Allbirds, Inc.

Allbirds, Inc.

BIRD
Allbirds, Inc.US flagNASDAQ Global Select
4.10
USD
-0.33
- -
34.19MMarket Cap
Allbirds, Inc.
BIRD
(NASDAQ Global Select)

Recent

price

4.10

P/E

ratio

- -

div

yld

- -

ROIC.AI

2019
2020
2021
2022
2023
2024
2025
TTM
FRC
30.5
34.54
80.07
40.03
33.5
24.13
18.69
17.12
Revenue per Share
-2.29
-4.07
-13.09
-13.63
-20.1
-11.87
-9.47
-9.14
Basic EPS, GAAP
-2.06
-7.71
-21.65
-16.4
-5.42
-8.64
-7.14
-5.02
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
-10.42
-14.49
-39.64
-32.1
-51.58
-61.62
-68.86
-69.92
Book Value per Share
-1.45
-4.16
114.38
42.57
24.43
12.93
4.39
1.94
Tangible Book Value per Share
6
6
3
7
8
8
8
8
Basic Weighted Avg Shares
194
219
277
298
254
190
152
143
Sales/Revenue/Turnover
-4.65
-13.33
-11.85
-32.31
-46.78
-49.51
-49.31
-50.51
Operating Margin (%)
3
7
10
15
21
12
8
7
Depreciation Expense
-15
-26
-45
-101
-152
-93
-77
-76
Net Income, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
Effective Tax Rate (%)
-7.5
-11.79
-16.35
-34.04
-60.01
-49.18
-50.69
-53.36
Profit Margin (%)
83
160
363
259
164
86
41
24
Working Capital
- -
- -
- -
96
79
43
33
28
LT Debt
-9
-26
397
317
185
102
36
16
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
9
7
6
LT Borrowings
12
17
17
LT Finance Leases
22
15
10
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
8
9
9
Market Capitalization
46
33
25

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
81
82
65
Cash, Cash Equivalents & STI
24
27
14
Accounts Receivable, Net
4
7
4
Inventories
43
39
37
Total Current Liabilities
34
41
41
Payables & Accruals
19
29
32
ST Debt
9
7
6
Deferred Revenue
2
2
2

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
-365.59%
-64.68%
Free Cash Flow
- -
20.13%
-14.31%
Net Income, GAAP
- -
38.66%
-17.18%
Sales/Revenue/Turnover
- -
-5.16%
-19.65%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
39
52
43
56
190
2025
32
40
33
48
152
2026
22
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-3.52
-2.45
-2.68
-3.23
-11.87
2025
-2.73
-1.92
-2.49
- -
-9.47
2026
-2.37
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
Business
Allbirds, Inc. (NASDAQ: BIRD) designs, manufactures and sells sustainable footwear and apparel products for men and women, emphasizing environmentally responsible materials such as merino wool, eucalyptus tree fiber (TENCEL Lyocell), SweetFoam midsoles and other naturally derived inputs; core offerings include lifestyle shoes like Wool Runners, Tree Dashers, Mizzles, Wool Cruiser and Runner NZ Corduroy; waterproof sneakers; shearling-lined items; slippers; apparel such as classic tees, sweats, socks and underwear; and accessories including bags and hats. The company operates as a global lifestyle brand in the consumer discretionary sector, targeting environmentally conscious consumers, urban professionals and comfort-seekers through direct-to-consumer channels comprising its e-commerce website, physical retail stores and marketplace platforms, as well as third-party retailers and distributors; it maintains a vertically integrated approach with outsourced manufacturing primarily in Asia under stringent sustainability standards, and serves markets in the United States, international regions including Europe, Asia, Central and South America, and Eurasia. Founded in 2015 by Tim Brown and Joey Zwillinger--originally as Bozz, Inc., with a name change in December 2015--and headquartered at 730 Montgomery Street in San Francisco, California, Allbirds functions as a public benefit corporation certified B Corp, with approximately 542 employees and additional offices in locations such as Shanghai and London. Recent strategic developments include a June 2025 financing package featuring a new $75 million asset-based revolving credit facility with Second Avenue Capital Partners (maturing June 2028, replacing the prior facility) and a $50 million at-the-market equity offering program with TD Cowen to bolster liquidity and support growth amid $39.1 million in cash as of March 2025; expansion of its distributor model with new exclusive agreements in July 2025 to Kiwi Life Group and Trendy King for Central and South America, Southern Europe and Eurasian markets, achieving profitability in international operations over the past 18 months; aggressive product innovation with over 15 new footwear styles launched in mid-July 2025, 19 additional products between July and December 2025 including waterproof shoes, shearling-lined items and materials like Terralux, alongside plans for five US sales agencies by spring 2026; enhanced marketing via the "Allbirds by nature" platform and "Cards on the Table" series featuring Stanley Tucci; and operational adjustments such as workforce and office space reductions, modest pricing tweaks to offset Vietnamese tariffs, with full-year 2025 net revenue guidance of $175 million to $195 million and anticipated top-line growth returning in Q4 2025.

Company News

APIChat
  • Allbirds Is Now an AI Company, and That Should Strike Fear Into Anyone Investing in Its Competition

  • Allbirds is dumping its environmental mission as it pivots to AI

  • From Allbirds to AI, the meme-stock frenzy is warning you to own this quality ‘antimeme' portfolio instead

  • Allbirds Exits Shoes, Pivots to AI With NewBird Rebrand

  • 2 Things to Know About the Allbirds Pivot Into AI

  • Allbirds Stock Soared This Week. What Does It Mean That It Hasn't Fallen All the Way Back?

  • Allbirds Popped 800% Intraday on an AI Pivot. Is This the Next GameStop?

  • Allbirds drops sneakers, reinvents itself as an AI infrastructure company

  • Is Allbirds' AI Pivot Genius or Desperation?

  • Allbirds' AI Plan Is Only 99.6% Crazy

  • Allbirds stock is already falling after the AI pivot. History suggests investors should proceed with caution

  • What Allbirds needs to do to make its Hail Mary AI pivot succeed

  • US firms chase AI pivots as markets reward and punish

  • Allbirds: AI Pivot Is A Fantasy With Limited Capital (Rating Downgrade)

  • BIRD Dives After 600% AI Pivot Rally: David Trainer Calls it "Wild Hail Mary"

  • A Shoe Company Rebranded as an AI Firm and the Stock Jumped 630%. One Analyst Says That's a Bubble Warning

  • Myseum Pulls Another Tiny-Float AI Pivot Like Allbirds — Stock Soars

  • Allbirds Ran Toward AI And The Stock Surged 800%

  • Retail traders pile into Allbirds after odd AI pivot. History shows it won't end well

  • Tech Bytes: Flailing eco-footwear maker's pivot to AI sparks 580% rally, capturing peak market mood