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Lulu's Fashion Lounge Holdings vs Thredup

Lulu's Fashion Lounge Holdings and Thredup are similar in size: $282m and $311m of revenue in their latest fiscal years. Thredup grew faster (19.5% against -10.6%). Lulu's Fashion Lounge Holdings kept more of each dollar of sales as profit: a net margin of -4.9% against -6.5%. Lulu's Fashion Lounge Holdings carries less debt relative to equity (0.0% against 31.0%).

Latest fiscal yearLulu's Fashion Lounge HoldingsLVLU, 2025ThredupTDUP, 2025
Revenue $282m $311m
Revenue growth -10.6% 19.5%
Net income −$13.7m −$20.2m
Operating margin -4.5% -7.0%
Net margin -4.9% -6.5%
Return on equity -167.4% -35.0%
Free cash flow $1.0m $180,000
Cash $2.7m $38.6m
Total debt $0 $18.3m
Debt to equity 0.0% 31.0%
Dividend per share — —
Dividend yield — —
Share buybacks $886,000 —
Employees — —
Market value $33.0m $261m
Price vs our value range — —
Moat score 36 (Weak) 47 (Moderate)
Insider trades, 12 months 0 buys, 0 sales 2 buys, 38 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.