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.
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
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 31,034 | $168,824.96 | $141,515.04 | -$27,309.92 | -16.18% |
Dinan Hu R Squared Ltd | 21,466 | $117,531.88 | $93,806.42 | -$23,725.46 | -20.19% |
Edward Lowndes Angeles Wealth Management LLC | 10,208 | $61,145.92 | $43,179.84 | -$17,966.08 | -29.38% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 33 | $179.58 | $144.21 | -$35.37 | -19.7% |
| FTM F. Thomas Mosley Mosley Wealth Management | 316 | $1,738 | $1,336.68 | -$401.32 | -23.09% |
| Specialty Retail Industry | Consumer Discretionary Sector | David Rosenblatt CEO | NASDAQ (NMS) Exchange | 320551104 CUSIP |
| US Country | 266 Employees | - Last Dividend | - Last Split | 10 Jun 2021 IPO Date |
1stdibs.Com, Inc. is a premier online marketplace that has revolutionized the way luxury design products are sourced and sold globally. Since its founding in the year 2000, it has positioned itself as a critical bridge between customers seeking unique and high-end design items and the sellers and creators offering these exclusive pieces. Based out of New York, New York, 1stdibs offers an extensive variety of products ranging from vintage and antique to contemporary designs, thereby catering to a wide audience of design aficionados and collectors.