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BIRD.US
id: 664

Allbirds, Inc. (BIRD) Misleading IPO Case

N.D. California
Court
3:23-cv-01811
Case number
11/04/2021
Class period Start
03/09/2023
Class period End
06/12/2023
Lead Plaintiff motion deadline
  • Allbirds reported higher than the guidance 2022 adj. EBITDA loss.
  • $BIRD price fell 47% and closed 92.9% of its $15 IPO price.
  • Investors suspect BIRD, Its Leaders & IPO advisers of misleading.
On March 9, 2023, Allbirds, Inc. (BIRD) announced a full-year 2022 adjusted EBITDA loss of $60.4 million, which was higher than the guidance target that estimated an adjusted EBITDA loss of $42.5 million to $37.5 million. 
  • Allbirds also disclosed in the press release that, in response to these negative results, it created a “strategic transformation plan to reignite growth, improve costs and capital efficiency, and drive profitability.” The plan purportedly focused on four areas: reigniting product and brand, optimizing U.S. stores and slowing the pace of openings, evaluating the transition of international go-to-market strategy, and improving cost savings and capital efficiency.
  • Allbirds announced that its CFO was stepping down.
  • The same day the Company during a conference call with analysts Joseph Zwillinger, the Company’s Co-CEO, explained that Allbirds’ poor results were driven in part by the fact that Allbirds “overemphasized products that extended beyond our core DNA.” As a result, he explained, “some products and colors have had narrower appeal than expected” and “because we were spending significant time and resources on these new products that did not resonate well, we underinvested in our core consumers’ favorite products.”
On this news, the $BIRD price fell 47% and closed s low as $1.06 per share, a 92.9% decline from the Company’s $15.00 per share IPO price.

Taking all representations and consequent appeared facts into account, Investors have reasons to suspect that $BIRD, Its Officers, and its IPO advisers made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects, specifically:
  1. Allbirds was overemphasizing products that extended beyond the Company’s core offerings;
  2. The Company’s non-core products had a narrower appeal and were not resonating with customers as well as the Company’s core products;
  3. Allbirds was underinvesting in its core consumers’ favorite products to push the Company’s newer products with narrower appeal;
  4. The underinvesting in Allbirds’ core products was negatively impacting the Company’s sales;
As a result, the positive statements about the Company’s business, operations, and prospects, were materially misleading and lacked a reasonable basis.
Case Status
Motion to dismiss
Alleged Offence
Misleading Statements
Financial Misrepresentation
Failure to Disclose
Omissions
Suspected Party
Directors
Management
Security Type
Stocks
Trade Direction
Long
Shock Event Date
03/10/2023
Filing date
04/13/2023
Lead Plaintiff Deadline
06/12/2023
Judge
Hon. Araceli Martinez-Olguin
Collecting participants…

Allbirds Inc

Allbirds, Inc. manufactures and sells footwear and apparel products for men and women in the United States and internationally. The company offers a range of lifestyle and performance shoes; and ap...

    Ticker
    BIRD.US
    ISIN
    US01675A1097
    CIK
    1653909
    Sector
    Consumer Cyclical
    Industry
    Apparel Retail
    Country
    USA
    Address
    730 Montgomery Street, San Francisco, CA, United States, 94111