Allbirds is selling its shoe product portfolio and shifting its business model toward AI infrastructure, marking a major strategic pivot. The move places the company in a high-growth thematic area, but the article provides no financial details, execution timeline, or evidence yet that the transition will improve fundamentals. Near-term market impact is likely limited until more specifics emerge.
Allbirds is selling its shoe product portfolio and shifting its business model toward AI infrastructure, marking a major strategic pivot. The move places the company in a high-growth thematic area, but the article provides no financial details, execution timeline, or evidence yet that the transition will improve fundamentals. Near-term market impact is likely limited until more specifics emerge.
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