BlokchainB

Stacker Saloon

saloon

Stacker_Stocks

# Today’s Stock: Allbirds Inc. (BIRD)

![](https://m.stacker.news/124657)




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 products; shoes; and apparel, including classic tees and sweats, socks, and underwear



## My Thoughts 💭 
I got swept up into the Allbirds hype around COVID time. Robinhood allowed retail to gain access to shares before their IPO. At that time I was trying to boycott products made in China to the best of my ability and wanted to own an American clothing company. Having bought a few pairs of shoes from Allbirds I thought this would be a sound investment. I bought and held shares for a short time before I dump them all due to a liquidity crunch I ran into late 2024.  From august 2022 till Sept. 2024 I was DCA into this company. Once I solid I had a realized loss just under $1k at $11 per share. 


At 4.5k sats per share ($91,210), and no dividend thus this company must grow to justify the  sat investment.  In the long run I expect 4.5k sats to have much more purchasing power than equity in Allbirds stock. 

The company is unprofitable at this time thus has a negative PE.  

## PE:


![](https://m.stacker.news/124660)



## Expected Growth:




![](https://m.stacker.news/124661)



## Revenues and expenses:


![](https://m.stacker.news/124662)



## Balance Sheet:


![](https://m.stacker.news/124663)



## Dividend:



###  No Dividend 


## Bitcoin per share:


### None

##  Ownership breakdown :


![](https://m.stacker.news/124664)


## Leadership:



![](https://m.stacker.news/124665)



I really wanted to believe in this company and buying shares in 2022 felt like the right thing to to do. But apparel is ruthlessly competitive. Nike, Adidas, Lululemon,  and many others that offer the same if not better products than Allbirds which limits growth.  

 Having bought their shoes and clothes the quality is okay but it is nothing special. I already had to get rid a few pairs of the shoes and clothes due to normal wear and tear. Due to their price point their target consumer is upper middle class which can limit growth.

Unless they get some major endorsements or it becomes a cult phenomenon like crocs this brand might flounder over the next  10 to 20 years. 

For a fundamental standpoint this business is not doing well. Costs aren’t dropping fast enough and revenue is in a down trend. They aren’t profitable and the balance  sheet is compressing where equity debt and cash on hand are converging on each other. The stock is mostly held my retail so unless Wall Street thinks they will become the next Crocs or Lululemon this stock will have a hard time catching a bid. 

I had plans to repurchase the shares  I sold to keep on brand with my approach to moral investment but taking  another look at the fundamentals I will have to pass on this company. 

Keep the 4.5k sats. I strongly believe 4.5k sats will have more purchasing power than equity in Allbirds in 10 to 20 years.

Blok’s Daily Stock: Allbirds Inc. (BIRD)

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Oil shrugged And Gold And Silver Didn’t

Macro

Japan's finance minister backs crypto integration across stock exchanges: report

0xbitcoiner

Futures are coming in hot!

![](https://m.stacker.news/124720)

The bulls are back in control!

 Let’s discuss

Daily Stock Discussion ~Stacker_Stocks

Stacker_Sports

NFL Pink Slip  Monday is tomorrow. How many coaches will be fired tomorrow?

bitcoin

The Chivo “Deal-Breaker”: How a Wallet Threatens the IMF Bailout of El Salvador

k00b

I think they won’t. Didn’t they already take some prisoners already with out this type of a deal?

Selling cash covered puts on fold

https://stacker.news/items/1360795/r/BlokchainB?commentId=1403817

Hopefully this order fills!

Fold(FLD) $4 Cash Covered  Put option Assigned again Stackers now own 150 shares

The liquidity has come!! Making this purchase tonight!! 

![](https://m.stacker.news/124682)

Feb we are back in business

NFL Sunday- Discussion Thread

grayruby

Travel

relationships

aliens_and_UFOs

devs

SN release: crossposting

Like they gave him that half sack against Allen

[Week #18](https://stacker.news/items/1389863/r/BlokchainB)

***USD/BTC =$91,324***
***Block 930,914***

## Here are the stocks I plan on buying this week:
🐂 = Bull Case
🐻 = Bear Case

|Company|Ticker| Price| Sat Price | 🐂 🐻| BTC/Share|  More Info|
|-|-|-|-|-|-|-|
| Cathedra| CBTTF| $0.67| 733| [See week #1](https://stacker.news/items/1205353/r/BlokchainB)| 6| [Investor Relations Page](https://www.cathedra.com/news/news/cathedra-bitcoin-announces-third-quarter-2025-financial-results)|
| Fold| FLD| $2.76| 3,021| [See week #1](https://stacker.news/items/1205353/r/BlokchainB)| 3,281| [Investor Relations Page](https://investor.foldapp.com/news-releases/news-release-details/fold-holdings-inc-nasdaq-fld-announces-third-quarter-2025) |
| LQWD Technologies | LQWD| $0.77| 843| [See week #2](https://stacker.news/items/1213565/r/BlokchainB) | 865| [Investor Relations Page](https://lqwdtech.com/financials/) |
| [Kindly MD](https://nakamoto.com/dashboard) | NAKA| $0.41| 448| [See week #3](https://stacker.news/items/1223430/r/BlokchainB) | 1,227| [Investor Relations Page](https://feeds.issuerdirect.com/news-release.html?newsid=7704335734806287&symbol=KDLY,NAKA) |
| [Strive](https://strategytracker.com/) | ASST | $0.87| 952| [See week #4](https://stacker.news/items/1233775/r/BlokchainB) | 908| [Investor Relations Page](https://investors.strive.com/news-events/news-releases/news-details/2025/Strive-Inc--Announces-Third-Quarter-2025-Financial-Results/default.aspx) |
| BTC Development Corp. | BDCI | $10.02| 10,974| [See week #9](https://stacker.news/items/1267562/r/BlokchainB) | 0 | SPAC company no page yet |
| Twenty-One | XXI | $9.41| 9,978| [See week #15](https://stacker.news/items/1317779/r/BlokchainB) | 12,559 | [Investor Relations Page](https://investors.xxi.money/overview/default.aspx)|
| Fractyl Health| GUTS | $2.28| 2,497| [See week #18](https://stacker.news/items/1389863/r/BlokchainB) | 0 | [Investor Relations Page](https://ir.fractyl.com/investor-relations/)|

___ 
## Latest Updates:

Nothing to report at this time! 


____
## Commentary:

Cathedra just can’t catch a bid! After the reverse stock split the stock is falling back below $1.  A delisting risk is back in play.  

But everything else is going as planned. Buying great companies at great prices. In 2050 I will thank myself for sticking with it.

Blok Whatcha Buying Week #19

lol TA is not the greatest for long term investment

Maybe you can do it via proxy but buy oil stocks