BARK, Inc.
0.9399+0.09 (+10.9%)
Oct 29, 4:00:02 PM EDT · NYSE · BARK · USD
Key Stats
Market Cap
159.67MP/E (TTM)
-Basic EPS (TTM)
-0.17Dividend Yield
0%Recent Filings
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.
8-K
NYSE non-compliance notice issued
BARK, Inc. received NYSE notice on July 10, 2025, for failing the $1.00 minimum stock price standard, with its common stock averaging below that over the prior 30 trading days ending July 9. The company has six months to cure by achieving a $1.00 closing price and 30-day average, and plans to explore options like a reverse stock split needing stockholder approval. Trading continues uninterrupted on NYSE. No impact on operations.
8-K
BARK's Q4 revenue dips, EBITDA shines
BARK, Inc. reported fiscal Q4 2025 revenue of $115.4 million, down 5.0% year-over-year amid reduced DTC marketing and tariff pressures, yet commerce revenue surged 26.5% to $15.4 million from new partners. Gross margin climbed to 63.6%, boosting Adjusted EBITDA to $5.2 million—its strongest quarter ever—while full-year Adjusted EBITDA turned positive at $5.4 million. Tariffs delayed retail orders. BARK guides Q1 2026 revenue at $99-101 million, with Adjusted EBITDA near breakeven.
BBW
Build-A-Bear Workshop, Inc.
54.99-1.07
BBWI
Bath & Body Works, Inc.
24.91-1.18
BQ
Boqii Holding Limited
7.94-0.03
CHWY
Chewy, Inc.
33.58-0.58
DOGZ
Dogness (International) Corpora
11.67+0.10
TLYS
Tilly's, Inc.
1.54-0.05
ULTA
Ulta Beauty, Inc.
506.07-12.72
WOOF
Petco Health and Wellness Compa
3.50-0.12
WSM
Williams-Sonoma, Inc.
195.49-4.14
ZOOZ
ZOOZ Strategy Ltd.
1.67-0.11