{"filings":[{"id":1389837,"accession_number":"0001628280-26-046599","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-07-01T20:59:13+00:00","items":["5.02"],"status":"ready","headline":"Smartbird director Ravi Thanawala resigning July 14 to become CFO at American Eagle","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Ravi Thanawala resigned from the Board, effective July 14, 2026.","He is leaving to become CFO of American Eagle Outfitters, Inc.","Resignation not due to any disagreement with the company.","No replacement has been announced yet."],"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,"calibrated_materiality_score":0.3,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1093597,"accession_number":"0001193125-26-273417","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-06-17T12:10:07+00:00","items":["1.01","5.02","5.03","7.01","9.01"],"status":"ready","headline":"Allbirds rebrands as Smartbird, appoints AI CEO Nadia Carlsten, ups convertible note to $100M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nadia Carlsten appointed President, CEO and director effective June 18, replacing Joe Vernachio (resigns June 19).","Company renamed Smartbird, Inc.; public benefit corporation status removed, effective June 15, 2026.","Convertible note facility increased from $50M to $100M; conversion price for incremental notes set at $4.00.","Lily Yan Hughes appointed board chair; Carlsten receives $700K salary, 1.53M RSUs (inducement grant).","Company completed sale of Allbirds brand and footwear assets; now focuses on AI infrastructure as a managed service."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1056317,"accession_number":"0001628280-26-043145","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-06-15T20:01:39+00:00","items":["2.01","8.01","9.01"],"status":"ready","headline":"Allbirds closes $40.7M sale of footwear business to American Exchange Group; declares special dividend","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed asset sale of footwear business on June 9, 2026 for $40.7M cash; $3M placed in escrow for 60 days.","Sale includes global trademarks, inventory, customer lists, and related IP; purchaser assumes certain liabilities.","Board sets June 25, 2026 as record date for special dividend from sale proceeds; payment within 60 days.","Transaction enabled by Asset Purchase Agreement originally signed March 29, 2026."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1001598,"accession_number":"0001193125-26-267762","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-06-11T20:46:32+00:00","items":["8.01","9.01"],"status":"ready","headline":"Allbirds upsizes ATM equity offering by $48.1 million, potential dilution for shareholders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company increased ATM offering capacity by $48.1 million under existing sales agreement with Chardan.","Filed prospectus supplement on June 11, 2026 to register additional shares under existing S-3.","No terms specified; shares sold at prevailing market prices through at-the-market program.","This equity raise may dilute existing shareholders; company's cash needs not disclosed."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":972560,"accession_number":"0001628280-26-042166","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-06-10T20:02:38+00:00","items":["3.02","9.01"],"status":"ready","headline":"Allbirds sells $5M in convertible notes under previously disclosed $50M facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Sold $5.0M aggregate principal amount of senior secured convertible notes on June 4, 2026.","Notes convertible into Class A common stock; sold under Rule 506(b) exemption.","$41.75M of the facility remains available for future sales at holders' option.","Proceeds to be used for general corporate purposes and working capital.","Part of this tranche ($2M) was subject to Nasdaq approval as disclosed in prior proxy."],"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":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":860959,"accession_number":"0001628280-26-040772","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-06-04T20:07:16+00:00","items":["5.07","9.01"],"status":"ready","headline":"Allbirds stockholders approve asset sale to Allbirds IP LLC at special meeting","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Proposal 1 (Asset Sale) approved with 26,898,792 votes for, 28,059 against, 8,162 abstained.","Charter amendment, Nasdaq listing rule compliance, and adjournment proposals also approved.","All proposals passed by overwhelming margins at June 3, 2026 special meeting.","Asset Sale is pursuant to Asset Purchase Agreement dated March 29, 2026 with Allbirds IP LLC."],"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,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":724037,"accession_number":"0001628280-26-038894","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2026-05-28T21:03:57+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Allbirds amends credit agreement: revolver cut to $44.2M, adds $5.8M term loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Third Amendment reduces revolving commitments from $50M to $44.2M.","New Term Loan A of up to $3.3M and Term Loan B of up to $2.5M added.","Amendment includes waiver of prepayment requirements for the reduction.","Conditions precedent include Solvency certificate and no Material Adverse Effect since Dec. 31, 2025.","Loan parties release all claims against lenders and agent through the amendment date."