{"schema_version":"secwatch.filing_event.v1","accession":"0001653909-23-000023","form_type":"8-K","ticker":"BIRD","cik":"0001653909","company_name":"Allbirds, Inc.","filed_at":"2023-03-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:46.023588+00:00","generated_at":"2026-06-18T07:08:09.741358+00:00","sec_items":["2.02","5.02","7.01","9.01"],"event_type":"other_material","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Allbirds Q4 revenue down 13% to $84.2M, net loss $24.9M; CFO Bufano resigns, Mitchell named","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001653909-23-000023","json":"https://secwatch.observer/filing/0001653909-23-000023.json","markdown":"https://secwatch.observer/filing/0001653909-23-000023.md","text":"https://secwatch.observer/filing/0001653909-23-000023.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000023/0001653909-23-000023-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000023/bird-20230308.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-18T07:08:09.741358+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":[{"claim_id":"32fe6cdf08be06221bc96d97938b11ac3bb58251","claim":"Allbirds, Inc. reported full year 2022 results: revenue $297.8 million, net income $101.4 million, EPS $0.68 per basic and diluted share.","evidence_excerpt":"today reported financial results for the fourth quarter and full year 2022 ended December 31, 2022. Quarter and Full Year Highlights • Full year 2022 net revenue increased 7% to $297.8 million compared to 2021 and increased 36% compared to 2020. 1 • Fourth quarter 2022 net revenue, which included $1.5 million of revenue primarily associated with the previously","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000023/0001653909-23-000023-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2022"},{"label":"Revenue","value":"$297.8 million"},{"label":"Net income","value":"$101.4 million"},{"label":"EPS","value":"$0.68 per basic and diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"33b4edad727d1f5cbf353942f074c82c6fc5f706","claim":"Allbirds, Inc. reported fourth quarter 2022 results: revenue $84.2 million, net income $24.9 million, EPS $0.17 per basic and diluted share.","evidence_excerpt":"2022 net revenue, which included $1.5 million of revenue primarily associated with the previously announced discontinuation of certain first generation apparel, decreased 13% to $84.2 million compared to fourth quarter 2021 and increased 6% compared to fourth quarter 2020. 1 • Full year 2022 United States (U.S.) physical retail channel sales grew 60% compared to 2021;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000023/0001653909-23-000023-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter 2022"},{"label":"Revenue","value":"$84.2 million"},{"label":"Net income","value":"$24.9 million"},{"label":"EPS","value":"$0.17 per basic and diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"698a357790","claim":"Michael Bufano resigned as Chief Financial Officer at Allbirds, Inc..","evidence_excerpt":"On March 8, 2023, Michael Bufano, the Chief Financial Officer and principal accounting officer of the Company, informed the Company of his intention to resign from his role effective April 24, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000023/0001653909-23-000023-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"8c63cb5f0e","claim":"Annie Mitchell was appointed as Chief Financial Officer at Allbirds, Inc..","evidence_excerpt":"On March 8, 2023, the Company’s Board of Directors (the “Board”) appointed Annie Mitchell as the Company’s Chief Financial Officer and principal accounting officer, effective as of April 24, 2023 .","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000023/0001653909-23-000023-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}