ThredUp Inc vs VF Corp — how do they compare? ThredUp Inc trades at $2.73 (market cap $350.00M), while VF Corp trades at $12.84 (market cap $5.19B). The key difference: VF Corp is far larger — about 14.8× ThredUp Inc's market cap, and VF Corp pays a 2.73% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals.
| TDUP | VFC | |
|---|---|---|
Market Cap | $350.00M | $5.19B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $10.92 | $21.55 |
52-Week Low | $2.52 | $12.91 |
Enterprise Value | $348.18M | $9.47B |
Dividend Yield | — | 2.73% |
Signals from Pluang's Aura AI — not financial advice
ThredUp (TDUP) trades at $2.67, down 1.84% on the day, amid a bearish technical signal. The company reported a Q2 2026 GAAP loss of $0.05 per share, missing the expected $0.03 loss, and cut its full-year revenue outlook, citing promotional headwinds. Despite a high gross margin of 79.52%, the firm remains unprofitable with a net income margin of -6.65%. Recent news includes participation in investor conferences and the launch of a peer-to-peer marketplace, but also multiple law firm investigations into securities claims following the earnings miss.
The outlook is clouded by persistent losses and competitive pressures, though analyst consensus leans Buy (57% of 14 analysts). Key risks include execution on profitability, the sustainability of revenue growth, and potential legal overhangs. The stock's trajectory hinges on demonstrating a clear path to net income positivity amid a challenging retail environment.
VFC trades at $13.20, down 1.86% on the day, with a bearish technical outlook and recent earnings misses. The company reported a net loss of $189.72 million for 2025, though revenue of $9.50 billion and a gross margin of 54.97% show underlying strength. Analyst consensus is a Hold with a $17.38 price target, reflecting cautious optimism amid Vans brand challenges.
The stock offers value with a low P/S of 0.55, but execution risks persist. Upside depends on a Vans turnaround and debt reduction, while downside risks include weak consumer sentiment and competitive pressures. Near-term volatility is likely pending Q3 2026 earnings results.
Trailing returns across standard periods
ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →