SAN FRANCISCO, April 17, 2024 (GLOBE NEWSWIRE) -- Allbirds, Inc. (NASDAQ:BIRD), a global lifestyle brand that innovates with naturally derived materials to make better footwear and apparel products in a better way, today announced that its first quarter 2024 financial results will be released after market close on Wednesday, May 8, 2024. The company will host a conference call to discuss the results at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day. A live webcast of the conference call wil ...

公司战略转型 - Allbirds公司签署了与海湾国家和东南亚地区的分销商的最终协议，这是公司战略转型计划的关键支柱之一[1] - Allbirds已经与六家国际分销商完成了交易，从直接市场模式转向第三方分销商模式[2] 分销商合作 - Alyasra Fashion将成为海湾国家的独家Allbirds分销商[4] - Primer Group将在马来西亚、新加坡、印度尼西亚和菲律宾分销Allbirds产品[4]

About this content About Leo Grieco Leo joins us with a degree in Media Production from Bournemouth University. His work includes reporting for the UK editorial team and video editing for the broadcast team. He comes with an expertise in video editing and producing. Leo’s specialities include hospitality and leisure, support services, tech and video games. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and actionable business and finan ...

Allbirds, Inc. (BIRD) came out with a quarterly loss of $0.22 per share, in line with the Zacks Consensus Estimate. This compares to loss of $0.15 per share a year ago. These figures are adjusted for non-recurring items. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Allbirds, Inc., which belongs to the Zacks Retail - Apparel and Shoes industry, posted revenues of $71.99 million for the quarter ended December 2023, surpassing the Zacks Consensus Estimate by 4.52%. ...

业绩总结 - Allbirds在2023年第四季度的业绩达到预期的高端，连续第四个季度实现或超过指导，表现强劲[10] - 第四季度营收为7200万美元，同比下降14.5%[67] - 毛利率为38.0%，较去年同期的43.1%有所下降[67] - 年末库存总额为5800万美元，较去年同期减少51%[72] - 全年营运现金使用额为3000万美元，较2022年的9100万美元大幅下降[73] - 年末现金及现金等价物为1.3亿美元，无未偿还借款[74] 未来展望 - Allbirds在2024年预计会有短期收入影响，因为将关闭10至15家在美国表现不佳的门店，并转向更具资本效率的国际市场策略[25] - 公司计划在2024年4月推出Tree Runner Go，作为今年的首个重大创新[40] - 公司预计在转型和新国际市场中通过分销模式实现约20%的贡献率[33] - 公司预计在2025年前，通过品牌营销投资，将引入新消费者并推动全价销售增长[41] - 预计2024年营销支出将下降，主要与国际转型相关[71] - 预计2024年营运现金使用额将自然增加，相较于2023年[74] - 预计2024年全年调整后的EBITDA亏损将在6300万美元至7800万美元之间[94] - 预计2024年全年营收将在1.9亿至2.1亿美元之间，其中包括战略行动带来的3200万至3700万美元的不利影响[87] - 预计2024年全年毛利率将在42%至45%之间，主要受到减少促销强度、降低进出口运费和工厂转移等因素的影响[92] - 预计前三个季度的营收趋势将保持相对稳定，第四季度将有季节性改善[97] - 预计2024年将有四个国际地区转型，店铺关闭，2023年促销活动的严峻比较以及消费者对新产品推出的反应等因素推动了预期的趋势[98] - 公司的目标是在全年基础上实现调整后的EBITDA盈利和正现金流，但实现这一目标的时间可能比预期的要长[99] - 公司相信今年采取的行动将使业务能够在2025年恢复营收增长，并确信转型工作使其能够建立未来年份盈利增长所需的运营模式[100] - 2024年预计毛利率将较2023年有所改善，主要来自减少促销强度[120] - 库存从去年减少一半，转向更多全价销售，消费者对新产品或颜色推出做出积极反应[120] - 预计国际分销业务将为整体贡献率带来约20%的贡献[120] - 零售和国际业务总计32至37百万美元，其中零售为7至9百万美元，国际为25至28百万美元[122] - 新产品Wool Runner 2获得了强烈消费者反应，Tree Runner Go即将推出[132] - 营销支出将在下半年有所增加，但整体预计将下降，主要与国际转型相关[135] - 公司计划在下半年投资营销以展示产品实力和吸引新消费者[136] - 公司仍然坚定地追求调整后的EBITDA盈利，并且可能会延长时间至2025年[139] - 2024年的指导中并没有太多调整后的EBITDA改善[140] - 2025年将受益于全年盈利改善，为长期盈利增长奠定基础[140] - 今年的门店关闭和国际分销商转变将对公司的顶线产生影响[142] - 今年门店关闭将带来7至9百万美元的顶线影响[147] - 门店关闭将带来3至5百万美元的正面成本节约[147] - 公司将根据业务规模和恢复势头来确定未来门店数量[149] - 公司计划通过更强大的批发业务和亚马逊等渠道来平衡门店数量[149] - 公司对未来充满信心，并期待与分析师和投资者见面[152]

