{"filings":[{"id":554557,"accession_number":"0001628280-26-036896","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-05-20T20:11:47+00:00","items":["5.02"],"status":"ready","headline":"Allbirds co-founder Joseph Zwillinger resigns from board effective May 18, 2026","event_type":"leadership","confidence":"high","bullets":["Joseph Zwillinger, co-founder of Allbirds' footwear business, resigned as director.","Resignation effective May 18, 2026; no disagreement with company operations or policies.","No replacement named on the board following Zwillinger's departure.","Zwillinger remains a co-founder but no longer serves on the board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94452,"accession_number":"0001653909-26-000006","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"Allbirds enters new ATM equity distribution agreement; terminates prior TD facility","event_type":"other_material","confidence":"high","bullets":["New at-the-market sales agreement with Chardan Capital Markets for Class A common stock.","Chardan receives up to 3% commission on gross proceeds from any share sales.","Prior ATM agreement with TD Securities (USA) LLC terminated effective April 27, 2026.","Sales will occur under existing shelf registration statement (File No. 333-288434).","Company not obligated to sell shares; may suspend sales at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94448,"accession_number":"0001193125-26-174460","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K/A","filed_at":"2026-04-24T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","8.01","9.01"],"status":"ready","headline":"Allbirds pivots to GPU infrastructure; sells footwear business, secures $50M convertible note facility","event_type":"other_material","confidence":"high","bullets":["Enters A&R Securities Purchase Agreement for up to $50M senior secured convertible notes at 12% interest, 5% OID.","Initial tranche of $5.25M; proceeds to fund purchase of NVIDIA Blackwell GPUs via subsidiary for compute leasing.","Subsidiary enters $2.75M, 3-year GPU lease with QumulusAI, marking first step into compute infrastructure.","Asset Purchase Agreement to sell footwear business to American Exchange Group; proceeds used to repay existing credit line.","Special meeting of stockholders scheduled May 18, 2026 to vote on Nasdaq approval for >19.99% share issuance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94451,"accession_number":"0001628280-26-026081","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q1 preliminary: revenue $22.3M, net loss $19.6M, EBITDA -$16.1M, cash $14.4M","event_type":"earnings","confidence":"high","bullets":["Net revenue $22.3M (+/-$1M); gross margin 27.8% (+/-450bps).","Net loss $19.6M (+/-$3M); adjusted EBITDA -$16.1M (+/-$2M).","Cash and cash equivalents $14.4M as of March 31, 2026.","Results are preliminary, subject to change upon completion of quarter-end review."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94450,"accession_number":"0001193125-26-164338","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","8.01","9.01"],"status":"ready","headline":"Allbirds executes $50M convertible facility, plans pivot to AI compute infrastructure","event_type":"other_material","confidence":"high","bullets":["$50M convertible financing facility with institutional investor; initial $3.25M close, up to $44.75M additional tranches.","Convertible notes bear 12% interest, 5% OID, convertible at 120% of lower of two closing bid prices.","First transaction: $2.75M three-year GPU lease with QumulusAI subsidiary for NVIDIA Blackwell GPUs.","Company to sell Allbirds brand & footwear assets to American Exchange Group; intends to rename to NewBird AI.","Special dividend planned for Q3 2026 to holders of record May 20, 2026, subject to stockholder approval of asset sale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94449,"accession_number":"0001193125-26-155150","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Allbirds secures support agreements from holders of ~71% voting power for asset sale","event_type":"m_and_a","confidence":"high","bullets":["Support agreements cover ~71% of voting power (as of Feb 28, 2026) from Maveron, founders, and board members.","Parties agree to vote all their shares in favor of the asset sale and related proposals at the special meeting.","The asset sale, previously announced March 29, 2026, involves Allbirds IP LLC (affiliated with American Exchange Group).","Allbirds will file a proxy statement and hold a special meeting for stockholder approval of the sale.","The Board recommends that stockholders approve the Asset Purchase Agreement and the asset sale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106836,"accession_number":"0001628280-26-022181","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["1.01","8.01","2.03","7.01","9.01"],"status":"ready","headline":"Allbirds enters $39M asset sale with American Exchange Group; plans dissolution","event_type":"m_and_a","confidence":"high","bullets":["Sells substantially all IP, inventory, and other assets for $39M cash to AXNY.","Transaction requires stockholder approval; proxy statement due by April 24, 2026.","Closing expected in Q2 2026; net proceeds distribution to stockholders anticipated in Q3 2026.","Credit agreement amended: minimum cash covenant reduced from $10M to $7.5M.","Cancels Q4 2025 earnings