Subscribe

Allbirds, Inc. (BIRD)

USD3.01 +0.06 (+1.86%)
US NASDAQ Technology Software - Infrastructure
Address 730 Montgomery Street 94111
San Francisco, CA, US
CEO Joe Vernachio
IPO 2021-11-03
CIK 1653909 ISIN US01675A2087

Explore sections of this company profile

Description

Allbirds, Inc. is undergoing a significant strategic pivot, reorienting its primary operations to become an AI compute infrastructure company. The firm plans to procure powerful GPU assets to deliver specialized AI processing capabilities through long-term leasing agreements. Its ultimate ambition is to evolve into a comprehensive GPU-as-a-Service (GPUaaS) and AI-native cloud platform provider. To finance this transformation, Allbirds has taken two key actions: it has finalized an agreement to divest its original footwear and apparel brand and associated assets to American Exchange Group, and it has secured a $50 million convertible financing facility. The company's name is projected to change to "NewBird AI." Established in 2015, and headquartered in San Francisco, California, the entity was previously known as Bozz, Inc.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD3.01 +0.06 (+1.86%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
7M
Beta
2.56
Float Shares
7.30M
Free Float %
89.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-9.92% -23.97% +83.00% +54.33% -16.43% +12.93% -16.58% -82.05% -99.20% -99.20% -99.20%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Hold
Price Targets & DCF
Current price
3.01
Low 1.00 -66.7%
Consensus 3.50 +16.5%
Median 1.50 -50.1%
High 8.00 +166.2%
Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 5
7.70
+156.2%
Quality scores
Altman Z-Score
-7.37
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    -19.7% Q1'26: -30.5% (vs Q1'25)
  • EPS growth Software - Infrastructure: +28.7%
    +20.2% Q1'26: +12.5% (vs Q1'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    -47.2% Q1'26: -18.6% (vs Q1'25)
  • EBIT margin Software - Infrastructure: +8.8%
    -49.7% Q1'26: -93.7% (vs Q1'25)
  • ROIC Software - Infrastructure: +6.6%
    -155.2%
  • Share dilution Software - Infrastructure: +0.0%
    +3.8% Q1'26: +2.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    -0.58× Q1'26: -0.51× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.73) × ERP
WACC = 49% × Ke + 51% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 3.01
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
277.47M
est: 272.60M (+1.8%)
297.77M
est: 310.05M (-4.0%)
254.07M
est: 220.14M (+15.4%)
189.76M
est: 189.36M (+0.2%)
152.47M
est: 161.36M (-5.5%)
125.00M
125.00M – 125.00M
-22.5% YoY
179.86M
179.86M – 179.86M
+43.9% YoY
EBITDA
-34.36M
est: -71.73M (+52.1%)
-81.54M
est: -63.24M (-28.9%)
-97.85M
est: -72.97M (-34.1%)
-81.56M
est: -62.76M (-29.9%)
-67.80M
est: -53.49M (-26.8%)
-41.43M
-41.43M – -41.43M
+22.5% YoY
-59.62M
-59.62M – -59.62M
-43.9% YoY
EBIT
-44.56M
est: -86.25M (+48.3%)
-96.22M
est: -66.10M (-45.6%)
-118.85M
est: -85.59M (-38.9%)
-93.95M
est: -73.62M (-27.6%)
-75.82M
est: -62.74M (-20.9%)
-48.60M
-48.60M – -48.60M
