Allbirds (NASDAQ: BIRD) shuts U.S. full-price stores, keeps outlets and London

Rhea-AI Filing Summary

Allbirds, Inc. reported that it will close its remaining full-price retail stores in the United States by the end of February 2026. The company stated it will continue to operate two outlet stores in the United States and two full-price stores in London.

Insights

Retail operations analyst

Allbirds is restructuring its store footprint, exiting U.S. full-price locations while keeping a smaller outlet and international presence.

Allbirds plans to close its remaining full-price U.S. retail stores by the end of February 2026. The company also states it will continue operating two outlet stores in the United States and two full-price stores in London, indicating a shift in its physical retail strategy.

This change concentrates the store base into outlets domestically and a limited full-price presence in London. Actual financial impact, including revenue mix or cost changes, is not detailed in the excerpt, so conclusions are limited to the operational footprint adjustment disclosed.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

___________________________________

FORM 8-K

___________________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 28, 2026

___________________________________

Allbirds, Inc.

(Exact name of registrant as specified in its charter)

___________________________________

Delaware

001-40963

47-3999983

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

530 Washington St.

San Francisco, CA 94111

(Address of principal executive offices, including zip code)

(628) 225-4848

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

___________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Class A common stock, $0.0001 par value

BIRD

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01     Other Events.

On January 28, 2026, Allbirds, Inc. (the "Company") issued a press release announcing that it will close its remaining full-price retail stores in the United States by the end of February 2026. The Company will continue to operate two outlet stores in the United States and two full-price stores in London. A copy of the press release is filed as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

Item 9.01     Financial Statements and Exhibits.

(d)    Exhibits

Exhibit No.			Description
99.1			Press Release, dated January 28, 2026
104			Cover Page Interactive Data File (the cover page XBRL tags are embedded within the inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			Allbirds, Inc.
Dated: January 28, 2026
			By:			/s/ Joe Vernachio
						Joe Vernachio
						Chief Executive Officer

FAQ

What retail changes did Allbirds (BIRD) announce in this 8-K filing?

Allbirds announced it will close its remaining full-price retail stores in the United States by the end of February 2026. The company will still operate two U.S. outlet stores and two full-price stores in London, signaling a more focused physical retail footprint.

When will Allbirds (BIRD) close its remaining U.S. full-price stores?

Allbirds stated that its remaining full-price retail stores in the United States will close by the end of February 2026. This timing frames a near-term exit from full-price U.S. brick-and-mortar locations while keeping select outlet and London full-price stores operating.

How many stores will Allbirds (BIRD) continue to operate after these closures?

Allbirds disclosed it will continue to operate two outlet stores in the United States and two full-price stores in London. This indicates a reduced, more concentrated store network, with no other locations mentioned in the excerpt beyond these four continuing sites.

Is Allbirds (BIRD) fully exiting physical retail based on this filing?

No. While Allbirds will close its remaining full-price U.S. retail stores, it will keep operating two outlet stores in the United States and two full-price stores in London. The filing excerpt does not mention any closures for these remaining locations.

Where can investors find more details about Allbirds (BIRD) store closures?

Investors can review the press release referenced as Exhibit 99.1 in the 8-K. The company states this press release, dated January 28, 2026, is incorporated by reference, suggesting it contains additional context on the U.S. full-price store closures and ongoing locations.