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Store Count Breakdown
Shows the distribution of Allbirds' retail locations, highlighting market penetration and expansion strategy, which can indicate growth potential and brand presence.Allbirds has significantly reduced its store count in both the U.S. and international markets since 2024, reflecting a strategic shift amid challenging macroeconomic conditions. The latest earnings call highlights that these closures have impacted revenue projections, but the company is focusing on product innovation and marketing to drive future growth. Despite a decline in gross margin, Allbirds is maintaining financial discipline, as evidenced by improved EBITDA and reduced SG&A expenses. This suggests a pivot towards a leaner, more agile business model to navigate current economic uncertainties.
Date | United States | International |
|---|---|---|
Sep 30, 2025 | 21.00 | 2.00 |
Jun 30, 2025 | 21.00 | 3.00 |
Mar 31, 2025 | 25.00 | 3.00 |
Dec 31, 2024 | 30.00 | 3.00 |
Sep 30, 2024 | 31.00 | 3.00 |
Jun 30, 2024 | 32.00 | 11.00 |
Mar 31, 2024 | 42.00 | 15.00 |
Dec 31, 2023 | 45.00 | 15.00 |
Sep 30, 2023 | 45.00 | 15.00 |
Jun 30, 2023 | 44.00 | 18.00 |