+22.5% YoY
-69.93M
-69.93M – -69.93M
-43.9% YoY
Net Income
-45.37M
est: -98.80M (+54.1%)
-101.35M
est: -114.21M (+11.3%)
-152.46M
est: -142.48M (-7.0%)
-93.32M
est: -97.19M (+4.0%)
-77.28M
est: -76.59M (-0.9%)
-43.32M
-43.32M – -43.32M
+43.4% YoY
-37.61M
-37.61M – -37.61M
+13.2% YoY
SGA
179.54M
est: 210.08M (-14.5%)
225.85M
est: 175.82M (+28.5%)
223.09M
est: 180.92M (+23.3%)
175.02M
est: 155.62M (+12.5%)
137.73M
est: 132.61M (+3.9%)
102.73M
102.73M – 102.73M
-22.5% YoY
147.82M
147.82M – 147.82M
+43.9% YoY
EPS
-13.09
est: -12.56 (-4.2%)
-13.63
est: -11.11 (-22.7%)
-20.10
est: -17.46 (-15.1%)
-11.87
est: -11.94 (+0.6%)
-9.47
est: -9.39 (-0.9%)
-5.31
-5.31 – -5.31
+43.4% YoY
-4.61
-4.61 – -4.61
+13.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-12 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-11 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-67.55M
OE per share TTM
-8.35
Owner's Yield
-177.64%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
25.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
18
Total invested
1.13M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Franklin Resources, Inc. 48.29M 17.70% 4.00 4.00 4.00 4.00 HC Delaware 2021-12-09
2 Timothy O. Brown 15.28M 23.80% 1.29M 14.00M 1.29M 14.00M IN New Zealand 2022-02-14
3 Joseph Zwillinger 12.98M 20.90% 1.88M 11.10M 1.88M 11.10M IN 2022-02-14
4 Elliott Associates, L.P. 12.89M 3.00% 4.00 4.00 4.00 4.00 PN Delaware 2022-04-08
5 Abigail P. Johnson 9.93M 9.90% 9.93M IN United States of America 2024-02-09
6 FMR LLC 9.93M 9.90% 9.93M 9.93M HC Delaware 2024-02-09
7 52-0556948 9.03M 35.80% 1.83M 9.03M IA Maryland 2022-02-14
8 (1) BlackRock, Inc. 6.86M 7.10% 6.71M 6.86M HC Delaware 2023-02-03
9 Jackson Square Partners, LLC 3.98M 4.94% 3.33M 3.98M IA Delaware 2022-04-05
10 Andrew Hunt 3.32M 11.70% 3.32M 3.32M IN Delaware 2022-02-08
11 Jeremiah Daly 3.32M 11.70% 3.32M 3.32M IN Delaware 2022-02-08
12 Baillie Gifford & Co (Scottish partnership) 3.07M 11.00% IA SCOTLAND UK 2022-04-06
13 Elephant Partners GP I, LLC 2.12M 7.40% 2.12M 2.12M OO Delaware 2022-02-08
14 Elephant Partners I, L.P. 2.12M 7.40% 2.12M 2.12M PN Delaware 2022-02-08
15 Fidelity Contrafund 2.03M 6.64% 2.03M IV Massachusetts 2021-12-10
16 The Vanguard Group - 23-1945930 1.71M 6.80% 4.1K 1.70M 10.7K IA Pennsylvania 2022-02-09
17 Fidelity Growth Company Fund 1.67M 5.47% 1.67M IV Massachusetts 2021-12-10
18 GOLDMAN SACHS & CO. LLC 1.60M 6.40% 1.60M 1.60M BD, IA, OO Delaware 2022-01-25
19 THE GOLDMAN SACHS GROUP, INC. 1.60M 6.40% 1.60M 1.60M HC, CO Delaware 2022-01-25
20 Elephant Partners GP II, LLC 1.20M 4.20% 1.20M 1.20M OO Delaware 2022-02-08
21 Elephant Partners II, L.P. 1.08M 3.80% 1.08M 1.08M PN Delaware 2022-02-08
22 II-B, 120.8K 0.40% 120.8K 120.8K PN Delaware 2022-02-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
18
-19 vs prev Q
New positions
6
Closed positions
25
Increased
9
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FMR LLC 824.9K -1.0 (0.0%) 3.38M -1.3M (-27.7%) 10.10% -0.096 pp 0.00% 0.000 pp USD11.66 -64.8% 6 qtrs
