Business
Allbirds designs footwear and apparel using merino wool, eucalyptus fiber, sugarcane-derived foam and other naturally derived materials.
Allbirds' revenue contracted nearly 20% and losses and cash burn remained severe, while substantial going-concern doubt overshadows the smaller post-restructuring footprint.
The read at a glance✓ Audited against SEC data
- Growth — Revenue declined 19.7%Watch
- Profitability — The net loss narrowed from $93.318M to $77.283MOK
- Cash flow — Free cash flow remained negative, with the outflow narrowing from $67.955M to $58.228MOK
- Margins — Operating margin contracted 104 bps to -52.45%Watch
- Accounting — Going-concern warning after continued contractionWatch
- Insiders — 0 purchases and 9 salesNote
Where the revenue comes from
Fiscal 2025, as Allbirds, Inc. reports it. History and quarterly detail are in the app.
- Reportable$152.5M
Leadership changes
From Allbirds, Inc.'s own filings, the day they're filed.
- Ravi Thanawala · CFO · departureeff. 2026-07-14
- Joseph Zwillinger · director · departureeff. 2026-05-18
- Lily Yan Hughes · director · appointmenteff. 2025-10-31
Latest filings
- 10-Q · Quarterly report2026-08-19
- 8-K · Company announcement2026-08-19
- DEF 14A · Annual proxy (pay & governance)2026-08-11
- 8-K · Company announcement2026-08-10
- 8-K · Company announcement2026-07-29
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Allbirds, Inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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