Slide 1: Investor Presentation Q1 2025
Investor Presentation Q1 2025 1
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
Slide 4: Our Mission
OUR MISSION We enrich lives with extraordinary design 4
Slide 5: 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 6: 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 2021 on platform 2020 IPO on $1bn in NASDAQ 2022 2019 cumulative Launch of GMV French & German Over 1m total Localization 2018 listings Launched New & Contemporary 2016
Slide 7: 1stDibs By The Numbers
1stDibs By The Numbers $365m $89m GMV REVENUE 7.0m(1) 64,800 REGISTERED USERS ACTIVE BUYERS $10bn+(1) 5,900(2) SELLER STOCK VALUE UNIQUE SELLERS 72% $1,250/$2,600(2) GROSS MARGIN MOV / AOV 75+(1) $0 COUNTRIES WHERE SELLERS ARE BASED OWNED INVENTORY 7 Note: TTM through Q1 2025, unless otherwise noted
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 2024 Vintage & Antique Other Verticals 8 Note: Other Verticals includes Jewelry, New & Custom Furniture, Art, and Fashion.
Slide 9: 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 10: Financials
Financials TDIBS
Slide 11: Financial Performance
Financial Performance Q1 2025 GMV: Q1 2025 Revenue: Q1 2025 Adj. EBITDA: $94.7m $22.5m ($1.7m) 11
Slide 12: Reconciliation of Quarterly Net Income to Adj. EBITDA
Reconciliation of Quarterly Net Income to Adj. EBITDA 12