2 VANGUARD GROUP INC 240.6K -3.3K (-1.4%) 986.6K -396.8K (-28.7%) 2.95% -0.070 pp 0.00% +0.000 pp USD11.51 -64.4% 6 qtrs
3 BLACKROCK, INC. 74.2K -668.0 (-0.9%) 304.3K -120.3K (-28.3%) 0.91% -0.017 pp 0.00% +0.000 pp USD11.59 -64.6% 6 qtrs
4 SPARK INVESTMENT MANAGEMENT LLC 57.6K +— (+0.0%) 236.3K -90.5K (-27.7%) 0.71% -0.007 pp 0.59% -0.232 pp USD6.44 -36.3% 4 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 56.7K +552.0 (+1.0%) 232.3K -85.8K (-27.0%) 0.69% +0.000 pp 0.00% +0.000 pp USD11.55 -64.5% 6 qtrs
6 CITADEL ADVISORS LLC 38.8K +38.8K (+100.0%) 159.2K +159.2K (+100.0%) 0.48% +0.476 pp 0.00% +0.000 pp USD4.10 +0.0% 1 qtrs NEW
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 34.9K +11.1K (+46.6%) 143.2K +8.1K (+6.0%) 0.43% +0.133 pp 0.00% +0.000 pp USD5.70 -28.1% 4 qtrs
8 GOLDMAN SACHS GROUP INC 20.5K -6.8K (-24.9%) 84.0K -70.7K (-45.7%) 0.25% -0.086 pp 0.00% +0.000 pp USD8.14 -49.6% 5 qtrs
9 STATE STREET CORP 19.7K +— (+0.0%) 80.8K -31.0K (-27.7%) 0.24% -0.002 pp 0.00% +0.000 pp USD11.35 -63.9% 6 qtrs
10 PERFORMA LTD (US), LLC 18.4K +5.3K (+40.1%) 75.2K +958.0 (+1.3%) 0.22% +0.063 pp 0.02% -0.001 pp USD5.22 -21.5% 2 qtrs
11 NORTHERN TRUST CORP 15.2K +4.0K (+35.9%) 62.1K -1.1K (-1.7%) 0.19% +0.048 pp 0.00% +0.000 pp USD9.76 -58.0% 6 qtrs
12 JANE STREET GROUP, LLC 13.3K +13.3K (+100.0%) 54.4K +54.4K (+100.0%) 0.16% +0.162 pp 0.00% +0.000 pp USD4.10 +0.0% 1 qtrs NEW
13 ARNHOLD LLC 13.1K +— (+0.0%) 53.6K -20.5K (-27.7%) 0.16% -0.002 pp 0.00% -0.002 pp USD11.80 -65.3% 6 qtrs
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12.3K +1.9K (+17.7%) 50.5K -8.8K (-14.9%) 0.15% +0.022 pp 0.00% +0.000 pp USD5.43 -24.5% 6 qtrs
15 COLDSTREAM CAPITAL MANAGEMENT INC 10.7K -62.0 (-0.6%) 43.8K -17.1K (-28.1%) 0.13% -0.002 pp 0.00% 0.000 pp USD11.77 -65.2% 6 qtrs
16 UBS GROUP AG 7.6K -771.0 (-9.2%) 31.2K -16.3K (-34.3%) 0.09% -0.010 pp 0.00% +0.000 pp USD6.56 -37.5% 6 qtrs
17 MORGAN STANLEY 5.9K +1.6K (+36.4%) 24.2K -341.0 (-1.4%) 0.07% +0.019 pp 0.00% +0.000 pp USD8.09 -49.3% 6 qtrs
18 ROCKEFELLER CAPITAL MANAGEMENT L.P. 4.0K -114.0 (-2.7%) 16.6K -7.0K (-29.7%) 0.05% -0.002 pp 0.00% +0.000 pp USD5.67 -27.7% 2 qtrs
19 BNP PARIBAS ARBITRAGE, SNC 4.0K +600.0 (+17.9%) 16.2K -2.8K (-14.8%) 0.05% +0.007 pp 0.00% +0.000 pp USD5.57 -26.4% 6 qtrs
20 SBI SECURITIES CO., LTD. 3.3K -38.0 (-1.2%) 13.4K -5.3K (-28.5%) 0.04% -0.001 pp 0.00% 0.000 pp USD5.98 -31.4% 5 qtrs
21 ROYAL BANK OF CANADA 2.6K -141.0 (-5.1%) 11.0K -5.0K (-31.3%) 0.03% -0.002 pp 0.00% +0.000 pp USD11.79 -65.2% 6 qtrs
22 PARALLEL ADVISORS, LLC 1.1K -2.0 (-0.2%) 4.5K -1.7K (-27.8%) 0.01% 0.000 pp 0.00% +0.000 pp USD11.78 -65.2% 6 qtrs
23 GROUP ONE TRADING, L.P. 552.00 +— (+0.0%) 2.3K -867.0 (-27.7%) 0.01% 0.000 pp 0.00% +0.000 pp USD11.80 -65.3% 6 qtrs
24 RHUMBLINE ADVISERS 146.00 +— (+0.0%) 598.00 -229.0 (-27.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.79 -65.2% 6 qtrs
25 ADVISOR GROUP HOLDINGS, INC. 108.00 +— (+0.0%) 441.00 -197.0 (-30.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.82 -39.9% 6 qtrs
26 WELLS FARGO & COMPANY/MN 75.00 +— (+0.0%) 308.00 -117.0 (-27.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.79 -58.1% 6 qtrs
