1stdibs.Com, Inc.
- Open
- 4.90
- Day high
- 5.08
- Day low
- 4.90
- Prev close
- 4.90
- Volume
- 57K
- Mkt cap
- $177M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 2.1
- P/S
- 2.0
- Yield
- —
- Per share
- —
- ▲Insiders net buying $214K over the last 3 months (3 open-market buys, 0 sales)
- 🏛Institutions accumulating (13F)
1stdibs.Com, Inc. (DIBS) is a Consumer Cyclical company listed on NASDAQ. The stock is up 70% over the past year. Over the trailing 3 months, insiders filed 3 open-market buys and 0 sales (SEC Form 4).
1stdibs.Com, Inc. (DIBS) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
DIBS earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 8, 2026 | $-0.04 | $-0.06 | -50.0% | $22M | -1.5% |
| Nov 7, 2025 | $-0.13 | $-0.10 | +23.1% | $22M | +2.2% |
| Aug 6, 2025 | $-0.17 | $-0.12 | +29.4% | $22M | +1.7% |
| May 9, 2025 | $-0.13 | $-0.14 | -7.7% | $23M | +0.9% |
| Feb 28, 2025 | $-0.17 | $-0.14 | +17.6% | $23M | +2.0% |
| Nov 8, 2024 | $-0.13 | $-0.15 | -15.4% | $21M | -1.6% |
| May 8, 2024 | $-0.09 | $-0.08 | +11.1% | $22M | +1.2% |
| Feb 28, 2024 | $-0.10 | $-0.07 | +30.0% | $21M | +0.9% |
| Mar 1, 2023 | $-0.22 | $-0.18 | +18.2% | $23M | +5.1% |
| Nov 9, 2022 | $-0.29 | $-0.23 | +20.7% | $23M | +1.4% |
| Aug 10, 2022 | $-0.24 | $-0.26 | -8.3% | $25M | -1.1% |
| Mar 1, 2022 | $-0.17 | $-0.21 | -23.5% | $27M | -0.1% |
DIBS insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 10, 2026 | Goins Melanie Fofficer: General Counsel and CPO | Option | 11,525 | — |
| Jun 10, 2026 | Etergino Thomas Jofficer: Chief Financial Officer | Option | 16,563 | — |
| Jun 10, 2026 | Goins Melanie Fofficer: General Counsel and CPO | Option | 8,990 | — |
| Jun 10, 2026 | Etergino Thomas Jofficer: Chief Financial Officer | Option | 11,175 | — |
| Jun 10, 2026 | Cohler Mattdirector | Option | 40,926 | — |
| Jun 10, 2026 | ROSENBLATT DAVID Sdirector, officer: Chief Executive Officer | Option | 37,500 | — |
| Jun 10, 2026 | HICKOK LORI Adirector | Option | 40,926 | — |
| Jun 10, 2026 | ROSENBLATT DAVID Sdirector, officer: Chief Executive Officer | Tax | 96,228 | $4.01 |
| Jun 10, 2026 | Taylor Everettedirector | Option | 40,926 | — |
| Jun 10, 2026 | ROSENBLATT DAVID Sdirector, officer: Chief Executive Officer | Option | 47,500 | — |
| Jun 10, 2026 | Etergino Thomas Jofficer: Chief Financial Officer | Option | 12,125 | — |
| Jun 10, 2026 | Volent Pauladirector | Option | 40,926 | — |
| Jun 10, 2026 | ROSENBLATT DAVID Sdirector, officer: Chief Executive Officer | Option | 41,666 | — |
| Jun 10, 2026 | Robb Andrew Georgedirector | Option | 40,926 | — |
| Jun 10, 2026 | Schipper Briandirector | Option | 40,926 | — |
Source: DIBS SEC Form 4 filings, latest Jun 10, 2026. For informational purposes only — not investment advice.
See the full DIBS insider & 13F page →1stdibs.Com, Inc. company profile
Overview
1stdibs.Com, Inc. (NASDAQ:DIBS) is an online marketplace that specializes in luxury vintage, antique, and contemporary goods. Founded in 2000 and headquartered in New York, the company went public in June 2021. 1stdibs operates as a curated platform connecting sellers of high-end furniture, home décor, jewelry, watches, art, and fashion items with discerning buyers worldwide. The company has established itself as a premium destination for unique and collectible items, serving both individual consumers and interior design professionals through its marketplace and specialized tools.
Business
1stdibs operates in the luxury e-commerce marketplace sector, functioning as an intermediary between sellers and buyers of high-end vintage, antique, and contemporary goods. The platform specializes in categories that require expertise and curation, differentiating itself from general e-commerce sites through its focus on unique, often one-of-a-kind items. The company's core offering is its online marketplace platform where vetted sellers list curated inventory across several key verticals. Jewelry represents approximately 25% of gross merchandise value (GMV) and has become one of the fastest-growing categories. Furniture - both vintage/antique and new/custom pieces - historically comprised the largest segment but now represents under 50% of GMV. Other significant categories include art, fashion, watches, and home décor items. The platform serves two primary customer segments. Consumer buyers represent individual purchasers seeking unique luxury items for personal use, while trade buyers consist primarily of interior designers and other design professionals who purchase items for client projects. The company also previously offered Design Manager, a software solution specifically for interior designers, though this was sold in 2022. 1stdibs maintains over 1.8 million active listings from approximately 5,900 unique sellers worldwide, with the platform processing transactions that typically have higher average order values than conventional e-commerce due to the luxury nature of the merchandise. The company has expanded internationally with localized sites in Germany and France, and has introduced auction functionality to complement its traditional fixed-price marketplace model.
