Allbirds leverages its two million email subscribers for critical first-party data
Alex Lieberman · 5 Lessons from Allbirds' Journey to IPO · Sep 3, 2021 · at 16:01
Alex Lieberman analyzes Allbirds' core competitive strengths ahead of its IPO, pointing to vertical integration and direct customer data ownership.
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“But on the flip side, Allbirds reaps the benefit of being a vertically integrated brand that gets to consistently learn from its customers to inform its product pipeline, and it owns the relationship with two million of them through email, which is only more important in the age of social media gatekeepers and the disappearance of the third party cookie.”
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