27 BANK OF AMERICA CORP /DE/ 50.00 +6.0 (+13.6%) 205.00 -44.0 (-17.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.44 -51.4% 6 qtrs
28 US BANCORP \DE\ 40.00 +— (+0.0%) 164.00 -63.0 (-27.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.80 -65.3% 6 qtrs
29 ROTHSCHILD INVESTMENT LLC 20.00 +— (+0.0%) 82.00 -31.0 (-27.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.80 -65.3% 6 qtrs
30 JPMORGAN CHASE & CO 15.00 -1.4K (-98.9%) 62.00 -7.9K (-99.2%) 0.00% -0.017 pp 0.00% +0.000 pp USD8.73 -53.0% 6 qtrs
31 ALEXIS INVESTMENT PARTNERS, LLC 10.00 +— (+0.0%) 41.00 -16.0 (-28.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.60 -26.8% 2 qtrs
32 TRUST CO OF VERMONT 10.00 +— (+0.0%) 41.00 -16.0 (-28.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.80 -65.3% 6 qtrs
33 MILLSTONE EVANS GROUP, LLC 5.00 +— (+0.0%) 21.00 -7.0 (-25.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.40 -35.9% 4 qtrs
34 TURNING POINT BENEFIT GROUP, INC. 5.00 +— (+0.0%) 20.00 -8.0 (-28.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.60 -26.8% 2 qtrs
35 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3.00 +— (+0.0%) 12.00 -5.0 (-29.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.67 -64.9% 6 qtrs
36 VERMILLION WEALTH MANAGEMENT, INC. 1.00 +— (+0.0%) 4.00 -2.0 (-33.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.00 -31.7% 5 qtrs
37 CITIGROUP INC 1.00 +1.0 (+100.0%) 4.00 +4.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.00 +2.5% 1 qtrs NEW
38 STEWARD PARTNERS INVESTMENT ADVISORY, LLC -19.0 (-100.0%) -108.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 6 qtrs SOLD
39 IFP ADVISORS, INC -5.0 (-100.0%) -28.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 6 qtrs SOLD
40 GSA CAPITAL PARTNERS LLP -10.1K (-100.0%) -57.0K (-100.0%) 0.00% -0.124 pp 0.00% -0.005 pp USD 5 qtrs SOLD
41 FUTURE FINANCIAL WEALTH MANAGMENT LLC -500.0 (-100.0%) -2.8K (-100.0%) 0.00% -0.006 pp 0.00% -0.002 pp USD 3 qtrs SOLD
42 FINLEY FINANCIAL, LLC -5.0K (-100.0%) -28.4K (-100.0%) 0.00% -0.062 pp 0.00% -0.013 pp USD 2 qtrs SOLD
43 PDT PARTNERS, LLC -15.3K (-100.0%) -87.0K (-100.0%) 0.00% -0.190 pp 0.00% -0.006 pp USD 4 qtrs SOLD
44 FARTHER FINANCE ADVISORS, LLC -5.0 (-100.0%) -28.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 6 qtrs SOLD
45 TOWER RESEARCH CAPITAL LLC (TRC) -361.0 (-100.0%) -2.0K (-100.0%) 0.00% -0.005 pp 0.00% 0.000 pp USD 6 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 14 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.00% 63.2K 0.60%
2 U.S. Micro Cap Portfolio ETF DFMC 0.00% 32.3K 0.43%
3 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 11.0K 0.25%
4 Vanguard Extended Market ETF VXF 0.00% 255.8K 0.05%
5 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 266.88 0.17%
6 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 1.3K 0.03%
7 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 3.6K 0.17%
8 Vanguard Total Stock Market ETF VTI 0.00% 617.3K 0.03%
9 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 1.4K 0.22%
