1stdibs.com, Inc.NASDAQ: DIBS

Third Quarter 2026 Investor Presentation

Nov 5, 2026 at 7:38 AM EST · Issued by 1stdibs.com, Inc.

Key figures

Redesigned, personalized homepage for logged-in users lifts revisits nearly 5% and favorite rate to a record high
Redesigned ﬁlters lift item clicks per session over 5%
Tastemakers continued to scale; organic video view time rose 30% Q/Q
Restored seller branding across product pages and buyer-seller messaging; in our app, it lifted checkout completion 8%
About 35% of seller-fulﬁlled shipments currently lack tracking; to address this, we plan to enforce it for payout in early 2027

On 6ix: 6ix.com/news/1stdibs-com-third-quarter-2026-investor-presentation

Watch 1stdibs.com explain it1stdibs.com (NASDAQ:DIBS) Q3 2026 Earnings Call · Replay · Nov 5, 2026

Investor Presentation Q3 2026

Updated November 5, 2026

Company Overview

Updated November 5, 2026

OUR MISSION

We enrich lives with

extraordinary design

Updated November 5, 2026

Luxury E-Commerce Marketplace Built On a Legacy Brand

2000

Company founded in

Paris

2011

Series A investment from

Benchmark

2012

2013 Launched e-Commerce

2014

Launched "Message

Center," to facilitate buyer/seller negotiations, and

Paid Media Program

2015

Launched Trade Program for professional designers and architects

2015

Launched mobile app

2016

Shifted to full e-Commerce marketplace model

2016

Launched New & Custom

Furniture

2018

Launched New & Contemporary

Jewelry

2019

Over 1m total listings

2020

$1bn in cumulative

GMV

2021

IPO on NASDAQ

2023

Launch of Italian & Spanish

2021 Localization

First $1m art 2025

order placed

on platform 25th

2022 Anniversary

Launch of French & German

Localization

Acquired Online Galleries and expanded international supply

ESTABLISHING THE BRAND

TRANSFORMING FROM LISTING

TO E-COMMERCE MODEL

SCALING MARKETPLACE SUPPLY & DEMAND ACROSS VERTICALS

Updated November 5, 2026

Asset-Light, Two-Sided Marketplace With Powerful Network Effects

More highly-engaged buyers

Unique, high-quality supply

End-to-end technology platform, data, and analytics to support and grow business

Buyers

Superior UX

underpinned by trusted brand

Unrivaled access

to global luxury buyer base

Sellers

Asset-light

business model

More supply: Vintage & Antique Furniture, New & Custom Furniture, Jewelry & Watches, Art, Fashion

Updated November 5, 2026

1stDibs By The Numbers

$369m

GMV

$92m

REVENUE

7.8m(1)

REGISTERED USERS

58,200

ACTIVE BUYERS

$10bn+(1)

SELLER STOCK VALUE

5,600(2)

UNIQUE SELLERS

74%

GROSS MARGIN

$1,400/$2,700(2)

MOV / AOV

70+(1)

COUNTRIES WHERE SELLERS ARE BASED

OWNED INVENTORY

$3.4bn(3)

CUMULATIVE GMV

1.3m(3)

CUMULATIVE ORDERS

Note: TTM through Q3 2026, unless otherwise noted. (1) As of December 31, 2025. (2) As of September 30, 2026. (3) Q1 2016 through Q3 2026. MOV denotes on-platform median order value. AOV denotes on-platform average (mean) order value.
Updated November 5, 2026
Vertical Expansion Supplements Vintage & Antique Furniture Core
OTHER VERTICALS COMPRISE A LARGER PERCENTAGE OF OUR GMV

GMV at

Inception

GMV in

2018

GMV in

2025

Vintage & Antique Other Verticals

Note: Other Verticals includes Jewelry, New & Custom Furniture, Art, and Fashion.

