Slide 1: Investor Presentation Q2 2026
Investor Presentation Q2 2026 1 Updated August 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 August 5, 2026
Slide 4: Our Mission
OUR MISSION We enrich lives with extraordinary design 4 Updated August 5, 2026
Slide 5: Luxury E-Commerce Marketplace Built On a Legacy Brand
Luxury E-Commerce Marketplace Built On a Legacy Brand 2023 Launched Italian & Spanish Localization 2021 First $1m art order placed 2025 2021 on platform 25th 2020 IPO on Anniversary $1bn in NASDAQ 2022 2019 cumulative Launched GMV French & German Over 1m total Localization 2018 listings Launched New
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 $365m $91m GMV REVENUE 7.8m(1) 57,700 REGISTERED USERS ACTIVE BUYERS $10bn+(1) 5,700(2) SELLER STOCK VALUE UNIQUE SELLERS 74% $1,500/$2,850(2) GROSS MARGIN MOV / AOV 70+(1) $0 COUNTRIES WHERE SELLERS ARE BASED OWNED INVENTORY $3.3bn(3) 1.2m+(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 August 5, 202
Slide 9: World-Class Supply
World-Class Supply Ancient Egyptian Limestone Relief $35,000 Turquoise Necklace, 2002 $12,000 Paavo Tynell Table Lamp, Pablo Picasso, New Mat Wood-Owl, $989 1958 $38,250 Dior Sunglasses, Cartier Clock, 1980s Yves Klein 2000 Norman Rockwell Cover Painting for Monogold Table, New $1,650 The Saturday E
Slide 10: 2026 Product Roadmap: Continued Progress
2026 Product Roadmap: Continued Progress DISCOVERY PRICING SHIPPING SERVICE Make shipping competitive, Remove the barriers to discovery so any Ensure pricing is transparent, Deliver an experience that deepens transparent, and seamless so it never buyer can find the perfect item on competitive, and co
Slide 11: 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 the physical nature of high AOV purchases Unique, Trusted Onl
Slide 12: Financials
Financials 12 Updated August 5, 2026
Slide 13: Q2 2026 Financial Performance
Q2 2026 Financial Performance Q2 2026 GMV: Q2 2026 Revenue: Q2 2026 Adj. EBITDA: $96.0m $23.3m $1.3m 13 Adjusted EBITDA is a non-GAAP financial measure. See the appendix for a reconciliation to the most directly comparable GAAP measure. Updated August 5, 2026
Slide 14: 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 15: 2026 Financial Framework: Upgraded 2026 GMV Outlook
2026 Financial Framework: Upgraded 2026 GMV Outlook Q2 outperformance drives a stronger full-year GMV outlook Prior Framework Updated Framework RAISED (Q1 2026) (Q2 2026) Return to positive Y/Y Positive Y/Y GMV growth GMV growth by Q4 2026 → for full-year 2026, including Q4 Third consecutive year ✓
Slide 16: Historical Metrics & Financials
Historical Metrics & Financials 16 Updated August 5, 2026
Slide 17: Historical Metrics & Financials
Historical Metrics & Financials 17 Updated August 5, 2026
Slide 18: Reconciliation of Quarterly Net Loss to Adj. EBITDA
Reconciliation of Quarterly Net Loss to Adj. EBITDA 18 Updated August 5, 2026
Slide 19: Reconciliation of Annual Net Loss to Adj. EBITDA
Reconciliation of Annual Net Loss to Adj. EBITDA 19 Updated August 5, 2026