{"schema_version":"secwatch.filing_event.v1","accession":"0001653909-23-000100","form_type":"8-K","ticker":"BIRD","cik":"0001653909","company_name":"Allbirds, Inc.","filed_at":"2023-11-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.950193+00:00","generated_at":"2026-06-08T09:40:49.754528+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Allbirds Q3 revenue down 21% to $57.2M; net loss widens to $31.6M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001653909-23-000100","json":"https://secwatch.observer/filing/0001653909-23-000100.json","markdown":"https://secwatch.observer/filing/0001653909-23-000100.md","text":"https://secwatch.observer/filing/0001653909-23-000100.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000100/0001653909-23-000100-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000100/bird-20231108.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T09:40:49.754528+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":"78f7826310e87e0d44c39b257ce8d000cb4734e6","claim":"Allbirds, Inc. reported the quarter ended September 30, 2023 results: revenue $57.2 million, net income $31.6 million, EPS $0.21 per basic and diluted share.","evidence_excerpt":"footwear and apparel products in a better way, today reported financial results for the third quarter ended September 30, 2023. Q3 2023 Overview • Net revenue decreased 21.2% to $57.2 million versus a year ago and decreased 8.7% compared to Q3 2021 • Net loss of $31.6 million, or $0.21 per basic and diluted share • Adjusted EBITDA 1 loss of $19.0 million • Ending","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1653909/000165390923000100/0001653909-23-000100-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Revenue","value":"$57.2 million"},{"label":"Net income","value":"$31.6 million"},{"label":"EPS","value":"$0.21 per basic and diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}