BIRD
Allbirds, Inc.4.2400
-0.0100-0.24%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
34.82MP/E (TTM)
-Basic EPS (TTM)
-10.36Dividend Yield
0%Recent Filings
8-K
Allbirds closes U.S. stores
Allbirds will shutter its remaining U.S. full-price stores by end-February 2026 to slash costs and fuel profitable growth. It keeps two U.S. outlets and two London stores, shifting focus to e-commerce, wholesale, and international channels for better leverage. Closures prove capital-light. SG&A savings detailed on March 2026 earnings call.
10-Q
Q3 FY2025 results
Allbirds' Q3 10-Q filing for the period ended September 30, 2025, provides structural details but no financial statements or MD&A with topline figures, profitability metrics, or y/y q/q deltas. Non-GAAP metrics not disclosed in the 10-Q. Balance sheet, operations, cash flows, and EPS data absent from the provided excerpt. Liquidity, debt, M&A, and FCF not detailed. Shares outstanding totaled 5,670,752 Class A and 2,542,340 Class B as of November 1, 2025. Competition remains a key risk from Risk Factors.
8-K
Q3 revenue down 23%, guidance tightened
Allbirds posted Q3 net revenue of $33.0 million, down 23.3% from last year due to store closures and distributor shifts, while gross margin slipped to 43.2%. Net loss narrowed to $20.3 million; inventory dropped 25% to $43.1 million. Cash stands at $23.7 million amid $12.3 million debt. Full-year revenue guidance tightened to $161-166 million, but adjusted EBITDA loss midpoint holds.
8-K
Allbirds adds Hughes to board
Allbirds appointed Lily Yan Hughes, former SVP and Chief Legal Officer at Arrow Electronics and Public Storage, as independent Class I director effective October 31, 2025. She chairs the Sustainability, Nomination and Governance Committee and joins Management Compensation and Leadership, receiving $200,000 in RSUs plus standard retainers. Her tech, distribution, and governance expertise bolsters board oversight. No related party ties.
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.
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