BARK

NEW YORK, May 14, 2026--(BUSINESS WIRE)--BARK, Inc. (NYSE: BARK) ("BARK" or the "Company"), a leading global omnichannel brand with a mission to make all dogs happy, today announced it will report its fiscal fourth quarter and full year 2026 financial results after market close on Tuesday, June 9, 2026. Management will host a live conference call and webcast to discuss the Company’s financial results at 4:30 p.m. ET the same day. The conference call can be accessed by dialing 1-888-596-4144 for U.S. participants and 1-646-968-2525 for international participants. The conference call passcode is 5515653. A live audio webcast of the call will be available at https://investors.bark.co/ and will be archived for one year. About BARK BARK is the world’s most dog-centric company, devoted to making all dogs happy with the best products, food, services, and content. BARK’s dog-obsessed team leverages its unique, data-driven understanding of what makes each dog special to design playstyle-specific toys, wildly satisfying treats, dog-first experiences that foster the health and happiness of dogs everywhere, and more. Founded in 2011, BARK loyally serves millions of dogs nationwide with BarkBox and Super Chewer, its themed toys and treats subscriptions; custom product collections through its retail partner network, including Target, Chewy, and Amazon; BARK in the Belly, a premium dog food and consumables line that donates 100% of food profits to fight canine hunger; and BARK Air, the first air travel experience designed specifically for dogs first. At BARK, we want to make dogs as happy as they make us because dogs and humans are better together. Sniff around at bark.co for more information. View source version on businesswire.com: https://www.businesswire.com/news/home/20260514566975/en/ Contacts Investors: Michael Mougias [email protected] Media: Garland Harwood [email protected]

NEW YORK, March 26, 2026--(BUSINESS WIRE)--BARK, Inc. (NYSE: BARK) ("BARK" or the "Company"), a leading dog brand with a mission to make all dogs happy, today announced the results of its Annual Meeting of Stockholders held March 25, 2026, including the approval of a proposal to implement a 1-for-20 reverse stock split of the Company’s common stock ("Reverse Stock Split"). The Reverse Stock Split is intended to increase the per-share trading price of the Company’s common stock in order to regain compliance with the New York Stock Exchange ("NYSE") minimum bid price requirement and is anticipated to become effective on April 1, 2026, with trading on a split-adjusted basis to commence at market open on April 1, 2026. The Company believes that maintaining its listing on the NYSE is important to support liquidity, price transparency and access to a broad base of investors. In addition, the Company believes that increasing the per-share trading price of its common stock through the Reverse Stock Split may improve its marketability to, and acceptance by, institutional investors and other members of the investing public. Additional information regarding the Reverse Stock Split will be included in a Current Report on Form 8-K to be filed with the U.S. Securities and Exchange Commission. Alignment with Continued Operational Progress and Long-Term Stockholder Value Today’s announcement follows BARK’s recent operational updates, including actions taken to streamline the Company’s cost structure and improve profitability and cash generation. As disclosed on March 23, 2026, these initiatives are expected to result in up to $28 million in annualized cost savings and position the Company to operate more efficiently while continuing to invest in growth. In addition, BARK disclosed on March 23, 2026 that it has paid approximately $15.4 million in incremental tariffs to date, with $10.5 million allocated to cost of goods sold for the Company’s projected fiscal year ending March 31, 2026. The Board and management team remain focused on driving sustainable value creation through disciplined execution and capital allocation. About BARK BARK is the world’s most dog-centric company, devoted to making all dogs happy with the best products, food, services, and content. BARK’s dog-obsessed team leverages its unique, data-driven understanding of what makes each dog special to design p...

