1stdibs.Com, Inc. operates an online marketplace for luxury design products worldwide. The company’s marketplace connects customers with sellers and makers of vintage, ...
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Est. EPS $-0.04 · Revenue $22.36M · 2 analysts
Est. EPS $-0.03 · Revenue $23.43M · 2 analysts
Est. EPS $-0.17 · Revenue $91.50M · 2 analysts
Est. EPS $-0.05 · Revenue $22.73M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $89.6M | +1.5% | +4.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-13.7M | +26.7% | +52.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +73.0% | +1.6% | -0.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -20.3% | +31.8% | +29.9% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -15.2% | +27.8% | +54.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-3.2M | +9.3% | -611.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -3.6% | +10.7% | -591.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 19.9% | -11.0% | +6.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.20x | +6.7% | -10.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $132.1M | -9.4% | -9.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.38 vs -0.39 | +2.6% | -0.03 vs -0.06 | +50.0% |
| Revenue Surprise | $89.6M vs $89.8M | -0.1% | $23.3M vs $22.2M | +4.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Volent Paula | director | Common Stock | A | 40,926 | — |
| Jun 8, 2026 | Volent Paula | director | Restricted Stock Units | D | 40,926 | — |
| Jun 8, 2026 | Taylor Everette | director | Common Stock | A | 40,926 | — |
| Jun 8, 2026 | Taylor Everette | director | Restricted Stock Units | D | 40,926 | — |
| Jun 8, 2026 | Schipper Brian | director | Common Stock | A | 40,926 | — |
Operator: Hello, everyone. Thank you for joining us, and welcome to the 1stDibs Quarter 2 Earnings Call 2026. [Operator Instructions] I will now hand the conference over to Kevin LaBuz, Head of Investor Relations and Corporate Development. Please go ahead. Kevin LaBuz: Good morning, and welcome to the 1stDibs earnings call for the quarter ended June 30, 2026. I'm Kevin LaBuz, Head of Investor Relations and Corporate Development. Joining me today are Chief Executive Officer, David Rosenblatt; and Chief Financial Officer, Tom Etergino. David will provide an update on our business, including our strategy and growth opportunities, and Tom will review our second quarter financial results and third quarter outlook. This call will be available via webcast on our investor relations website at investors.1stdibs.com. Before we begin, please keep in mind that our remarks include forward-looking statements, including, but not limited to, statements regarding guidance and future financial performance, market demand, growth prospects, business plans, strategic initiatives, business and economic trends and competitive position. Our actual results may differ materially from those expressed or implied in these forward-looking statements as a result of risks and uncertainties, including those described in our SEC filings. Any forward-looking statements that we make on this call are based on our beliefs and assumptions as of today, and we disclaim any obligation to update them, except to the extent required by law. Additionally, during the call, we will present GAAP and non-GAAP financial measures. A reconciliation of GAAP to non-GAAP measures is included in today's earnings press release, which you can find on our investor relations website, along with the replay of this call. Lastly, please note that all growth comparisons are made on a year-over-year basis, unless otherwise noted. I will now turn the call over to our CEO, David Rosenblatt. David? David Rosenblatt: Thanks, Kevin. Good morning, everyone. Our second quarter results confirm that we are on track to sustainable top line growth and positive adjusted EBITDA. GMV of $96 million, up 7%, came in above the high end of our guidance range and was our strongest growth since the fourth quarter of 2024. Despite ongoing headwinds from our sales and marketing reductions, we believe that we gained market share in the second quarter based on credit card panel data we track. Driving that result is a product that is measurably better than it was a year ago. Conversion grew for the 11th consecutive quarter, average order values expanded and the number of sessions stabilized sequentially. The improvements we have been making in our platform in discovery, pricing, shipping and service are showing up in the numbers. Based on Q2's performance, we now expect GMV to grow year-over-year for 2026 as a whole. We also continue to expect that GMV will grow in Q4. The demand environment remains challenging. The U.S. housing …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
David S. Rosenblatt | Chairperson & Chief Executive Officer | USD 1,000,000 | Male | 1968 | Active |
Thomas J. Etergino | Chief Financial Officer | USD 738,443 | Male | 1967 | Active |
Melanie F. Goins | General Counsel, Secretary & Chief People Officer | USD 642,212 | Female | 1982 | Active |
Kevin James LaBuz | Head of Investor Relations & Corporate Development | — | Male | — | Active |
Bradford Shane Shellhammer | Chief Marketing Officer & Chief Product Officer | — | Male | 1978 | Active |
Vadim Leyzerovich | Chief Technology Officer | — | Male | — | Active |
Michael J. Bruno | Founder | — | Male | — | Active |
1stdibs.com NASDAQ: DIBS CEO David Rosenblatt outlined the luxury marketplace's strategy for returning to growth while sustaining adjusted EBITDA profitability, emphasizing product improvements, artificial intelligence tools and a relatively low reliance on paid advertising.
PALO ALTO, Calif.--(BUSINESS WIRE)--Topsort, an AI-native commerce media infrastructure company powering marketplaces and retailers worldwide, today announced a partnership with 1stDibs, the leading online marketplace for extraordinary design, to support the next evolution of commerce media across its luxury ecommerce platform. Traditional retail media infrastructure was largely built around high-volume retail environments with standardized catalogs and transactional shopping behavior. But prem.
NEW YORK--(BUSINESS WIRE)--1stdibs.com, Inc. (Nasdaq: DIBS), a leading online marketplace for luxury design products, announced today that CEO David Rosenblatt and CPO & CMO Bradford Shellhammer will present at the Midwest IDEAS Investor Conference in Chicago on Wednesday, August 26 at 10:15 AM ET. A live webcast and replay of the presentation will be available on the company's Investor Relations website (investors.1stdibs.com). About 1stDibs 1stDibs is a leading online marketplace for conn.
1stDibs delivered strong 2Q26 results, with GMV up 7% and adjusted EBITDA margins turning positive amid significant cost cuts. DIBS achieved growth while reducing sales and marketing expenses by over 30%, demonstrating operating leverage and improved unit economics. Despite operational improvements, DIBS remains a Hold as the current valuation already prices in further GMV and profitability gains.
1stdibs.Com, Inc. (DIBS) Q2 2026 Earnings Call Transcript
