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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
1Stdibs.Com
1Stdibs.Com (DIBS) investor relations material
1Stdibs.Com Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Feb, 2026
Executive summary
Achieved first quarter of positive Adjusted EBITDA as a public company in Q4 2025, reflecting strategic realignment, disciplined cost management, and a major financial inflection point.
Net revenue grew 1% year-over-year in Q4 2025 and 2% for the full year, despite a challenging macro environment.
Gross margin improved to 73.5% in Q4 and 73.0% for the year, up from 72.3% and 71.9% respectively.
GAAP net loss narrowed significantly both for Q4 and the full year compared to 2024.
Entered 2026 with a leaner, more resilient financial foundation and a roadmap for sustained growth.
Financial highlights
Q4 2025 GMV was $90.2 million, down 5% year-over-year, at the low end of guidance.
Q4 2025 net revenue: $23.0M (+1% YoY); full year: $89.6M (+2% YoY).
Q4 Adjusted EBITDA: $1.3M (5.6% margin), a $2.9M improvement from prior year.
Q4 gross profit: $16.9M (+3% YoY); full year: $65.4M (+3% YoY).
Ended Q4 with $95M in cash, equivalents, and short-term investments.
Outlook and guidance
Q1 2026 GMV expected between $86.5M–$91.5M, a 9%–3% year-over-year decline.
Q1 net revenue guidance: $22.1M–$23.1M, or -2% to +2% year-over-year.
Q1 Adjusted EBITDA margin expected between breakeven and +4%.
2026 plan targets positive full-year Adjusted EBITDA and free cash flow, with a return to positive year-over-year GMV growth by Q4 2026.
Ongoing investment in AI and technology to drive growth and operational efficiency.
How does the GMV-EBITDA trade-off impact 2026 growth?
AI's role in scaling price parity enforcement
Expected impact of all-in shipping pricing on conversion
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Next 1Stdibs.Com earnings date
Q1 20268 May, 2026
1Stdibs.Com
Next 1Stdibs.Com earnings date
Q1 20268 May, 2026
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Frequently asked questions
1stdibs.com, founded in 2002, is designed to connect the world's leading dealers of antiques and vintage furniture, jewelry, architectural goods and fashion with an international community of buyers. The website offers the most comprehensive selection of exceptional goods on the market, and since its launch has been recognized by The New York Times, Forbes and Vogue among others as the ultimate destination for affordable one-of-a-kind pieces.
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