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Upturn AI SWOT - About
Allbirds Inc (BIRD)
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Upturn Advisory Summary
10/23/2025: BIRD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $11
1 Year Target Price $11
| 0 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.98% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 55.15M USD | Price to earnings Ratio - | 1Y Target Price 11 |
Price to earnings Ratio - | 1Y Target Price 11 | ||
Volume (30-day avg) 5 | Beta 1.85 | 52 Weeks Range 3.93 - 12.85 | Updated Date 10/23/2025 |
52 Weeks Range 3.93 - 12.85 | Updated Date 10/23/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -10.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -49.36% | Operating Margin (TTM) -41.65% |
Management Effectiveness
Return on Assets (TTM) -28.26% | Return on Equity (TTM) -78.23% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 54280191 | Price to Sales(TTM) 0.32 |
Enterprise Value 54280191 | Price to Sales(TTM) 0.32 | ||
Enterprise Value to Revenue 0.32 | Enterprise Value to EBITDA -0.61 | Shares Outstanding 5604113 | Shares Floating 5516958 |
Shares Outstanding 5604113 | Shares Floating 5516958 | ||
Percent Insiders 8.57 | Percent Institutions 46.15 |
Upturn AI SWOT
Allbirds Inc
Company Overview
History and Background
Allbirds Inc. was founded in 2016 by Tim Brown and Joey Zwillinger. The company is known for its sustainable footwear and apparel made from natural materials like merino wool, eucalyptus tree fiber, and sugarcane. Initially focusing on online sales, Allbirds later expanded to physical retail locations. The company went public in November 2021.
Core Business Areas
- Footwear: Allbirds' core business is the design, development, and sale of sustainable footwear. Their shoes are known for their comfort and minimalist design, using materials like merino wool, eucalyptus tree fiber (Tree), and sugarcane-based SweetFoam.
- Apparel: Allbirds offers a range of apparel made from sustainable materials, including merino wool and recycled materials. This segment includes items like socks, underwear, and activewear.
- Retail Stores: Allbirds operates a network of physical retail stores to enhance brand awareness and provide customers with a direct shopping experience.
Leadership and Structure
Joey Zwillinger and Tim Brown are co-founders and key leaders. The organizational structure includes departments for product development, marketing, sales, operations, and finance, reporting to the CEO.
Top Products and Market Share
Key Offerings
- Wool Runners: Allbirds' original and most popular product, the Wool Runner is a merino wool shoe known for its comfort and sustainability. Market share data is difficult to pinpoint exactly given broad footwear market competition, but Allbirds has aimed for a premium, eco-conscious segment. Competitors include Rothy's and other sustainable footwear brands as well as traditional athletic shoe companies with eco-friendly lines.
- Tree Runners: Made from eucalyptus tree fiber, the Tree Runner is a lightweight and breathable alternative to the Wool Runner. As above market share numbers are hard to come by. Competitors include Rothy's and other sustainable footwear brands as well as traditional athletic shoe companies with eco-friendly lines.
- Apparel Line: Allbirds offers sustainable apparel including activewear, socks and basics. Market Share numbers are hard to obtain. Competitors are brands like Patagonia and Girlfriend Collective.
Market Dynamics
Industry Overview
The footwear and apparel industry is highly competitive and rapidly evolving, with increasing consumer demand for sustainable and eco-friendly products. Brands are focusing on innovation, sustainability, and direct-to-consumer sales channels.
Positioning
Allbirds is positioned as a premium brand focused on sustainability, comfort, and minimalist design. Its competitive advantage lies in its use of innovative, natural materials and its direct-to-consumer business model.
Total Addressable Market (TAM)
The global footwear and apparel market is estimated at several hundred billion dollars. Allbirds' TAM is the segment of consumers seeking sustainable and comfortable footwear and apparel. Allbirds is attempting to grow into that TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation for sustainability
- Innovative use of natural materials
- Direct-to-consumer business model
- Comfortable and stylish product design
Weaknesses
- Higher price point compared to some competitors
- Limited product line compared to larger athletic brands
- Profitability struggles, especially in early years
- Reliance on specific materials that could be subject to supply chain disruptions.
Opportunities
- Expansion into new product categories
- Increased brand awareness through marketing and retail expansion
- Partnerships with other sustainable brands
- Growing consumer demand for sustainable products
Threats
- Increased competition from established brands and new entrants
- Fluctuations in raw material prices
- Changes in consumer preferences
- Potential for greenwashing accusations if sustainability claims are not accurate
Competitors and Market Share
Key Competitors
- SKX
- ADDYY
- NKE
Competitive Landscape
Allbirds faces competition from established athletic brands like Nike and Adidas, as well as other sustainable footwear companies. Allbirds differentiates itself through its focus on natural materials and direct-to-consumer model, but it must continue to innovate and maintain its brand reputation to stay competitive.
Growth Trajectory and Initiatives
Historical Growth: Allbirds experienced rapid growth in its early years, driven by strong demand for its sustainable products. Growth has slowed more recently due to challenging economic conditions and increased competition.
Future Projections: Future growth projections depend on successful execution of strategic initiatives, including product innovation, retail expansion, and marketing efforts. Analyst estimates vary.
Recent Initiatives: Recent initiatives include expanding the product line, opening new retail stores, and strengthening the brand's sustainability message.
Summary
Allbirds is a sustainability-focused footwear and apparel company with a strong brand reputation and innovative products. While it faces competition and profitability challenges, its commitment to natural materials and direct-to-consumer model are key strengths. To sustain growth, Allbirds needs to continue innovating, expanding its product line, and managing costs effectively. Investors should closely monitor the company's financial performance and competitive positioning.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Industry Analysis
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Allbirds Inc
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2021-04-20 | CEO, President, Secretary & Director Mr. Joe Vernachio | ||
Sector Consumer Cyclical | Industry Apparel Retail | Full time employees 542 | Website https://www.allbirds.com |
Full time employees 542 | Website https://www.allbirds.com | ||
Allbirds, Inc. manufactures and sells footwear and apparel products for men and women in the United States and internationally. The company offers a range of lifestyle products; shoes; and apparel, including classic tees and sweats, socks, and underwear. It sells its products through its retail stores, and third-party retailers and distributors, as well as digital channels comprising websites and marketplace platforms. The company was formerly known as Bozz, Inc. and changed its name to Allbirds, Inc. in December 2015. Allbirds, Inc. was incorporated in 2015 and is headquartered in San Francisco, California.
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