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"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","summary_kind":"llm","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,"calibrated_materiality_score":0.45,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.45,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.9,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.9,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.9,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.6,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.3,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.35,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.1,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157409,"accession_number":"0001653909-25-000023","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q1 net revenue $32.1M, down 18.3%; reiterates FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net revenue $32.1M, down 18.3% YoY; net loss $21.9M ($2.73/sh).","Adjusted EBITDA loss $18.6M, improving from $20.9M loss a year ago.","Inventory down 29.3% to $42.9M; cash $39.1M, no revolver borrowings.","Reiterates FY2025 net revenue guidance $175-195M, adjusted EBITDA loss $65-55M.","Provides Q2 2025 guidance: net revenue $36-41M, adjusted EBITDA loss $19-16M."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":32114000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157408,"accession_number":"0001653909-25-000020","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Allbirds director Neil Blumenthal will not stand for reelection at 2025 Annual Meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Neil Blumenthal has served on the Board since August 2018 and currently sits on the Management Compensation and Leadership Committee.","His decision is not due to any disagreement with Allbirds regarding operations, policies, or practices.","He will continue as a director until the 2025 Annual Meeting date."],"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,"calibrated_materiality_score":0.3,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175779,"accession_number":"0001628280-25-011965","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q4 revenue down 22%; net loss $25.7M; full-year $189.8M; 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $55.9M (-22.4% YoY); net loss $25.7M ($3.23/share); adjusted EBITDA loss $19.2M.","Full year net revenue $189.8M (-25.3%); net loss $93.3M ($11.87/share); adjusted EBITDA loss $70.0M.","Full year gross margin improved 170bps to 42.7%; inventory down 23.6% to $44.1M; cash $66.7M, no revolver draws.","2025 guidance: expects $18-23M revenue drag from international distributor transitions and 20 US store closures.","CEO Vernachio targets return to top-line growth in Q4 2025; operating with financial discipline."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192708,"accession_number":"0001628280-24-045700","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q3 net revenue falls 24.9% to $43M, net loss $21.2M; provides updated FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net revenue $43.0M (-24.9% YoY); within guidance range.","Gross margin improved ~90 bps to 44.4%; net loss $21.2M (EPS -$2.68).","Adjusted EBITDA loss $16.2M, within guidance; inventory down 28.1% to $57.5M.","Cash $78.6M, no revolver borrowings; completed distributor transitions in China, Europe, and Latin America.","Updated FY 2024 revenue guidance and narrowed Adjusted EBITDA range."],"consensus_eps_estimate":null,"consensus_eps_actual":-8.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":133905000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209153,"accession_number":"0001653909-24-000064","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2024-08-30T23:59:59+00:00","items":["3.03","5.03","7.01","8.01","9.01"],"status":"ready","headline":"Allbirds announces 1-for-20 reverse stock split to regain Nasdaq compliance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reverse split at 1-for-20 ratio, effective 5 p.m. EDT on Sept 4, 2024; post-split trading begins Sept 5.","Each 20 pre-split shares become 1 post-split share; par value unchanged; no fractional shares issued.","Trading symbol remains BIRD; new CUSIP 01675A208; cash paid in lieu of fractional shares.","Split intended to meet Nasdaq minimum bid price requirement; stockholder approval obtained Aug 13, 2024.","All outstanding equity awards proportionately adjusted; Computershare acts as exchange agent."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209152,"accession_number":"0001653909-24-000061","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"Allbirds appoints Ravi Thanawala to board; shareholders approve reverse stock split","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Mandy Fields resigns effective Sept 10, 2024; no disagreement with the company.","Ravi Thanawala, CFO of Papa John's (PZZA) and former Nike executive, appointed to board effective Sept 10, 2024; will chair Audit Committee.","Stockholders approved reverse stock split at ratio ranging from 1:10 to 1:50; board will set exact ratio.","Thanawala receives 166,667 RSUs under the company's 2021 Equity Incentive Plan."