Allbirds Dirección
Dirección controles de criterios 3/4
El CEO de Allbirds es Joe Vernachio , nombrado en Mar 2024, tiene una permanencia de 2.17 años. compensación anual total es $968.99K, compuesta por 51.6% salario y 48.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.67% de las acciones de la empresa, por valor de $227.40K. La antigüedad media del equipo directivo y de la junta directiva es de 3.2 años y 5.8 años, respectivamente.
Información clave
Joe Vernachio
Chief Executive Officer (CEO)
US$969.0k
Compensación total
| Porcentaje del salario del CEO | 51.60% |
| Permanencia del CEO | 2.2yrs |
| Participación del CEO | 0.7% |
| Permanencia media de la dirección | 3.2yrs |
| Promedio de permanencia en la Junta Directiva | 5.8yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Apr 16
Allbirds: AI Pivot Is A Fantasy With Limited Capital (Rating Downgrade)
Summary Allbirds, Inc. pivots from footwear to GPU-as-a-service, rebranding as NewBird AI after selling its shoe business. I downgrade BIRD stock to Sell, citing lack of management experience in cloud infrastructure and enterprise sales. BIRD's $50 million capital base is dwarfed by competitors' multi-billion dollar war chests, severely limiting competitive potential. The AI pivot is flashy but lacks substance; BIRD investors should sell into the spike as fundamentals remain weak. Read the full article on Seeking Alpha
Actualización de narrativa • Jan 24
BIRD: Long Run Margin Assumptions And Guidance Will Support Future Sentiment
Analysts have nudged their price target on Allbirds slightly higher to reflect a fair value estimate of $14.00 per share, citing updated assumptions around discount rates, long run profit margins, and a modestly higher future P/E multiple. What's in the News Allbirds updated its full year 2025 earnings guidance, now projecting net revenue of $161 million to $166 million, compared with prior guidance of $165 million to $180 million (Corporate Guidance: Lowered).Actualización de narrativa • Jan 10
BIRD: Long Run Profit Margin Assumptions Will Support Future Sentiment
Analysts have nudged their price target on Allbirds slightly higher to about US$14, citing modest tweaks to the discount rate, long run profit margin assumptions, and a marginally lower forward P/E expectation as key inputs to their updated view. What's in the News Allbirds issued updated earnings guidance for full year 2025, with net revenue now guided to a range of US$161 million to US$166 million, compared with prior guidance of US$165 million to US$180 million (Corporate Guidance).Actualización de narrativa • Dec 25
BIRD: Future Profitability Improvements Will Drive Sentiment Despite Higher Risk
Analysts have modestly raised their price target on Allbirds to 14.00 dollars, citing slightly improved long term profitability expectations and a marginally lower future earnings multiple, despite a higher perceived risk profile. What's in the News Allbirds lowered its full year 2025 net revenue guidance to 161 million to 166 million dollars, down from 165 million to 180 million dollars, reflecting a more cautious outlook for both U.S. and international sales (Corporate Guidance: Lowered).Actualización de narrativa • Dec 11
BIRD: Long Term Profit Margins Will Drive Future Sentiment Higher
Analysts have trimmed their price target on Allbirds to approximately 14 dollars per share. This reflects a slightly higher discount rate and lower projected profit margins, which are only partially offset by expectations for a richer future earnings multiple.Actualización de narrativa • Nov 27
BIRD: Profit Margins Will Lead Sentiment Higher Amid Improved Outlook
Allbirds Analyst Price Target Raised Amid Improving Outlook Analysts have raised their price target for Allbirds from $11.00 to $14.00 per share, citing improved profit margin forecasts and a slight adjustment to revenue growth expectations. What's in the News Allbirds updated its 2025 full-year guidance, lowering expected net revenue to a range of $161 million to $166 million, compared to prior guidance of $165 million to $180 million.Artículo de análisis • Nov 01