Bark’s fourth quarter results reflected a deliberate shift in strategy, as management emphasized profitability and operational discipline over short-term sales growth. CEO Matt Meeker cited significantly reduced marketing spend and a focus on higher-quality customer acquisition as key contributors to the year-over-year revenue decline. Despite lower sales, Bark improved gross margins and generated positive free cash flow, highlighting efforts to manage costs and mitigate tariff impacts. Meeker described the company as operating with a “leaner cost structure and greater financial flexibility,” aiming to strengthen the business in a volatile market. Is now the time to buy BARK? Find out in our full research report (it’s free). Revenue: $98.45 million vs analyst estimates of $102.7 million (22.1% year-on-year decline, 4.1% miss) Adjusted EPS: -$0.03 vs analyst estimates of -$0.04 ($0.01 beat) Adjusted EBITDA: -$1.61 million (-1.6% margin, 3.4% year-on-year decline) Operating Margin: -9.1%, in line with the same quarter last year Market Capitalization: $134.8 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. No analyst questions on the call In the coming quarters, our analysts will be watching (1) whether Bark’s focus on high-value customer acquisition translates into sustained improvements in average order value and retention; (2) the pace of revenue mix shift as the Commerce and Air segments grow; and (3) evidence of further cost efficiencies, especially in inventory management and operational expenses. Progress on these fronts will be critical for Bark’s path toward consistent profitability. Bark currently trades at $0.79, down from $0.82 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it’s free for active Edge members). The market’s up big this year - but there’s a catch. Just 4 stocks account for half the S&P 500’s entire gain. That kind of concentration makes investors nervous, and for good reason. While everyone piles into the same crowded names, smart investors are hunting quality where no one’s looking - and paying a fraction of the price. Check o...

Pet products provider Bark (NYSE:BARK) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 22.1% year on year to $98.45 million. Its non-GAAP loss of $0.03 per share was $0.01 above analysts’ consensus estimates. Is now the time to buy BARK? Find out in our full research report (it’s free). Revenue: $98.45 million vs analyst estimates of $102.7 million (22.1% year-on-year decline, 4.1% miss) Adjusted EPS: -$0.03 vs analyst estimates of -$0.04 ($0.01 beat) Adjusted EBITDA: -$1.61 million (-1.6% margin, 3.4% year-on-year decline) Operating Margin: -9.1%, in line with the same quarter last year Market Capitalization: $140 million Bark’s fourth quarter results reflected a deliberate shift in strategy, as management emphasized profitability and operational discipline over short-term sales growth. CEO Matt Meeker cited significantly reduced marketing spend and a focus on higher-quality customer acquisition as key contributors to the year-over-year revenue decline. Despite lower sales, Bark improved gross margins and generated positive free cash flow, highlighting efforts to manage costs and mitigate tariff impacts. Meeker described the company as operating with a “leaner cost structure and greater financial flexibility,” aiming to strengthen the business in a volatile market. Looking ahead, Bark’s leadership expects continued pressure on top-line growth as the company maintains its focus on acquiring higher-value customers and tightly managing expenses. Management is prioritizing further improvements in cash conversion and operational efficiency, with CFO Zahir Ibrahim highlighting planned reductions in inventory and ongoing cost management initiatives. While revenue growth may remain subdued in the near term, Meeker believes these actions will position Bark for stronger long-term profitability and resilience, stating, “The actions we’ve taken throughout the year position us to exit…better equipped to navigate uncertainty while continuing to invest thoughtfully in the long-term growth of the brand.” Management attributed the quarter’s results to disciplined cost controls, a reallocation of marketing investment, and diversification into new business lines. Marketing pullback impacts revenue: Bark intentionally reduced marketing expense by about 40% year-over-year, prioritizing profitability and cash flow. This led to a smaller subscriber base...