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209151,"accession_number":"0001628280-24-035616","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q2 revenue down 26.8% to $51.6M; gross margin improves 770 bps to 50.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $19.1M ($0.12/share) vs $28.9M loss a year ago; adjusted EBITDA loss of $13.7M.","Inventory down 42% YoY to $53.7M; cash $87.2M with no revolver borrowings.","Entered distributor agreements for Benelux, Scandinavia; completed transitions in Japan, Australasia; post-quarter China.","CEO expects return to top-line growth in 2025 based on product momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":90909000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227036,"accession_number":"0001653909-24-000035","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Allbirds stockholders elect three Class III directors and ratify Deloitte as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class III directors Dick Boyce, Timothy Brown, and Mandy Fields elected with overwhelming votes for.","Deloitte & Touche LLP ratified as independent auditor for FY 2024 with 561,987,269 votes for.","Annual Meeting held on June 7, 2024; all proposals approved per proxy statement filed April 25, 2024.","No material changes to board composition or auditor; routine annual meeting procedures."],"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,"calibrated_materiality_score":0.1,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227035,"accession_number":"0001628280-24-021669","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q1 net revenue down 27.6% to $39.3M; net loss $27.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $39.3M, down 27.6% YoY; gross margin improved 680 bps to 46.9%.","Net loss $27.3M ($0.18 per share); adjusted EBITDA loss $20.9M, above guidance.","Inventory $60.6M, down 45% YoY; cash $102.1M with no revolver borrowings.","Full-year 2024 guidance reiterated: revenue $190M-$210M, gross margin 42%-45%.","Company signed distributor agreements for Gulf Countries and Southeast Asia; closed 3 U.S. stores."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":39327000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227034,"accession_number":"0001653909-24-000020","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2024-04-08T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Allbirds receives Nasdaq delisting notice for bid price below $1.00","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Notice on April 2, 2024; closing bid price below $1.00 for 30 consecutive days.","180-day cure period until September 30, 2024 to regain compliance.","To cure, bid price must close at $1.00+ for 10 consecutive business days.","If not cured, may seek additional 180-day period on Nasdaq Capital Market.","Company monitoring bid price; no specific remedial actions decided yet."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245959,"accession_number":"0001653909-24-000012","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Allbirds appoints new CEO as Q4 net revenue falls 14.5%; net loss $56.8M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Joey Zwillinger steps down March 15; COO Joe Vernachio appointed CEO and to Board.","Q4 net revenue $72.0M (-14.5% YoY); net loss $56.8M ($0.37 diluted EPS).","Full year 2023 net revenue $254.1M (-14.7% YoY); net loss $152.5M ($1.01 diluted EPS).","Inventory down 51% to $57.8M; cash & credit facility $180M liquidity.","Adjusted EBITDA loss $78.4M for FY2023; margin declined to -30.9%."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263413,"accession_number":"0001653909-23-000100","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q3 revenue down 21% to $57.2M; net loss widens to $31.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $57.2M, -21.2% YoY; net loss $31.6M ($0.21 per share) vs $25.2M a year ago.","Adjusted EBITDA loss $19.0M vs $14.8M; margin declined to (33.1)% from (20.4)%.","Gross margin narrowed to 43.5% from 44.8%; SG&A 76.1% of revenue vs 61.4%.","Inventory down 37% to $79.9M; operating cash use improved to $5.4M from $17.5M.","Progress on strategic transformation: transitioned to distributor model in Canada and South Korea."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":182075000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280628,"accession_number":"0001653909-23-000093","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2023-08-21T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Allbirds amends bylaws to update advance notice and proxy solicitation rules","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board adopted bylaw amendments effective August 17, 2023, including new Rule 14a-19 compliance requirements.","Stockholders proposing nominations must disclose proxy solicitation intent and provide evidence of compliance.","Non-compliant nominations will be disregarded even if included in proxy materials.","White proxy card reserved for Board; stockholders soliciting proxies must use a different color.","Other technical and clarifying changes made to the