Allbirds, Inc.
7.45+0.30 (+4.2%)
Oct 29, 4:00:02 PM EDT · NasdaqGS · BIRD · USD
Key Stats
Market Cap
60.69MP/E (TTM)
-Basic EPS (TTM)
-10.55Dividend Yield
0%Recent Filings
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.
8-K
Allbirds refinances credit facility
Allbirds secured a $50 million revolving credit facility from Second Avenue Capital Partners on June 30, 2025, expandable to $75 million, maturing June 30, 2028, at SOFR plus 5.75%, replacing its prior JPMorgan agreement and funding general corporate needs amid product and marketing pushes. The deal bolsters liquidity for fall launches and store refreshes, yet tight covenants demand EBITDA recovery from losses. Risks loom if growth falters.
8-K
Allbirds annual meeting results
Allbirds stockholders elected Ann Freeman to its board as a Class I director at the June 6, 2025, annual meeting, with 25.3 million votes for and 855,000 withheld, while 1.8 million broker non-votes occurred. They also ratified Deloitte & Touche LLP as the independent auditor for the fiscal year ending December 31, 2025, with 27.9 million votes in favor against just 116,000 opposed. Routine governance upheld. No strategic shifts disclosed.
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