Revenue model
1stdibs generates revenue primarily through transaction-based fees, which account for approximately 75% of total revenue. The company charges sellers a commission on each completed sale, typically ranging from 10-15% depending on the item category and seller tier. This model aligns the company's success directly with the volume and value of transactions completed on the platform. The remaining revenue comes from subscription fees paid by sellers for platform access and enhanced listing capabilities. The company has transitioned newer sellers to a monthly subscription model while maintaining different fee structures for established sellers. Additional revenue streams include shipping services, where 1stdibs provides logistics solutions and captures margin on shipping costs. Several factors influence the company's profitability and margins. Macroeconomic conditions significantly impact demand, as luxury goods purchases are discretionary and sensitive to consumer confidence, interest rates, and housing market health. The company's performance correlates with broader luxury spending patterns and home renovation activity. Average order value (AOV) fluctuations directly affect revenue since commission fees are percentage-based - periods with more high-value transactions generate disproportionately higher revenue. Competitive pricing pressures from other luxury marketplaces and traditional auction houses can compress margins, leading the company to invest heavily in machine learning-based pricing tools to help sellers optimize their pricing strategies. Customer acquisition costs through digital marketing channels like Facebook and Google represent a significant expense that must be balanced against lifetime customer value. The company maintains strict return-on-investment thresholds for marketing spend to preserve margins. Operational leverage opportunities exist as the platform scales, since many costs are relatively fixed while transaction volume can grow. However, the company must balance growth investments in technology, international expansion, and new features against near-term profitability pressures.
Competitive moat
1stdibs possesses a moderate but potentially strengthening moat based on several competitive advantages, though it faces meaningful competitive pressures. The company's primary moat stems from its network effects and curation - as more high-quality sellers join the platform, it attracts more buyers, which in turn attracts additional sellers. The platform has built a reputation as a trusted destination for authenticated luxury vintage and antique items, creating brand value that commands premium pricing. The company's seller vetting process and quality curation creates barriers to entry for competitors seeking to replicate the same level of inventory quality and buyer confidence. This curation requires expertise, relationships, and time to develop, making it difficult for new entrants to quickly establish credibility in the luxury vintage market. However, the moat faces several challenges. Large e-commerce platforms like eBay, Etsy, and Amazon could potentially enter the curated luxury space with greater resources and existing customer bases. Traditional auction houses like Sotheby's and Christie's are expanding their online presence and could compete directly for similar inventory and customers. Additionally, social media platforms and direct-to-consumer sales channels allow sellers to bypass marketplace commissions entirely. The company's moat is further limited by low switching costs for both buyers and sellers. Sellers can list items on multiple platforms simultaneously, and buyers can easily comparison shop across different sites. The luxury vintage market is also inherently fragmented, with many unique, one-of-a-kind items that don't create strong repeat purchase patterns. 1stdibs is working to strengthen its competitive position through technology investments in personalization, pricing tools, and improved user experience, but the moat remains vulnerable to well-funded competitors and changing consumer shopping behaviors.
Risks & safety
The company maintains a strong financial safety profile with minimal solvency risk in the near term, though profitability challenges persist. **Liquidity and Solvency:** - Cash position of $20.3 million as of Q1 2025, down from $25.9 million in Q4 2024 - Strong current ratio of 3.74x indicating solid short-term liquidity - Minimal debt with debt-to-equity ratio of 0.22x - Negative free cash flow of $143K in Q1 2025, but significantly improved from prior periods **Profitability Metrics:** - Negative EBITDA of -$4.9 million in Q1 2025 - Net loss of $4.8 million in Q1 2025 - Company targeting operating leverage at mid-single digit revenue growth rates **Valuation Considerations:** - Trading at 1.12x book value, suggesting modest premium to tangible assets - Negative P/E ratio due to losses, but improving operational trends - Enterprise value reflects the cash burn concerns but strong balance sheet **Other Factors:** - Revenue growth returning after challenging periods - Expense discipline demonstrated through headcount reductions and cost management - Share repurchase programs indicate management confidence, though suspended due to cash preservation
Recent development
Over the past few years, 1stdibs has undergone significant strategic transformation focused on operational efficiency and product optimization. The company implemented major cost reduction initiatives, including reducing headcount by over 20% and cutting operating expenses by 19% to achieve better financial discipline while investing in growth drivers. The company has prioritized technology and machine learning initiatives, rolling out ML-based pricing recommendation models across all product categories to help sellers optimize their pricing strategies. These tools have shown high adoption rates, particularly for items under $9,000, and represent a key competitive differentiator in helping sellers move inventory more effectively. Platform simplification has been another major focus, with 1stdibs discontinuing its Auctions feature and retiring the Essential Seller Program to reduce operational complexity and reallocate resources toward higher-impact initiatives. The company also sold its Design Manager software business in 2022 for $14.8 million to focus entirely on the core marketplace. International expansion efforts included launching localized websites in Germany and France, which drove over 375% growth in traffic from those regions. The company has also enhanced its shipping and logistics capabilities by introducing parcel rates and labels for sellers, improving the overall transaction experience. Recent quarters have shown improved operational metrics with conversion rates increasing for five consecutive quarters, return to revenue growth, and consistent market share gains. The company has maintained strict marketing efficiency thresholds while investing in organic traffic growth through SEO improvements and enhanced user experience features.
DIBS company profile · for informational purposes only — not investment advice.
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