Every 8-K that 1stdibs.com, Inc. (DIBS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DIBS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DIBS filings page.
1stdibs.com, Inc. (DIBS) furnished an investor presentation outlining its 2026 product and operations roadmap focused on discovery, personalization, tastemakers, service, and shipping. The marketplace lists nearly 1.9 million one-of-a-kind items as of Q2 2026 and highlights search, AI, and logistics as key levers.
The company reports that buyers who use search convert at nearly 4x the rate of non-search buyers, and that AI metadata enrichment drove a 4% improvement in search success. A new image-search feature and plans for semantic and conversational search are described. Personalization initiatives include a two-tower machine-learning user profile model to tailor recommendations and marketing.
The presentation notes average order value of about $2,850, emphasizing high-value, complex shipments. Shipping initiatives include USPS rates 30–50% below standard, prequote coverage on nearly 90% of listings, and parcel rate reductions of up to 8%, with goals to cut shipping quotes by up to 30%, exceed 85% on-time shipping, and reach over 95% tracking coverage. Service changes include an AI customer service agent that increased inbound chat resolution from 14% to 25% by late August and migration to a new 24/7 BPO partner. Social media efforts include a Tastemakers program, 1 million Instagram followers, and tripled video views quarter over quarter.
1stDibs.com, Inc. reported second quarter 2026 results with net revenue of $23.3 million, up 5% year-over-year, and gross profit of $17.2 million, up 8%. Gross margin improved to 73.9% from 71.8%.
GAAP net loss narrowed to $1.0 million from $4.3 million a year earlier, while Adjusted EBITDA turned positive at $1.3 million with a 5.6% margin versus a (7.9)% margin in 2025. Gross Merchandise Value was $96.0 million, up 7%, though Number of Orders fell 4% and Active Buyers declined 10% to about 58K. Cash, cash equivalents and short-term investments totaled $67.7 million as of June 30, 2026.
For third quarter 2026 guidance, management projects GMV of $89.0–$94.0 million, net revenue of $22.0–$22.9 million, and non-GAAP Adjusted EBITDA margin between (1)% and 2%.
1stdibs.com, Inc. announced that its Board of Directors has authorized a new stock repurchase program allowing the company to buy back up to $10.0 million of its common stock. Repurchases may occur over time through open market trades, privately negotiated deals, Rule 10b5-1 plans, accelerated stock repurchases, block trades, derivative contracts or other methods consistent with Rule 10b-18.
The program has no fixed termination or expiration date and does not require the company to repurchase a specific number of shares. The timing, price and volume of any buybacks will depend on market conditions, applicable securities laws and other business considerations.
1stdibs.com, Inc. held its Annual Meeting of Stockholders on May 7, 2026, where two proposals were approved. Stockholders elected Class II directors Matthew R. Cohler and Andrew G. Robb to serve until the 2029 annual meeting or until their successors are elected and qualified. Cohler received 20,894,811 votes for and 502,777 withheld, while Robb received 18,187,027 votes for and 3,210,561 withheld, with 5,524,758 broker non-votes for each. Stockholders also ratified Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2026, with 26,915,691 votes for, 6,500 against, and 155 abstentions.
1stdibs.com, Inc. reported first quarter 2026 results showing stable revenue and improved profitability. Net revenue was $22.4 million, down 1% year-over-year, while gross profit rose to $16.7 million and gross margin expanded to 74.4% from 72.4%.
GAAP net loss narrowed to $2.2 million from $4.8 million, and non-GAAP Adjusted EBITDA turned positive at $0.6 million, a 2.5% margin versus a negative 7.8% margin a year earlier. Free cash flow was positive and cash, cash equivalents and short-term investments totaled $85.3 million as of March 31, 2026.
Marketplace activity softened, with GMV of $89.7 million (down 5%), orders down 12% and active buyers down 10% year-over-year. For Q2 2026, the company guides GMV of $86.0–$91.0 million, net revenue of $21.6–$22.6 million, and Adjusted EBITDA margin between (2%) and 2%.
1stDibs.com, Inc. reported improving 2025 results with its first quarter of positive Adjusted EBITDA as a public company. For Q4 2025, net revenue was $23.0 million, up 1% year-over-year, while gross margin rose to 73.5%. GAAP net loss narrowed sharply to $1.0 million from $5.2 million, and non-GAAP Adjusted EBITDA reached $1.3 million with a 5.6% margin versus a negative 7.2% margin a year earlier.
For full year 2025, net revenue grew 2% to $89.6 million and gross profit increased 3% to $65.4 million, with gross margin improving to 73.0%. GAAP net loss improved to $13.7 million from $18.6 million, and Adjusted EBITDA loss decreased to $2.4 million from $8.0 million. The company ended 2025 with $95.0 million in cash, cash equivalents and short-term investments and generated free cash flow of $4.2 million in Q4.
Marketplace activity softened, with fourth quarter Gross Merchandise Value of $90.2 million, down 5% year-over-year, approximately 33,000 orders, down 9%, and about 61,000 active buyers, down 5%. For Q1 2026, guidance calls for GMV of $86.5–$91.5 million, net revenue of $22.1–$23.1 million and Adjusted EBITDA margin between 0% and 4%, targeting positive full-year Adjusted EBITDA and free cash flow in 2026.
1stdibs.com, Inc. (DIBS) announced a new share repurchase authorization. The Board approved a program to repurchase up to $12.0 million of common stock, and terminated the company’s prior August 2024 repurchase program.
The program may be executed through open market purchases, privately negotiated transactions, Rule 10b5-1 plans, accelerated stock repurchases, block trades, derivative contracts, or otherwise in compliance with Rule 10b-18. The authorization has no termination or expiration date and does not obligate the company to acquire any specific number of shares; timing, price, and volume will depend on market conditions, relevant securities laws, and other considerations.
The company also furnished a press release announcing financial results for the quarter ended September 30, 2025.