Slide 1: 1stDibs Roadmap Review – September 2026
Updated September 2, 2026 1stDibs Roadmap Review – September 2026
Slide 2: Forward-Looking Statements and Non-GAAP Financial Information
2 Updated September 2, 2026 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 o
Slide 3: Product Strategy & Roadmap
Updated September 2, 2026 ● Building a Better Marketplace: 2026 Roadmap Development ● AI Search & Browse ● Personalization ● Tastemakers & Social Media Strategy ● Service ● Shipping Product Strategy & Roadmap
Slide 4: A Customer Problem-Driven Approach
Updated September 2, 2026 Note: Customer problem statements are a representative sample drawn from surveys, focus groups, and UX research conducted across buyer and seller cohorts. The five projects featured within represent a selection of our broader 2026 roadmap. A Customer Problem-Driven Approach
Slide 5: Building a Better Marketplace: 2026 Roadmap Pillars
Updated September 2, 2026 Building a Better Marketplace: 2026 Roadmap Pillars Discovery Eliminate the barriers to discovery so any buyer can find the perfect item on 1stDibs. Shipping Make shipping competitive, transparent, and seamless so it never stands between a buyer and a purchase. Trust Ensure
Slide 6: A Two-Phase Approach to Product-Driven Growth
Updated September 2, 2026 A Two-Phase Approach to Product-Driven Growth 1H 2026 2H 2026 & Beyond Build Technological Foundations & Capabilities Deploy Capabilities Into the Buyer & Seller Experience Image Search Visual search launched on mobile web and desktop ML User Profile Model Foundational two-
Slide 7: Discovery: AI Search & Browse
Updated September 2, 2026 Discovery: AI Search & Browse
Slide 8: Search Opportunity & Challenges
Updated September 2, 2026 ● Search is a critical entry point for high-intent buyer journeys. ● Buyers who search convert at nearly 4x the rate of buyers who don’t. ● Leading online marketplaces have shown that search is a core growth driver. ● Our search historically relied on exact keyword matching
Slide 9: Keyword Search Leaves Relevant Inventory Hidden
Updated September 2, 2026 Keyword Search Leaves Relevant Inventory Hidden 1930s Art Deco Sideboard in Walnut ✅ 1930s Art Deco Credenza ❌Vocabulary Gap: "Credenza" and "Sideboard" are functional synonyms. STRATEGIC PILLAR: Discovery Art, Deco, Sideboard 1930s Streamline Moderne Sideboard ❌Missed Matc
Slide 10: AI Metadata Enrichment Drove Improvement in Search Success
Updated September 2, 2026 Shape curved serpentine STRATEGIC PILLAR: Discovery AI Metadata Enrichment Drove a 4% Improvement in Search Success AI Search & Browse Note: Search Success Rate Defined as the number of searches that result in at least 1 item click divided by the total number of searches. C
Slide 11: AI-Enriched Metadata Powering More Robust Search Results
Updated September 2, 2026 Control: “biomorphic sofa velvet” Variant: “biomorphic sofa velvet” STRATEGIC PILLAR: Discovery AI-Enriched Metadata Powering More Robust Search Results Before After AI Search & Browse
Slide 12: Image Search: A New Way for Buyers to Find What They Love
Updated September 2, 2026 Image Search: A New Way for Buyers to Find What They Love STRATEGIC PILLAR: Discovery For this search, they scrolled through 26 results and clicked on one Over a month, this new buyer conducted over 20 image searches User clicked this item That click led to a purchase AI Se
Slide 13: The Next Unlock: Semantic & Natural Language Search
Updated September 2, 2026 The Next Unlock: Semantic & Natural Language Search STRATEGIC PILLAR: Discovery AI Search & Browse Semantic Understanding Leverage vector search and additional AI metadata to understand meaning beyond exact keywords. For example, buyers searching 'minimalist storage unit’ f
Slide 14: Discovery: Personalization
Updated September 2, 2026 Discovery: Personalization
Slide 15: Personalization Opportunity & Challenges
Updated September 2, 2026 Personalization Opportunity & Challenges STRATEGIC PILLAR: Discovery ● A catalog of nearly 1.9 million one-of-a-kind items creates enormous potential: matching each buyer to inventory they may never have found on their own via deep, user-level understanding. ● Buyers who en
Slide 16: Personalized Collections MVP + Explicit Signal Integration
Updated September 2, 2026 Personalized Collections MVP + Explicit Signal Integration Behavioral data to drive recommendations at scale. Began surfacing items based on prior search history and favorited items. Q1 2026 Expanding Reach, Refining Relevance Refining models, expanding surfaces, improving
Slide 17: A Foundational User Profile Powering Personalization
Updated September 2, 2026 STRATEGIC PILLAR: Discovery A Foundational User Profile — Powering Personalization Across 1stDibs Personalization ● Country ● Favorited items ● PDP Pageviews ● Median Price Viewed ● Dwell time ● Checkout Abandon Rate ● User Preferred Category ● Opted into Push/Email User To
Slide 18: Personalization: Purvi
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Personalization Purvi Sophisticated, eclectic collector with refined taste in mid-century modern furniture, decorative objects, and curated vintage pieces across art, home décor, and design.
