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thredUP (TDUP) Gross Margin by Segment

Gross Margin by Segment

Shows the profitability of each segment after accounting for direct costs, offering a view into pricing strategy and cost management.

10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%Mar 21Jun 21Sep 21Dec 21Mar 22Jun 22Sep 22Dec 22Mar 23Jun 23Sep 23Dec 23Mar 24Jun 24Sep 24Dec 24
Chart Insights

ThredUp's consignment gross margin remains robust, stabilizing around 81% in recent quarters, while the products segment shows volatility, with a sharp recovery expected by year-end 2024. The earnings call highlights a strategic focus on AI and RaaS, driving new buyer growth despite macroeconomic challenges and tariff impacts. The company anticipates maintaining gross margins between 77% and 79% in 2025, reflecting confidence in their operational strategy amidst a challenging environment.

TDUP Gross Margin by Segment

DateConsignmentProducts
Dec 31, 202481.00%55.00%
Sep 30, 202481.00%26.00%
Jun 30, 202481.00%28.00%
Mar 31, 202483.00%25.00%
Dec 31, 202381.00%21.00%
Sep 30, 202382.00%37.00%
Jun 30, 202382.00%41.00%
Mar 31, 202380.00%47.00%
Dec 31, 202280.00%45.00%
Sep 30, 202278.00%46.00%
Jun 30, 202279.00%51.00%
Mar 31, 202279.00%51.00%
Dec 31, 202177.00%49.00%
Sep 30, 202179.00%53.00%
Jun 30, 202178.00%55.00%
Mar 31, 202176.00%53.00%
Dec 31, 202073.00%50.00%
Sep 30, 202076.00%54.00%
Jun 30, 202076.00%51.00%
Mar 31, 202075.00%47.00%