1stdibs.com, Inc.
5c729455a9e24579be7763458a480592
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-07-28T07:17:12.218458+00:00

Business Model Classification Tokens

contract_cycle_length
null
Inferred
Pending — BM Dev Shop classification run
enterprise_sales_motion
null
Inferred
Pending — BM Dev Shop classification run
procurement_complexity
null
Inferred
Pending — BM Dev Shop classification run
vendor_lock_coefficient
null
Inferred
Pending — BM Dev Shop classification run
consumer_acquisition_channel
null
Inferred
Pending — BM Dev Shop classification run
brand_loyalty_index
null
Inferred
Pending — BM Dev Shop classification run
impulse_vs_considered_purchase
null
Inferred
Pending — BM Dev Shop classification run
retail_distribution_reach
null
Inferred
Pending — BM Dev Shop classification run
billing_cadence
null
Inferred
Pending — BM Dev Shop classification run
churn_rate_benchmark
null
Inferred
Pending — BM Dev Shop classification run
annual_recurring_revenue_ratio
null
Inferred
Pending — BM Dev Shop classification run
free_trial_conversion_rate
null
Inferred
Pending — BM Dev Shop classification run
subscriber_ltv_model
null
Inferred
Pending — BM Dev Shop classification run
transaction_fee_percentage
null
Inferred
Pending — BM Dev Shop classification run
deal_closure_rate
null
Inferred
Pending — BM Dev Shop classification run
counterparty_trust_architecture
null
Inferred
Pending — BM Dev Shop classification run
regulatory_license_requirements
null
Inferred
Pending — BM Dev Shop classification run
market_liquidity_dependency
null
Inferred
Pending — BM Dev Shop classification run

Business Model Archetype Classification

University of St. Gallen — 55 Business Model Navigator (Gassmann et al.)

SG-037 Product as a Service VALUE High
Direct: monetization_vector contains [Dual monetization: seller SaaS subscriptions (~$500/mo plans) plus transaction commissions (~5-8% of GMV); buyer-side currently free]; pricing_architecture=Subscription tiers relatively rigid; commission rates face downward pressure from Chairish/RubyLane competition; limited pricing power in bear market. Corroborated: revenue_model_type=~60% recurring (seller subscriptions/listing plans), ~40% transactional (commission on GMV); recurring base provides revenue floor but GMV drives growth
SG-049
Subscription
VALUE High
SG-002
Affiliation
VALUE High
SG-009
Customer Loyalty
WHO High
SG-014
Flat Rate
VALUE High
SG-041
Rent Instead of Buy
VALUE High
SG-036
Product to Capability
WHAT High

Hybrid Combination

Product as a Service (SG-037) VALUE provides the core structure, combined with Subscription (SG-049) + Affiliation (SG-002) + Customer Loyalty (SG-009) to form the complete business model fingerprint.

55 Archetypes Evaluated High: 8 Medium: 13 Registry: schemas/sg55_archetype_registry.yaml

Knowledge Graph — All Sections

debt_leverage_profile
Net cash position; minimal long-term debt (~$150M cash equivalents as of 2023), so 20bps rate rise has negligible interest expense impact
Inferred
Agent_Inference
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001600641-26-000007
geopolitical_supply_exposure
Medium intensity; China's 2025 export-licensing regime on rare-earth magnets and battery-grade graphite is the live chokepoint for auto and EV production, compounded by US Section 232 tariff expansion on steel, aluminum, and copper that repriced the sector's core metal inputs in 2025-2026.
Medium
GICS-commodity-overlay-v2
supply_chain_dependency
High
Medium
SEC-10K 0001600641-26-000007
international_expansion_readiness
Moderate
Medium
SEC-10K 0001600641-26-000007
geographic_footprint
Global with U.S. dominance
Medium
SEC-10K 0001600641-26-000007
commodity_exposure_profile
Medium intensity; commodities: steel, aluminum, petrochemical resins/plastics, copper, lithium and battery-grade materials (nickel, graphite), lumber, cotton; geopolitical: China's 2025 export-licensing regime on rare-earth magnets and battery-grade graphite is the live chokepoint for auto and EV production, compounded by US Section 232 tariff expansion on steel, aluminum, and copper that repriced the sector's core metal inputs in 2025-2026.
Medium
GICS-commodity-overlay-v2
vendor_lock_dependency_score
High
Medium
SEC-10K 0001600641-26-000007
business_model_type_primary
Marketplace
Medium
SEC-10K 0001600641-26-000007
business_model_type_secondary
Content/editorial platform
Medium
SEC-10K 0001600641-26-000007
switching_cost_profile
Moderate
Medium
SEC-10K 0001600641-26-000007
howey_test_risk_index
Low
Medium
SEC-10K 0001600641-26-000007
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Moderate
Medium
SEC-10K 0001600641-26-000007
antitrust_exposure_flag
No
Medium
SEC-10K 0001600641-26-000007
regulatory_exposure_profile
Medium burden; regimes: FTC, CPSC, NLRB, CFPB, GDPR, SEC; Evolving consumer protection and data-privacy rules squeeze retail margins.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
Transactional / Subscription hybrid
Medium
SEC-10K 0001600641-26-000007
monetization_vector
Per-transaction commissions + recurring subscription fees
Medium
SEC-10K 0001600641-26-000007
pricing_architecture
Tiered + usage-based (negotiated)
Medium
SEC-10K 0001600641-26-000007
pricing_power_rating
Moderate
Medium
SEC-10K 0001600641-26-000007
target_gross_margin_bracket
73.0% Gross Margin (Premium (>60%))
High
SEC-XBRL
churn_vulnerability_index
High
Medium
SEC-10K 0001600641-26-000007
headcount_cost_structure
Sublinear
Medium
SEC-10K 0001600641-26-000007
marginal_cost_of_growth
94.2% OpEx as % Revenue (High Growth Cost)
High
SEC-XBRL
franchise_compliance_risk
N-A
Medium
SEC-10K 0001600641-26-000007
customer_acquisition_metric
Organic channels (73% of new user sessions); paid marketing; email; social; partnerships
Medium
SEC-10K 0001600641-26-000007
network_effect_present
Yes
Medium
SEC-10K 0001600641-26-000007
asset_efficiency_ratio
-10.3% Return on Assets (Negative equity)
High
SEC-XBRL
recession_resistance_tier
Cyclical
Medium
SEC-10K 0001600641-26-000007
customer_segment_primary
Enterprise / SMB (sellers); Consumer (buyers)
Medium
SEC-10K 0001600641-26-000007
customer_segment_secondary
Interior designers (Trade Buyers)
Medium
SEC-10K 0001600641-26-000007
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "23-0000 Legal Occupations", "25-0000 Educational Instruction and Library Occupations", "27-0000 Arts, Design, Entertainment, Sports, and Media Occupations", "35-0000 Food Preparation and Serving Related Occupations", "39-0000 Personal Care and Service Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "51-0000 Production Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.22 (HIL — ~22% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
capital_expenditure_profile
0.9% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
sec_cik
0001600641
High
SEC-EDGAR
ticker
DIBS
High
SEC-EDGAR

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-07-28no unmet atoms among this persona's authored questions
SKILL_LEGAL_SEC_01PASS2026-07-28no unmet atoms among this persona's authored questions
SKILL_SHORT_BEAR_01PASS2026-07-28no unmet atoms among this persona's authored questions
SKILL_MACRO_STRAT_01PASS2026-07-28no unmet atoms among this persona's authored questions
SKILL_OPS_PARTNER_01PASS2026-07-28no unmet atoms among this persona's authored questions

Live Status

No Live Status block found.