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Earnings Call Summary | ThredUp(TDUP.US) Q1 2024 Earnings Conference

Earnings Call Summary | ThredUp(TDUP.US) Q1 2024 Earnings Conference

财报电话会议摘要 | thredUP (TDUP.US) 2024 年第一季度财报会议
富途资讯 ·  05/07 16:59  · 电话会议

The following is a summary of the ThredUp Inc. (TDUP) Q1 2024 Earnings Call Transcript:

以下是ThredUp Inc.(TDUP)2024年第一季度财报电话会议记录的摘要:

Financial Performance:

财务业绩:

  • ThredUp reported a Q1 revenue of $79.6 million, a year-over-year increase of 5%.

  • Consolidated gross margin was 69.5%, signifying an 8% gross profit increase over the previous year.

  • The number of active buyers and orders grew 4% and 9% year-over-year respectively.

  • Despite an adjusted EBITDA with a negative $736,000, ThredUp projects a positive outcome in Q2 and expects free cash flow on a full-year basis in 2024.

  • ThredUp报告称,第一季度收入为7,960万美元,同比增长5%。

  • 合并毛利率为69.5%,这意味着毛利比上年增长了8%。

  • 活跃买家和订单数量分别同比增长4%和9%。

  • 尽管调整后的息税折旧摊销前利润为负73.6万美元,但ThredUp预计第二季度将取得积极成果,并预计2024年全年自由现金流将持续增长。

Business Progress:

业务进展:

  • ThredUp reduced headcount and restructured several business areas to focus on AI product development, streamlining distribution centers, and enhancing marketing efforts.

  • They launched a new AI search experience and developed two AI tools for customers' thrifting needs.

  • ThredUp has experienced significant progress in Europe, recording new bag requests and returns weekly.

  • ThredUp managed to expand its client list by eight brands in Q1, and now offers ThredUp co-branded cleanout kits in 800 retail locations across the country.

  • Future plans revolve around AI product development and heightening marketing strategies.

  • ThredUp 裁员并重组了多个业务领域,将重点放在人工智能产品开发、精简配送中心和加强营销工作上。

  • 他们推出了全新的人工智能搜索体验,并开发了两种人工智能工具来满足客户的节俭需求。

  • ThredUp在欧洲取得了重大进展,每周都会记录新的行李申请和退货情况。

  • ThredUp在第一季度成功地将其客户名单扩大了八个品牌,现在在全国800个零售点提供ThredUp联合品牌的清洁套件。

  • 未来的计划围绕人工智能产品开发和加强营销策略展开。

More details: ThredUp IR

更多详情: ThredUp 红外

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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