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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Allbirds (BIRD) investor relations material
Allbirds Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 net revenue was $39.7M, down 23.1% year-over-year but at the high end of guidance, mainly due to store closures and distributor transitions.
Adjusted EBITDA loss improved to $12.6M, exceeding guidance and reflecting cost reductions.
Net loss for Q2 was $15.5M, an improvement from $19.1M a year ago, driven by reduced operating expenses.
Significant progress made in brand reinvigoration, operational efficiency, and financial positioning.
Inventory reduced by 21.3% year-over-year to $42.2M.
Financial highlights
Q2 net revenue: $39.7M (down 23.1% year-over-year); six months ended June 30, 2025: $71.8M (down 21.0%).
Gross margin for Q2 was 40.7%, down from 50.5% year-over-year due to promotions, inventory adjustments, and channel mix.
SG&A expense for Q2 was $24.2M (60.9% of revenue), down from $33.6M (65.0%) a year ago.
Q2 adjusted EBITDA loss: $12.6M (Q2 2024: $13.7M); six months: $31.2M (2024: $34.6M).
Cash and cash equivalents at quarter end were $33.1M, with $5M drawn on the credit facility.
Outlook and guidance
Full-year 2025 net revenue outlook updated to $165M–$180M, reflecting $20M–$25M impact from distributor transitions and store closures.
Q3 net revenue guidance set at $33M–$38M; adjusted EBITDA loss of $20M to $16M.
Full-year adjusted EBITDA guidance reiterated at negative $65M to $55M.
Q4 expected to deliver year-over-year sales growth, with new product and marketing initiatives anticipated to drive revenue.
Liquidity expected to be sufficient for the next 12 months, but long-term funding may require additional equity or debt.
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Next Allbirds earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
An eco-friendly footwear brand who took the world by storm
Allbirds is a popular footwear brand that specializes in sustainable and comfortable shoes. The company is known for its commitment to using eco-friendly materials, innovative design, and a focus on providing superior comfort to its customers. Allbirds' menu of footwear options includes sneakers, slip-ons, and other styles, all made from renewable and natural materials like merino wool, eucalyptus fiber, and recycled plastics. The company's dedication to sustainability and creating stylish, comfortable shoes has garnered a loyal customer base that values both style and environmental responsibility.
Omni channel
Allbirds primarily earns its revenue through the sale of its footwear products. The company operates an e-commerce platform, allowing customers to conveniently purchase shoes directly from their website. Allbirds also has physical retail stores in select locations, providing customers with the opportunity to try on and purchase shoes in person. In addition to footwear sales, Allbirds has expanded its product offerings to include accessories like socks, apparel, and shoe care items, further diversifying its revenue streams.
Direct-to-consumer
Allbirds follows a direct-to-consumer business model, eliminating the need for intermediaries and retail markups. By selling directly to customers, the company can offer high-quality footwear at competitive prices. Allbirds' commitment to sustainability is ingrained in its business practices. The company prioritizes using natural, renewable, and recycled materials to reduce its environmental impact. Allbirds also promotes transparency in its supply chain and manufacturing processes, ensuring ethical practices and fair treatment of workers.
Founded by a professional soccer player
Allbirds was founded in 2014 by Tim Brown, a former professional soccer player, and Joey Zwillinger, an engineer and renewable materials expert. The idea behind Allbirds originated from Tim Brown's desire to create a simple and sustainable shoe that combined comfort and style. The company gained significant attention for its innovative use of merino wool, a natural and sustainable material that provides exceptional comfort and temperature regulation.
As for its peers, three notable listed companies in the footwear industry are: Nike, Crocs, and Deckers Outdoor Corporation.
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