Slide 19: Personalization: Purvi
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Personalization Purvi Sophisticated, eclectic collector with refined taste in mid-century modern furniture, decorative objects, and curated vintage pieces across art, home décor, and design.
Slide 20: Personalization: Bradford
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Personalization Bradford Contemporary art collector with an edgy, conceptual eye. Drawn to bold pop art, graphic design, moody photography, and sculptural objects with a young, urban aesthetic.
Slide 21: Personalization: Bradford
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Personalization Bradford Contemporary art collector with an edgy, conceptual eye. Drawn to bold pop art, graphic design, moody photography, and sculptural objects with a young, urban aesthetic.
Slide 22: Personalization end-to-end vision
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Personalization Inspo slide for what end to end looks like -> fully personalized homepage, buyer experience nudges, email, push
Slide 23: PILLAR: Discovery Personalization
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Personalization
Slide 24: Discovery: Tastemakers & Social Media Strategy
Updated September 2, 2026 Tastemakers & Social Media Strategy Discovery:
Slide 25: Tastemakers Opportunity & Challenges
Updated September 2, 2026 Tastemakers Opportunity & Challenges ● By partnering with influencers whose audiences match our buyer profile, we authentically expand reach. ● Sharing Tastemaker content on our social channels will generate higher engagement rates, amplifying our organic presence beyond ou
Slide 26: Transforming our social media program with Tastemakers
Updated September 2, 2026 This year we’re transforming our social media program by embracing the voices in our design community to bring narrative storytelling to life through lo-fi, user generated video. In Q2 this shift was accelerated by launching 1stDibs Tastemakers Q2 2025 STRATEGIC PILLAR: Dis
Slide 27: Launching 1stDibs Tastemakers
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Tastemakers & Social Media Strategy A key component of this strategy is launching 1stDibs Tastemakers: Turning our greatest asset — our community of design lovers and experts — into a discovery and growth engine Video at Scale Audience Expansion
Slide 28: Pilot completed in May; program relaunched on ambassador platform
Updated September 2, 2026 STRATEGIC PILLAR: Discovery We completed our pilot in May and relaunched the wider program on a dedicated ambassador platform to scale Tastemakers and content Tastemakers & Social Media Strategy
Slide 29: Over 50 Tastemakers have joined the program
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Tastemakers & Social Media Strategy Since our June launch, over 50 Tastemakers have joined the program spanning Interior Designers, Design Enthusiasts, and Creators – nearly 3x the initial pilot
Slide 30: Early success with audience expansion
Updated September 2, 2026 STRATEGIC PILLAR: Discovery Tastemakers & Social Media Strategy We’re seeing early success with audience expansion, particularly when leveraging “collaboration posts” with our Tastemakers Top posts achieving up to 4x our average reach Collaboration posts have had 2-3x our a
Slide 31: Tastemaker prompts create content with strategic campaign messages
Updated September 2, 2026 We are already using Tastemaker prompts to create content with key strategic campaign messages for both organic and paid social channels STRATEGIC PILLAR: Discovery Tastemakers & Social Media Strategy Greater video volume unlocks paid media efficiency. Tripling Tastemaker o
