Allbirds Launches Spring/Summer 2026 Collection
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy BIRD?
Source: Newsfilter
- New Collection Launch: Allbirds unveiled its 'Say Yes' Spring/Summer 2026 campaign on February 3, emphasizing the importance of everyday movement and aiming to attract consumers focused on sustainability through comfortable and versatile footwear.
- Product Innovation: The new collection features the Varsity and Dasher NZ shoes, enhanced with Allbirds' Featherbed™ insole and SweetFoam® midsole, providing exceptional comfort and support, which is expected to boost the brand's competitiveness in the athletic footwear market.
- Market Positioning: The Varsity collection is priced between $115 and $120, while the Dasher NZ collection ranges from $135 to $140, combining style and functionality to meet diverse consumer needs, further solidifying Allbirds' leadership in sustainable fashion.
- Brand Philosophy: Allbirds emphasizes its commitment to sustainability by utilizing natural materials like Merino wool and sugarcane, appealing to environmentally conscious consumers, which is expected to drive brand loyalty and market share growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BIRD?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BIRD
Wall Street analysts forecast BIRD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIRD is 14.00 USD with a low forecast of 14.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 3.505
Low
14.00
Averages
14.00
High
14.00
Current: 3.505
Low
14.00
Averages
14.00
High
14.00
About BIRD
Allbirds, Inc. is a global lifestyle brand, which uses sustainable materials to make footwear and apparel products. The Company’s products include men's shoes, women's shoes, men's apparel, women's apparel, and socks. It offers various categories of shoes, including everyday sneakers, active shoes, water-repellent shoes, slip-ons, high tops, and sandals. It provides various categories of men’s apparel, including socks, underwear, tops, and sweats. The Company’s women's apparel includes socks, tees, sweats, underwear, bags, hats, and insoles. Its core franchises include lifestyle and performance shoes, such as the Dasher and the Runner. Its products contain natural and recycled materials, such as superfine ZQ certified merino wool, tree fibers, and sugarcane. The Company’s physical retail channel consists of 33 company operated stores in the United States and United Kingdom, with the majority in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Allbirds Launches Spring/Summer 2026 Collection
- New Collection Launch: Allbirds unveiled its 'Say Yes' Spring/Summer 2026 campaign on February 3, emphasizing the importance of everyday movement and aiming to attract consumers focused on sustainability through comfortable and versatile footwear.
- Product Innovation: The new collection features the Varsity and Dasher NZ shoes, enhanced with Allbirds' Featherbed™ insole and SweetFoam® midsole, providing exceptional comfort and support, which is expected to boost the brand's competitiveness in the athletic footwear market.
- Market Positioning: The Varsity collection is priced between $115 and $120, while the Dasher NZ collection ranges from $135 to $140, combining style and functionality to meet diverse consumer needs, further solidifying Allbirds' leadership in sustainable fashion.
- Brand Philosophy: Allbirds emphasizes its commitment to sustainability by utilizing natural materials like Merino wool and sugarcane, appealing to environmentally conscious consumers, which is expected to drive brand loyalty and market share growth.
See More
Allbirds Shifts Focus to E-commerce, Closes U.S. Full-Price Stores
- Strategic Shift: Allbirds announced it will close all U.S. full-price stores by the end of February to redirect resources towards e-commerce and partnerships, demonstrating the company's commitment to its turnaround strategy.
- Store Closure Impact: Over the past two years, Allbirds has been gradually reducing its brick-and-mortar presence by closing unprofitable locations, which is expected to positively impact the long-term health of the business by lowering costs.
- Declining Financial Performance: In its third-quarter earnings report, Allbirds reported a 23.3% year-over-year decline in net revenue, primarily due to changes in international distributors and store closures, highlighting the challenges the company faces in the market.
- Market Capitalization: Despite having a market cap of $32 million, Allbirds has seen its stock plunge over 80% in the past two years, reflecting significant pressure and a loss of market confidence during its transformation process.
See More
Allbirds Shifts Focus to E-Commerce, Closing U.S. Full-Price Stores
- Strategic Shift: Allbirds announced it will close all full-price U.S. stores by the end of February to focus on e-commerce, reflecting necessary adjustments under its turnaround strategy aimed at enhancing profitability.
- Store Operations Adjustment: While closing full-price stores, Allbirds will continue to operate two outlet stores in the U.S. and two full-price stores in London, indicating its ongoing presence in the global market.
