ThredUp Inc. Q1 2026 Earnings Call Summary
ThredUp reported a 14.6% revenue growth in Q1 2026, driven by strong buyer acquisition and improved marketing efficiency. However, the company noted declining average selling prices (ASPs) and customer conversion rates starting in March. Management is shifting its focus to Meta and Pinterest for higher ROI on ad spend while addressing supply constraints through TikTok campaigns.
Topics: consumer_behavior marketing_efficiency revenue_growth supply_chain technology_innovation