Slide 32: Long-term vision: a content and community flywheel
Updated September 2, 2026 Our long term vision is a flywheel where authentic content drives community engagement, fueling high-quality new Tastemaker applications, and ensuring a constant pipeline of fresh, diverse content to leverage across the funnel email with video i -- trust marketing angle in
Slide 33: Service
Updated September 2, 2026 Service
Slide 34: Service Opportunity & Challenges
Updated September 2, 2026 Service Opportunity & Challenges STRATEGIC PILLAR: Service ● Due to the unique nature of the items on our platform, we have a high contact-to-order ratio – this is an opportunity for us to deliver great experiences and drive retention. ● AI is dramatically changing the cust
Slide 35: Shifting Support to Match High-Value Complexity & Drive Retention
Updated September 2, 2026 1stDibs sits at a truly unique intersection of industries: We have a vast inventory. We have an extremely high AOV. We regularly ship large, fragile, bulky, and valuable goods across borders and oceans. Our support model will shift to reflect the needs of the buyers, seller
Slide 36: Launched AI Customer Service Agent & Upgrading BPO
Updated September 2, 2026 Since launch in June, Resolution Rate for inbound chat has increased from 14% to 25% by late August. Phase 1 & 2 – Launched AI Customer Service Agent & Upgrading BPO STRATEGIC PILLAR: Service In June, we launched our AI Customer Service Agent. We plan to scale the problems
Slide 37: Customer Service as a Differentiator
Updated September 2, 2026 AI and a best-in-class BPO partner free our in-house team to focus on what drives the most value: retention and high-value order support Phase 3 – Customer Service as a Differentiator: Delivering Retention & Growth via our In-House Team STRATEGIC PILLAR: Service Proactive O
Slide 38: PILLAR Shipping
Updated September 2, 2026 STRATEGIC PILLAR Shipping Shipping
Slide 39: Shipping Opportunity & Challenges
Updated September 2, 2026 Shipping Opportunity & Challenges STRATEGIC PILLAR: Shipping ● Reduce shipping costs to remove a leading driver of checkout abandonment. ● Transparent delivery timelines set clear expectations upfront, reducing friction and buyer uncertainty. ● Real-time tracking on every o
Slide 40: Three Pillar Shipping Strategy
Updated September 2, 2026 STRATEGIC PILLAR: Shipping Competitive Pricing We aim to reduce shipping quotes by up to 30% to bring 1stDibs-managed rates in-line with the market. Benefit: Lower, accurate quotes reduce cart abandonment and increase conversion. Three Pillar Shipping Strategy 1 Eliminate s
Slide 41: Competitive & Transparent Pricing
Updated September 2, 2026 STRATEGIC PILLAR: Shipping Competitive & Transparent Pricing What have we launched? ● USPS Rates: 30-50% off; for parcel items under 20 lbs. ● ML Freight Quotes: Increased prequote coverage by approximately 10 ppts to nearly 90% ● Estimated Duties: All-in intl. pricing on P
Slide 42: On-Time Shipping & Handling
Updated September 2, 2026 STRATEGIC PILLAR: Shipping On-Time Shipping & Handling Current Future What is upcoming? ● “Ship-to-Earn” MVP (H2 2026) ○ Seller payouts gated on valid tracking or proof of delivery ● Review and reduce handling times where applicable (H1 2027) >85% ON-TIME SHIPPING (OTS) RAT
Slide 43: Valid Tracking on Every Shipment
Updated September 2, 2026 STRATEGIC PILLAR: Shipping Valid Tracking on Every Shipment What have we launched? ● Tracking via EasyPost (Launched Q2 2026) ○ All parcel shipments tracked via EasyPost. Integration expected to significantly expand our carrier coverage over time ○ Freight carrier tracking
Slide 44: Thank You!
Updated September 2, 2026 Tha nk You ! Thank You!