BIRD

The losses continued at Allbirds Inc., which on Wednesday reported preliminary first quarter results in a regulatory filing with the Securities and Exchange Commission (SEC). The projected net loss for the three months ended March 31 was $19.6 million, with a possible range of a net loss at between $16.6 million to $22.6 million. At the high end of that range, the net loss would be more than the projected net revenue of $22.3 million at the midway range. Net revenue for the first quarter was given a range of between $21.3 million to $23.3 million. More from WWD Les Deux Delivers Double-digit Growth Amid Physical Retail Push L'Oréal Stock Rises Sharply on Back of Q1 Results Clarks Is Back in the Black, Eyes New Store Openings A year ago, the sneaker brand posted a net loss of $21.9 million on revenue of $32.1 million. The company’s net loss at the midway range of $19.6 million was also more than what Allbirds had in cash on hand, which was stated as $14.4 million at the end of the first quarter. A year ago, the company reported $39.1 million of cash and cash equivalents at the end of the quarter and “no outstanding borrowings under its $50.0 million revolving credit facility.” Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization), which is considered a better measure at how well a company is doing, was projected at a loss ranging from $14.1 million to $18.1 million. That compares with the year-ago adjusted EBITDA loss of $18.6 million. And another negative measure was the decline in gross margin. The first quarter range was at between 23.3 percent to 32.3 percent, far lower than the 44.8 percent achieved in the same year-ago quarter. Last month, the sneaker firm said it plans to sell the company’s intellectual property (IP) assets to brand management firm American Exchange Group for $39 million. A series of missteps, including an expansion that was too fast and spending as if it was a true tech firm — the fash-tech firm was based in San Francisco among other tech elites — dropped Allbirds’ lofty $4.1 billion valuation to just $39 million. One of the brand’s problems was that profitability was not its strong suit. In fact, the company said that it has “incurred significant losses since inception” in 2015, according to an annual report filed March 31 with the SEC. Company founders Tim Brown, a former New Zealand professional soccer pl...

👋 Good morning! The stock market was treated to more good news on Thursday, with further hopes of deescalation with Iran and a temporary ceasefire between Israel and Lebanon. Oil prices, however, rose on the news before pulling back. The S&P 500 (^GSPC) and the Nasdaq (^IXIC) gained 0.3% and 0.4%, respectively, to clinch new record highs as the tech rally broadened further from the chip trade. The Dow (^DJI) rose 0.2%. On the agenda this morning: 🏦 The Fed is unifying again 🎢 Checking back in with absolutely wild Allbirds AI situation 🏦 3 takeaways from Big Bank's Q1 results 🇺🇸 A huge US advantage in the AI revolution 🍿 Netflix's Q1 mixed results come with a big goodbye 🍪 The agentic AI shift may be a catalyst 📆 What we're watching Friday: We're on the lookout for Iran resolution and some more financial sector earnings. 🍪 Nvidia's impressive rally faces one big test soon. The stock is on a big winning streak. 🏷️ Fed's Williams warns Iran war could boost inflation and hurt growth. Still, he expects inflation will be tamed to 2% next year. 🛒 AI traffic to US retailers rose 393% in Q1. It's boosting revenue too. 🕶️ Gucci-branded Google glasses? Kering CEO says they're coming. ✈️ Europe faces severe jet fuel shortage. There's likely only weeks of supply left. 🏡 Mortgage rates fall to 4-week low. War worries are fading. 🔻 And when will mortgage rates go down further? A calming bond market is helping. 🚀 Starlink user growth gains as SpaceX eyes IPO. Besides raising money, IPOs are also good for marketing. ⚡️ Tesla stock wavers as Musk's chip plans boost sentiment. Big moves this week mean Tesla stock is poised to snap an 8-week losing streak. 🐂 The S&P 500 just flashed a rare bullish signal. With a dot-com catch. 💊 Hims & Hers stock extends gains as RFK Jr. signals FDA will consider looser restrictions on peptides. 👜 Louis Vuitton, Gucci, Hermès luxury sales decline as Iran war hits crucial Middle East demand. The typically immune sector is getting hit. 🥤 PepsiCo may be leaving behind $7 Doritos with price cuts. Finally, some good news. 💼 Some companies are pulling back on hiring thanks to AI. Not just firing, but also not hiring. See what else is trending on Yahoo Finance. One of the big predictions for 2026 was a fracturing of the impressive displays of consensus that have characterized the Powell Fed. The era's breakdown was set to come as...

