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1 Updated November 5, 2026 Investor Presentation Q3 2026
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2 Updated November 5, 2026 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, including the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve substantial risks and uncertainties. Any statements contained in this presentation that are not statements of historical facts, including statements regarding our future results of operations and financial position, business strategy and plans, objectives of management for future operations, long term operating expenses, and expectations for capital requirements, may be deemed to be forward-looking statements. In some cases, you can identify forward-looking statements by the words “may,” “might,” “will,” “can,” “could,” “would,” “should,” “expect,” “intend,” “plan,” “objective,” “target,” “anticipate,” “believe,” “estimate,” “predict,” “project,” “potential,” “continue,” and “ongoing,” or the negative of these terms, or other comparable terminology intended to identify statements about the future. These statements involve known and unknown risks, uncertainties, and other factors that may cause our actual results, performance, or achievements to be materially different from the information expressed or implied by these forward-looking statements, including the risks described under the Risk Factors section of our most recent Form 10-K and 10-Q, available at sec.gov. This presentation should not be relied upon for the purpose of evaluating the performance of the Company or for any other purpose, and neither the Company nor any of its affiliates, directors, officers, partners, employees, agents or advisers nor any other person, shall be liable for any direct, indirect or consequential liability, loss or damages suffered by any person as a result of this presentation or their reliance on any statement, estimate, target, projection or forward-looking statements in or omission from this presentation and any such liability is expressly disclaimed. In all cases, interested parties should conduct their own investigation and analysis of the Company and the information contained herein. This presentation should not be considered as a recommendation by the Company or any affiliate or other person in relation to the Company, nor does it constitute an offer to sell or a solicitation for an offer to buy the securities, assets or business of the Company, nor shall there be any sale of securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction or pursuant to an exemption therefrom. This presentation shall not form the basis of any contract. Any references to any future or proposed transaction are for illustrative purposes only and the terms of any such transaction, should it occur, may be materially different than the terms in this presentation. Forward-looking statements include, but are not limited to, statements about: our estimated market opportunity; our future financial performance and business model, including our expectations regarding our GMV, net revenue, cost of revenue, operating expenses, and our ability to achieve and maintain future profitability; our buyer and seller unit economics; our growth drivers and expectations as to future growth and our ability to manage growth; our key metrics; our cohort data; our strategies, plans, objectives, and goals; market demand for the products offered on our online marketplace and for online purchases of luxury design products generally; our ability to compete, scale our operations, attract and retain sellers and buyers, expand in our existing verticals and into adjacent verticals, increase our GMV and supply, expand our business within the U.S. and abroad, and launch additional business models; and economic and industry trends, projected growth, or trend analysis. This presentation is a high-level summary of our Q3 2026 financial results. For more information please refer to our press release dated November 5, 2026 and filings with the SEC. Please see the appendix for a reconciliation of the non-GAAP financial measures used in this presentation to their respective most directly comparable financial measures, where available, calculated in accordance with GAAP.
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3 Updated November 5, 2026 Company Overview
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4 Updated November 5, 2026 OURMISSION We enrich lives withextraordinary design
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5 Updated November 5, 2026 2021 Launch of Online Auctions Luxury E-Commerce Marketplace Built On a Legacy Brand 2000 Company founded in Paris 2012 Acquired Online Galleries and expanded international supply 2013 Launched e-Commerce 2015 Launched mobile app 2020 $1bn in cumulative GMV 2016 Shifted to full e-Commerce marketplace model 2011 Series A investment from Benchmark 2019 Over 1m total listings2018 Launched New & Contemporary Jewelry 2014 Launched “Message Center,” to facilitate buyer/seller negotiations, and Paid Media Program ESTABLISHING THE BRAND TRANSFORMING FROM LISTING TO E-COMMERCE MODEL SCALING MARKETPLACE SUPPLY & DEMAND ACROSS VERTICALS 2016 Launched New & Custom Furniture 2015 Launched Trade Program for professional designers and architects 2021 IPO on NASDAQ 2021 First $1m art order placed on platform 2022 Launch of French & German Localization 2023 Launch of Italian & Spanish Localization 2025 25th Anniversary
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6 Updated November 5, 20266 Updated November 5, 2026 Asset-Light, Two-Sided Marketplace With Powerful Network Effects Unique, high-quality supply Superior UX underpinned by trusted brand End-to-end technology platform, data, and analytics to support and grow business SellersBuyers More highly-engaged buyers More supply: Vintage & Antique Furniture, New & Custom Furniture, Jewelry & Watches, Art, Fashion Unrivaled access to global luxury buyer base Asset-light business model
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7 Updated November 5, 2026 5,600(2) 1stDibs By The Numbers REGISTERED USERS 7.8m(1) MOV / AOV $1,400/$2,700(2) ACTIVE BUYERS 58,200 SELLER STOCK VALUE $10bn+(1) Note: TTM through Q3 2026, unless otherwise noted. (1) As of December 31, 2025. (2) As of September 30, 2026. (3) Q1 2016 through Q3 2026. MOV denotes on-platform median order value. AOV denotes on-platform average (mean) order value. GMV $369m OWNED INVENTORY $0 REVENUE $92m GROSS MARGIN 74% COUNTRIES WHERE SELLERS ARE BASED 70+(1) UNIQUE SELLERS CUMULATIVE ORDERS 1.3m(3) CUMULATIVE GMV $3.4bn(3)
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8 Updated November 5, 20268 Updated November 5, 2026 Vertical Expansion Supplements Vintage & Antique Furniture Core OTHER VERTICALS COMPRISE A LARGER PERCENTAGE OF OUR GMV Other Verticals GMV in 2018 GMV in 2025 Vintage & Antique GMV at Inception Note: Other Verticals includes Jewelry, New & Custom Furniture, Art, and Fashion.
