Allbirds, Inc. (BIRD) Reports Q3 Loss, Lags Revenue Estimates

Core Insights - Allbirds, Inc. reported a quarterly loss of $2.49 per share, which was better than the Zacks Consensus Estimate of a loss of $2.64, and an improvement from a loss of $2.68 per share a year ago, resulting in an earnings surprise of +5.68% [1] - The company generated revenues of $32.99 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 6.96% and down from $43 million in the same quarter last year [2] - Allbirds shares have increased by approximately 18.9% year-to-date, outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$2.27 on revenues of $60.81 million, and for the current fiscal year, it is -$9.59 on revenues of $168.06 million [7] - The estimate revisions trend for Allbirds was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Retail - Apparel and Shoes industry, to which Allbirds belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]