Levi Strauss & Co. LEVI reported impressive first-quarter fiscal 2026 results, wherein earnings per share (EPS) and revenues beat the Zacks Consensus Estimate. Both metrics improved year over year. Levi Strauss, one of the world's largest brand-name apparel companies and a global leader in jeans wear in the Americas, Europe and Asia, posted quarterly adjusted EPS of 42 cents, which beat the Zacks Consensus Estimate of 37 cents and rose 10.5% from 38 cents reported in the prior-year period. Net revenues of $1.74 billion also beat the Zacks Consensus Estimate of $1.65 billion. Also, the metric jumped nearly 14% year over year on a reported basis and 9% on an organic basis. Direct-to-Consumer (DTC) has been a key growth driver, backed by positive comp growth and robust e-commerce performance. Shares of this Zacks Rank #2 (Buy) company have risen 1.9% in the past three months against the industry’s decline of 14%. DTC net revenues reflected an increase of 16% on a reported basis and 10% on an organic basis to $911.5 million. Organic DTC growth was backed by a rise of 10% in the United States, 5% in Europe and 16% in Asia. DTC comparable sales grew 7%. E-commerce net revenues were up 21% on a reported basis and 17% on an organic basis. In the fiscal first quarter, DTC accounted for 52% of the overall net revenues. Wholesale net revenues rose 12% on a reported basis to $831 million. The metric rose 8% on an organic basis. Beyond Yoga revenues grew 23% on both a reported and organic basis. The Zacks Consensus Estimate for DTC and Wholesale channels was pegged at $890 million and $757 million, respectively, for the fiscal first quarter. Levi Strauss & Co. price-consensus-eps-surprise-chart | Levi Strauss & Co. Quote In the Americas, revenues increased 9% on a reported basis and 7% on an organic basis. Within the Americas, the US rose 4% on an organic basis, delivering the sixth straight quarter of solid growth. In Europe, revenues jumped 24% on a reported basis and 10% on an organic basis. All the major markets witnessed growth, thanks to solid performance in the UK. In Asia, revenues grew 13% on a reported basis and 12% on an organic basis, with double-digit growth across DTC and wholesale. Gross profit increased 13.7% year over year to $1.1 billion. The gross margin fell 20 basis points (bps) to 61.9% in the fiscal first quarter, mainly owing to tariff headwinds....

SAN FRANCISCO, March 10, 2026 (GLOBE NEWSWIRE) -- Allbirds, Inc. (NASDAQ: BIRD), a global lifestyle brand that innovates with sustainable materials to make better products in a better way, today announced that its fourth quarter and full year 2025 financial results will be released after market close on Tuesday, March 31, 2026. The company will host a conference call to discuss the results at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day. A live webcast of the conference call will be available on the Allbirds investor relations website at https://ir.allbirds.com. A replay will be made available online and archived for 12 months on the investor relations website following the conference call. About Allbirds, Inc. Allbirds is a global modern lifestyle footwear brand, founded in 2015 with a commitment to make better things in a better way. That commitment inspired the company’s first product, the now iconic Wool Runner; and today, inspires a growing assortment of products known for superior comfort. Allbirds designs its products to be materially different by turning away from convention toward nature’s inspiration with materials like Merino wool, tree fiber and sugarcane. For more information, please visit www.allbirds.com. Investor Relations [email protected] Media Contact [email protected]

Delivers Third Quarter Results in Line and Above Guidance Ranges Updates Full Year 2025 Revenue Outlook and Reiterates Midpoint of Adjusted EBITDA Guidance SAN FRANCISCO, Calif., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Allbirds, Inc. (NASDAQ: BIRD), a global lifestyle brand that innovates with sustainable materials to make better products in a better way, today reported financial results for the quarter ended September 30, 2025. Third Quarter 2025 Overview Third quarter net revenue of $33.0 million, within the Company’s guidance range, a decrease of 23.3% versus a year ago. Third quarter gross margin declined 120 basis points to 43.2% versus a year ago. Third quarter net loss of $20.3 million, or $2.49 per basic and diluted share. Third quarter adjusted EBITDA1 loss of $15.7 million, slightly above the Company’s guidance range. Inventory at quarter end of $43.1 million, representing a decrease of 25.0% versus a year ago, in line with expectations. As of September 30, 2025, the Company had $23.7 million of cash and cash equivalents and $12.3 million of outstanding borrowings under its asset-backed $50.0 million revolving credit facility. “We’re pleased to deliver third quarter results in line with our expectations, highlighted by a robust flow of new product introductions - many of which met with strong customer response,” said Joe Vernachio, CEO. “Entering the final months of the year, we will continue to support our product engine with compelling marketing content to capture consumer mindshare and reignite growth. Throughout the holiday season, we will be spotlighting gifting ideas and emphasizing Allbirds’ core principles of Comfort, Style and Sustainability.” “Our teams are focused on accelerating progress under our turnaround in the quarters ahead,” added Vernachio. “At the same time, we are taking definitive steps to further reduce costs, enhance liquidity, and pursue value-creating opportunities.” __________________________ 1 For a reconciliation of each non-GAAP financial measure to its most directly comparable GAAP financial measure, please refer to the reconciliation tables in the section titled “Non-GAAP Financial Measures” below. Third Quarter Operating Results In the third quarter of 2025, net revenue decreased 23.3% to $33.0 million compared to $43.0 million in the third quarter of 2024. The year-over-year decrease is primarily attributable to structu...

