The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
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Allbirds Co-Founder: Amazon Profits Off Knockoffs Targeting Allbirds Search Terms
“If you look at how Amazon does, even when you're not selling on their channel, enough people have typed in all birds on amazon.com such that there is a lot of knockoffs and other, perhaps you would call it similar looking products. That are now sold through Am…”
Joey Zwillinger: Allbirds will refocus on its core active lifestyle category
“And so that is the core of where we started the brand. And that's where we're going to bring everything back to with a really sharp clarity for the consumer. And the potential when we do that is going to be pretty significant. So I think in, in, in part, you'r…”
Zwillinger: Allbirds will consider going private if market valuation gap persists
“If along that journey the public markets don't see the value that we're creating, and there's a big gap between the value that we are creating and what the enterprise value is of the company, then I think it's prudent to consider all options. And we have a boa…”
Zwillinger: Allbirds will be cash flow and EBITDA profitable in 2025
“What we've said to the market, we've got to be pretty consistent with that on your podcast as well. Is, is that will be cashflow and EBITDA profitable in 20, 25.”
Zwillinger: Almost 100% of new shoe brand discovery happens in physical stores
“For the 83% and for any of the discovery, almost a hundred percent of the discovery of new brands, you really want to go try things on people.”
Zwillinger: Less than 15% of Americans know Allbirds exists
“We still have less than 15% aided brand awareness, meaning only 15% of the US population knows that all birds exist.”
Zwillinger: Allbirds leads multi-billion-dollar competitors in tech infrastructure
“Something that we have in spades relative to our competition, no matter what their size, even if they're many, many billion dollars in size, we have we are leading in terms of the infrastructure and the tech enablement that we've been able to bring into the bu…”
Joey Zwillinger predicts drop in consumer spending over next six months
“The consumer is in a more delicate and fragile situation than people understand and that it's going to be more difficult and there's going to be less spending than people think in the coming six months.”
Zwillinger: Corporate charter legally binds Allbirds management to environmental responsibility
“Our charter says we have a fiduciary responsibility to our shareholders, and we have a equal responsibility to the environment. And so if Tim or I are no longer in the business, and some other person takes over, ah, they still have a responsibility to do what …”
Zwillinger: Quiet luxury trend will be a tailwind for Allbirds
“And I think if you think about what's happened from over the last couple of years with this, like maximal build in the trends of how shoe companies have been coming to the consumer marketplace and the fact that now quiet luxury is really coming back and people…”
Joey Zwillinger: Allbirds' wholesale expansion will drive consumer awareness and adoption
“As we brought in now into the wholesale marketplace in the U S and eventually in, in the international geos that we serve, we're going to grow awareness. We're going to reach a lot more consumers and They're going to fall in love just like the early, early gro…”
Zwillinger denies ever asking Allbirds investors to sell their shares
“We've, I've never told someone to sell or not sell.”
Zwillinger: Allbirds sales declined in 2023 for first time ever
“And as a result, the sales have declined this year for the first time in the history of the company.”
Zwillinger: Allbirds can achieve $1B+ in sales by focusing on core shoes
“And if we just get really good, really, really good at just a few shoes, we can be a billion dollars in sales and go well beyond that.”
Zwillinger: Allbirds generated $1 million in sales in its first month
“We done a million dollars in sales in the first month.”
Zwillinger: Allbirds generates close to $300 million in annual revenue
“We now have a brand that's, you know, close to three hundred million dollars in revenue.”
Zwillinger: Footwear industry was 70-80% wholesale before Allbirds
“Because the whole industry is structured like this before we started was, you know, 70, sometimes 80% wholesale distributed.”
Zwillinger: Allbirds footwear lineup was 100% casual lifestyle shoes in 2019
“We didn't have an athletic positioning at all at that time. And, you know, we were a hundred percent of a casual lifestyle shoe offering in 2019.”
Zwillinger: The Average American Buys Eight Pairs of Shoes Annually
“Yeah, I mean, I think, look, the average American consumer buys eight pairs of shoes a year. That's men, women, and child. And so that's about two and a half billion pairs of shoes sold every year.”
Zwillinger: Prior biofuel startup Solazime raised over $1B and IPO'd in 2011
“I joined in 2009 and we ended up going public in 2011. We raised over a billion dollars of money for the business.”
Zwillinger: $1B biofuel startup Solazime went bankrupt and sold for parts
“The entire business. It got, it went bankrupt, and then has been acquired since for some of the remnants of the technology.”
Zwillinger: 20 billion shoes made annually; Americans buy eight pairs yearly
“There's twenty billion pairs of shoes that are made every year. And in the U.S. Alone, the average American, kid, woman, man, they buy eight pairs per year.”
Zwillinger: Allbirds sold exclusively the Wool Runner for its first 14 months
“We sold one style, the Wool Runner, for 14 months. We didn't do anything else except sell the Wool Runner.”
Only 17% Of US Shoe Purchases Occurred Online In 2017
“If in the shoot market in the U S as I said, eight billion dollars, only 17% of that is purchased online.”
Allbirds made 30 product modifications during its first 16 months
“We made probably 30 changes in the 16 months to that first release product.”
Allbirds co-founder Tim Brown captained the New Zealand World Cup team
“Tim Brown's my co-founder. He was a professional athlete, but he happened to have a design background. He's from New Zealand. He became the captain of the New Zealand national soccer team all the way through the 2010 world cup.”