Updated November 5, 2026

Miles Aldridge,

3-D, 2010

$20,000

World-Class Supply Estudi Manel Molina and Nanimarquina Bench, New

$2,440

Fernando Botero,

Still Life of Grapes, 1984

$39,000

Poul Henningson PH5 Pendant, New

$990

Rattan Cactus Sculpture, 1970s

$955

Maurice Calka Boomerang Desk, 1970

$78,000

Achille & Pier Giacomo Castiglioni Brionvega RR126, 1965

$10,395

Chanel Coco Masters White Mini Tennis Bag, 2023

$7,200

Tiffany & Co. Coral Onyx Pearl Gold Earrings, 1960s

$4,000

Hermès Valise

R.M.S Cargo Carry-On

Egyptian Canopus Jar,

Note: Select Q3 2026 sales.

Miu Miu Sandals, 2017

$1,618

Clarice Cliff Pot, 1929

$468

Suitcase, New

$18,900

Van Cleef & Arpels Diamond Ring, 1980s

$12,000

1069-664 B.C

$19,000

Updated November 5, 2026

2026 Product Roadmap: Continued Progress

DISCOVERY

Eliminate the barriers to discovery so any buyer can ﬁnd the perfect item on 1stDibs.

Search & Personalization

Redesigned, personalized homepage for logged-in users lifts revisits nearly 5% and favorite rate to a record high
Homepage recommendation
click-through rate rose over 40% in Q3 and has grown steadily all year
Building toward semantic and natural language search; testing price-aware and hybrid query features
Redesigned ﬁlters lift item clicks per session over 5%
Content & Community
Tastemakers continued to scale; organic video view time rose 30% Q/Q

TRUST

Ensure every buyer has the conﬁdence to transact - knowing the price is fair, the item is authentic, and the platform stands behind every purchase.

Expanded our Pricing work into a broader Trust initiative, covering pricing, item authenticity, and the platform's commitment to every purchase
Restored seller branding across product pages and buyer-seller messaging; in our app, it lifted checkout completion 8%

SHIPPING

Make shipping competitive, transparent, and seamless so it never stands between a buyer and a purchase.

Launched the initial phase of Ship-to-Earn, requiring sellers to
provide carrier tracking or proof of delivery
About 35% of seller-fulﬁlled shipments currently lack tracking; to address this, we plan to enforce it for payout in early 2027

SERVICE

Deliver an experience that deepens buyer and seller trust with every interaction.

Scaled the AI customer service chatbot launched in Q2; it now independently resolves nearly 25% of chat queries, up from approximately 15% in July.
Redeploying in-house support toward high-value buyers, with post-sale service leads for interior designers
Almost 20% faster listing upload, from easier photo and video uploads, a streamlined form, and smarter defaults
Sellers can now block low-ball offers and set time away; pilot of a Seller Inventory Management API with select sellers is live, starting with inventory availability updates

Updated November 5, 2026

Homepage: From Editorial-First to Recommendations-First

2025 Homepage

2026 Homepage

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
Filter Redesign Driving Higher Engagement
Before

After

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

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 Luxury Brand Name

Multi-vertical marketplace for luxury goods trusted by both buyers and sellers

Durable, Two-Sided Network Effects

Unique supply and professional sellers attract buyers; high quality, loyal buyers attract sellers

Highly-Scalable Tech Platform & Business Model

Asset-light model with no owned or managed inventory; structured to generate signiﬁcant operating leverage as revenue grows

AI-Powered Growth & Eﬃciency

Deploying AI across search, personalization, listing tools, and client service to drive conversion, improve seller productivity, and expand margins

Updated November 5, 2026

Financials

Updated November 5, 2026

Q3 2026 Financial Performance

Q3 2026 GMV:

$92.6m

Q3 2026 Revenue:

$23.1m

Q3 2026 Adj. EBITDA:

$1.0m

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
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
Adj. EBITDA margin improvement 2022 to 2025

~$18M

Reduction in annual operating expenses 2022 vs. 2025 (~18% decrease)

30%+

Headcount reduction from 2022 peak