Allbirds Investor Presentation Deck
INVESTOR OVERVIEW
Digitally-led Vertical
Retail Distribution
Meet Our Customers
Where They Are
99%+
DTC sales
98%
Gross Sales at Full Price
1.5x
Higher multi-channel repeat customers spend¹
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1. Compared to single-channel repeat customer spend; represents weighted average
lifetime net revenue spend per multi-channel repeat customer compared to single-
channel repeat customers for all cohorts from 2017 through June 30, 2021
Digital
Seamless Experience and
Convenient Discovery
Own
Customer
Relationship
Wool Upper
Highly
valuable
multi-channel
customer
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Padded Insole
Lightwe
Engaging digital platform
encourages store visits and
informs location selection
Our
Customer
B
Stores serve as brand
beacons that drive brand
awareness, web traffic and
digital replenishment
Price
Control
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More
Product
Value
Physical
Retail
Immersive Experience,
Community Building and
Strong Unit Economics
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