NASDAQ$BIRD
Allbirds Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Allbirds reported a decline in revenue and gross margin in Q4 2024, with continued losses but improved cost control measures.
Allbirds reported Q4 2024 revenue of $55.9 million, a 22.4% decline from the prior year, primarily due to lower unit sales and international distributor transitions. The company reported a net loss of $25.7 million, or ($3.23) per share. Gross margin declined to 31.3% due to inventory adjustments and increased freight costs. However, cost-cutting initiatives helped reduce selling, general, and administrative expenses. The company remains focused on product innovation and strategic shifts to improve performance in 2025.
- Q4 2024 revenue declined 22.4% year-over-year to $55.9 million.
- Gross margin fell 670 basis points to 31.3% due to inventory adjustments and freight costs.
- Net loss improved to $25.7 million from $56.8 million in Q4 2023.
- Cash and cash equivalents stood at $66.7 million with no outstanding borrowings.
Headline financials
Revenue & EPS history
Allbirds · Revenue · Quarterly
$55.9M
Forward guidance
Allbirds expects revenue between $175 million and $195 million in 2025, with continued cost reductions and strategic shifts to improve profitability.
Tailwinds
- 2025 revenue guidance set between $175 million and $195 million.
- U.S. net revenue projected between $145 million and $160 million.
- International revenue forecasted between $30 million and $35 million.
- Strategic shift to distributor model expected to improve efficiency.
- Continued cost-cutting measures to improve financial performance.
Headwinds
- Revenue decline expected due to transition to distributor model.
- First quarter 2025 revenue guidance below prior-year levels.
- Gross margin pressure may continue due to inventory adjustments.
- Marketing expenses remain high despite cost-cutting efforts.
- Competitive pressures in the footwear market remain a challenge.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2024
-8.6%
Avg return
Earnings day
-8.6%
Avg return
5 days after
-0.2%
Avg return
30 days after
25%
6 / 24 earnings
Positive
+24.4%
Q4 2019
Best reaction
-51.2%
Q4 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -2.8% | -13.7% | — | |
| Q4 2025 | +3.6% | +10.9% | +252.1% | |
| Q3 2025 | -7.2% | -28.2% | -39.7% | |
| Q2 2025 | -29.4% | -27.9% | -36.2% | |
| Q1 2025 | -2.4% | +23.8% | +58.0% | |
| Q4 2024 | -13.1% | -13.5% | -27.6% | |
| Q3 2024 | -23.2% | -29.7% | -30.9% | |
| Q2 2024 | +8.2% | +6.5% | -7.8% | |
| Q1 2024 | -10.4% | +2.9% | -19.4% | |
| Q4 2023 | -9.6% | -12.0% | -24.5% | |
| Q3 2023 | -23.9% | -29.3% | +11.9% | |
| Q2 2023 | +23.9% | +18.7% | -6.0% | |
| Q1 2023 | -6.4% | -4.9% | +2.6% | |
| Q4 2022 | -51.2% | -56.4% | -55.1% | |
| Q3 2022 | -17.2% | -6.6% | -5.6% | |
| Q2 2021 | -17.5% | -7.2% | -28.7% | |
| Q2 2022 | -13.1% | -0.2% | -23.0% | |
| Q1 2021 | -7.5% | +0.2% | +8.8% | |
| Q1 2022 | -19.1% | -13.8% | +4.7% | |
| Q4 2019 | +24.4% | +16.5% | +0.4% | |
| Q4 2021 | +0.0% | -8.1% | -29.6% | |
| Q4 2020 | +1.4% | -5.2% | +3.5% | |
| Q3 2020 | +1.4% | -5.2% | +3.5% | |
| Q3 2021 | -14.7% | -24.6% | -15.2% | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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