BARK
BARK, Inc.0.6516
+0.0242+3.86%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
111.81MP/E (TTM)
-Basic EPS (TTM)
-0.20Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
BARK promotes Black to core president
BARK, Inc. promoted Michael Black to President, Core Business on September 3, 2025, tasking him with leading direct-to-consumer and commerce segments to expand reach and deepen ties with dog families. Black, a 2024 joiner as Chief Revenue Officer, drove 27% year-over-year growth in Commerce for fiscal 2025 through sharpened strategies and retail partnerships. CEO Matt Meeker shifts focus to long-term vision and services expansion. This move builds on recent momentum yet demands sustained execution.
8-K
BARK Q1 revenue dips but beats
BARK, Inc. reported Q1 fiscal 2026 revenue of $102.9 million, down 11.5% year-over-year due to fewer subscriptions, yet it beat guidance through stronger Super Chewer uptake and commerce growth. DTC gross margin rose to 67.0%, up 250 basis points, while net loss narrowed to $7.0 million from $10.0 million, with Adjusted EBITDA flipping to $0.1 million. Commerce revenue surged 49.5% to $13.7 million, fueled by retail partners. BARK eyes Q2 revenue of $102-105 million and Adjusted EBITDA of -$2-2 million amid tariff uncertainties.
10-Q
Q1 FY2026 results
BARK's Q1 FY2026 revenue fell 11.5% y/y to $102.9M, driven by a 16.7% drop in Direct to Consumer to $89.2M amid softer orders, yet Commerce surged 49.5% to $13.7M on expanded retail reach. Gross profit dipped 12.5% to $64.1M, but margins held steady at 62.3% with DTC improving to 67.0% (excluding BARK Air, 69.3%) thanks to cost efficiencies. Operating loss narrowed 21.1% to $8.4M as G&A and marketing expenses each fell ~10%, while net loss improved 30.0% to $7.0M or $(0.04) per diluted share on 169.2M shares. Cash at $84.7M supports liquidity, with $42.7M in convertible notes due December 2025 and a $35.0M undrawn revolver; free cash flow turned negative at $(6.1)M from inventory builds. Ongoing litigation over the 2021 merger adds uncertainty.
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