bylaws."],"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,"calibrated_materiality_score":0.1,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280627,"accession_number":"0001653909-23-000085","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q2 revenue $70.5M, down 9.8% YoY; net loss $28.9M; Q3 guidance issued","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $70.5M (down 9.8% YoY but up 3.8% vs Q2 2021); gross margin improved to 42.8% from 36.1%.","Net loss $28.9M ($0.19 per share) vs $29.4M YoY; adjusted EBITDA loss $18.3M vs $20.8M YoY.","Inventory $92.8M, down 24% YoY; generated $0.8M positive operating cash flow vs negative $24.1M a year ago.","SG&A rose to $46.2M (65.6% of revenue) due to 16 new stores; marketing spend cut to $12.5M (17.8% of revenue).","Restructuring charges of $1.0M tied to strategic transformation plan announced March 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":124832000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299244,"accession_number":"0001653909-23-000072","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2023-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Allbirds stockholders elect Levitan and Zwillinger as Class II directors, ratify Deloitte as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Dan Levitan elected with 510.1M votes for, 33.9M withheld; Joseph Zwillinger with 532.4M for, 11.6M withheld.","Ratification of Deloitte & Touche LLP as independent auditor for FY2022 approved: 568.7M for, 0.96M against, 0.5M abstain.","Both directors to serve until 2026 Annual Meeting or until successors elected or earlier resignation/removal.","Annual Meeting held June 9, 2023; all voting results reported as routine governance items."],"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,"calibrated_materiality_score":0.1,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299243,"accession_number":"0001653909-23-000062","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Allbirds Q1 net revenue down 13.4% to $54.4M, net loss $35.2M; Co-CEO Timothy Brown steps down","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $54.4M, down 13.4% YoY; net loss $35.2M ($0.23 per share) vs $21.9M loss in Q1 2022.","Adjusted EBITDA loss $21.7M vs $12.2M loss a year ago; Q2 guidance for adjusted EBITDA loss $20-23M.","Timothy Brown transitions from Co-CEO to non-executive Chief Innovation Officer effective May 4, 2023.","Cash usage improved 50.6% YoY; ended Q1 with $143.3M cash; extended undrawn revolver to $50M through 2026.","Gross margin fell to 40.1% from 51.9% due to promotional activity, inventory write-downs, and manufacturing transition costs."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":54352000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299242,"accession_number":"0001653909-23-000054","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Allbirds director Emily Weiss will not stand for reelection at 2023 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Emily Weiss notified Allbirds she will not stand for reelection at the 2023 Annual Meeting of Stockholders.","Weiss served on the Board since October 2020 and on the Sustainability, Nomination, and Governance Committee.","Decision not due to any disagreement with the Company on operations, policies, or practices.","She will continue to serve as a director until the date of the Annual Meeting."],"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,"calibrated_materiality_score":0.35,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299241,"accession_number":"0001653909-23-000045","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Allbirds amends credit facility: commitment to $50M, maturity extended to 2026, margin up 50bps","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Committed amount under revolving credit facility increased from $40M to $50M; uncommitted incremental capacity raised from $35M to $50M.","Maturity extended from Feb 20, 2024 to April 17, 2026; interest rate margin increased by 0.50% to SOFR+1.75%/2.00% based on availability.","Dominion Event Date triggered when Availability falls below 25% of total commitments, requiring additional reporting/controls.","Amendment with JPMorgan Chase; no other lenders listed. All conditions satisfied as of April 17, 2023."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":319411,"accession_number":"0001653909-23-000023","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2023-03-09T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Allbirds Q4 revenue down 13% to $84.2M, net loss $24.9M; CFO Bufano resigns, Mitchell named","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 revenue $84.2M (-13% YoY); full-year revenue $297.8M (+7%).","Q4 net loss $24.9M ($0.17 loss per share); adjusted EBITDA loss $12.5M.","Q1 2023 guidance: revenue $45-50M (down 20-28% YoY), adj. EBITDA loss $26-29M.","CFO Michael Bufano resigning April 24; replaced by Annie Mitchell (ex-Gymshark, adidas).","Mitchell's base salary $375k, target bonus 40%, equity grants totaling ~$2M."