The earnings call showcased strong financial discipline and effective inventory management, alongside innovative product launches and marketing strategies. However, concerns around declining gross margin, store closures, and a conservative revenue outlook due to macroeconomic factors balanced the positive aspects.

Company Guidance -

Q3 2025

During Allbirds' second-quarter 2025 earnings call, the company provided several key metrics and insights into its strategic initiatives. Net revenue for the quarter reached $40 million, aligning with their guidance, while the adjusted EBITDA loss improved to $13 million, surpassing the high end of their guidance by over $3 million. The gross margin was reported at 40.7%, down from 50.5% the previous year, influenced by factors such as promotional activities and increased freight costs. The company also highlighted a reduction in SG&A expenses by 28% compared to the previous year, reflecting lower payroll and occupancy costs. Allbirds announced plans to launch 19 new styles this season, with a focus on product innovation and marketing efforts to drive future growth. Looking ahead, the company adjusted its full-year revenue outlook to a range of $165 million to $180 million, indicating a 3% growth from the previous year when factoring out the impact of store closures and distributor transitions. Despite the top-line adjustments, Allbirds reiterated its full-year adjusted EBITDA guidance, underscoring its commitment to financial discipline and long-term profitability.

Exceeded Adjusted EBITDA Expectations

Adjusted EBITDA exceeded guidance, showing strong financial discipline and cost management.

Innovative Product Launches and Marketing Strategy

Introduction of 19 new styles and a robust marketing strategy with a significant increase in marketing assets, over 100 per month, to enhance brand visibility and customer engagement.

Successful Inventory Management

Ended the quarter with inventories down 21% year-over-year, indicating effective inventory management despite new product launches.

Positive Feedback from Partners

New products and strategies well-received by distributors and partners, reinforcing the company's strategic direction.

Allbirds (BIRD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BIRD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-2.57 / -	-2.68	―	―	―
Aug 07, 2025	2025 (Q2)	-2.69 / -1.79	-2.4	25.25% (+0.61)	―
May 08, 2025	2025 (Q1)	-3.88 / -2.56	-3.6	28.78% (+1.04)	―
Mar 11, 2025	2024 (Q4)	-3.43 / -3.23	-7.4	56.35% (+4.17)	―
Nov 06, 2024	2024 (Q3)	-3.15 / -2.68	-3.693	27.43% (+1.01)
Aug 07, 2024	2024 (Q2)	-3.43 / -2.40	-3.8	36.84% (+1.40)	―
May 08, 2024	2024 (Q1)	-4.29 / -3.60	-4.6	21.74% (+1.00)	―
Mar 12, 2024	2023 (Q4)	-4.47 / -7.40	-2.201	-236.21% (-5.20)	―
Nov 08, 2023	2023 (Q3)	-4.23 / -3.69	-3	-23.10% (-0.69)	―
Aug 08, 2023	2023 (Q2)	-4.39 / -3.80	-2.4	-58.33% (-1.40)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BIRD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$9.81	$6.94	-29.26%
May 08, 2025	$5.41	$5.25	-2.96%
Mar 11, 2025	$6.16	$5.35	-13.15%
Nov 06, 2024	$11.14	$8.72	-21.72%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.