ThredUp vs Vinted

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

Keeping second-hand at the heart of Vinted: our Trust & Safety lead on the rules behind commercial selling

New press release added to Vinted newsroom: 'Keeping second-hand at the heart of Vinted: our Trust & Safety lead on the rules behind commercial selling' (September 24, 2026) and 'The September reset: where to find the money for the thing you've been putting off' (September 7, 2026).

Keeping second-hand at the heart of Vinted: our Trust & Safety lead on the rules behind commercial selling

Vinted publishes a Q&A with its Trust & Safety lead on the rules behind commercial selling, and a new article 'The September reset: where to find the money for the thing you've been putting off'.

Vinted Surges to Top of German TV Ad Charts

According to All Eyes on Screens data, Vinted became the most-seen brand in German TV advertising during the week of September 7-13, 2026. The company aired over 4,700 spots, achieving a gross reach of over 1,000 XRP, surpassing McDonald's (836 XRP) for the top position. Most spots ran on niche channels like N24 Doku, Deluxe Music, and Warner TV Comedy, while RTL contributed a significant share of reach despite fewer spots. Vinted's estimated gross TV ad spend for the week was about 7 million euros. Other notable advertisers include Jochen Schweizer (ProSiebenSat.1 subsidiary) with 299 XRP, Verivox with 2,570 spots across various channels, and August Storck for its Merci brand. The data measures second-exact reach in Vodafone households.

• Vinted aired over 4,700 TV spots in Germany in the week of September 7-13, 2026.
• Vinted's gross reach exceeded 1,000 XRP, overtaking McDonald's (836 XRP).
• Vinted's estimated gross TV ad spend for the week was approximately €7 million.