Insight ReportOnce-Highflying Allbirds Sells Itself for a Song John Harmon, CFA, Managing Director of Technology Research April 2, 2026 Reasons to ReadRead this report to find answers to these key questions: How did shifting consumer preferences lead to Allbirds’ rapid rise and fall? Do consumers really prioritize sustainability when budgets are tight? Why has Allbirds joined the wave of store closures in the US? Companies mentioned in this report include: American Exchange Group, Allbirds Data in this report include: Allbirds revenue trends; Consumer survey insights; US store closure estimates Other relevant research: US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook Weekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close Stores Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarEarnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC
