Allbirds, Inc. Class A (BIRD)

Allbirds' stock price has experienced fluctuations in the past six months. As of November 24, 2025, the stock price was $4.84 per share, a decrease from $8.28 per share on November 25, 2024. Key events include the Q3 2025 earnings report with net revenue of $33 million and a net loss of $20.3 million, Q1 2025 financial results with net revenue of $32.1 million and a net loss of $21.9 million, a Nasdaq non-compliance notice for its stock performing below $1, and insider selling over the past three months.

Allbirds' business is influenced by seasonal trends typical of the retail footwear and apparel industry. Sales are usually lower in the first quarter and higher during the end-of-year holiday period. The company also hires seasonal employees in retail and customer experience during the peak holiday selling season.

Allbirds, Inc. is a global lifestyle brand specializing in sustainable footwear and apparel, founded in 2015 and headquartered in San Francisco. The company's products include footwear collections like the Wool Collection, Tree Collection, Dasher Series, and Mizzle Collection, as well as apparel made with sustainable materials. Allbirds operates on a direct-to-consumer business model through e-commerce and physical retail stores, expanding internationally through distributors.

Allbirds has a global presence with its headquarters in San Francisco, operating approximately 60 company-operated stores across seven countries, mainly in the United States. The company is expanding internationally in Europe, Asia, and Australia, with recent distribution partnerships in Europe and Latin America. Footwear is primarily produced in Vietnam, while apparel is mainly produced in Vietnam and Peru, with additional support from China, the United States, and Guatemala.

Allbirds has built its brand reputation on sustainability, comfort, and minimalist design, emphasizing its commitment to ESG principles. The company launched its "Remix" collection, transforming manufacturing waste into new shoes, and a new brand marketing campaign, "Cards on the Table." However, Allbirds has faced criticism regarding product durability, greenwashing allegations, and a decline in sales and market share.

Allbirds has a mixed ownership structure consisting of institutional shareholders, insiders, and retail investors. Institutional shareholders own approximately 18.33% to 22.87% of the company, with major holders including Fmr Llc, Vanguard Group Inc, and BlackRock, Inc. Insiders own approximately 52.74% of the company, with Goldman Sachs Group Inc being the largest individual shareholder. Retail investors hold a substantial portion, estimated at around 28.93% to 72.41% of the company's stock.