10 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 736.83 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
6.6K
Cash buys
Cash sales
2.00
Net activity
-6,613
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-03 Vernachio Joseph Director / Officer S-Sale D Class A Common Stock 4,413 2.69 11.9K 85,569 D
2026-03-03 Mitchell Ann Officer S-Sale D Class A Common Stock 2,200 2.70 5.9K 74,970 D
2025-12-02 Vernachio Joseph Director / Officer S-Sale D Class A Common Stock 4,384 4.87 21.3K 89,982 D
2025-12-02 Mitchell Ann Officer S-Sale D Class A Common Stock 1,837 4.87 8.9K 77,170 D
2025-10-31 Hughes Lily Yan Director A-Award A Class A Common Stock 22,222 0.00 22,222 D
2025-09-03 Vernachio Joseph Director / Officer S-Sale D Class A Common Stock 3,666 6.37 23.4K 94,366 D
2025-09-03 Mitchell Ann Officer S-Sale D Class A Common Stock 2,188 6.37 13.9K 78,498 D
2025-06-06 Zwillinger Joseph Director / 10% Owner A-Award A Class A Common Stock 6,200 0.00 6,200 D
2025-06-06 Thanawala Ravi Director A-Award A Class A Common Stock 6,200 0.00 14,534 D
2025-06-06 Levitan Dan Director / 10% Owner A-Award A Class A Common Stock 6,200 0.00 23,653 D
2025-06-06 Freeman Ann Director A-Award A Class A Common Stock 6,200 0.00 14,507 D
2025-06-06 BOYCE RICHARD W Director A-Award A Class A Common Stock 6,200 0.00 13,655 D
2025-06-03 Vernachio Joseph Director / Officer S-Sale D Class A Common Stock 4,450 7.15 31.8K 98,032 D
2025-06-03 Mitchell Ann Officer S-Sale D Class A Common Stock 2,146 7.12 15.3K 80,686 D
2025-04-18 Vernachio Joseph Director / Officer A-Award A Class A Common Stock 63,955 0.00 102,482 D
2025-03-03 Vernachio Joseph Director / Officer S-Sale D Class A Common Stock 2,483 6.13 15.2K 38,527 D
2025-03-03 Mitchell Ann Officer S-Sale D Class A Common Stock 1,876 6.13 11.5K 80,599 D
2025-03-01 Mitchell Ann Officer A-Award A Class A Common Stock 21,500 0.00 82,475 D
2024-12-02 Vernachio Joseph Director / Officer S-Sale D Class A Common Stock 2,532 8.19 20.7K 41,010 D
2024-12-02 Mitchell Ann Officer S-Sale D Class A Common Stock 1,502 8.08 12.1K 60,975 D
2024-11-11 Mitchell Ann Officer P-Purchase A Class A Common Stock 600 8.16 4.9K 62,477 D
2024-09-10 Thanawala Ravi Director A-Award A Class A Common Stock 8,334 0.00 8,334
2024-09-03 Vernachio Joseph Director / Officer S-Sale D Class A Common Stock 47,351 0.60 28.4K 870,736
2024-09-03 Mitchell Ann Officer S-Sale D Class A Common Stock 17,519 0.60 10.5K 804,505
2024-09-01 Mitchell Ann Officer A-Award A Class A Common Stock 20,000 0.00 60,226 D
2024-08-14 Mitchell Ann Officer P-Purchase A Class A Common Stock 10,000 0.65 6.5K 822,024
2024-08-12 Brown Timothy O. Director / 10% Owner S-Sale D Class A Common Stock 50,000 0.59 29.3K 0
2024-06-07 LEVITAN DAN Director / 10% Owner P-Purchase A Class A Common Stock 71,175 0.55 38.9K 289,080
2024-06-07 Freeman Ann Director A-Award A Class A Common Stock 60,000 0.00 166,121
2024-06-07 FIELDS MANDY J Director A-Award A Class A Common Stock 60,000 0.00 149,080
2024-06-07 Blumenthal Neil Harris Director A-Award A Class A Common Stock 60,000 0.00 149,080
