1stDibs.com, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$91.5Mnext fiscal year
FY EPS (est.)
-$0.17next fiscal year
Monitoring Framework
Key Performance Indicators
Gross Merchandise Value (GMV) Quarterly89.7MTarget: Return to year-over-year growth by Q4 2026
Active Buyers Quarterly58.3KTarget: Stabilization and recovery following re-engineered marketing spend
Adjusted EBITDA Quarterly600KTarget: Positive full-year Adjusted EBITDA for FY 2026
Gross Margin Quarterly7,440.0%Target: 72% to 74% for full-year FY 2026
Watch Items
- Impact of Performance Marketing Cuts on Ecosystem EngagementTrigger: GMV decline exceeding 10% year-over-year in subsequent quartersAction: Re-evaluate the balance between performance marketing spend and organic/product-led traffic acquisition.
- Macroeconomic Housing Market HeadwindsTrigger: Continued contraction in high-end US real estate transactionsAction: Accelerate trade program initiatives and expand international supply to diversify geographic demand.
Research as of 20 Jun 2026