Slide 1: Investor Presentation Q4 2025
Investor Presentation Q4 2025 1 Updated February 27, 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 February 27, 2026
Slide 4: Our Mission
OUR MISSION We enrich lives with extraordinary design 4 Updated February 27, 2026
Slide 5: 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 2025 2021 on platform 25th 2020 IPO on Anniversary $1bn in NASDAQ 2022 2019 cumulative Launch of GMV French & German Over 1m total Localization 2018 listings Launched N
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 $364m $90m GMV REVENUE 7.8m(1) 60,700 ACTIVE BUYERS REGISTERED USERS $10bn+(1) 5,700(2) SELLER STOCK VALUE UNIQUE SELLERS 73% $1,250/$2,600(2) GROSS MARGIN MOV / AOV 70+(1) $0 COUNTRIES WHERE SELLERS ARE BASED OWNED INVENTORY $3.1bn(2) 1.1m+(2) 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 February 27,
Slide 9: World-Class Supply
World-Class Supply Yellow Diamond Ring, 2024 $230,000 Tiffany Studios Table Lamp, 1910 Italian Glass Sconce, 1970s $245,000 $2,000 Hermès Kelly 25, Contemporary $88,990 Set of 12 Pierre Jeanneret Dining Chairs, 1955 $120,000 Danish Stool, 1950s $521 Bulgari Serpenti Van Cleef & Arpels Ceramic Torso
Slide 10: 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 11: Financials
Financials 11 Updated February 27, 2026
Slide 12: Financial Performance
Financial Performance Q4 2025 GMV: Q4 2025 Revenue: Q4 2025 Adj. EBITDA: $90.2m $23.0m $1.3m 12 Updated February 27, 2026
Slide 13: Historical Metrics & Financials
Historical Metrics & Financials 13 Updated February 27, 2026
Slide 14: Historical Metrics & Financials
Historical Metrics & Financials 14 Updated February 27, 2026
Slide 15: Reconciliation of Quarterly Net Loss to Adj. EBITDA
Reconciliation of Quarterly Net Loss to Adj. EBITDA 15 Updated February 27, 2026
Slide 16: Reconciliation of Annual Net Loss to Adj. EBITDA
Reconciliation of Annual Net Loss to Adj. EBITDA 16 Updated February 27, 2026