BIRD
Allbirds, Inc.4.2400
-0.0100-0.24%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
34.82MP/E (TTM)
-Basic EPS (TTM)
-10.36Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
Director resigns, Nasdaq compliance slips
Allbirds director Ann Freeman resigned effective September 8, 2025, to become President of Foot Locker, North America, after its merger with DICK'S Sporting Goods; the move sparked no disagreements with company operations. This left Allbirds non-compliant with Nasdaq's majority independent director rule, but a cure period extends until the earlier of one year from September 8 or the next annual meeting. Compliance hangs in the balance.
10-Q
Q2 FY2025 results
Allbirds' Q2 FY2025 results, ended June 30, 2025, show revenue dipping 10% year-over-year to $35.7M amid softer demand, yet gross margins held steady at 60.1% thanks to better inventory management. Operating loss narrowed to $18.2M from $22.4M last year, driven by cost cuts in SG&A, while net loss improved to $19.5M or ($2.34) diluted EPS on 8.3M shares—anti-dilution effects boosted EPS by 15% from basic. Cash from operations turned positive at $5.1M, yielding $3.8M free cash flow after $1.3M capex, bolstering the $45.2M cash pile with no debt. No M&A or non-GAAP metrics disclosed in the 10-Q. Competition from fast-fashion rivals pressures pricing power.
8-K
Q2 revenue dips 23%
Allbirds reported Q2 2025 net revenue of $39.7 million, down 23.1% year-over-year due to planned U.S. store closures and international distributor transitions, while gross margin slipped to 40.7% from promotional pressures and inventory adjustments. The company secured a $75 million revolving credit facility to bolster liquidity, with cash at $33.1 million and inventory down 21.3%. New product and marketing pushes target Q4 revenue growth. Store count fell to 24.
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