2024-06-07 BOYCE RICHARD W Director A-Award A Class A Common Stock 60,000 0.00 149,080
2024-06-06 LEVITAN DAN Director / 10% Owner P-Purchase A Class A Common Stock 28,825 0.54 15.6K 217,905
2024-06-03 Vernachio Joseph Director / Officer S-Sale D Class A Common Stock 58,510 0.56 32.8K 918,087
2024-06-03 Mitchell Ann Officer S-Sale D Class A Common Stock 62,486 0.56 35.0K 812,024
2024-05-20 Mitchell Ann Officer P-Purchase A Class A Common Stock 10,000 0.72 7.2K 874,510
2024-03-15 Vernachio Joseph Director / Officer A-Award A Class A Common Stock 654,857 0.00 976,597
2024-03-01 Vernachio Joseph Officer S-Sale D Class A Common Stock 23,935 0.91 21.7K 321,740
2023-12-04 Vernachio Joseph Officer S-Sale D Class A Common Stock 17,341 1.05 18.2K 345,675
2023-11-13 Mitchell Ann Officer P-Purchase A Class A Common Stock 10,000 0.68 6.8K 844,101
2023-09-05 Vernachio Joseph Officer S-Sale D Class A Common Stock 5,790 1.27 7.3K 363,016
2023-06-09 LEVITAN DAN Director / 10% Owner A-Award A Class A Common Stock 58,593 0.00 189,080
2023-06-09 Freeman Ann Director A-Award A Class A Common Stock 58,593 0.00 106,121
2023-06-09 FIELDS MANDY J Director A-Award A Class A Common Stock 58,593 0.00 89,080
2023-06-09 Blumenthal Neil Harris Director A-Award A Class A Common Stock 58,593 0.00 89,080
2023-06-09 BOYCE RICHARD W Director A-Award A Class A Common Stock 58,593 0.00 89,080
2023-06-02 Vernachio Joseph Officer S-Sale D Class A Common Stock 5,132 1.28 6.6K 368,806
2023-05-22 LEVITAN DAN Director / 10% Owner P-Purchase A Class A Common Stock 1,304 1.17 1.5K 130,487
2023-05-19 LEVITAN DAN Director / 10% Owner P-Purchase A Class A Common Stock 11,600 1.19 13.8K 129,183
2023-05-18 LEVITAN DAN Director / 10% Owner P-Purchase A Class A Common Stock 11,300 1.23 13.9K 117,583
2023-05-01 Mitchell Ann Officer A-Award A Class A Common Stock 827,358 0.00 827,358
2023-04-24 Mitchell Ann Officer 0 0.00 0
2023-03-15 LEVITAN DAN Director / 10% Owner P-Purchase A Class A Common Stock 75,796 1.08 81.9K 106,283
2023-03-02 Vernachio Joseph Officer S-Sale D Class A Common Stock 6,784 2.82 19.1K 373,938
2023-03-02 Bufano Michael J Officer S-Sale D Class A Common Stock 10,570 2.82 29.8K 323,188
2023-02-23 Zwillinger Joseph Director / Officer / 10% Owner C-Conversion A Class A Common Stock 7,256 0.00 7,256
2023-02-22 Zwillinger Joseph Director / Officer / 10% Owner S-Sale D Class A Common Stock 26,200 2.76 72.3K 0
2023-02-17 Zwillinger Joseph Director / Officer / 10% Owner S-Sale D Class A Common Stock 22,099 2.75 60.8K 0
2023-01-27 Zwillinger Joseph Officer C-Conversion D Class B Common Stock 92,643 0.00 10,991,500
2023-01-26 Zwillinger Joseph Officer C-Conversion D Class B Common Stock 13,867 0.00 11,084,143
2023-01-25 Zwillinger Joseph Officer C-Conversion D Class B Common Stock 4,600 0.00 11,098,010
2023-01-18 Vernachio Joseph Officer A-Award A Class A Common Stock 195,402 0.00 380,722
2022-12-02 Vernachio Joseph Officer S-Sale D Class A Common Stock 5,693 2.87 16.3K 185,320
2022-12-02 Bufano Michael J Officer S-Sale D Class A Common Stock 12,932 2.87 37.1K 333,758