There's Reason For Concern Over Allbirds, Inc.'s (NASDAQ:BIRD) Massive 57% Price Jump
Those holding Allbirds, Inc. ( NASDAQ:BIRD ) shares would be relieved that the share price has rebounded 57% in the...Artículo de análisis • Aug 20
Allbirds, Inc.'s (NASDAQ:BIRD) Popularity With Investors Under Threat As Stock Sinks 38%
NasdaqGS:BIRD 1 Year Share Price vs Fair Value Explore Allbirds's Fair Values from the Community and select yours The...Actualización de narrativa • Aug 10
Sustainable Footwear Launches And Distributor Shift Will Expand Future Presence
Allbirds’ fair value has been revised upward to $11.00 per share, primarily reflecting improved analyst expectations for revenue growth and a higher future P/E multiple. What's in the News Allbirds announced a new $75M asset-based revolving credit facility with Second Avenue Capital Partners and a $50M At-the-Market equity program with TD Cowen to optimize working capital and enhance financial flexibility for growth (Periodicals, 2025-06-30).Artículo de análisis • Aug 10
Earnings Update: Here's Why Analysts Just Lifted Their Allbirds, Inc. (NASDAQ:BIRD) Price Target To US$11.00
NasdaqGS:BIRD 1 Year Share Price vs Fair Value Explore Allbirds's Fair Values from the Community and select yours...Artículo de análisis • Jul 11
Companies Like Allbirds (NASDAQ:BIRD) Could Be Quite Risky
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Artículo de análisis • May 08
Allbirds, Inc.'s (NASDAQ:BIRD) 27% Share Price Surge Not Quite Adding Up
Those holding Allbirds, Inc. ( NASDAQ:BIRD ) shares would be relieved that the share price has rebounded 27% in the...
Nueva narrativa • Apr 11
Distributor Shift And New Lineup Will Shape US Luxury Success
Transitioning to a distributor model and strategic cost reductions aim to improve profitability and increase net margins.Artículo de análisis • Apr 08
Is Allbirds (NASDAQ:BIRD) In A Good Position To Invest In Growth?
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Artículo de análisis • Mar 13
Some Confidence Is Lacking In Allbirds, Inc.'s (NASDAQ:BIRD) P/S
It's not a stretch to say that Allbirds, Inc.'s ( NASDAQ:BIRD ) price-to-sales (or "P/S") ratio of 0.2x right now seems...Artículo de análisis • Jan 14
What Is Allbirds, Inc.'s (NASDAQ:BIRD) Share Price Doing?
While Allbirds, Inc. ( NASDAQ:BIRD ) might not have the largest market cap around , it received a lot of attention from...Artículo de análisis • Nov 23
Is Allbirds (NASDAQ:BIRD) In A Good Position To Invest In Growth?
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Artículo de análisis • Sep 23
More Unpleasant Surprises Could Be In Store For Allbirds, Inc.'s (NASDAQ:BIRD) Shares After Tumbling 28%
Allbirds, Inc. ( NASDAQ:BIRD ) shares have retraced a considerable 28% in the last month, reversing a fair amount of...Seeking Alpha • Sep 14
Allbirds: Early Signs Of A Potential Turnaround
Summary Recent headwinds include a 26.8% YoY revenue decline due to lower unit sales, driven by a shift toward full price selling and underperforming store closures. Their stagnant product lineup and heavy competition in the sustainable footwear market limit their ability to justify full price tags on their products. International sales fell 24%, impacted by the transition to a distributor model, which I believe risks diluting Allbirds' brand experience. Increased marketing expenses without revenue growth indicate low demand for their current products. I maintain a Hold rating based on improving gross margins, reduced SG&A costs, and a strong cash position, though a near term turnaround seems unlikely. Read the full article on Seeking AlphaArtículo de análisis • Jul 29
Allbirds, Inc. (NASDAQ:BIRD) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected
Allbirds, Inc. ( NASDAQ:BIRD ) shares have had a really impressive month, gaining 33% after a shaky period beforehand...Artículo de análisis • Jun 14
Some Confidence Is Lacking In Allbirds, Inc. (NASDAQ:BIRD) As Shares Slide 26%
The Allbirds, Inc. ( NASDAQ:BIRD ) share price has fared very poorly over the last month, falling by a substantial 26...Artículo de análisis • Apr 24
