ThredUp Inc. (TDUP) Q3 2024 Earnings Call Transcript Summary
ThredUp Inc. (TDUP) Q3 2024 Earnings Call Transcript Summary
Consolidated GAAP net loss was $25 million, while adjusted EBITDA loss was $2.5 million. In the U.S., adjusted EBITDA was positive at $700,000 in Q3.The following is a summary of the ThredUp Inc. (TDUP) Q3 2024 Earnings Call Transcript:
以下是ThredUp Inc.（TDUP）2024年第三季度業績會議記錄摘要：
Financial Performance:
金融業績：
ThredUp reported a consolidated revenue of $73 million in Q3 2024, a decrease of 11% year over year.
U.S. net revenue was $61.5 million, down 9.6% compared to last year, with gross margin improving by 70 basis points year over year to 79.3%.
Consolidated GAAP net loss was $25 million, while adjusted EBITDA loss was $2.5 million. In the U.S., adjusted EBITDA was positive at $700,000 in Q3.
ThredUp報告2024年第三季度的綜合營業收入爲7300萬美元，同比下降11%。
美國淨營業收入爲6150萬美元，較去年下降9.6%，毛利率同比提高了70個點子至79.3%。
合併的根據美國通用會計準則的淨虧損爲2500萬美元，而調整後的EBITDA虧損爲250萬美元。在美國，第三季度的調整後的EBITDA爲正700,000美元。
Business Progress:
業務進展：
ThredUp is making significant moves in AI integration in its marketplace to enhance customer experience and plans continued investment to drive conversion and retention.
The company has made significant progress in the divestiture of its European business, aiming to close the transaction by year-end.
ThredUp正在對其市場進行人工智能整合，以提升客戶體驗，並計劃持續投資以促進轉化和留存。
該公司在剝離其歐洲業務方面取得了重大進展，旨在於年底前完成交易。
Opportunities:
機會：
Focus on U.S. market with substantial customer acquisition and retention improvements reported in Q3, which is the strongest quarter in over two years.
Plans to enhance the shopping experience with AI-driven tools such as AI search functionality, Style Chat, and Image Search.
重點關注美國市場，在第三季度報告了大幅增長的客戶獲取和留存改善，這是兩年來最強勁的季度。
計劃通過AI驅動工具，如AI搜索功能、款式聊天和圖片搜索等，來提升購物體驗。
Risks:
風險：
Despite improvements, ThredUp faces challenges in a competitive and uncertain economic environment, which influences consumer behavior and may impact future profitability.
儘管有所改善，ThredUp在競爭激烈且經濟環境不確定的情況下面臨挑戰，這影響了消費者行爲並可能影響未來的盈利能力。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
