Fix Inc. (Class A)) holds a E grade (28/100 RQD, P/E N/A, ROIC -33.9%, cap $368.7M) and QVCG (QVC Group Inc.) posts a D- grade (36/100 RQD, P/E N/A, ROIC -35.0%, cap $379.0M). Among the 5-stock peer group, DDL leads on earnings multiple (13.8x) while DDL leads on capital efficiency (65.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for TDUP?

Per TDUP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001484778), ThredUp Inc. (Class A) generated $310.8M in revenue (+19.5% YoY), -$20.2M in net income, and $0 in free cash flow against $167.2M in total assets and $14.3M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is TDUP trading relative to its 50-day, 200-day, and 52-week technical levels?

TDUP last traded at $2.22 (+0.91% on volume of 1,632,706 shares), positioning the stock -7.50% below its 50-day simple moving average ($2.40) and -46.51% below its 200-day simple moving average ($4.15). Across its 52-week range of $1.91 to $8.81, TDUP sits at the 4.5% percentile with a 14-day RSI of 41.6 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($1.94 to $2.50).

TDUP Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is TDUP's next earnings date?

Based on SEC filing cadence, ThredUp Inc. (Class A) (TDUP)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is TDUP stock expected to move on earnings?

Volatility modeling currently projects a ±12.5% event move for TDUP, spanning a range between $1.94 and $2.5.

Direct Sub-Reports: TDUP RQD Cockpit TDUP 12M Forecast TDUP Earnings & Move TDUP Dividends & DRIP TDUP Insiders & 13F TDUP Whale Options TDUP Profit Sankey TDUP News & Why