- Financial Pressure: The company reported a 23.3% year-over-year decline in net revenue in its third-quarter report, primarily due to impacts from international distributor changes and physical store closures, highlighting the market challenges it faces.
- Poor Market Performance: With a market cap of $32 million, Allbirds has seen its stock plunge over 80% in the past two years, reflecting significant difficulties encountered in a highly competitive market environment.
See More
Allbirds to Close Remaining Full-Price Stores in U.S. by February 2026
- Store Closure Plan: Allbirds will close all its full-price stores in the U.S. by the end of February 2026, aiming to streamline operations to support profitable growth, which is expected to reduce operational costs and optimize resource allocation.
- Capital-Light Strategy: The company indicated that this closure will be a capital-light endeavor and will discuss anticipated SG&A savings and related cash charges during its Q4 and full-year 2025 earnings conference call, expected in March 2026.
- Resource Reallocation: Following the closure of full-price stores, Allbirds will redirect resources towards its e-commerce platform, wholesale partnerships, and international distributorships, which is anticipated to enhance its competitiveness in global markets.
- Ongoing Operations: Despite the closures, Allbirds will continue to operate two outlet stores in the U.S. and two full-price stores in London, ensuring the brand's ongoing presence in key markets.
See More
Allbirds to Close U.S. Full-Price Stores to Enhance Profitability
- Strategic Shift: Allbirds announced plans to close all U.S. full-price stores by the end of February 2026, allowing the company to focus resources on its e-commerce platform, wholesale partnerships, and international distribution, which are expected to enhance operational leverage and market reach.
- Cost Management: The company anticipates that these closures will be capital-light and plans to discuss expected SG&A savings and related cash charges during its Q4 2025 earnings call, aiming to reduce costs and support the long-term health of the business.
- Store Adjustments: Despite closing full-price stores, Allbirds will maintain two outlet stores in the U.S. and two full-price stores in London, preserving key brand touchpoints while prioritizing capital-efficient growth strategies.
- Management Statement: CEO Joe Vernachio emphasized that this closure represents a significant step in the company's proactive reduction of brick-and-mortar locations over the past two years, aimed at driving profitable growth and supporting the turnaround strategy.
See More
AI-Powered Personalization Boosts SFIX's Increasing AOV and RPAC in Early FY26
AOV Growth: Stitch Fix reported a 9.6% year-over-year increase in Average Order Value (AOV) for fiscal Q1 2026, marking nine consecutive quarters of growth, driven by larger basket sizes and a focus on high-demand categories like footwear and denim.
Revenue per Active Client: Revenue per active client (RPAC) rose 5.3% year-over-year to $559, reflecting increased client engagement and deeper wallet share rather than just customer acquisition.
AI and Personalization: The company's AI-powered tools, such as Stitch Fix Vision and the AI Style Assistant, enhance customer experience and decision-making, contributing to higher transaction values and loyalty.
Stock Performance and Valuation: Stitch Fix shares have increased by 30.4% year-to-date, while trading at a forward price-to-sales ratio of 0.56X, significantly lower than the industry average, and currently holds a Zacks Rank of #2 (Buy).
See More
Allbirds Launches Spring/Summer 2026 Collection
- New Collection Launch: Allbirds unveiled its 'Say Yes' Spring/Summer 2026 campaign on February 3, emphasizing the importance of everyday movement and aiming to attract consumers focused on sustainability through comfortable and versatile footwear.
- Product Innovation: The new collection features the Varsity and Dasher NZ shoes, enhanced with Allbirds' Featherbed™ insole and SweetFoam® midsole, providing exceptional comfort and support, which is expected to boost the brand's competitiveness in the athletic footwear market.
- Market Positioning: The Varsity collection is priced between $115 and $120, while the Dasher NZ collection ranges from $135 to $140, combining style and functionality to meet diverse consumer needs, further solidifying Allbirds' leadership in sustainable fashion.
- Brand Philosophy: Allbirds emphasizes its commitment to sustainability by utilizing natural materials like Merino wool and sugarcane, appealing to environmentally conscious consumers, which is expected to drive brand loyalty and market share growth.
