Depop vs ThredUp

Depop and Spotify Link Secondhand Fashion, Music

Depop and Spotify launched a cross‑platform campaign that connects music discovery with secondhand fashion. The activation features curated Depop shops from six artists (Eve, Amira Elfeky, Estevie, Frost Children, House of Protection and Lily Meola), a jointly branded Spotify editorial playlist, and a two‑day cultural event in Los Angeles. Depop — which the article notes was recently acquired by eBay from Etsy — created artist storefronts and curated collections on its marketplace while Spotify provides playlist and in‑app artist content. The playlist was published on August 11, 2026, and the artists' Depop shops were scheduled to go live on August 12, 2026. Depop and Spotify aim to fuse music, fashion and community discovery across digital and physical experiences.

• Depop and Spotify launched a joint campaign linking music discovery with secondhand fashion.
• Six artists (Eve, Amira Elfeky, Estevie, Frost Children, House of Protection and Lily Meola) contributed personal wardrobe items and musical influences.
• The activation includes curated Depop shops, a jointly branded Spotify editorial playlist (published August 11, 2026) and artist shops going live August 12, 2026.

eBay Posts Strong Q2 2026 Revenue and Profit Growth

eBay reported a strong second quarter 2026 with double-digit growth across revenue, gross merchandise volume (GMV) and profits. Revenue rose to $3.1 billion (+15% year-over-year) while GMV increased 15% to $22.4 billion. Net income improved to $552 million with GAAP earnings per share of $1.21 and adjusted EPS of $1.60. The company cited improved operating margins, stronger cash flow and continued shareholder returns via buybacks and dividends. eBay highlighted investments in AI-driven seller tools (automated listings, image scans), expansion in categories such as collectibles and luxury, growth of its live-shopping format (eBay Live), and the completed acquisition of Depop to strengthen second-hand fashion. Management raised its outlook for the year, expecting continued revenue and GMV growth in Q3.

• eBay reported Q2 2026 revenue of $3.1 billion, up 15% year-over-year.
• Gross merchandise volume (GMV) for Q2 2026 was $22.4 billion, up 15% year-over-year.
• Net income in Q2 2026 was $552 million; GAAP EPS was $1.21 and adjusted EPS was $1.60.

Zara Larsson x Depop Partnership Highlights Creator Commerce

Hello Partner's Influencer Insider highlights Zara Larsson's new Depop campaign that pairs storytelling with a real-life closet drop, discusses CreatorFest 2026 moments including YouTube's UK rollout of its Shopping Affiliate Programme, and reports that Rare Beauty signed 19-year-old actress Ella Bright as its first brand ambassador. The newsletter also notes platform product moves (HBO Max adding a vertical feed) and industry conversations about influencer marketing purpose and measurement.

• Depop launched a campaign starring GRAMMY-nominated pop star Zara Larsson that includes a real-life closet drop fans can buy.
• At CreatorFest 2026, YouTube’s Head of Creator Partnerships for the UK&I announced the UK rollout of the YouTube Shopping Affiliate Programme.
• Rare Beauty signed 19-year-old actress Ella Bright as its first-ever brand ambassador.

8-K Financial Filing Analysis for ThredUp (2026-08-05)

On August 5, 2026, ThredUp Inc. filed a Current Report on Form 8-K under Item 2.02 disclosing its financial results for the second quarter ended June 30, 2026. The filing furnishes the official quarterly earnings press release (Exhibit 99.1) and supplemental financial information (Exhibit 99.2). As a procedural Item 2.02 disclosure, specific financial tables and line-item details are incorporated via referenced exhibits rather than in the core filing body.

• ThredUp Inc. announced its financial results for the second quarter ended June 30, 2026 on August 5, 2026.
• The quarterly earnings press release and supplemental financial information were furnished via Exhibits 99.1 and 99.2 under Item 2.02.

10-Q Financial Filing Analysis for ThredUp (2026-08-05)

ThredUp Inc. reported strong financial results for the second quarter ended June 30, 2026, with consolidated revenue reaching $90.77 million, representing a 16.9% year-over-year increase compared to $77.66 million in Q2 2025. Gross profit rose 17.5% to $72.52 million, expanding gross margin by 40 basis points to 79.9%. Operational momentum was driven by a 20.9% increase in Active Buyers to 1.77 million and a 21.9% rise in Orders to 1.87 million, which offset a 2.9% decline in average order value. Non-GAAP Adjusted EBITDA increased significantly by 58.4% to $4.78 million (5.3% margin). Despite robust top-line growth, net loss widened slightly by 14.7% to $(5.94) million compared to $(5.18) million in Q2 2025, primarily due to increased distribution center labor, higher inbound freight costs, and expanded general and administrative expenses. The company maintained solid liquidity with $57.43 million in cash, cash equivalents, restricted cash, and marketable securities, generating $9.20 million in operating cash flow for the first half of 2026. Capital expenditures remained disciplined at $6.78 million for H1 2026 as the company continues to leverage AI personalization and its Resale-as-a-Service (RaaS) enterprise offerings.

• Q2 2026 revenue increased 16.9% YoY to $90.77 million, supported by a 21.9% increase in total orders (1.87 million) and a 20.9% expansion in Active Buyers to 1.77 million.
• Non-GAAP Adjusted EBITDA expanded 58.4% YoY to $4.78 million (5.3% of revenue), while GAAP net loss was $(5.94) million compared to $(5.18) million in Q2 2025.
• Operating cash flow reached $9.20 million for the first six months of 2026, supporting total cash, cash equivalents, restricted cash, and marketable securities of $57.43 million as of June 30, 2026.

ThredUp to Report Second Quarter 2026 Financial Results on August 5, 2026

OAKLAND, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- ThredUp (NASDAQ: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, announced today that its financial results for the second quarter ended June 30, 2026 will be released on Wednesday, August 5, 2026