earnings
confidence high
sentiment negative
materiality 0.75
Allbirds Q2 net revenue $39.7M (-23.1% YoY); net loss $15.5M, guides FY revenue lower
Allbirds, Inc.
2025-Q2 EPS reported
-$4.64
revenue$71,798,000
- 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.