We're Hopeful That Allbirds (NASDAQ:BIRD) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Artículo de análisis • Mar 19
Allbirds, Inc.'s (NASDAQ:BIRD) 26% Share Price Plunge Could Signal Some Risk
To the annoyance of some shareholders, Allbirds, Inc. ( NASDAQ:BIRD ) shares are down a considerable 26% in the last...Artículo de análisis • Mar 15
Revenue Downgrade: Here's What Analysts Forecast For Allbirds, Inc. (NASDAQ:BIRD)
Market forces rained on the parade of Allbirds, Inc. ( NASDAQ:BIRD ) shareholders today, when the analysts downgraded...Artículo de análisis • Jan 24
We're Not Very Worried About Allbirds' (NASDAQ:BIRD) Cash Burn Rate
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Artículo de análisis • Dec 25
Investors Appear Satisfied With Allbirds, Inc.'s (NASDAQ:BIRD) Prospects As Shares Rocket 40%
Allbirds, Inc. ( NASDAQ:BIRD ) shareholders would be excited to see that the share price has had a great month, posting...Artículo de análisis • Nov 10
Why We're Not Concerned Yet About Allbirds, Inc.'s (NASDAQ:BIRD) 27% Share Price Plunge
To the annoyance of some shareholders, Allbirds, Inc. ( NASDAQ:BIRD ) shares are down a considerable 27% in the last...Artículo de análisis • Sep 20
We Think Allbirds (NASDAQ:BIRD) Needs To Drive Business Growth Carefully
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$76m |
| Dec 31 2025 | US$969k | US$500k | -US$77m |
| Sep 30 2025 | n/a | n/a | -US$83m |
| Jun 30 2025 | n/a | n/a | -US$84m |
| Mar 31 2025 | n/a | n/a | -US$88m |
| Dec 31 2024 | US$1m | US$471k | -US$93m |
| Sep 30 2024 | n/a | n/a | -US$124m |
| Jun 30 2024 | n/a | n/a | -US$135m |
| Mar 31 2024 | n/a | n/a | -US$145m |
| Dec 31 2023 | US$2m | US$375k | -US$152m |
| Sep 30 2023 | n/a | n/a | -US$121m |
| Jun 30 2023 | n/a | n/a | -US$114m |
| Mar 31 2023 | n/a | n/a | -US$115m |
| Dec 31 2022 | US$1m | US$371k | -US$101m |
| Sep 30 2022 | n/a | n/a | -US$87m |
| Jun 30 2022 | n/a | n/a | -US$75m |
| Mar 31 2022 | n/a | n/a | -US$54m |
| Dec 31 2021 | US$2m | US$202k | -US$45m |
Compensación vs. Mercado: La compensación total de Joe($USD968.99K) está por encima de la media de empresas de tamaño similar en el mercado US ($USD626.93K).
Compensación vs. Ingresos: La compensación de Joe ha sido consistente con los resultados de la empresa en el último año.
CEO
Joe Vernachio (60 yo)
2.2yrs
Permanencia
US$968,993
Compensación
Mr. Joe Vernachio serves as President, Chief Executive Officer, Secretary and Director at Allbirds, Inc. since March 15, 2024 and had been Chief Operating Officer of Allbirds, Inc. since June 2021 until Ma...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President | 2.2yrs | US$968.99k | 0.67% $ 227.4k | |
| Co-Founder & Director | 11yrs | US$100.00k | 0% $ 0 | |
| Chief Financial Officer | 3.1yrs | US$604.20k | 0.45% $ 150.5k | |
| Chief Technology & Supply Chain Officer | 5.6yrs | sin datos | sin datos | |
| Chief People & Legal Officer | 2.3yrs | sin datos | sin datos | |
| Chief Marketing Officer | 3.3yrs | sin datos | sin datos |
3.2yrs
Permanencia media
48yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BIRD se considera experimentado (3.2 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President | 2.2yrs | US$968.99k | 0.67% $ 227.4k | |
| Co-Founder & Director | 11yrs | US$100.00k | 0% $ 0 | |
| Independent Director | 9.8yrs | US$130.80k | 0.20% $ 67.4k | |
| Lead Independent Director & Chairperson of the Board | 9.4yrs | US$135.80k | 1.14% $ 385.8k | |
| Independent Director | less than a year | US$211.25k | sin datos | |
| Independent Director | 1.7yrs | US$145.80k | 0.032% $ 10.7k |
5.8yrs
Permanencia media
61yo
Promedio de edad
Junta con experiencia: La junta directiva de BIRD se considera experimentada (5.8 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 01:01 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Allbirds, Inc. está cubierta por 9 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brian McNamara | Berenberg |
| Lorraine Corrine Hutchinson | BofA Global Research |
| Ashley Helgans | Jefferies LLC |