Pet products provider Bark (NYSE:BARK) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 22.1% year on year to $98.45 million. Its non-GAAP loss of $0.03 per share was $0.01 above analysts’ consensus estimates. Is now the time to buy Bark? Find out in our full research report. On January 14, 2026, the Company received a preliminary non-binding indicative proposal letter from GNK Holdings LLC and Marcus Lemonis (collectively, the “GNK/Lemonis Group”). The GNK/Lemonis Group letter proposes that the GNK/Lemonis Group would acquire all of the outstanding shares of the Company’s common stock not already beneficially owned by the GNK/Lemonis Group, in an all-cash transaction, for $1.10 per share. Revenue: $98.45 million vs analyst estimates of $102.7 million (22.1% year-on-year decline, 4.1% miss) Adjusted EPS: -$0.03 vs analyst estimates of -$0.04 ($0.01 beat) Adjusted EBITDA: -$1.61 million (-1.6% margin, 3.4% year-on-year decline) Operating Margin: -9.1%, in line with the same quarter last year Free Cash Flow was $1.56 million, up from -$1.96 million in the same quarter last year Market Capitalization: $143.8 million Making a name for itself with the BarkBox, Bark (NYSE:BARK) specializes in subscription-based, personalized pet products. A company’s long-term sales performance is one signal of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Unfortunately, Bark’s 5.2% annualized revenue growth over the last five years was weak. This was below our standard for the consumer discretionary sector and is a poor baseline for our analysis. We at StockStory place the most emphasis on long-term growth, but within consumer discretionary, a stretched historical view may miss a company riding a successful new product or trend. Bark’s performance shows it grew in the past but relinquished its gains over the last two years, as its revenue fell by 7.5% annually. This quarter, Bark missed Wall Street’s estimates and reported a rather uninspiring 22.1% year-on-year revenue decline, generating $98.45 million of revenue. Looking ahead, sell-side analysts expect revenue to remain flat over the next 12 months. Although this projection suggests its newer products and services will spur better top-line performance, it is still below the sector average. The 1999 book Gorilla Game...

This article first appeared on GuruFocus. Release Date: February 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. BARK Inc (NYSE:BARK) reported an adjusted EBITDA of $1.6 million, consistent with last year and within their guidance range. The company generated $1.6 million of positive free cash flow, aided by inventory normalization. BARK Inc (NYSE:BARK) achieved a consolidated gross margin of 62.5%, with improvements in both direct-to-consumer and commerce segments. The average order value reached $31.41, marking the strongest quarter in nearly two years. The transition of last-mile delivery to Amazon is expected to reduce shipping costs and improve delivery speed. Total revenue of $98.4 million came in below guidance, partly due to a deliberate reduction in marketing spend. Marketing expenses were reduced by approximately $11 million compared to the third quarter last year, impacting revenue growth. The subscriber base has been shrinking over time, pressuring direct-to-consumer revenue. Commerce segment revenue was $18.8 million, roughly $1.5 million below last year, partly due to timing shifts. The company ended the quarter with $22 million in cash, following the repayment of a $45 million convertible note, indicating a significant cash outflow. Warning! GuruFocus has detected 3 Warning Signs with BARK. Is BARK fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide an overview of BARK Inc's financial performance for the third quarter of fiscal year 2026? A: Matt Meeker, CEO, stated that BARK Inc's adjusted EBITDA was $1.6 million, consistent with last year, and they generated $1.6 million of positive free cash flow. Total revenue was $98.4 million, which was below the guidance range due to a deliberate pullback in marketing spend. The company maintained a healthy 62.5% consolidated gross margin, with improvements in both direct-to-consumer and commerce segments. Q: How has BARK Inc managed its marketing expenses and customer acquisition strategy? A: Matt Meeker, CEO, explained that marketing expenses were approximately $11 million lower than the third quarter last year, reflecting a focus on bottom-line durability and disciplined capital deployment. The company has prioritized acquiring higher-quality customers over sheer volume, resulting in a 40% year-over-year reduct...