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":337609,"accession_number":"0001653909-22-000082","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q3 revenue $72.7M (+16% YoY); GAAP net loss $25.2M; adjusted EBITDA loss beat guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $72.7M, +16% YoY; adjusted revenue $72.2M (+15% YoY) ahead of guidance.","GAAP net loss $25.2M ($0.17 per share); adjusted net loss $22.4M ($0.15 per share).","Adjusted EBITDA loss $12.7M, ahead of guidance targets.","Opened six U.S. stores during Q3; total 38; physical retail sales grew 53% YoY.","Maintained full year 2022 guidance despite ongoing macro headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":213588000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354981,"accession_number":"0001653909-22-000068","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2022-08-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Allbirds appoints former Nike VP Ann Freeman to board, replacing Nancy Green","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Nancy Green resigned August 12, 2022; no disagreement with the company.","Ann Freeman appointed effective August 16, 2022; served 26 years at Nike, most recently VP/GM of North America.","Freeman will serve as Class I director, standing for reelection at the 2025 annual meeting.","She will join the Compensation and Leadership Management and Sustainability, Nomination, and Governance Committees.","Freeman receives standard non-employee director compensation; no material interests in any related-party transactions."],"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,"calibrated_materiality_score":0.35,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354980,"accession_number":"0001653909-22-000060","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2022-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q2 revenue $78.2M (+15% YoY); 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Green received 550.6M votes for.","Ratification of Deloitte & Touche as FY2022 auditor approved with 585.0M votes for."],"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,"calibrated_materiality_score":0.1,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":373039,"accession_number":"0001653909-22-000034","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q1 revenue up 26% to $62.8M; net loss widens to $21.9M; cuts FY guidance on international headwinds","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $62.8M (+26% YoY); US up 35% to $48.9M, international flat at $13.8M due to Ukraine/China lockdowns.","GAAP net loss $21.9M ($0.15/share) vs $13.5M loss in Q1 2021; adjusted EBITDA loss $12.2M.","Gross margin 51.9% (down 10 bps) from higher distribution costs and FX, partly offset by product mix and pricing.","Q2 2022 guidance: revenue $75-79M (10-16% growth); adjusted EBITDA loss $14-11M.","FY 2022 revenue guidance lowered to $335-345M (21-24% growth) from prior; adjusted EBITDA loss $25-21M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":62763000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391818,"accession_number":"0001653909-22-000009","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2022-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q4 revenue $97.2M (record), FY2021 $277.5M (+27%); guides FY2022 $355-365M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2021 net revenue $97.2M, up 23% YoY; full year $277.5M, up 27% from 2020.","Full year GAAP net loss $45.4M ($0.65/share) vs. $25.9M loss in 2020; adjusted EBITDA loss improved 24% to $11.7M.","Gross margin expanded 145 bps to 52.9% for FY2021; Q4 gross margin 50.2%.","Opened 13 stores in 2021, ending with 35 locations; retail channel sales grew 112% YoY.","FY2022 revenue guidance raised to $355-365M (+28-32%); Q1 2022 revenue guidance $60-62M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":277472000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410078,"accession_number":"0001653909-21-000008","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2021-11-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Allbirds Q3 revenue $62.7M (+33% YoY); net loss $13.8M; FY2021 guidance $270-272M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $62.7M, up 33% YoY and 40% vs Q3 2019; U.S. revenue up 42% to $47.7M.","Gross margin expanded 120 bps to 54.1%; GAAP net loss $13.8M ($0.25/share) vs $7.0M loss YoY.","Adjusted EBITDA loss $6.3M vs $3.8M loss YoY; margin -10.1% vs -8.1%.","FY2021 guidance: net revenue $270-272M (23-24% growth), adjusted EBITDA loss $17-15M.","Ended Q3 with $65M cash; November 2021 IPO raised ~$252.8M net proceeds."],"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,"calibrated_materiality_score":0.7,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410077,"accession_number":"0001628280-21-022029","cik":1653909,"company_name":"Allbirds, Inc.","ticker":"BIRD","form_type":"8-K","filed_at":"2021-11-05T23:59:59+00:00","items":["5.03","7.01","9.01"],"status":"ready","headline":"Allbirds closes IPO and adopts amended charter and bylaws","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of Class A common stock closed on November 5, 2021.","Ninth amended and restated certificate of incorporation filed with Delaware.","Amended and restated bylaws effective immediately prior to IPO closing.","Company disclosed list of social media channels used for material public information."],"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":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":36054242.55189873,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}