{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-011965","form_type":"8-K","ticker":"BIRD","cik":"0001653909","company_name":"Allbirds, Inc.","filed_at":"2025-03-11T23:59:59+00:00","discovered_at":"2026-05-14T18:03:04.324079+00:00","generated_at":"2026-05-24T23:46:02.278635+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Allbirds Q4 revenue down 22%; net loss $25.7M; full-year $189.8M; 2025 guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-011965","json":"https://secwatch.observer/filing/0001628280-25-011965.json","markdown":"https://secwatch.observer/filing/0001628280-25-011965.md","text":"https://secwatch.observer/filing/0001628280-25-011965.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653909/000162828025011965/0001628280-25-011965-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653909/000162828025011965/bird-20250311.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-24T23:46:02.278635+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}