Management declined to comment on recent reports of potential strategic proposals and kept the call focused on third-quarter results, cost actions, and diversification progress. Revenue of $98.4 million came in below guidance as BARK deliberately pulled back on marketing—marketing spend fell about $11.3M YoY to $16.1M—and the company accepted a smaller D2C subscriber base to prioritize profitability and CAC efficiency. Profitability and cash metrics improved: consolidated gross margin was 62.5%, Adjusted EBITDA was -$1.6M (flat YoY) with $1.6M of positive free cash flow; BARK repaid $45M of convertible notes, ended with ~$22M cash, and saw diversification (BARK Air and Commerce) rise to ~23% of revenue. Interested in BARK, Inc.? Here are five stocks we like better. Penny stock watch: Is it time to take a bit out of BARK, Inc.? BARK (NYSE:BARK) reported third quarter fiscal 2026 results that reflected a continued emphasis on profitability, cash generation, and operating discipline, while management acknowledged—but did not comment on—recent headlines about potential strategic proposals. The company held its earnings call without a question-and-answer session and focused on prepared remarks covering performance, cost actions, and progress on diversification initiatives. Chief Executive Officer Matt Meeker opened the call by noting “recent headlines regarding potential strategic proposals.” He said the company was unable to comment “given the nature of those proposals,” and emphasized the call would instead center on third quarter results and ongoing efforts to strengthen the business amid a volatile macro environment. → AMD’s Post-Earnings Dip Looks Like the Buying Window Bulls Wanted 3 Upgrades In e-Commerce Moving The Market BARK reported total revenue of $98.4 million for the quarter, which Meeker said came in below the company’s guidance range. Both Meeker and Chief Financial Officer Zahir Ibrahim attributed the shortfall primarily to a “deliberate” and “measured” pullback in marketing spend as the company prioritized profitability and cash generation. Meeker said marketing expense was approximately $11 million lower than the third quarter of the prior year, reflecting a focus on “bottom-line durability and disciplined capital deployment” rather than chasing short-term growth. Ibrahim quantified marketing spend at $16.1 million, down $11.3 million year-ove...

NEW YORK, February 05, 2026--(BUSINESS WIRE)--BARK, Inc. (NYSE:BARK): Third Quarter Fiscal Year 2026 Highlights Versus Prior Year Fully repaid the Company's outstanding 2025 Convertible Notes in cash, making BARK debt free. Total revenue was $98.4 million, below guidance, as the Company reduced marketing spend to focus on profitability. Direct-to-Consumer gross margin was 66.4%, up 10 basis points. Commerce gross margin was 46.3%, up 230 basis points. Net loss was $(8.6) million, versus $(11.5) million last year. Adjusted EBITDA was $(1.6) million, within the Company's guidance range. "As we approach the end of fiscal 2026, our priorities remain—running the business with discipline, protecting profitability, and continuing to diversify the ways we serve dog parents," said Matt Meeker, Co-Founder and Chief Executive Officer of BARK. "This quarter reflected that focus. We delivered adjusted EBITDA toward the high-end of our guidance range, generated positive free cash flow as inventory began to normalize, and continued to make progress across both Commerce and BARK Air, which now represent a meaningful and growing portion of our revenue mix. While revenue was impacted by a deliberate pullback in marketing spend, we’re seeing encouraging signs in customer quality, margin performance, and operational efficiency. Taken together, we believe these actions position BARK to exit the fiscal year as a leaner, more resilient, and more diversified company." Fiscal Third Quarter 2026 Highlights Revenue was $98.4 million, with Commerce and BARK Air representing 22.5% of total revenue. The Company also delivered its lowest customer acquisition cost quarter in nearly three years. Total revenue declined 22.1% year-over-year, primarily reflecting fewer total orders in the current period due to carrying fewer subscriptions into the quarter compared to the prior year. The Company also reduced its marketing investment by 41.3% versus last year, as it prioritized profitability in the current period. Direct to Consumer ("DTC") revenue was $79.6 million, a 25.0% decrease year-over-year, primarily due to carrying fewer subscriptions into the quarter compared to the prior year. Commerce revenue was $18.9 million, a 7.2% decrease year-over-year, partly related to timing of retail shipments. Gross profit was $61.6 million, a 22.3% decrease compared to last year. Gross margin was 62.5%,...

