1stdibs.com, Inc. (NASDAQ: DIBS)

1stDibs is one of the world’s leading online marketplaces connecting design lovers with sellers of vintage, antique, and contemporary furniture, home décor, jewelry, watches, art, and fashion. The company provides a platform where vetted sellers list unique high end items and buyers can browse, negotiate, and purchase securely. By focusing on curation, trust, and a global reach, 1stDibs seeks to expand access to the luxury design market and increase transaction volume for its sellers.

Revenue is generated primarily through subscription fees paid by sellers for access to the platform and through transaction‑based fees such as commissions on sales. Sellers may choose from different pricing tiers that include monthly subscriptions and variable commission rates, and the company also offers value added services like marketing tools and data analytics that are monetized through these fees. The company does not take physical possession of the items sold, enabling an asset‑light model.

The company operates through the following segments:

• 1stDibs: This segment encompasses the company's online marketplace operations, including seller subscription services, transaction commissions, marketing tools, data analytics, and customer support that together enable the buying and selling of luxury design items.

Within the online luxury goods marketplace, 1stDibs holds a leading position based on the volume of listings and gross merchandise value, competing with traditional brick and mortar retailers such as department stores and specialty galleries, as well as online auction houses and other niche marketplaces. Its competitive advantages stem from a rigorously vetted seller base, a curated selection of unique items, proprietary technology that facilitates secure transactions and price negotiation, and a global reach that connects buyers and sellers across more than 200 countries.

The company’s customer base consists of individual consumers seeking distinctive home furnishings and personal accessories, as well as professional interior designers and trade buyers who frequently purchase for client projects. As of the end of 2025, the platform had approximately 7.8 million registered users and about 60,700 active buyers who made at least one purchase in the trailing twelve months, with no specific customer names disclosed in the filing.