1stdibs.com, Inc. · NASDAQ:DIBS
1stdibs.com — Q3 2026 Earnings Presentation
20 slides from 1stdibs.com's earnings presentation, Nov 5, 2026
Slide 1: Investor Presentation Q3 2026
Investor Presentation Q3 2026 1 Updated November 5, 2026
Slide 2: Forward-Looking Statements and Non-GAAP Financial Information
Forward-Looking Statements and Non-GAAP Financial Information This presentation contains statements about 1stdibs.com, Inc.’s (the “Company”) future financial results, plans, and efforts to expand our market share that are “forward-looking statements” within the meaning of federal securities laws, in
Slide 3: Company Overview
Company Overview 3 Updated November 5, 2026
Slide 4: Our Mission
OUR MISSION We enrich lives with extraordinary design 4 Updated November 5, 2026
Slide 5: Luxury E-Commerce Marketplace Built On a Legacy Brand
Luxury E-Commerce Marketplace Built On a Legacy Brand 2023 Launch of Italian & Spanish Localization 2021 First $1m art order placed 2025 2021 on platform 25th 2020 IPO on Anniversary $1bn in NASDAQ 2022 2019 cumulative Launch of GMV French & German Over 1m total Localization 2018 listings Launched N
Slide 6: Asset-Light, Two-Sided Marketplace With Powerful Network Effects
Asset-Light, Two-Sided Marketplace With Powerful Network Effects More highly-engaged buyers End-to-end technology Unique, Superior UX Unrivaled access platform, data, and high-quality Buyers underpinned by to global luxury Sellers analytics to support and supply trusted brand buyer base grow busines
Slide 7: 1stDibs By The Numbers
1stDibs By The Numbers $369m $92m GMV REVENUE 7.8m(1) 58,200 REGISTERED USERS ACTIVE BUYERS $10bn+(1) 5,600(2) SELLER STOCK VALUE UNIQUE SELLERS 74% $1,400/$2,700(2) GROSS MARGIN MOV / AOV 70+(1) $0 COUNTRIES WHERE SELLERS ARE BASED OWNED INVENTORY $3.4bn(3) 1.3m(3) CUMULATIVE GMV CUMULATIVE ORDERS
Slide 8: Vertical Expansion Supplements Vintage & Antique Furniture Core
Vertical Expansion Supplements Vintage & Antique Furniture Core OTHER VERTICALS COMPRISE A LARGER PERCENTAGE OF OUR GMV GMV at GMV in GMV in Inception 2018 2025 Vintage & Antique Other Verticals 8 Note: Other Verticals includes Jewelry, New & Custom Furniture, Art, and Fashion. Updated November 5, 2
Slide 9: World-Class Supply
Miles Aldridge, 3-D, 2010 World-Class Supply $20,000 Estudi Manel Molina and Poul Henningson Nanimarquina PH5 Pendant, New Bench, New $990 $2,440 Fernando Botero, Rattan Cactus Still Life of Grapes, 1984 Sculpture, 1970s $39,000 $955 Maurice Calka Boomerang Desk, 1970 $78,000 Achille & Pier Giacomo
Slide 10: 2026 Product Roadmap: Continued Progress
2026 Product Roadmap: Continued Progress DISCOVERY TRUST SHIPPING SERVICE Ensure every buyer has the confidence Make shipping competitive, Eliminate the barriers to discovery so Deliver an experience that deepens to transact — knowing the price is fair, transparent, and seamless so it never any buyer
Slide 11: Homepage: From Editorial-First to Recommendations-First
Homepage: From Editorial-First to Recommendations-First 2025 Homepage 2026 Homepage 11 Note: Personalized homepage currently available to logged-in, a subset of our total audience. Over time, we plan to expand personalization to more of our audience. Updated November 5, 2026
Slide 12: Filter Redesign Driving Higher Engagement
Filter Redesign Driving Higher Engagement Before After 12 Note: Filter redesign resulted in an increase in item clicks per session, meaning buyers are engaging with more of the catalog on each visit.. Updated November 5, 2026
Slide 13: Technology Driven Platform Uniquely Positioned To Capture Share As The Luxury Goods Market Shifts Online
Technology Driven Platform Uniquely Positioned To Capture Share As The Luxury Goods Market Shifts Online Large Market Opportunity Global luxury goods market is large, expanding, and currently has a relatively low online penetration due to physical nature of high AOV purchases Unique, Trusted Online
Slide 14: Financials
Financials 14 Updated November 5, 2026
Slide 15: Q3 2026 Financial Performance
Q3 2026 Financial Performance Q3 2026 GMV: Q3 2026 Revenue: Q3 2026 Adj. EBITDA: $92.6m $23.1m $1.0m 15 Adjusted EBITDA is a non-GAAP financial measure. See the appendix for a reconciliation to the most directly comparable GAAP measure. Updated November 5, 2026
Slide 16: A Structural Transformation in Cost Structure & Unit Economics
A Structural Transformation in Cost Structure & Unit Economics Four years of deliberate cost discipline have fundamentally reset the financial profile of 1stDibs ~1,900 bps ~$18M 30%+ Adj. EBITDA margin improvement Reduction in annual operating expenses Headcount reduction 2022 to 2025 2022 vs. 2025 (
Slide 17: Historical Metrics & Financials
Historical Metrics & Financials 17 Updated November 5, 2026
Slide 18: Historical Metrics & Financials
Historical Metrics & Financials 18 Updated November 5, 2026
Slide 19: Reconciliation of Quarterly Net Loss to Adj. EBITDA
Reconciliation of Quarterly Net Loss to Adj. EBITDA 19 Updated November 5, 2026
Slide 20: Reconciliation of Annual Net Loss to Adj. EBITDA
Reconciliation of Annual Net Loss to Adj. EBITDA 20 Updated November 5, 2026