thredUP | Investor Presentation Deck | 33 slides

thredUP · 2023-04
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

33
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The background is a dense grid of user-generated photos (likely social media posts) creating a visual representation of the 'new generation' of consumers.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 sustainability impact.summarize
Open slide detailBeat · Problem
06
The slide uses a hierarchical structure to show how foundational assets support the business units.present_solution
Open slide detailBeat · Problem
07
The slide uses a three-column layout to categorize competitive advantages.present_solution
Open slide detailBeat · Solution
08
The slide uses a circular arrow diagram to represent a flywheel effect between buyers and sellers.present_solution
Open slide detailBeat · Solution
09
Includes a legend for office vs distribution center locations.establish_context
Open slide detailBeat · Solution
10
Uses a flywheel/circular diagram to illustrate the 'Land and Expand' strategy.plan_implementation
Open slide detailBeat · Solution
11
The diagram uses a hub-and-spoke style circular flow to connect operational areas to data science capabilities.other
12
RaaS stands for Resale-as-a-Service.present_solution
13
The slide uses a stacked bar chart to differentiate between 'Thrift and Donation' and 'Resale' segments, with a callout for supply-side waste metrics.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
14
The chart shows a stacked bar comparison of U.S. vs Europe TAM, with percentage growth callouts.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
15
The matrix uses axes (implied) of Market Segment (Mass vs Luxury) and Business Model (Peer-to-Peer vs Managed Marketplace).compare_peers
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
16
The slide uses a circular layout to highlight impact metrics alongside the three ESG pillars.summarize
Open slide detailBeat · Competition
17
Includes a footnote regarding the reporting period.appendix
18
Slide 18 of the deck.summarize
19
The slide uses donut charts to visualize diversity metrics for senior leadership and the total workforce.summarize
20
The slide uses a quote to humanize the governance framework.summarize
21
The slide uses a pyramid-like stacked bar structure to represent strategic priorities.plan_implementation
Open slide detailLoop · Quick Win Big Bet
22
transition
Open slide detailLoop · Quick Win Big Bet
23
Includes annotations for 'Europe acquisition' impact on metrics.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
24
Includes an annotation for 'Europe acquisition' on the Q4 '21 data point for both charts.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
25
Includes a specific annotation regarding the Europe acquisition in Q4 2021 affecting gross margin.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
26
The slide explicitly calls out the Europe acquisition in Q4 2021 as a contextual marker for the 2021-2022 data points.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
27
Includes a disclaimer about SBC expense exclusion.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
29
The table provides a detailed breakdown of revenue and gross profit metrics, highlighting the shift toward a consignment model.analyze_data
30
The table provides a detailed financial breakdown of operating expenses by category, including YoY growth and percentage of revenue metrics.analyze_data
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analyze_data
32
The table breaks down expenses for Operations/Product/Tech, Marketing, and SG&A, showing both absolute dollar values and percentages of revenue.analyze_data