2022-09-01 Vernachio Joseph Officer S-Sale D Class A Common Stock 5,902 3.95 23.3K 191,013
2022-09-01 Bufano Michael J Officer S-Sale D Class A Common Stock 9,237 3.95 36.5K 345,214
2022-08-16 Freeman Ann Director 0 0.00 0
2022-07-27 Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 Director C-Conversion D Class B Common Stock 664,330 0.00 0
2022-06-10 Weiss Emily Director A-Award A Class A Common Stock 30,487 0.00 30,487
2022-06-10 LEVITAN DAN Director A-Award A Class A Common Stock 30,487 0.00 30,487
2022-06-10 Green Nancy Director A-Award A Class A Common Stock 30,487 0.00 30,487
2022-06-10 FIELDS MANDY J Director A-Award A Class A Common Stock 30,487 0.00 30,487
2022-06-10 Blumenthal Neil Harris Director A-Award A Class A Common Stock 30,487 0.00 30,487
2022-06-10 BOYCE RICHARD W Director A-Award A Class A Common Stock 30,487 0.00 30,487
2022-05-23 Zwillinger Joseph Officer A-Award A Stock Option (Right to Buy) 911,162 0.00 911,162
2022-05-23 Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 Director A-Award A Stock Option (Right to Buy) 911,162 0.00 911,162
2022-05-22 Vernachio Joseph Officer A-Award A Stock Option (Right to Buy) 425,000 0.00 425,000
2022-05-22 Bufano Michael J Officer D-Return D Stock Option (Right to Buy) 75,000 0.00 0
2022-05-17 Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 Director P-Purchase A Class A Common Stock 50,000 4.86 243.0K 50,000
2022-03-14 Bufano Michael J Officer P-Purchase A Class A Common Stock 25,000 5.17 129.2K 58,333
2021-11-23 GOLDMAN SACHS GROUP INC 10% Owner S-Sale D Common Stock 1,274 20.68 26.3K 2,981,685
2021-11-22 GOLDMAN SACHS GROUP INC 10% Owner I Common Stock 0 0.00 3,381,660
2021-11-11 Bufano Michael J Officer A-Award A Class A Common Stock 33,333 0.00 33,333
2021-11-05 Maveron Equity Partners V, L.P. 10% Owner C-Conversion A Class B Common Stock 29,165 0.00 39,520
2021-11-05 LEVITAN DAN Director / 10% Owner C-Conversion D Series Seed Preferred Stock 35,925 0.00 0
2021-11-05 BOYCE RICHARD W Director C-Conversion A Class B Common Stock 25,780 0.00 1,077,325
2021-11-02 Zwillinger Joseph Director / Officer / 10% Owner D Stock Option (Right to Buy) 1,875,000 5.09 9.55M 0
2021-11-02 Weiss Emily Director D Stock Option (Right to Buy) 45,139 4.34 195.9K 0
2021-11-02 Vernachio Joseph Officer D Stock Option (Right to Buy) 425,000 8.43 3.58M 0
2021-11-02 Maveron Equity Partners V, L.P. 10% Owner D Class B Common Stock 12,755 0.00 0
2021-11-02 LEVITAN DAN Director / 10% Owner I Series Seed Preferred Stock 35,925 0.00 0
2021-11-02 Green Nancy Director D Stock Option (Right to Buy) 50,000 4.12 206.0K 0
2021-11-02 FIELDS MANDY J Director D Stock Option (Right to Buy) 66,916 4.34 290.4K 0
2021-11-02 Bufano Michael J Officer D Stock Option (Right to Buy) 400,000 4.34 1.74M 0
2021-11-02 Brown Timothy O. Director / Officer / 10% Owner I Class B Common Stock 664,330 0.00 0
2021-11-02 Blumenthal Neil Harris Director D Stock Option (Right to Buy) 37,500 5.37 201.3K 0
2021-11-02 BOYCE RICHARD W Director I Series B Preferred Stock 25,780 0.00 0

Executive team

Top executives
EBIT / Employee
-139.9K
Shares Outstanding