See More
Allbirds Shifts Focus to E-commerce, Closes U.S. Full-Price Stores
- Strategic Shift: Allbirds announced it will close all U.S. full-price stores by the end of February to redirect resources towards e-commerce and partnerships, demonstrating the company's commitment to its turnaround strategy.
- Store Closure Impact: Over the past two years, Allbirds has been gradually reducing its brick-and-mortar presence by closing unprofitable locations, which is expected to positively impact the long-term health of the business by lowering costs.
- Declining Financial Performance: In its third-quarter earnings report, Allbirds reported a 23.3% year-over-year decline in net revenue, primarily due to changes in international distributors and store closures, highlighting the challenges the company faces in the market.
- Market Capitalization: Despite having a market cap of $32 million, Allbirds has seen its stock plunge over 80% in the past two years, reflecting significant pressure and a loss of market confidence during its transformation process.
See More
Allbirds Shifts Focus to E-Commerce, Closing U.S. Full-Price Stores
- Strategic Shift: Allbirds announced it will close all full-price U.S. stores by the end of February to focus on e-commerce, reflecting necessary adjustments under its turnaround strategy aimed at enhancing profitability.
- Store Operations Adjustment: While closing full-price stores, Allbirds will continue to operate two outlet stores in the U.S. and two full-price stores in London, indicating its ongoing presence in the global market.
- Financial Pressure: The company reported a 23.3% year-over-year decline in net revenue in its third-quarter report, primarily due to impacts from international distributor changes and physical store closures, highlighting the market challenges it faces.
- Poor Market Performance: With a market cap of $32 million, Allbirds has seen its stock plunge over 80% in the past two years, reflecting significant difficulties encountered in a highly competitive market environment.
See More
Allbirds to Close Remaining Full-Price Stores in U.S. by February 2026
- Store Closure Plan: Allbirds will close all its full-price stores in the U.S. by the end of February 2026, aiming to streamline operations to support profitable growth, which is expected to reduce operational costs and optimize resource allocation.
- Capital-Light Strategy: The company indicated that this closure will be a capital-light endeavor and will discuss anticipated SG&A savings and related cash charges during its Q4 and full-year 2025 earnings conference call, expected in March 2026.
- Resource Reallocation: Following the closure of full-price stores, Allbirds will redirect resources towards its e-commerce platform, wholesale partnerships, and international distributorships, which is anticipated to enhance its competitiveness in global markets.
- Ongoing Operations: Despite the closures, Allbirds will continue to operate two outlet stores in the U.S. and two full-price stores in London, ensuring the brand's ongoing presence in key markets.
See More
Allbirds to Close U.S. Full-Price Stores to Enhance Profitability
- Strategic Shift: Allbirds announced plans to close all U.S. full-price stores by the end of February 2026, allowing the company to focus resources on its e-commerce platform, wholesale partnerships, and international distribution, which are expected to enhance operational leverage and market reach.
- Cost Management: The company anticipates that these closures will be capital-light and plans to discuss expected SG&A savings and related cash charges during its Q4 2025 earnings call, aiming to reduce costs and support the long-term health of the business.
- Store Adjustments: Despite closing full-price stores, Allbirds will maintain two outlet stores in the U.S. and two full-price stores in London, preserving key brand touchpoints while prioritizing capital-efficient growth strategies.
- Management Statement: CEO Joe Vernachio emphasized that this closure represents a significant step in the company's proactive reduction of brick-and-mortar locations over the past two years, aimed at driving profitable growth and supporting the turnaround strategy.
See More
AI-Powered Personalization Boosts SFIX's Increasing AOV and RPAC in Early FY26
AOV Growth: Stitch Fix reported a 9.6% year-over-year increase in Average Order Value (AOV) for fiscal Q1 2026, marking nine consecutive quarters of growth, driven by larger basket sizes and a focus on high-demand categories like footwear and denim.
Revenue per Active Client: Revenue per active client (RPAC) rose 5.3% year-over-year to $559, reflecting increased client engagement and deeper wallet share rather than just customer acquisition.
AI and Personalization: The company's AI-powered tools, such as Stitch Fix Vision and the AI Style Assistant, enhance customer experience and decision-making, contributing to higher transaction values and loyalty.
Stock Performance and Valuation: Stitch Fix shares have increased by 30.4% year-to-date, while trading at a forward price-to-sales ratio of 0.56X, significantly lower than the industry average, and currently holds a Zacks Rank of #2 (Buy).
See More
