Earnings summaries and quarterly performance for Allbirds.
Executive leadership at Allbirds.
Board of directors at Allbirds.
Research analysts who have asked questions during Allbirds earnings calls.
Alex Straton
Morgan Stanley
2 questions for BIRD
Also covers: AEO, ANF, AS +17 more
Dylan Carden
William Blair & Company
2 questions for BIRD
Also covers: ANF, BOOT, BRLT +12 more
FM
Francesco Marmo
Maxim Group
1 question for BIRD
Also covers: BBBY, FOSL, PSQH +1 more
TF
Thomas Forte
D.A. Davidson & Co.
1 question for BIRD
Also covers: AENT, AMRK, BYON +9 more
Recent press releases and 8-K filings for BIRD.
Allbirds announces U.S. full-price store closures
BIRD
New Projects/Investments
Demand Weakening
- Allbirds, Inc. (BIRD) announced on January 28, 2026, that it will close its remaining full-price stores in the U.S. by the end of February 2026.
- This action is part of a strategy to streamline operations for profitable growth, focusing resources on its e-commerce platform, wholesale partnerships, and international distributorships.
- The company expects these closures to be a capital-light endeavor and anticipates SG&A savings and related cash charges, which will be discussed on its Q4/full year 2025 earnings conference call in March 2026.
- Allbirds will continue to operate two outlet stores in the U.S. and two full-price stores in London.
Jan 28, 2026, 10:19 PM
Allbirds Announces U.S. Full-Price Store Closures
BIRD
Guidance Update
New Projects/Investments
- Allbirds, Inc. announced plans to close its remaining full-price stores in the U.S. by the end of February 2026.
- This strategic move aims to dedicate resources toward its e-commerce platform, wholesale partnerships, and international distributorships, which offer greater reach, flexibility, and operating leverage.
- The company expects these closures to be a capital-light endeavor and will discuss anticipated SG&A savings and related cash charges on its Q4/full year 2025 earnings conference call in March 2026.
- Allbirds will continue to operate two outlet stores in the U.S. and two full-price stores in London.
Jan 28, 2026, 11:00 AM
Allbirds Reports Q3 2025 Results and Updates Full-Year Guidance
BIRD
Earnings
Guidance Update
Product Launch
- Allbirds reported Q3 2025 net revenue of $33 million and an adjusted EBITDA loss of $15.7 million.
- The company updated its full-year net revenue guidance to between $161 million and $166 million and tightened its full-year adjusted EBITDA loss guidance to between $63 million and $57 million.
- New product introductions, such as the Wool Cruiser and Waterproof Collection, are performing well, though some foundational franchises are slower to rebuild.
- Allbirds is exploring options to improve its liquidity position, including raising capital, and is diligently managing costs.
- The company is executing a renewed wholesale strategy, anticipating availability in approximately 150 specialty retail stores across the U.S. for Spring 2026.
Nov 6, 2025, 10:00 PM
Allbirds Reports Third Quarter 2025 Financial Results and Updates Full Year Guidance
BIRD
Earnings
Guidance Update
Demand Weakening
- Allbirds, Inc. reported net revenue of $33.0 million for the third quarter of 2025, representing a 23.3% decrease year-over-year, and a net loss of $20.3 million, or $2.49 per basic and diluted share.
- The company's adjusted EBITDA loss for Q3 2025 was $15.7 million.
- As of September 30, 2025, Allbirds had $23.7 million in cash and cash equivalents and inventory of $43.1 million, which decreased 25.0% versus a year ago.
- Allbirds updated its Full Year 2025 net revenue outlook to a range of $161 million to $166 million and reiterated the midpoint of its Adjusted EBITDA loss guidance at $63 million to $57 million.
Nov 6, 2025, 9:13 PM
Allbirds Reports Third Quarter 2025 Financial Results and Updates Full Year Guidance
BIRD
Earnings
Guidance Update
- Allbirds reported net revenue of $33.0 million for the third quarter of 2025, representing a 23.3% decrease compared to the same period last year.
- The company's gross margin for Q3 2025 declined 120 basis points to 43.2% versus a year ago.
- Allbirds recorded a net loss of $20.3 million, or $2.49 per basic and diluted share, and an adjusted EBITDA loss of $15.7 million for the third quarter of 2025.
- As of September 30, 2025, the company had $23.7 million of cash and cash equivalents and $12.3 million of outstanding borrowings.
- For Full Year 2025, Allbirds updated its net revenue outlook to $161 million to $166 million and reiterated the midpoint of its Adjusted EBITDA loss guidance of $63 million to $57 million.
Nov 6, 2025, 9:05 PM
Quarterly earnings call transcripts for Allbirds.
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