8.16M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Joe Vernachio Chief Executive Officer and Former Chief Operating Officer 471.2K 131.9K 563.6K 13.8K 1.18M 47.74%
2 2024 Ann Mitchell Chief Financial Officer 383.1K 60.3K 282.6K 13.8K 739.8K 38.20%
3 2024 Joseph Zwillinger Former Chief Executive Officer 158.7K 193.8K 352.5K 0.00%
4 2023 Ann Mitchell Chief Financial Officer 252.4K 62.5K 1.03M 919.0K 18.5K 2.29M 85.42%
5 2023 Joe Vernachio Chief Operating Officer 375.0K 84.4K 1.13M 19.6K 1.61M 70.21%
6 2023 Joe Vernachio Chief Executive Officer and Former Chief Operating Officer 375.0K 84.4K 1.13M 19.6K 1.61M 70.21%
7 2023 Joseph Zwillinger Chief Executive Officer 382.7K 172.2K 375.0K 12.8K 942.7K 0.00%
8 2023 Joseph Zwillinger Former Chief Executive Officer 382.7K 172.2K 375.0K 12.8K 942.7K 0.00%
9 2023 Timothy Brown Chief Innovation Officer 350.0K 78.8K 8.00 441.5K 0.00%
10 2022 Joseph Zwillinger Co-Chief Executive Officer 365.5K 2.01M 2.06M 12.1K 4.45M 91.52%
11 2022 Joseph Zwillinger Chief Executive Officer 365.5K 2.01M 2.06M 12.1K 4.45M 91.52%
12 2022 Timothy Brown Chief Innovation Officer 365.5K 2.01M 2.06M 12.0K 4.45M 91.52%
13 2022 Timothy Brown Co-Chief Executive Officer 365.5K 2.01M 2.06M 12.0K 4.45M 91.52%
14 2022 Michael Bufano Chief Financial Officer 395.6K 1.30M 13.0K 1.71M 76.04%
15 2022 Joe Vernachio Chief Operating Officer 370.6K 864.5K 205.8K 6.9K 1.45M 73.92%
16 2021 Michael Bufano Chief Financial Officer 351.9K 708.0K 1.16M 86.2K 83.2K 2.39M 78.21%
17 2021 Joe Vernachio Chief Operating Officer 201.9K 1.76M 49.5K 2.01M 87.49%
18 2021 Joseph Zwillinger Co-Chief Executive Officer 297.6K 83.3K 11.9K 392.8K 0.00%
19 2021 Timothy Brown Co-Chief Executive Officer 297.6K 83.3K 11.9K 392.8K 0.00%
20 2020 Timothy Brown Co-Chief Executive Officer 276.9K 52.7K 31.8K 361.4K 0.00%
21 2020 Joseph Zwillinger Co-Chief Executive Officer 276.9K 52.7K 25.4K 355.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-15 DEFA14A
2026-03-31 DEFA14A
2025-04-24 DEFA14A
2025-04-24 DEF 14A
2024-06-28 DEFA14A
2024-06-28 DEF 14A
2024-06-18 PRE 14A
2024-04-25 DEFA14A
2024-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 DEFM14A
2026-05-06 SC 13G/A
2026-05-04 PRER14A
2026-05-01 D
2026-04-29 8-K
2026-04-29 424B5
2026-04-24 DEFA14A
2026-04-24 8-K/A
2026-04-21 8-K
2026-04-20 8-K

Executive team

NameTitleCompensationGender
Joe Vernachio Chief Executive Officer, President, Secretary & Director 514.0K male
Annie Mitchell Chief Financial Officer 397.2K female
Timothy O. Brown Co-Founder & Director 100.0K male
Joseph Z. Zwillinger Director 50.0K male
Benny Joseph Chief Technology & Supply Chain Officer male
Christos Yatrakis Chief People & Legal Officer male
Kelly Olmstead Chief Marketing Officer female
ESG Rating
B
APPAREL - RETAIL
Rank: 10 out of 35
2025
E (Environmental)
65.8 / 63.0
Company / Sector avg.
S (Social)
61.9 / 64.8
Company / Sector avg.
G (Governance)
59.6 / 69.1
Company / Sector avg.
ESG Total
62.4 / 65.6
Company / Sector avg.
ESG Score History APPAREL - RETAIL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits