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Allbirds

Fashion · Footwear (sustainable, global)

Public (BIRD)Global
HQSan Francisco, CA, USA
Founded2016
FoundersTim Brown, Joey Zwillinger
RegionGlobal

Financials

FY24 Revenue$189.8M (FY2024, -25%); $152M TTM (Dec 2025)
FY25 Revenue$152M TTM (Dec 2025, -20% YoY)
YoY growthsharply declining
Profitabilityheavy losses

Channels & Distribution

Channel mix not disclosed.

D2C
Marketplace
Offline
Stores4

Tech stack

Primary stackShopify Plus
Shopify share85%In-house: 15%
Mobile appYes

Stack signals

Shopify Plus STILL CONFIRMED (popular 'moved off' narrative refers to wholesale/ERP only)Ship-from-StoreShopify POS

Analyst notes

SF sustainable footwear founded 2016 by Tim Brown + Joey Zwillinger. Public BIRD Nov 2021. Mkt cap collapsed ~99% to $22.67M. $189.8M FY2024 (-25%); closing all US full-price stores by Feb 2026. CRITICAL: STILL on Shopify Plus per 2024 case studies (Ship-from-Store, POS) — earlier 'moved off Shopify' reports refer to wholesale/ERP, NOT replacement of Shopify.

Confidence: verifiedVerified 5 Jun 2026

Funding

Latest roundIPONov 2021
Round sizeNasdaq Nov 2021
Total raised
ValuationMkt cap ~$22.67M (down 99% from peak $4.16B)2026

Investors

Public

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