thredUP | Investor Presentation Deck | 32 slides

thredUP · 2022-08
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

32
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a collage of customer photos to visually reinforce the mission statement.inspire_vision
04
Uses a 3-circle Venn diagram to show the intersection of three strategic advantages.inspire_vision
05
The slide uses a three-column layout to categorize company facts, financial performance, and operational/sustainability metrics.summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
06
The slide uses a hierarchical structure to show how foundational assets support the two primary business lines.present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
07
The slide uses a circular arrow diagram to represent the marketplace flywheel.present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
08
Uses a flywheel/circular diagram to illustrate the 'Land and Expand' strategy.plan_implementation
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
09
present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
10
present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
11
The slide uses a map-based visualization to show physical footprint.establish_context
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
12
The diagram uses a hub-and-spoke style circular flow to connect operational areas to data-driven outcomes.present_framework
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
13
Uses a stacked bar chart to distinguish between 'Thrift and Donation' and 'Resale' segments.size_opportunity
Open slide detailBeat · ProblemLoop · Cost Of Inaction
14
The slide uses a map to visualize the geographic expansion and a stacked bar chart to quantify the TAM growth from 2021 to 2026.size_opportunity
Open slide detailBeat · ProblemLoop · Cost Of Inaction
15
The matrix axes are Mass vs Luxury and Peer-to-Peer vs Managed Marketplace.compare_peers
Open slide detailBeat · Competition
16
present_framework
17
The slide uses a bar chart to compare three metrics across two categories (new vs. used).analyze_data
18
The slide uses donut charts to visualize diversity metrics for leadership and the total workforce.summarize
19
Focuses on ESG governance, board composition, and risk management.summarize
20
The slide uses a stepped pyramid-like structure to represent strategic priorities.plan_implementation
21
transition
22
The slide uses bar charts to track financial performance over five quarters, with specific annotations for the 'Europe acquisition' event.analyze_data
Open slide detailBeat · Financials
23
The slide uses two side-by-side bar charts to visualize growth metrics.show_traction
Open slide detailBeat · Financials
24
The slide shows strong revenue growth and improving margins over a four-year period.show_traction
Open slide detailBeat · Financials
25
The slide uses two side-by-side bar charts to demonstrate consistent year-over-year growth in key business metrics.show_traction
Open slide detailBeat · Financials
26
Note: excludes SBC expense. Refer to Appendix for SBC GAAP Reconciliation.analyze_data
Open slide detailBeat · Financials
28
The table provides a quarterly and annual breakdown of revenue and gross profit metrics, highlighting the shift to a consignment model.analyze_data
29
The table provides a detailed financial breakdown of operating expenses and EBITDA for Q2 2021 through Q2 2022, plus FY 2020 and FY 2021.analyze_data
30
Standard financial reconciliation table showing adjustments for non-cash and non-recurring items.analyze_data
31
The table shows expense breakdowns for Operations, Product and Technology, Marketing, and SG&A, including percentages of revenue.analyze_data