1stdibs.com Q2 Earnings Call Highlights

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Wed, August 5, 2026 astatine 8:04 AM CDT 7 min read

Key Points

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Q2 results exceeded guidance: GMV roseate 7% twelvemonth implicit twelvemonth to $96 cardinal and gross accrued 5% to $23.3 million. Adjusted EBITDA reached $1.3 million, oregon a astir 6% margin, supported by little operating expenses and improved conversion and bid values.
Product improvements are supporting engagement contempt a anemic market: Conversion roseate for the 11th consecutive quarter, mean bid worth accrued 10%, and the institution introduced AI-powered representation search, personalized recommendations, price-parity tools, shipping enhancements and a customer-service chatbot.
Management raised its full-year GMV outlook and expects continued GMV and gross maturation with affirmative adjusted EBITDA successful 2026. However, progressive buyers declined 10% twelvemonth implicit year, currency fell to $67.7 cardinal aft stock repurchases and different adjustments, and affirmative escaped currency travel is present improbable for the year.

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1stdibs.com (NASDAQ:DIBS) reported second-quarter results that exceeded its guidance range, with gross merchandise worth (GMV) returning to year-over-year maturation contempt continued weakness successful the luxury home-furnishings marketplace and little income and selling spending.

GMV roseate 7% to $96 cardinal successful the 4th ended June 30, portion gross accrued 5% to $23.3 million. Adjusted EBITDA was $1.3 million, representing an astir 6% margin, compared with a year-earlier borderline that was much than 13 percent points lower, according to Chief Executive Officer David Rosenblatt.

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"Our 2nd 4th results corroborate that we are connected way to sustainable top-line maturation and affirmative adjusted EBITDA," Rosenblatt said. The institution said GMV and gross some exceeded the precocious extremity of its outlook, portion GMV maturation was its strongest since the 4th fourth of 2024.

Funnel Metrics Improve Despite Market Pressures

Management said the company's show was supported by moderating postulation declines, higher conversion and larger bid values. Conversion accrued for the 11th consecutive quarter, portion sessions were level sequentially. Approximately 75% of postulation came from integrated sources astatine quarter-end, CFO Tom Etergino said.

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Average bid worth accrued 10% twelvemonth implicit twelvemonth to astir $2,850, portion median bid worth besides roseate 10% to astir $1,500. Rosenblatt said 2 high-value creation income totaling much than $2 cardinal contributed successful portion to average-order-value growth, but Etergino said the matching summation successful median bid worth indicated that maturation was broad-based.

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