Welcome to our dedicated page for Allbirds SEC filings (Ticker: BIRD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Allbirds, Inc. (NASDAQ: BIRD) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures filed with the U.S. Securities and Exchange Commission. These documents include current reports on Form 8-K, annual and quarterly reports, and other filings that explain Allbirds’ financial condition, governance and material events.
Allbirds uses Form 8-K to report items such as quarterly financial results, board changes and listing-related matters. For example, the company has filed 8-Ks to furnish earnings press releases for specific quarters, to disclose the appointment or resignation of directors and related committee assignments, and to describe its status with respect to Nasdaq listing rules. These current reports can help investors track developments in areas like board composition, independent director requirements and corporate governance structures.
In its periodic reports, Allbirds discusses metrics such as net revenue, gross margin, net loss and adjusted EBITDA, along with narrative explanations of channel mix, international distributor transitions, retail store closures and cost structure. The company also provides definitions and reconciliations for non-GAAP measures like adjusted EBITDA and adjusted EBITDA margin, outlining which expenses and non-cash items are excluded from these calculations.
Through this filings page, users can review Allbirds’ SEC documents alongside AI-powered summaries that clarify key points from lengthy reports. This includes quick views of quarterly results in Forms 10-Q, annual disclosures in Forms 10-K, and current reports in Forms 8-K, as well as access to information relevant to governance and listing compliance. For those researching BIRD stock, the filings offer a primary source for understanding how Allbirds presents its financial performance, risk factors and corporate actions in an official regulatory context.
Allbirds, Inc. released unaudited preliminary results for the quarter ended March 31, 2026. The company expects net revenue of $22,321 (dollars in thousands), cost of revenue of $16,113, and gross profit of $6,208, implying a gross margin of 27.8%.
Operating expense is estimated at $27,112, leading to a preliminary net loss of $19,589 and adjusted EBITDA of $(16,067) (all dollars in thousands). As of March 31, 2026, Allbirds had cash and cash equivalents of $14.4 million. Management emphasizes these figures are preliminary, unaudited, and subject to change as quarter-end procedures are completed.
Allbirds, Inc. has entered into a senior secured convertible note facility of up to $50 million with an institutional investor to fund a strategic pivot from its loss-making footwear business into AI compute infrastructure. The initial $5.25 million of notes is committed, with the remaining $44.75 million issuable solely at the investor’s option. The notes bear 12.0% interest, mature two years after issuance, include a 5% original issue discount, and are convertible into Class A common stock at formula-based prices subject to ownership caps of 4.99% or 9.99%. Proceeds are expected to be used by a new subsidiary, NewBird AI, LLC, to acquire GPU-based “Electronics Assets,” including current-generation NVIDIA Blackwell server equipment that will be leased for about $2.75 million over three years to a QumulusAI, Inc. subsidiary. In parallel, Allbirds has agreed to sell substantially all of its footwear assets for an expected $35–$36.2 million in net proceeds and plans to rebrand as “NewBird AI,” pursue a capital-intensive, highly speculative Electronics Infrastructure Business, and potentially pay a special dividend, while warning that failure to close the asset sale or secure additional funding beyond the initial tranche could leave the company without sufficient cash and may ultimately lead to dissolution.
Allbirds, Inc. is asking stockholders to approve an asset sale that would transfer its footwear brand and related intellectual property to a buyer and to authorize related charter and Nasdaq matters. The Board says the footwear business has operated at a material loss and proposes to retain the public company, rename it NewBird AI, Inc., and pursue an Electronics Infrastructure Business funded in part by up to $50 million of senior secured convertible notes. Stockholders are also asked to approve a charter amendment to remove the company’s environmental conservation public benefit and to authorize a plan of dissolution the Board could implement within 12 months. The record date is April 13, 2026 and the virtual special meeting is set for May 18, 2026.
Allbirds, Inc. has strengthened support for its previously announced asset sale to Allbirds IP LLC by signing Support Agreements on April 8, 2026 with stockholders holding approximately 71% of voting power as of February 28, 2026. These holders include entities affiliated with Maveron, as well as directors Joey Zwillinger, Tim Brown, and Dick Boyce.
Under these agreements, the parties committed to vote all of their common shares in line with the Board’s recommendations on all proposals at an upcoming special stockholder meeting, including approval of the asset sale and related matters. Allbirds plans to file and mail a proxy statement to stockholders, and highlights that the asset sale remains subject to closing conditions, stockholder approval, and other risks described in its SEC filings.
Allbirds, Inc. (BIRD) reports continued losses and liquidity pressure, raising substantial doubt about its ability to continue as a going concern. The company posted a net loss of $77.3 million in 2025 and used $55.1 million of cash in operating activities, and expects further losses.
Allbirds is closing all remaining full-price U.S. stores to focus on e-commerce, wholesale partners, and international distributors, after already closing 25 stores across 2024–2025. It has shifted most international markets to exclusive distributors covering more than 90 countries and relies heavily on manufacturers in Vietnam.
To bolster liquidity, Allbirds put a $100 million shelf registration in place, launched a $50 million at-the-market stock program (selling 386,289 shares for $1.7 million by year-end 2025) and entered a secured $50.0 million asset-backed revolving credit facility with borrowing-base limits and restrictive covenants. Management highlights significant risks around demand, competition, financing access, and execution of its turnaround and sustainability-focused strategy.
Allbirds, Inc. agreed to sell substantially all of its assets, including its intellectual property, inventory, contracts and related goodwill, to Allbirds IP LLC, an affiliate of American Exchange Group, for $39 million in cash, subject to purchase price adjustments. The transaction was approved by a special board committee and unanimously by the full board and still requires stockholder approval.
Following closing of the asset sale, the company plans to dissolve, wind up its affairs and distribute any remaining net proceeds to stockholders under a board-approved Certificate of Dissolution and Plan of Distribution. Allbirds also amended its credit agreement to obtain lender consent to the sale and adjust liquidity and covenant terms.
Allbirds, Inc. Chief Executive Officer Joseph Vernachio reported an open-market sale of 4,413 shares of Class A common stock at a weighted average price of about $2.6903 per share. According to the disclosure, these shares were sold solely to cover tax withholding obligations tied to the vesting and settlement of restricted stock units and were executed as a predetermined “sell to cover” transaction, not as a discretionary sale. After this transaction, Vernachio directly holds 85,569 shares of Allbirds Class A common stock.
Allbirds, Inc. Chief Financial Officer Mitchell Ann reported an open-market sale of 2,200 shares of Class A common stock on March 3, 2026 at a weighted average price of $2.6957 per share. According to the disclosure, these shares were sold under a non-discretionary “sell to cover” arrangement to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units, rather than a voluntary portfolio decision. Following this tax-related transaction, she directly owns 74,970 Allbirds shares, so her overall equity stake remains largely intact.
Joseph Vernachio submitted a Form 144 notice to sell restricted common stock of Allbirds, Inc. following a restricted stock lapse on 03/03/2026. The filing lists prior sales of 21,334 shares on 12/02/2025 as securities sold during the past three months.