ThredUp Inc-A 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended June30, 2026 or ☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from ____________________ to ____________________Commission File Number: 001-40249 ThredUp Inc. (Exact name of registrant as specified in its charter) (I.R.S. Employer Identification No.) 969Broadway, Suite200Oakland, California(Address of principal executive offices) 94607(Zip Code) (415) 402-5202(Registrant’s telephone number, including area code) Securities registered pursuant to Section12(b) of the Act: The Nasdaq Stock Market LLCLong-Term Stock Exchange Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 duringthe preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirementsfor the past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 ofRegulationS-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submit suchfiles).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” inRule12b-2 of the Exchange Act. Large accelerated filer☐Accelerated filer☒Non-accelerated filer☐Smaller reporting company☐Emerging growth company☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new orrevised financial accounting standards provided pursuant to Section13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒ There were 111,010,151shares of ClassA common stock and 20,323,499shares of ClassB common stock outstanding as of July29, 2026. PARTII. OTHER INFORMATION Item1.Legal Proceedings28Item1A.Risk Factors28Item2.Unregistered Sales of Equity Securities and Use of Proceeds28Item3.Defaults Upon Senior Securities28Item4.Mine Safety Disclosures28Item5.Other Information28Item6.Exhibits28Signatures30 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form10-Q contains forward-looking statements within the meaning of the Private SecuritiesLitigation Reform Act of 1995, Section27A of the Securities Act of 1933, as amended, and Section21E of the SecuritiesExchange Act of 1934, as amended, which are statements that involve substantial risks and uncertainties. Forward-lookingstatements generally relate to future events or our future financial or operating performance. In some cases, you can identifyforward-looking statements because they contain words such as “may,” “will,” “shall,” “should,” “expects,” “plans,” “anticipates,”“could,” “intends,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” “potential,” “possible” or “continue” orthe negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions.Forward-looking statements contained in this Quarterly Report on Form10-Q include, but are not limited to, statements about: •our future financial performance, including our revenue, cost of revenue and operating expenses and our ability toachieve and maintain future profitability;•the sufficiency of our cash, cash equivalents and capital resources to meet our liquidity needs;•our ability to effectively manage or sustain our growth and to effectively expand our operations;•our strategies, plans, objectives and goals, including our expectations regarding future infrastructure investments aswell as restructuring activities;•our ability to attract and retain buyers and sellers and the continued impact of network effects as we scale ourplatform, and the capacity of our operations and processing infrastructure to support that growth;•trends in our key financial and operating metrics;•our estimated market opportunity;•economic and industry trends, projected growth or trend analysis, including inflationary pressures, interest ratevolatility, cybersecurity risks, changing consumer habits, climate change and extreme weather events and generalglobal political and economic uncertainty;•our ability to comply with applicable laws and regulations; and•our ability to incorporate artificial intelligence and machine learning and other emergent technologies into our businessoperations successfully. You should not rely upon forward-looking statements as pr