The earnings call highlighted strong product innovation and cost management, with significant progress in marketing and international expansion. However, challenges in gross margin decline, store closures, and macroeconomic uncertainty were notable. Despite these challenges, the company's strategic initiatives and future product launches suggest a positive outlook.

Company Guidance

During the Allbirds Second Quarter 2025 Earnings Conference Call, the company provided guidance reflecting a robust performance with net revenue hitting $40 million, at the high end of their expectations. Adjusted EBITDA exceeded guidance, showcasing strong financial discipline. The gross margin stood at 40.7%, a decline from the previous year due to promotional activities, inventory adjustments, and increased freight costs. Despite challenges, Allbirds anticipates full-year gross margins in the mid-40s. The company has transitioned to a distributor model internationally, aiming for immediate bottom-line profitability. Allbirds plans to launch 19 new styles this season and has initiated a comprehensive marketing strategy, increasing their asset production from 5-10 assets per month to over 100, alongside a fully redesigned website to enhance customer experience. The company maintains a cautious view of the macro environment, adjusting its full-year revenue outlook to a range of $165 million to $180 million, while reiterating adjusted EBITDA guidance between negative $65 million to $55 million.

Top Line Results and Adjusted EBITDA

Allbirds delivered top line results at the high end of expectations, and adjusted EBITDA exceeded guidance range.

Product Innovation and Launches

19 new styles are expected to launch this season, including new materials like Terralux and Aerie, advancing sustainability and style.

Cost Management and SG&A Reduction

SG&A was reduced by 28% compared to the prior year, reflecting lower payroll and occupancy costs.

Inventory Management

Inventories were down 21% year-over-year, indicating strong inventory management strategies.

New Marketing Strategy

A shift to producing over 100 marketing assets per month, aiming to expand reach and impact.

New Distributor Agreements

New agreements were announced for regions in Central and South America and Southern Europe, expanding international presence.

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)	-2.68 / -	-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.