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Bold propaganda-style illustration of a sneaker falling from a towering pedestal, two diverging paths below representing contrasting brand strategies

Allbirds: What Went Wrong From $4 Billion to $39 Million

In November 2021, two footwear companies went public within weeks of each other. Allbirds opened on the Nasdaq at a $4.1 billion valuation. On Running debuted on the NYSE at roughly $7.3 billion. Both were venture-backed. Both sold premium sneakers. Both had sustainability narratives. Five years later, On
NMS Editorial Team 31 Mar 2026, 6:00 AM

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