Market Analysis by covering: Celcuity LLC, ThredUp Inc, Dave Inc. Read 's Market Analysis on Investing.com ...

ThredUp Inc. (NASDAQ:TDUP) is one of the stocks on Jim Cramer’s radar. Cramer noted that the company loses money and is not expected to be profitable for the next couple of years, as he remarked: “Next up, also in late October, Jeff in California asked about ThredUp, which is an online consignment store and one of the world’s largest resale platforms for apparel, shoes, and accessories. This one came public during the pandemic year of bull market in early 2021, but its stock plunged 98% from its 2021 high ...

Gen Z is leading the thrift shop boom, and older generations are joining them, thanks to inflation and tariffs. The shift to thrift shopping can create new business opportunities that add more flexibility to people's budgets. Buyers And Sellers Are Flocking To Thrift Clothing The strong demand from buyers has attracted thrift clothing sellers who act as middlemen. These people look for deep discounts and resell the clothing on sites like eBay (NASDAQ:EBAY). The popularity of thrift clothing is poised to ...

Group 1 - The stock market is experiencing volatility as it approaches the end of 2025, presenting a potential buying opportunity for growth stocks that have seen sharp corrections [1] - The analyst has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry trends [1] - The analyst has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a recognized presence in the investment community [1]

Group 1 - The stock market is experiencing volatility as it approaches the end of 2025, presenting a buying opportunity for growth stocks that have seen sharp corrections [1] - The analyst has extensive experience in technology companies, having worked on Wall Street and in Silicon Valley, and has been advising seed-round startups [1] - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, with articles syndicated to popular trading apps like Robinhood [1]

Core Insights - ThredUp Inc. (NASDAQ:TDUP) is experiencing significant momentum in the SMID-cap stock category for 2025, with a reaffirmed Buy rating and a price target of $11 from analyst Matt Koranda [1][2] Financial Performance - In Q3 2025, ThredUp's revenue increased by 34% year-over-year to $82.2 million, exceeding street estimates by 6% [2] - The company achieved a record 54% year-over-year growth in new buyers and a 26% increase in trailing twelve-month active buyers [3] - Gross margin improved by 10 basis points to 79.4%, while adjusted EBITDA margin expanded to 4.6%, up from 0.5% in Q3 2024 [3] Guidance and Projections - Management raised Q4 revenue expectations by $3 million to a range of $76-$78 million, surpassing the consensus of $74.7 million [4] - Full-year 2025 revenue guidance was also increased to $307-$309 million, reflecting an 18% year-over-year growth and standing 2% above the consensus midpoint [4] Market Position - ThredUp's stock has surged over 400% year-to-date as of November 20, with a strong Buy-rated consensus and a 1-year median price target indicating an upside of 80% [5]

Core Insights - ThredUp announced the appointment of Kelly Bodnar Battles to its Board of Directors, effective December 1, 2025 [1] - Battles will take on the role of Audit Committee Chair, indicating a focus on enhancing financial governance within the company [1] Company Developments - The appointment of Battles reflects ThredUp's commitment to strengthening its financial governance as it accelerates its growth strategy [1]

Core Insights - The secondhand apparel market is experiencing significant growth, projected to reach $367 billion by 2029, growing almost three times faster than the overall apparel market [1] - ThredUp's logistics network is highly developed, processing approximately 40,000 pieces of used clothing daily and capable of holding over 3.5 million items [1] - The impact of tariffs on retail prices is shifting consumer demand towards resale platforms, making them a more attractive option [3][4] Company Performance - ThredUp reported a 34% year-over-year revenue growth in the third quarter, with new customer acquisition at an all-time high, increasing by 54% compared to the previous year [3] - The company operates with gross margins near 80% and is free-cash-flow positive, indicating strong financial health [3] Market Trends - The rise of secondhand fashion is being driven by Gen Z shoppers, with a growing number of Americans embracing this trend [2] - Tariffs are contributing to the appeal of resale platforms, as pre-owned items are not subject to the same duties, thus making them more cost-effective [4] Technological Advancements - ThredUp is leveraging automation and AI to enhance operational efficiency, with AI systems capable of processing thousands of garments per hour [4][5] - The use of AI is also improving customer experience through better discovery, styling, and personalization [5] Future Outlook - The future of fashion is anticipated to be more sustainable, with secondhand shopping playing a central role in this transformation [6]

Investor Presentation Third Quarter 2025 1 Safe Harbor This presentation and the accompanying oral commentary contain forward-looking statements within the meaning of the federal securities laws, which are statements that involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "shall," "should," "expec ...

Group 1 - The article does not provide any specific content related to a company or industry [1]