Pet products provider Bark (NYSE:BARK) will be announcing earnings results this Thursday after market hours. Here’s what to look for. Bark beat analysts’ revenue expectations by 2.6% last quarter, reporting revenues of $107 million, down 15.2% year on year. It was a softer quarter for the company, with a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EBITDA estimates. Is Bark a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, analysts are expecting Bark’s revenue to decline 18.8% year on year to $102.7 million, a reversal from the 1.1% increase it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.04 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bark has missed Wall Street’s revenue estimates twice over the last two years. Looking at Bark’s peers in the consumer discretionary segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Apple delivered year-on-year revenue growth of 15.7%, beating analysts’ expectations by 4.1%, and Deckers reported revenues up 7.1%, topping estimates by 4.7%. Apple’s stock price was unchanged after the resultswhile Deckers was up 19.2%. Read our full analysis of Apple’s results here and Deckers’s results here. Investors in the consumer discretionary segment have had fairly steady hands going into earnings, with share prices down 1.4% on average over the last month. Bark is up 46.6% during the same time and is heading into earnings with an average analyst price target of $2.33 (compared to the current share price of $0.85). Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative...

This article first appeared on GuruFocus. BARK Inc (NYSE:BARK) is set to release its Q3 2026 earnings on Feb 5, 2026. The consensus estimate for Q3 2026 revenue is $104.13 million, and the earnings are expected to come in at -$0.05 per share. The full year 2026's revenue is expected to be $410.17 million, and the earnings are expected to be -$0.15 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 3 Warning Signs with BARK. Is BARK fairly valued? Test your thesis with our free DCF calculator. Over the past 90 days, revenue estimates for BARK Inc (NYSE:BARK) have declined from $412.82 million to $410.17 million for the full year 2026, and from $438.62 million to $430.76 million for 2027. Meanwhile, earnings estimates have decreased from -$0.14 per share to -$0.15 per share for the full year 2026. However, for 2027, earnings estimates have improved from -$0.09 per share to -$0.05 per share. In the previous quarter of 2025-09-30, BARK Inc's (NYSE:BARK) actual revenue was $106.97 million, which beat analysts' revenue expectations of $103.52 million by 3.34%. BARK Inc's (NYSE:BARK) actual earnings were -$0.06 per share, which missed analysts' earnings expectations of -$0.03 per share by -100%. After releasing the results, BARK Inc (NYSE:BARK) was flat in one day. Based on the one-year price targets offered by 3 analysts, the average target price for BARK Inc (NYSE:BARK) is $2.33, with a high estimate of $3.00 and a low estimate of $2.00. The average target implies an upside of 181.12% from the current price of $0.83. Based on GuruFocus estimates, the estimated GF Value for BARK Inc (NYSE:BARK) in one year is $1.14, suggesting an upside of 37.35% from the current price of $0.83. Based on the consensus recommendation from 3 brokerage firms, BARK Inc's (NYSE:BARK) average brokerage recommendation is currently 2.0, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

NEW YORK, January 27, 2026--(BUSINESS WIRE)--BARK, Inc. (NYSE: BARK) ("BARK" or the "Company"), a leading global omnichannel brand with a mission to make all dogs happy, today announced it will report its third quarter fiscal year 2026 financial results after market close on Thursday, February 5, 2026. Management will host a live conference call and webcast to discuss the Company’s financial results at 4:30 p.m. ET the same day. The conference call can be accessed by dialing 1-888-596-4144 for U.S. participants and 1-646-968-2525 for international participants. The conference call passcode is 5515653. A live audio webcast of the call will be available at https://investors.bark.co/ and will be archived for one year. About BARK BARK is the world’s most dog-centric company, devoted to making all dogs happy with the best products, food, services, and content. BARK’s dog-obsessed team leverages its unique, data-driven understanding of what makes each dog special to design playstyle-specific toys, wildly satisfying treats, dog-first experiences that foster the health and happiness of dogs everywhere, and more. Founded in 2011, BARK loyally serves millions of dogs nationwide with BarkBox and Super Chewer, its themed toys and treats subscriptions; custom product collections through its retail partner network, including Target, Chewy, and Amazon; BARK in the Belly, a premium dog food and consumables line that donates 100% of food profits to fight canine hunger; and BARK Air, the first air travel experience designed specifically for dogs first. At BARK, we want to make dogs as happy as they make us because dogs and humans are better together. Sniff around at bark.co for more information. View source version on businesswire.com: https://www.businesswire.com/news/home/20260127734531/en/ Contacts Investors: Michael Mougias [email protected] Media: Garland Harwood [email protected]