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9 Updated November 5, 20269 Updated November 5, 2026 World-Class SupplyMiles Aldridge, 3-D, 2010 $20,000 Note: Select Q3 2026 sales. Achille & Pier Giacomo Castiglioni Brionvega RR126, 1965 $10,395 Chanel Coco Masters White Mini Tennis Bag, 2023 $7,200 Miu Miu Sandals, 2017 $1,618 Clarice Cliff Pot, 1929 $468 Hermès Valise R.M.S Cargo Carry-On Suitcase, New $18,900 Estudi Manel Molina and Nanimarquina Bench, New $2,440 Maurice Calka Boomerang Desk, 1970 $78,000 Fernando Botero, Still Life of Grapes, 1984 $39,000 Rattan Cactus Sculpture, 1970s $955 Tiffany & Co. Coral Onyx Pearl Gold Earrings, 1960s $4,000 Van Cleef & Arpels Diamond Ring, 1980s $12,000 Egyptian Canopus Jar, 1069–664 B.C $19,000 Poul Henningson PH5 Pendant, New $990
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10 Updated November 5, 2026 2026 Product Roadmap: Continued Progress DISCOVERY Eliminate the barriers to discovery so any buyer can find the perfect item on 1stDibs. Search & Personalization ● Redesigned, personalized homepage for logged-in users lifts revisits nearly 5% and favorite rate to a record high ● Homepage recommendation click-through rate rose over 40% in Q3 and has grown steadily all year ● Building toward semantic and natural language search; testing price-aware and hybrid query features ● Redesigned filters lift item clicks per session over 5% Content & Community ● Tastemakers continued to scale; organic video view time rose 30% Q/Q TRUST Ensure every buyer has the confidence to transact — knowing the price is fair, the item is authentic, and the platform stands behind every purchase. ● Expanded our Pricing work into a broader Trust initiative, covering pricing, item authenticity, and the platform’s commitment to every purchase ● Restored seller branding across product pages and buyer-seller messaging; in our app, it lifted checkout completion 8% SHIPPING Make shipping competitive, transparent, and seamless so it never stands between a buyer and a purchase. ● Launched the initial phase of Ship-to-Earn, requiring sellers to provide carrier tracking or proof of delivery ● About 35% of seller-fulfilled shipments currently lack tracking; to address this, we plan to enforce it for payout in early 2027 SERVICE Deliver an experience that deepens buyer and seller trust with every interaction. ● Scaled the AI customer service chatbot launched in Q2; it now independently resolves nearly 25% of chat queries, up from approximately 15% in July. ● Redeploying in-house support toward high-value buyers, with post-sale service leads for interior designers ● Almost 20% faster listing upload, from easier photo and video uploads, a streamlined form, and smarter defaults ● Sellers can now block low-ball offers and set time away; pilot of a Seller Inventory Management API with select sellers is live, starting with inventory availability updates
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11 Updated November 5, 2026 Personalization at 1stDibs: Homepage - 1 year progress 2025 Homepage 2026 Homepage Homepage: From Editorial-First to Recommendations-First Note: Personalized homepage currently available to logged-in, a subset of our total audience. Over time, we plan to expand personalization to more of our audience.
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12 Updated November 5, 202612 Updated November 5, 2026 Filter Redesign Driving Higher Engagement Before After Note: Filter redesign resulted in an increase in item clicks per session, meaning buyers are engaging with more of the catalog on each visit..
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13 Updated November 5, 202613 Updated November 5, 2026 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 Luxury Brand Name Multi-vertical marketplace for luxury goods trusted by both buyers and sellers Durable, Two-Sided Network Effects Unique supply and professional sellers attract buyers; high quality, loyal buyers attract sellers Highly-Scalable Tech Platform & Business Model Asset-light model with no owned or managed inventory; structured to generate significant operating leverage as revenue grows AI-Powered Growth & Efficiency Deploying AI across search, personalization, listing tools, and client service to drive conversion, improve seller productivity, and expand margins
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14 Updated November 5, 2026 Financials
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15 Updated November 5, 202615 Updated November 5, 2026 Q3 2026 Revenue: $23.1m Q3 2026 Financial Performance Q3 2026 GMV: $92.6m Q3 2026 Adj. EBITDA: $1.0m Adjusted EBITDA is a non-GAAP financial measure. See the appendix for a reconciliation to the most directly comparable GAAP measure.
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16 Updated November 5, 202616 Updated November 5, 2026 A Structural Transformation in Cost Structure & Unit Economics Four years of deliberate cost discipline have fundamentally reset the financial profile of 1stDibs ~1,900 bps Adj. EBITDA margin improvement 2022 to 2025 ~$18M Reduction in annual operating expenses 2022 vs. 2025 (~18% decrease) 30%+ Headcount reduction from 2022 peak Adjusted EBITDA is a non-GAAP financial measure. See the appendix for a reconciliation to the most directly comparable GAAP measure.
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17 Updated November 5, 202617 Updated November 5, 2026 Historical Metrics & Financials
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18 Updated November 5, 202618 Updated November 5, 2026 Historical Metrics & Financials
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19 Updated November 5, 2026 Reconciliation of Quarterly Net Loss to Adj. EBITDA
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20 Updated November 5, 2026 Reconciliation of Annual Net Loss to Adj. EBITDA