This article first appeared on GuruFocus. Net Revenue: $33 million for Q3, at the low end of guidance. Gross Margin: 43.2% in Q3, down from 44.4% in Q3 2024. SG&A Expenses: $22 million, down 30% year-over-year. Marketing Expense: $12 million, up 19% year-over-year. Adjusted EBITDA Loss: $15.7 million in Q3, compared to a loss of $16.2 million a year ago. Cash and Cash Equivalents: $24 million at quarter end. Inventories: $43 million, down 25% year-over-year. Operating Cash Use: $15.2 million in Q3. Full Year Net Revenue Guidance: $161 million to $166 million. Q4 Net Revenue Guidance: $56 million to $61 million, flat to up 9% year-over-year. Full Year Adjusted EBITDA Guidance: Negative $63 million to $57 million. Q4 Adjusted EBITDA Loss Guidance: $16 million to $10 million. Warning! GuruFocus has detected 6 Warning Signs with BIRD. Is BIRD fairly valued? Test your thesis with our free DCF calculator. Release Date: November 06, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Allbirds Inc (NASDAQ:BIRD) introduced a steady stream of new products, such as the Wool Cruiser and 100% waterproof collection, which have been well-received by consumers. The company has successfully launched vibrant color options in collaboration with the Pantone Color Institute, enhancing brand recognition. Allbirds Inc (NASDAQ:BIRD) has demonstrated exceptional cost management, reducing SG&A expenses by 30% year-over-year. The company relaunched its website in July, improving the customer experience and storytelling capabilities. Allbirds Inc (NASDAQ:BIRD) is expanding its wholesale strategy, planning to be available in approximately 150 specialty retail stores across the United States by Spring 2026. Third-quarter net revenue of $33 million was at the low end of guidance, reflecting mixed performance from original product lines. Gross margin declined to 43.2% from 44.4% year-over-year due to a higher mix of digital and international distributor sales and increased duties. The company faces challenges in reactivating core franchises like the Original Runner, which have been slower to rebuild. Allbirds Inc (NASDAQ:BIRD) is operating in a highly competitive market with an uncertain macroeconomic backdrop, impacting consumer behavior. The company is exploring options to improve liquidity, including potential capital raising, indica...

SAN FRANCISCO, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Allbirds, Inc. (NASDAQ: BIRD), a global lifestyle brand that innovates with sustainable materials to make better products in a better way, today announced that its third quarter 2025 financial results will be released after market close on Thursday, November 6, 2025. The company will host a conference call to discuss the results at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day. A live webcast of the conference call will be available on the Allbirds investor relations website at https://ir.allbirds.com. A replay will be made available online and archived for 12 months on the investor relations website following the conference call. About Allbirds, Inc. Allbirds is a global modern lifestyle footwear brand, founded in 2015 with a commitment to make better things in a better way. That commitment inspired the company’s first product, the now iconic Wool Runner; and today, inspires a growing assortment of products known for superior comfort. Allbirds designs its products to be materially different by turning away from convention toward nature’s inspiration with materials like Merino wool, tree fiber and sugarcane. For more information, please visit www.allbirds.com. Investor Relations [email protected] Media Contact [email protected]

