Allbirds Investor Presentation Deck
INVESTOR OVERVIEW
Profit & Purpose - Aligned to Win
1
We make innovative products through naturally-derived R&D that our
customers love...
2 ...and deliver an incredible customer experience...
3) ...in a huge market...
4
LO
allbirds
...via a modern, vertical distribution model...
nd we are doing so by building a brand platform atop the most
important consumer trend of this generation...
Of our U.S. customers acquired between 2016 through 2019, approximately 43% of such customers returned for a second purchase by December 31, 2020
Year-to-date as of 6/30/21
Statista Inc., Footwear market size worldwide from 2020 to 2027; Statista Inc., Global Apparel Market -Statistics & Facts, published January 22, 2021
Represents weighted average lifetime net revenue spend per multi-channel repeat customer compared to single-channel repeat customer for all cohorts from 2017 through June 30, 2021
43%
of customers repeat for
second purchase¹
86
NPS²
-$1.8T
Global Apparel &
Footwear Market³
1.5x
Spend from repeat multi-
channel customers4
Climate
Change
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