Allbirds Closes U.S. Stores to Pivot to E-Commerce and Wholesale

Event summary

  • Allbirds will close its remaining full-price U.S. stores by the end of February 2026.
  • The company will focus on e-commerce, wholesale partnerships, and international distributorships.
  • Two outlet stores in the U.S. and two full-price stores in London will remain open.
  • SG&A savings and related cash charges will be discussed in the Q4/full year 2025 earnings call in March 2026.

The big picture

Allbirds' decision to close its remaining full-price U.S. stores aligns with a broader industry trend of retailers shifting focus to digital channels and wholesale partnerships to improve profitability. This move is part of Allbirds' turnaround strategy to streamline operations and dedicate resources to more capital-efficient growth avenues. The company's emphasis on e-commerce and international distributorships reflects a strategic pivot towards scalable, low-capital models.

What we're watching

E-Commerce Growth
How Allbirds' shift to e-commerce will affect its revenue and profitability.
Wholesale Strategy
Whether Allbirds can sustain growth through wholesale partnerships and international distributorships.
Cost Efficiency
The pace at which Allbirds can achieve SG&A savings and improve operational leverage.