Explore Allbirds's Fair Values from the Community and select yours Revenue: US$39.7m (down 23% from 2Q 2024). Net loss: US$15.5m (loss narrowed by 19% from 2Q 2024). US$1.92 loss per share (improved from US$2.45 loss in 2Q 2024). AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Looking ahead, revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in the US. Performance of the American Luxury industry. The company's shares are down 27% from a week ago. Before we wrap up, we've discovered 3 warning signs for Allbirds (1 is concerning!) that you should be aware of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Net Revenue: $40 million for Q2, at the high end of guidance. Gross Margin: 40.7% in Q2, down from 50.5% a year ago. SG&A Expenses: Reduced by 28% year-over-year. Store Closures: Nine store closures year-to-date, with a current US store count of 21. Adjusted EBITDA Loss: Improved to $13 million, exceeding guidance by over $3 million. Cash and Cash Equivalents: $33 million at the end of Q2. Inventory: Down 21% compared to the previous year. Marketing Expense: $9 million in Q2, 21% of revenue. Full Year Revenue Guidance: Adjusted to $165 million to $180 million. Full Year Adjusted EBITDA Guidance: Negative $65 million to $55 million. Warning! GuruFocus has detected 5 Warning Signs with BIRD. Release Date: August 07, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Allbirds Inc (NASDAQ:BIRD) delivered top line results at the high end of expectations and exceeded adjusted EBITDA guidance. The company has implemented a strategy to reintroduce the brand with new product launches and marketing content, aiming for growth. Allbirds Inc (NASDAQ:BIRD) has improved its financial position by focusing on cost discipline, inventory management, and cash conservation. The company is expanding its product line with 19 new styles, including innovative materials like Terralux and Airy, to meet consumer demand. Store refreshes and a redesigned website have led to measurable increases in average daily sales performance, enhancing customer experience. Gross margin declined to 40.7% from 50.5% a year ago due to promotional activity, inventory adjustments, and increased freight and duty costs. The company has closed nine retail stores year-to-date, impacting top line revenue. Allbirds Inc (NASDAQ:BIRD) faces challenges from the uncertain macroeconomic environment, leading to a more conservative revenue outlook. The transition to a distributor model, while profitable on the bottom line, has negatively impacted top line revenue. The company anticipates higher operating cash use in the third quarter due to increased marketing investments and working capital fluctuations. Q: Can you provide more details on how the store closures and transition to a distributor model are impacting your top line and overall profitability? A: Annie Mitchell, CFO: The impact from door closures and international transitions was initially estimated at $...

For the quarter ended June 2025, Allbirds, Inc. (BIRD) reported revenue of $39.69 million, down 23.1% over the same period last year. EPS came in at -$1.92, compared to -$2.40 in the year-ago quarter. The reported revenue represents a surprise of -1.37% over the Zacks Consensus Estimate of $40.24 million. With the consensus EPS estimate being -$2.78, the EPS surprise was +30.94%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Allbirds, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Stores: 24 versus the two-analyst average estimate of 28. Net Revenue- International: $11.04 million compared to the $10.06 million average estimate based on two analysts. The reported number represents a change of -26.2% year over year. Net Revenue- United States: $28.65 million compared to the $29.92 million average estimate based on two analysts. The reported number represents a change of -21.8% year over year. View all Key Company Metrics for Allbirds, Inc. here>>> Shares of Allbirds, Inc. have returned -7.1% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Allbirds, Inc. (BIRD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Delivers Second Quarter Results in Line with and Above Guidance Ranges Revises Full Year 2025 Revenue Outlook and Reiterates Adjusted EBITDA Guidance Product, Marketing and Customer Experience Initiatives Expected to Fuel Revenue Growth in Q4 2025 SAN FRANCISCO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Allbirds, Inc. (NASDAQ: BIRD), a global lifestyle brand that innovates with sustainable materials to make better products in a better way, today reported financial results for the quarter ended June 30, 2025. Second Quarter 2025 Overview Second quarter net revenue of $39.7 million, at the high end of the Company’s guidance range, and a decrease of 23.1% versus a year ago. Second quarter gross margin declined 980 basis points to 40.7% versus a year ago. Second quarter net loss of $15.5 million, or $1.92 per basic and diluted share. Second quarter adjusted EBITDA1 loss of $12.6 million, above the Company’s guidance range. Completed comprehensive financing package, including a new three-year $75 million revolving credit facility, consisting of a $50 million tranche and a $25 million accordion feature. Inventory at quarter end of $42.2 million, representing a decrease of 21.3% versus a year ago. As of June 30, 2025, the Company had $33.1 million of cash and cash equivalents and $5.0 million of outstanding borrowings under its $50.0 million revolving credit facility. “Strong execution during the first half of the year has set us up for what’s ahead this fall,” said Joe Vernachio, CEO. “We are thrilled to be at the threshold of our product, marketing and customer experience initiatives coming together as we continue on our path to reigniting the Allbirds brand. In the weeks and months ahead, we’ll be delivering a continuous flow of modern lifestyle footwear that is distinctively Allbirds - modern design, unique materials and unmatched comfort. This debut, coupled with the operational and financial rigor we have embedded into the organization in recent years, gives us confidence in our expected return to top line growth in the fourth quarter of this year.” Second Quarter Operating Results In the second quarter of 2025, net revenue decreased 23.1% to $39.7 million compared to $51.6 million in the second quarter of 2024. The year-over-year decrease is primarily attributable to our planned retail store closures and international distributor transitions. Gross profit totaled $1...