Allbirds マネジメント
マネジメント 基準チェック /34
Allbirdsの CEO はJoe Vernachioで、 Mar2024年に任命され、 の在任期間は 2.17年です。 の年間総報酬は$ 968.99Kで、 51.6%給与と48.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.67%を直接所有しており、その価値は$ 236.25K 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と9.4年です。
主要情報
Joe Vernachio
最高経営責任者
US$969.0k
報酬総額
| CEO給与比率 | 51.60% |
| CEO在任期間 | 2.2yrs |
| CEOの所有権 | 0.7% |
| 経営陣の平均在職期間 | 3.1yrs |
| 取締役会の平均在任期間 | 9.4yrs |
経営陣の近況
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
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$45m |
報酬と市場: Joeの 総報酬 ($USD 968.99K ) は、 US市場 ($USD 649.34K ) の同規模の企業の平均を上回っています。
報酬と収益: Joeの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Joe Vernachio (60 yo)
2.2yrs
在職期間
US$968,993
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President | 2.2yrs | US$968.99k | 0.67% $ 236.3k | |
| Co-Founder & Director | 11yrs | US$100.00k | 0% $ 0 | |
| Chief Financial Officer | 3.1yrs | US$604.20k | 0.45% $ 156.4k | |
| Director | 2.2yrs | US$105.80k | 6.24% $ 2.2m | |
| Chief Technology & Supply Chain Officer | 5.6yrs | データなし | データなし | |
| Chief People & Legal Officer | 2.3yrs | データなし | データなし | |
| Chief Marketing Officer | 3.3yrs | データなし | データなし |
3.1yrs
平均在職期間
46yo
平均年齢
経験豊富な経営陣: BIRDの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President | 2.2yrs | US$968.99k | 0.67% $ 236.3k | |
| Co-Founder & Director | 11yrs | US$100.00k | 0% $ 0 | |
| Director | 11yrs | US$105.80k | 6.24% $ 2.2m | |
| Independent Director | 9.8yrs | US$130.80k | 0.20% $ 70.0k | |
| Lead Independent Director & Chairperson of the Board | 9.4yrs | US$135.80k | 1.14% $ 400.8k | |
| Independent Director | less than a year | US$211.25k | データなし | |
| Independent Director | 1.7yrs | US$145.80k | 0.032% $ 11.1k |
9.4yrs
平均在職期間
60yo
平均年齢
経験豊富なボード: BIRDの 取締役会 は 経験豊富 であると考えられます ( 9.4年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 12:14 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Allbirds, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| Brian McNamara | Berenberg |
| Lorraine Corrine Hutchinson | BofA Global Research |
| Ashley Helgans | Jefferies LLC |