Allbirds, Inc. (BIRD) reported $71.99 million in revenue for the quarter ended December 2023, representing a year-over-year decline of 14.5%. EPS of -$0.25 for the same period compares to -$0.15 a year ago. The reported revenue represents a surprise of +4.52% over the Zacks Consensus Estimate of $68.88 million. With the consensus EPS estimate being -$0.22, the EPS surprise was -13.64%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...

Allbirds, Inc. (BIRD) came out with a quarterly loss of $0.25 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to loss of $0.15 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -13.64%. A quarter ago, it was expected that this company would post a loss of $0.21 per share when it actually produced a loss of $0.21, delivering no surprise. Over the last four quarters, the company has surpassed conse ...

Not long after touting its brick-and-mortar expansion, footwear brand Allbirds is becoming the latest merchant to shutter stores — a move that comes as consumers’ budgeting behavior amid financial challenges takes a hit on retailers. The brand, which began in direct-to-consumer (D2C) and expanded into wholesale, reported in its fourth quarter and full year 2023 financial results Tuesday (March 12) that, in the three-month period, the company the company experienced a 14.5% drop in net revenue year over year ...

Allbirds COO Joe Vernachio Appointed CEO as Company Accelerates Strategic Transformation Plan Company Provides 2024 Outlook SAN FRANCISCO, March 12, 2024 (GLOBE NEWSWIRE) -- Allbirds, Inc. (NASDAQ:BIRD), a global lifestyle brand that innovates with naturally derived materials to make better footwear and apparel products in a better way, today reported financial results for the fourth quarter ended December 31, 2023. Separately, the Company also announced today that COO Joe Vernachio has been appointed as CE ...

文章核心观点 - 公司任命首席运营官Joe Vernachio为新任首席执行官,接替公司联合创始人Joey Zwillinger [1][2][3][4] - 新任CEO Vernachio拥有数十年零售行业经验,曾成功带领Mountain Hardwear品牌实现扭亏为盈 [2][5] - 公司希望借助新任CEO的领导,推进公司的战略转型计划,提升运营效率和盈利能力 [4][5] 公司概况 - 总部位于旧金山,创立于2016年,主要从事可持续材料制造的鞋服产品 [6] - 公司产品以羊毛、甘蔗等环保材料为主,追求舒适、时尚与可持续性的平衡 [6] 战略转型计划 - 公司正在推进战略转型计划,包括减少库存、转向分销商模式、优化美国分销等 [5] - 公司计划在2024年上半年推出新产品系列 [8] - 公司设定了2025年的成本节约目标 [8] - 公司正在努力降低产品碳足迹,提升可持续性 [8] 财务表现 - 公司自成立以来一直亏损 [8] - 公司发布了2024年第一季度的财务指引目标 [8] 风险因素 - 公司能否成功执行战略转型计划、实现成本节约目标存在不确定性 [8] - 公司面临经济不确定性、产品趋势变化等风险 [8]