TD Cowen Insights
TD Cowen Insights
TD Securities, TD Cowen
Can Resale Be Profitable? Easier Selling & AI Scale With ThredUp CEO
18 minutes Posted Jun 29, 2026 at 1:52 pm.
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Recorded on 06/02/26
Digital Recommerce Leadership Underpinned by Infrastructure & AI. We hosted ThredUp CEO James Reinhart at our 10th Future of the Consumer Conference to unpack their infrastructure-led model and rising AI use driving personalization, conversion, and margins. A purpose-built network processes hundreds of thousands of items weekly, with growth fueled by selling convenience (Uber pickups), affluent female demand, and an expanding resale market.