ThredUp Inc. (TDUP)

Interactive Group Meeting

Monday December 08 ‐ Monday December 08, 2025

Please indicate your INTEREST in participating in a Interactive Group Meeting with ThredUp Inc. (TDUP):

MANAGEMENT:

• Sean Sobers, Chief Financial Officer

TIME:

1:00pm-1:45pm ET

DETAILS:

• As a leading online resale marketplace for apparel, shoes, and accessories, ThredUp leverages an asset light, technology driven model that reduces inventory risk and support high gross margins and rapid turnover. The company benefits from secular growth in the ~$30B+ US resale market and shifts in secondhand fashion and sustainability driven consumer behavior.
• Following strong sales in FY24 of $278MM (+7% YoY), ThredUp has reported strong momentum in FY25, with Q3 revenue of $82MM (+34% YoY), active buyers up 26% YoY, and new buyer acquisition up 54%, reflecting improved marketing efficiencies and better supply quality from its network of sellers.
• The company is focused on driving GMV growth through both supply-side expansion and buyer engagement, including improving the quality of its seller network, enhancing the seller experience, and optimizing the buying journey with AI-driven personalization and curated recommendations.
• Profitability remains a medium-term focus, with initiatives to improve gross margins and operating efficiency expected to support a path toward positive EBITDA and potential free cash flow generation as the business scales.

Please call your TAG salesperson if you have an interest