1stdibs.com, Inc. (DIBS)
NASDAQ (NMS) NASDAQ (NMS) Primary 
1stDibs Targets Profitable Growth With AI, Product Upgrades and Lower Ad Spend
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 Keeps Delivering, But The Name Remains High For Its Fundamentals
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
1stdibs.Com, Inc. (DIBS) Q2 2026 Earnings Call Transcript
1stdibs.com Q2 Earnings Call Highlights
1stdibs.com NASDAQ: DIBS reported second-quarter results that exceeded its guidance range, with gross merchandise value (GMV) returning to year-over-year growth despite continued weakness in the luxury home-furnishings market and lower sales and marketing spending.
1stdibs.com Q1 Earnings Call Highlights
1stdibs.com NASDAQ: DIBS reported first-quarter 2026 results that company executives said aligned with internal expectations, reflecting a deliberate pullback in sales and marketing spending paired with continued investment in product and engineering. Management reiterated its 2026 financial framework, including positive full-year adjusted EBITDA and free cash flow, and said it still expects to return to year-over-year GMV growth by the fourth quarter.
1stdibs.Com, Inc. (DIBS) Q1 2026 Earnings Call Transcript
1stdibs.Com, Inc. (DIBS) Q1 2026 Earnings Call Transcript
1stdibs.com (DIBS) Reports Q1 Loss, Lags Revenue Estimates
1stdibs.com (DIBS) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to a loss of $0.14 per share a year ago.
1stdibs Is Running A Successful Cost Reduction Playbook But Stock Is A Little Ahead
1stdibs reported its first quarter of adjusted EBITDA profitability, narrowing net income loss to $1 million per quarter. DIBS aggressively cut expenses, notably in performance marketing, boosting contribution margin to 60–65% and improving operating leverage. Despite positive cost dynamics, GMV and active buyers declined, and revenue growth remains challenged, with 2026 guidance indicating slow topline recovery.
1stdibs.Com, Inc. (DIBS) Q4 2025 Earnings Call Transcript
1stdibs.Com, Inc. (DIBS) Q4 2025 Earnings Call Transcript
1stdibs.com (DIBS) Reports Q4 Loss, Lags Revenue Estimates
1stdibs.com (DIBS) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to a loss of $0.14 per share a year ago.
Are Retail-Wholesale Stocks Lagging 1stdibs.com (DIBS) This Year?
Here is how 1stdibs.com (DIBS) and Boot Barn (BOOT) have performed compared to their sector so far this year.
One Quarter Was Enough To Send 1stdibs.Com From Cheap To Expensive (Downgrade)
1stDibs (DIBS) delivered a strong 3Q25, sharply improving adjusted EBITDA margin to -1% and guiding for positive adjusted EBITDA in 4Q25. DIBS achieved profitability gains primarily through price increases, seller base optimization, and a 22% ex-severance reduction in S&M expenses. Despite operational improvements, DIBS now trades at a premium to net cash, eroding its prior upside optionality and justifying a Hold rating.
