Allbirds 2025 Q3 Earnings Narrowed Losses Amid Revenue Decline

Allbirds (BIRD) reported fiscal 2025 Q3 earnings on Nov 7, 2025, . , citing structural changes like store closures and distributor transitions.

Revenue

The total revenue of Allbirds decreased by 23.3% to $32.99 million in 2025 Q3, .

Earnings/Net Income

. Meanwhile, the company successfully narrowed its net loss to $-20.32 million in 2025 Q3, . Despite this, the company has sustained losses for five consecutive years over the corresponding fiscal quarter, underscoring ongoing financial challenges. The EPS improvement reflects cautious progress, though persistent losses highlight structural headwinds.

Post-Earnings Price Action Review

Following the earnings report, Allbirds’ stock experienced a sharp decline, . Month-to-date, . The sell-off reflects investor concerns over the revenue shortfall and structural adjustments, despite the narrowed net loss. The market reaction underscores skepticism about the company’s ability to reverse declining sales and achieve profitability in the near term.

CEO Commentary

, CEO, highlighted Q3 2025 results aligned with expectations, emphasizing strong customer response to new product launches. He outlined strategic priorities: accelerating the turnaround through cost reductions, liquidity enhancement, and value-creating opportunities. Vernachio stressed marketing efforts to capture consumer mindshare, spotlighting gifting ideas and core principles (Comfort, Style, Sustainability). The tone reflects cautious optimism, acknowledging challenges like structural changes (store closures, distributor transitions) while focusing on reigniting growth and operational progress.

Guidance

Allbirds updated 2025 full-year revenue guidance to $161M–$166M (vs. prior $165M–$180M), citing $23M–$25M impact from international distributor transitions and U.S. store closures. . prior $65M–$55M). For Q4 2025, , . The company reiterated liquidity focus amid structural changes, , 2025.

Additional News

Allbirds has prioritized new product innovation, launching the Wool Cruiser and a waterproof collection, which have shown strong consumer demand. The company is also shifting its marketing strategy to emphasize influencer partnerships and product utility. Additionally, Allbirds plans to expand into 150 specialty retail stores by spring 2026, aiming to boost brand visibility and sales. These moves underscore the company’s focus on revitalizing its brand and capturing market share in a competitive footwear landscape.