call; will file 10-K by March 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106835,"accession_number":"0001628280-26-003900","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Allbirds to close all US full-price retail stores by end of February 2026","event_type":"other_material","confidence":"high","bullets":["Closing all 9 remaining full-price U.S. stores by end of Feb 2026; shifting focus to e-commerce, wholesale, and international distributorships.","Will retain 2 outlet stores in the U.S. and 2 full-price stores in London as brand touchpoints.","Closures expected to be capital-light; SG&A savings and related cash charges to be discussed on Q4/FY2025 call in March 2026.","CEO Joe Vernachio says exiting unprofitable doors supports long-term health and turnaround strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123148,"accession_number":"0001628280-25-050181","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q3 revenue $33.0M (-23.3% YoY), net loss $20.3M, adj EBITDA loss $15.7M","event_type":"earnings","confidence":"high","bullets":["Net revenue $33.0M, down 23.3% YoY; gross margin 43.2% (-120bps).","Net loss $20.3M ($2.49/sh) vs $21.2M loss last year; adjusted EBITDA loss $15.7M (above guidance).","Inventory down 25% to $43.1M; cash $23.7M with $12.3M drawn on $50M credit facility.","Full-year 2025 revenue outlook updated; midpoint of adjusted EBITDA guidance reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":-7.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":104787000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123147,"accession_number":"0001628280-25-047831","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Allbirds appoints Lily Yan Hughes as independent director to its board","event_type":"leadership","confidence":"high","bullets":["Appointed effective October 31, 2025; serves as Class I director standing for reelection at 2028 annual meeting.","Received initial RSU grant with grant-date fair value of $200,000 under 2021 Equity Incentive Plan.","Will chair Sustainability, Nomination and Governance Committee; also serves on Management Compensation and Leadership Committee.","Former Senior VP, Chief Legal Officer and Corporate Secretary at Arrow Electronics and Public Storage.","Ms. Hughes brings expertise in technology, distribution, real estate, capital markets and governance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139823,"accession_number":"0001653909-25-000081","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["3.01","5.02"],"status":"ready","headline":"Allbirds loses Nasdaq independent-director compliance after board resignation","event_type":"regulatory","confidence":"high","bullets":["Director Ann Freeman resigns effective Sept 8, 2025 to become President of Foot Locker, North America.","Resignation was not due to any disagreement with Allbirds on operations, policies, or practices.","Company no longer complies with Nasdaq Rule 5605(b)(1) requiring independent director majority.","Cure period available until Sept 8, 2026 or next annual meeting to regain compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139822,"accession_number":"0001653909-25-000049","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q2 net revenue $39.7M (-23.1% YoY); net loss $15.5M, guides FY revenue lower","event_type":"earnings","confidence":"high","bullets":["Net revenue $39.7M, at high end of guidance but down 23.1% YoY; gross margin fell 980 bps to 40.7%.","Net loss $15.5M ($1.92/share); adjusted EBITDA loss $12.6M, above guidance range.","Inventory $42.2M (-21.3% YoY); cash $33.1M with $5.0M drawn on new $75M revolver.","Full-year 2025 revenue guidance revised lower; reiterated adjusted EBITDA guidance.","CEO cites product and marketing initiatives expected to return to top-line growth in Q4 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":71798000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139821,"accession_number":"0001193125-25-153141","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Allbirds secures $75M credit facility and $50M ATM equity program","event_type":"other_material","confidence":"high","bullets":["New $50M asset-based revolving credit facility with $25M accordion (total $75M), replacing prior $50M facility maturing April 2026.","Facility priced at SOFR+575 bps, matures June 30, 2028; proceeds for general corporate purposes.","ATM sales agreement with TD Cowen for up to $50M of Class A common stock; registration for $22.5M filed but not yet effective.","Prior $50M revolving credit facility with JPMorgan Chase terminated upon repayment.","Company reported $39.1M cash as of March 31, 2025; CFO says actions enhance capital structure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157410,"accession_number":"0001653909-25-000032","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Allbirds stockholders elect Ann Freeman as director, ratify Deloitte & Touche as auditor","event_type":"other_material","confidence":"high","bullets":["Ann Freeman elected as Class I director with 25,332,484 votes for, 855,466 withheld, and 1,846,063 broker non-votes.","Ratification of Deloitte & Touche LLP as independent auditor for FY2025 passed with 27,902,443 votes for, 116,229 against, 15,341 abstained.","Annual Meeting held June 6, 2025; both proposals passed without contest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}